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
CHD
Church & Dwight CO Inc

Consumer Defensive
72
+ 7.04%
$81.8 - $90.01 $5.89K - $6.48K
1.1K $92K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
58
+ 10.03%
$41.91 - $43.15 $2.43K - $2.5K
636 $27K
ABNB
Airbnb, Inc.

Consumer Cyclical
97
+ 4.42%
$117.6 - $129.07 $11.4K - $12.5K
2.29K $269K
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.84%
$589.5 - $635.77 $1.77K - $1.91K
362 $218K
APP
App Lovin Corp

Technology
34
+ 34.0%
$552.64 - $704.09 $18.8K - $23.9K
134 $74K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 33.33%
$4804.01 - $5424.55 $4.8K - $5.42K
4 $19K
NUE
Nucor Corp

Basic Materials
6
+ 4.55%
$131.78 - $154.43 $791 - $927
138 $20K
SGAPY
Singapore Telecommunications Limited

Communication Services
8
+ 5.19%
$32.23 - $37.34 $258 - $299
162 $6K
GKOS
Glaukos Corp

Healthcare
20
+ 26.67%
$74.67 - $92.61 $1.49K - $1.85K
95 $8K
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 1.03%
N/A
1.18K $214K
ERJ
Embraer S.A.

Industrials
12
+ 6.86%
$56.04 - $66.93 $672 - $803
187 $11K
BCS
Barclays PLC

Financial Services
19
+ 6.13%
$19.36 - $22.51 $368 - $428
329 $7K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.17%
$54.27 - $56.85 $54.3 - $56.9
576 $32K
GFI
Gold Fields LTD

Basic Materials
11
+ 5.24%
$35.68 - $46.62 $392 - $513
221 $9K
KEP
Korea Electric Power Corp

Utilities
17
+ 4.94%
$12.51 - $16.73 $213 - $284
361 $5K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
29
+ 6.97%
$18.04 - $21.83 $523 - $633
445 $9K
ASND
Ascendis Pharma A/S

Healthcare
2
+ 8.0%
$196.01 - $214.77 $392 - $430
27 $5K
RYAAY
Ryanair Holdings PLC

Industrials
5
+ 6.25%
$59.06 - $65.0 $295 - $325
85 $5K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
4
+ 11.43%
$133.51 - $145.2 $534 - $581
39 $5K
VIV
Telefonica Brasil S.A.

Communication Services
23
+ 6.25%
$11.74 - $13.21 $270 - $304
391 $5K
NTDOY
Nintendo CO LTD Spon Adr New

Communication Services
14
+ 4.36%
$19.6 - $22.61 $274 - $317
335 $7K
FUTU
Futu Holdings LTD

Financial Services
3
+ 9.68%
$154.6 - $199.04 $464 - $597
34 $5K
BDX
Becton Dickinson & CO

Healthcare
1
+ 1.03%
$176.39 - $193.93 $176 - $194
98 $18K
LUG.TO
Lundin Gold Inc.

Basic Materials
621
+ 65.23%
N/A
1.57K $0
Sila Rlty Tr Inc
4
+ 0.13%
N/A
3.01K $0
China Yuchai Internt A F
12
+ 6.15%
N/A
207 $0
VNET
Vnet Group, Inc.

Technology
56
+ 8.68%
$8.51 - $11.24 $477 - $629
701 $6K
BVN
Buenaventura Mining CO Inc

Basic Materials
18
+ 7.17%
$21.16 - $26.76 $381 - $482
269 $6K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
4
+ 5.41%
$79.68 - $87.33 $319 - $349
78 $6K
SBSW
Sibanye Stillwater LTD

Basic Materials
40
+ 7.13%
$9.79 - $12.82 $392 - $513
601 $6K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
28
+ 5.89%
$14.62 - $15.79 $409 - $442
503 $7K
SE
Sea LTD

Consumer Cyclical
4
+ 10.26%
$140.04 - $192.69 $560 - $771
43 $6K
Lam Resh Corp
3
+ 2.33%
N/A
132 $0
Venture Global Inc
31.5K
+ 38.58%
N/A
113K $0
KCCA
Kraneshares California Carbon
22
+ 2.6%
N/A
869 $0
First Trust Cre Invsmnt
20
+ 1.66%
N/A
1.22K $0
Ge Vernova Inc
29
+ 241.67%
N/A
41 $0
Coreweave Inc
417
+ 417.0%
N/A
517 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
20
+ 21.05%
$79.54 - $103.8 $1.59K - $2.08K
115 $9K
Ishares Bitcoin ETF
607
+ 11.26%
N/A
6K $0
Viper Energy Inc New
4.66K
+ 230.42%
N/A
6.68K $0
TIGR
Up Fintech Holding LTD

Financial Services
38
+ 6.46%
$9.02 - $10.91 $343 - $415
626 $6K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
391
+ 1.29%
$26.34 - $27.23 $10.3K - $10.6K
30.7K $816K
NI
Nisource Inc.

Utilities
8
+ 0.2%
$42.11 - $44.17 $337 - $353
3.96K $169K
HON
Honeywell International Inc

Industrials
525
+ 7.31%
$194.07 - $220.67 $102K - $116K
7.71K $1.51M
BEN
Franklin Resources Inc

Financial Services
577
+ 3.66%
$22.1 - $23.8 $12.8K - $13.7K
16.3K $362K
SWKS
Skyworks Solutions, Inc.

Technology
2
+ 1.28%
$66.6 - $80.26 $133 - $161
158 $10K
BX
Blackstone Inc.

Financial Services
18
+ 14.29%
$138.42 - $168.45 $2.49K - $3.03K
144 $19K
OKTA
Okta, Inc.

Technology
1.3K
+ 9.02%
$83.76 - $94.92 $109K - $123K
15.7K $1.32M
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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