Org Wealth Partners, LLC Incresed Positions in Q4 2025

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
3.12K
+ 477.64%
$835.79 - $946.29 $2.61M - $2.95M
3.77K $3.15M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
27.5K
+ 32.7%
$50.57 - $50.77 $1.39M - $1.4M
112K $5.65M
UTG
Reaves Utility Income Fund

Financial Services
33.4K
+ 5569.0%
$36.92 - $41.42 $1.23M - $1.38M
34K $1.26M
GOOG
Alphabet Inc.

Communication Services
151
+ 0.98%
$237.49 - $291.74 $35.9K - $44.1K
15.6K $4.45M
ABBV
Abb Vie Inc.

Healthcare
1.99K
+ 9.01%
$211.96 - $244.38 $422K - $486K
24.1K $5.63M
XOM
Exxon Mobil Corp

Energy
2.14K
+ 3.98%
$110.64 - $119.78 $237K - $257K
56K $6.59M
EQT
Eqt Corp

Energy
5.64K
+ 17.64%
$51.8 - $60.84 $292K - $343K
37.6K $2.25M
AMZN
Amazon Com Inc

Consumer Cyclical
363
+ 1.31%
$213.04 - $254.0 $77.3K - $92.2K
28.2K $6.61M
LLY
Eli Lilly & CO

Healthcare
147
+ 10.79%
$799.57 - $1025.28 $118K - $151K
1.51K $1.54M
JNJ
Johnson & Johnson

Healthcare
1.93K
+ 38.25%
$185.98 - $199.58 $359K - $385K
6.98K $1.39M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2.26K
+ 115.69%
$124.39 - $154.88 $281K - $349K
4.21K $642K
GOOGL
Alphabet Inc.

Communication Services
142
+ 1.39%
$236.57 - $291.31 $33.6K - $41.4K
10.4K $2.86M
SNOW
Snowflake Inc.

Technology
598
+ 8.96%
$230.55 - $277.14 $138K - $166K
7.27K $1.87M
SYY
Sysco Corp

Consumer Defensive
4.75K
+ 2048.28%
$72.9 - $83.27 $346K - $396K
4.98K $372K
MDT
Medtronic PLC

Healthcare
3.6K
+ 134.03%
$90.06 - $98.43 $324K - $354K
6.28K $604K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
7.25K
+ 19.23%
$43.6 - $45.68 $316K - $331K
44.9K $2.03M
ISRG
Intuitive Surgical Inc

Healthcare
611
+ 1222.0%
$429.59 - $576.2 $262K - $352K
661 $361K
GD
General Dynamics Corp

Industrials
945
+ 1575.0%
$330.59 - $353.77 $312K - $334K
1.01K $345K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
295
+ 1.08%
$475.68 - $513.11 $140K - $151K
27.5K $14M
CRWD
Crowd Strike Holdings, Inc.

Technology
223
+ 5.94%
$482.23 - $557.53 $108K - $124K
3.98K $2.14M
AON
Aon PLC

Financial Services
699
+ 78.1%
$326.07 - $366.93 $228K - $256K
1.59K $558K
SBUX
Starbucks Corp

Consumer Cyclical
2.65K
+ 44.57%
$78.46 - $87.26 $208K - $231K
8.6K $728K
FNV
Franco Nevada Corp

Basic Materials
1.15K
+ 205.75%
$183.97 - $222.27 $211K - $255K
1.7K $335K
IBM
International Business Machines Corp

Technology
109
+ 1.0%
$275.97 - $314.98 $30.1K - $34.3K
11K $3.28M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.79K
+ 11.07%
$67.07 - $73.01 $120K - $131K
18K $1.29M
XLU
Utilities Sector Spdr

ETFs
1.94K
+ 100.0%
$87.89 - $92.9 $171K - $181K
3.89K $344K
BMY
Bristol Myers Squibb CO

Healthcare
3.62K
+ 554.45%
$42.6 - $49.08 $154K - $177K
4.27K $199K
BKR
Baker Hughes CO

Energy
3.49K
+ 160.28%
$44.47 - $49.08 $155K - $171K
5.67K $276K
SCCO
Southern Copper Corp

Basic Materials
175
+ 1.12%
$122.64 - $141.68 $21.5K - $24.8K
15.7K $2.06M
IEFA
Ishares Tr

ETFs
1.42K
+ 5.99%
$86.09 - $89.88 $123K - $128K
25.2K $2.24M
PHYS
Sprott Physical Gold Trust

Financial Services
1.47K
+ 2.11%
$29.62 - $33.31 $43.4K - $48.8K
70.8K $2.21M
OKE
Oneok Inc

Energy
2.33K
+ 38.86%
$64.31 - $72.98 $150K - $170K
8.34K $587K
AVGO
Broadcom Inc.

Technology
249
+ 5.13%
$324.63 - $385.98 $80.8K - $96.1K
5.11K $1.75M
AFL
Aflac Inc

Financial Services
1.1K
+ 13.98%
$105.7 - $115.01 $116K - $126K
8.96K $1.02M
ATO
Atmos Energy Corp

Utilities
676
+ 16.27%
$168.85 - $179.19 $114K - $121K
4.83K $846K
ERIE
Erie Indemnity CO

Financial Services
504
+ 224.0%
$277.63 - $329.97 $140K - $166K
729 $208K
PB
Prosperity Bancshares Inc

Financial Services
2K
+ 36.36%
$61.89 - $67.53 $124K - $135K
7.5K $501K
MKC
Mccormick & CO Inc

Consumer Defensive
1.97K
+ 187.27%
$63.83 - $68.91 $126K - $136K
3.03K $197K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.29K
+ 46.29%
$44.68 - $47.47 $102K - $109K
7.24K $340K
ACN
Accenture PLC

Technology
475
+ 26.9%
$234.02 - $253.35 $111K - $120K
2.24K $540K
VOOV
Vanguard S&P 500 Value ETF

ETFs
502
+ 44.42%
$195.54 - $204.93 $98.2K - $103K
1.63K $330K
CL
Colgate Palmolive CO

Consumer Defensive
1.31K
+ 107.81%
$74.98 - $79.86 $98.3K - $105K
2.53K $199K
AMCR
Amcor PLC

Consumer Cyclical
11.2K
+ 103.47%
$7.82 - $8.58 $87.6K - $96.1K
22K $186K
NKE
Nike, Inc.

Consumer Cyclical
1.68K
+ 132.05%
$60.8 - $74.57 $102K - $125K
2.95K $185K
TJX
Tjx Companies Inc

Consumer Cyclical
639
+ 64.03%
$138.56 - $147.63 $88.5K - $94.3K
1.64K $239K
FDS
Factset Research Systems Inc

Financial Services
358
+ 118.94%
$253.62 - $294.11 $90.8K - $105K
659 $180K
APD
Air Products & Chemicals, Inc.

Basic Materials
439
+ 25.13%
$237.56 - $271.47 $104K - $119K
2.19K $566K
INTU
Intuit Inc

Technology
143
+ 55.0%
$641.79 - $683.39 $91.8K - $97.7K
403 $260K
EPD
Enterprise Products Partners L.P.

Energy
317
+ 0.48%
$30.19 - $32.26 $9.57K - $10.2K
66.3K $2.14M
Activity Summary
Buys All Purchases 219 New Holdings 47 Increased Positions 172 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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