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
KMB
Kimberly Clark Corp

Consumer Defensive
114
+ 15.2%
$100.05 - $123.23 $11.4K - $14K
864 $89K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
127
+ 1.13%
$114.27 - $121.15 $14.5K - $15.4K
11.4K $1.33M
LEN
Lennar Corp

Consumer Cyclical
2
+ 0.1%
$117.91 - $130.07 $236 - $260
2.07K $251K
SPG
Simon Property Group Inc

Real Estate
2
+ 0.07%
$173.35 - $185.76 $347 - $372
2.94K $537K
LOW
Lowes Companies Inc

Consumer Cyclical
4
+ 0.52%
$225.0 - $247.99 $900 - $992
777 $174K
VST
Vistra Corp.

Utilities
168
+ 6.83%
$171.56 - $210.85 $28.8K - $35.4K
2.63K $459K
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 0.65%
$144.33 - $160.86 $2.45K - $2.73K
2.61K $399K
TOL
Toll Brothers, Inc.

Consumer Cyclical
4
+ 0.12%
$127.26 - $142.72 $509 - $571
3.27K $425K
LMT
Lockheed Martin Corp

Industrials
3
+ 0.33%
$452.1 - $514.24 $1.36K - $1.54K
926 $435K
UNP
Union Pacific Corp

Industrials
5
+ 0.27%
$216.37 - $237.41 $1.08K - $1.19K
1.89K $416K
FFIV
F5, Inc.

Technology
36
+ 6.92%
$234.0 - $343.17 $8.42K - $12.4K
556 $130K
MO
Altria Group, Inc.

Consumer Defensive
386
+ 4.7%
$56.38 - $66.65 $21.8K - $25.7K
8.61K $500K
DHI
Horton D R Inc

Consumer Cyclical
2
+ 0.11%
$142.43 - $174.95 $285 - $350
1.82K $258K
JPM
Jpmorgan Chase & CO

Financial Services
346
+ 2.72%
$294.11 - $320.41 $102K - $111K
13.1K $3.93M
META
Meta Platforms, Inc.

Communication Services
14
+ 1.56%
$609.01 - $751.67 $8.53K - $10.5K
909 $553K
RGTI
Rigetti Computing, Inc.

Technology
2.41K
+ 6.09%
$25.2 - $56.12 $60.8K - $135K
42K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
148
+ 2.03%
$401.99 - $468.37 $59.5K - $69.3K
7.44K $3.04M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
28
+ 0.25%
$153.8 - $189.34 $4.31K - $5.3K
11.2K $1.76M
IONQ
Ion Q, Inc.

Technology
2.19K
+ 7.13%
$45.4 - $82.09 $99.4K - $180K
32.9K $1.55M
NFLX
Netflix Inc

Communication Services
6.4K
+ 619.94%
$110.29 - $1241.35 $706K - $7.95M
7.44K $820K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1.06K
+ 2.71%
$71.69 - $105.67 $76.3K - $112K
40.4K $2.92M
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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