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
MHF
Western Asset Municipal High Income Fund Inc.

Financial Services
9.97K
+ 12.56%
N/A
89.4K $612K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
3.41K
+ 3.75%
$13.16 - $13.86 $44.9K - $47.3K
94.3K $1.29M
XLK
Technology Sector Spdr

ETFs
223
+ 100.0%
$278.39 - $304.13 $62.1K - $67.8K
446 $128K
CVX
Chevron Corp

Energy
394
+ 5.73%
$148.9 - $157.72 $58.7K - $62.1K
7.27K $1.13M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1K
+ 8.48%
$56.0 - $57.6 $56.1K - $57.7K
12.8K $727K
ADBE
Adobe Inc.

Technology
261
+ 22.68%
$325.07 - $359.91 $84.8K - $93.9K
1.41K $458K
ETR
Entergy Corp

Utilities
419
+ 23.77%
$93.4 - $97.65 $39.1K - $40.9K
2.18K $207K
GROY
Gold Royalty Corp.

Basic Materials
11.6K
+ 232.62%
$3.17 - $3.88 $36.9K - $45.1K
16.6K $61K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
4.56K
+ 30.84%
$8.93 - $9.14 $40.7K - $41.6K
19.3K $174K
GILD
Gilead Sciences, Inc.

Healthcare
35
+ 1.31%
$110.56 - $125.2 $3.87K - $4.38K
2.71K $336K
DRI
Darden Restaurants Inc

Consumer Cyclical
272
+ 53.33%
$171.59 - $193.49 $46.7K - $52.6K
782 $135K
CHK
Chesapeake Energy Corp

Energy
389
+ 32.88%
N/A
1.57K $134K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
309
+ 5.68%
$99.87 - $101.27 $30.9K - $31.3K
5.75K $575K
WMT
Walmart Inc.

Consumer Defensive
287
+ 1.46%
$101.18 - $109.03 $29K - $31.3K
19.9K $2.05M
XLE
Energy Sector Spdr

ETFs
284
+ 100.0%
$85.22 - $92.02 $24.2K - $26.1K
568 $52K
QUAL
Ishares Msci Usa Quality Facto

ETFs
142
+ 4.32%
$191.01 - $199.18 $27.1K - $28.3K
3.43K $666K
ROP
Roper Technologies Inc

Industrials
103
+ 25.88%
$443.27 - $520.0 $45.7K - $53.6K
501 $225K
TXN
Texas Instruments Inc

Technology
123
+ 4.58%
N/A
2.81K $546K
COST
Costco Wholesale Corp

Consumer Defensive
59
+ 2.6%
$910.94 - $954.99 $53.7K - $56.3K
2.32K $2.12M
SPY
Spdr S&P 500 ETF Trust

ETFs
37
+ 2.62%
$653.02 - $687.39 $24.2K - $25.4K
1.45K $963K
WM
Waste Management Inc

Industrials
100
+ 97.09%
$196.77 - $219.98 $19.7K - $22K
203 $42K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
562
+ 3.61%
$63.25 - $66.24 $35.5K - $37.2K
16.1K $1.04M
PANW
Palo Alto Networks Inc

Technology
96
+ 90.57%
$204.77 - $221.38 $19.7K - $21.3K
202 $41K
AMAT
Applied Materials Inc

Technology
85
+ 8500.0%
$209.95 - $240.89 $17.8K - $20.5K
86 $19K
AMD
Advanced Micro Devices Inc

Technology
17
+ 10.49%
$164.01 - $264.33 $2.79K - $4.49K
179 $43K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
169
+ 6.94%
$245.79 - $258.02 $41.5K - $43.6K
2.61K $641K
PEP
Pepsico Inc

Consumer Defensive
51
+ 7.37%
$138.84 - $153.71 $7.08K - $7.84K
743 $109K
EMR
Emerson Electric CO

Industrials
233
+ 4.72%
$126.01 - $140.03 $29.4K - $32.6K
5.17K $660K
SOFI
So Fi Technologies, Inc.

Financial Services
447
+ 8940.0%
$25.24 - $32.21 $11.3K - $14.4K
452 $12K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
19
+ 1.24%
$280.66 - $305.09 $5.33K - $5.8K
1.55K $438K
VEA
Vanguard Ftse Developed Market

ETFs
94
+ 3.8%
$59.18 - $62.09 $5.56K - $5.84K
2.57K $157K
QCOM
Qualcomm Inc

Technology
41
+ 0.6%
$153.59 - $187.68 $6.3K - $7.69K
6.87K $1.15M
PR
Permian Resources Corporation

Energy
98
+ 1.03%
$12.13 - $13.63 $1.19K - $1.34K
9.57K $130K
VUG
Vanguard Growth ETF

ETFs
12
+ 1.94%
$470.44 - $504.26 $5.65K - $6.05K
631 $305K
NDAQ
Nasdaq, Inc.

Financial Services
112
+ 6.85%
$85.42 - $91.4 $9.57K - $10.2K
1.75K $152K
XLY
Select Sector Spdr Consumer Di

ETFs
31
+ 100.0%
$228.75 - $242.18 $7.09K - $7.51K
62 $14K
SPOT
Spotify Technology S.A.

Communication Services
13
+ 48.15%
$616.91 - $707.3 $8.02K - $9.19K
40 $25K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
173
+ 34.6%
$18.95 - $25.83 $3.28K - $4.47K
673 $17K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
100
+ 2.5%
$49.98 - $50.59 $5K - $5.06K
4.1K $206K
EFG
Msci Eafe Growth ETF

ETFs
37
+ 1.35%
$112.91 - $117.61 $4.18K - $4.35K
2.79K $319K
NET
Cloudflare, Inc.

Technology
23
+ 16.55%
$210.01 - $253.3 $4.83K - $5.83K
162 $34K
CRON
Cronos Group Inc.

Healthcare
1.99K
+ 381.8%
$2.41 - $2.71 $4.8K - $5.4K
2.52K $6K
SONY
Sony Group Corp

Technology
184
+ 83.64%
$27.71 - $30.26 $5.1K - $5.57K
404 $11K
VO
Vanguard Mid Cap ETF

ETFs
19
+ 34.55%
$286.27 - $296.23 $5.44K - $5.63K
74 $21K
SMR
Nuscale Power Corp

Industrials
672
+ 96.0%
$22.45 - $53.43 $15.1K - $35.9K
1.37K $30K
BA
Boeing CO

Industrials
110
+ 16.67%
$191.81 - $225.32 $21.1K - $24.8K
770 $147K
AVEM
American Centy ETF Tr Avantis

ETFs
53
+ 35.81%
$73.09 - $78.36 $3.87K - $4.15K
201 $15K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
48
+ 4.05%
$92.34 - $95.43 $4.43K - $4.58K
1.23K $116K
MUB
Ishares National Muni Bond ETF

ETFs
19
+ 0.47%
$106.36 - $107.61 $2.02K - $2.04K
4.06K $433K
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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