Org Wealth Partners, LLC New Holdings in Q4 2025

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
6.27K
New
$56.0 - $63.38 $351K - $397K
6.27K $367K
MCK
Mckesson Corp

Healthcare
216
New
$738.06 - $859.37 $159K - $186K
216 $181K
XEL
Xcel Energy Inc

Utilities
2.02K
New
$79.6 - $81.85 $161K - $165K
2.02K $162K
WEC
Wec Energy Group, Inc.

Utilities
1.43K
New
$110.61 - $117.5 $158K - $168K
1.43K $158K
SATS
Echo Star Corp

Technology
2.3K
New
$67.4 - $79.5 $155K - $183K
2.3K $155K
WTW
Willis Towers Watson PLC

Financial Services
473
New
$313.1 - $349.93 $148K - $166K
473 $152K
ICE
Intercontinental Exchange, Inc.

Financial Services
985
New
$145.59 - $162.64 $143K - $160K
985 $149K
NLOK
Norton Life Lock Inc.

Technology
5.75K
New
N/A
5.75K $123K
TDY
Teledyne Technologies Inc

Technology
209
New
$501.23 - $593.62 $105K - $124K
209 $104K
TMUS
T Mobile Us, Inc.

Communication Services
476
New
$201.01 - $233.26 $95.7K - $111K
476 $102K
CHTR
Charter Communications, Inc.

Communication Services
453
New
$201.84 - $282.74 $91.4K - $128K
453 $91K
IP
International Paper CO

Consumer Cyclical
2.42K
New
$36.32 - $49.1 $87.7K - $119K
2.42K $90K
MCY
Mercury General Corp

Financial Services
1K
New
$76.23 - $88.09 $76.2K - $88.1K
1K $88K
FNMA
Federal National Mortgage Association Fannie Mae

Financial Services
8.04K
New
$8.7 - $12.66 $69.9K - $102K
8.04K $73K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
345
New
$149.52 - $158.91 $51.6K - $54.8K
345 $52K
LIT
Global X Fds Global X Lithium

ETFs
821
New
$53.92 - $63.77 $44.3K - $52.4K
821 $52K
L
Loews Corp

Financial Services
479
New
$97.8 - $104.41 $46.8K - $50K
479 $50K
RF
Regions Financial Corp

Financial Services
1.89K
New
$23.35 - $26.39 $44.1K - $49.9K
1.89K $47K
VTR
Ventas, Inc.

Real Estate
577
New
$67.45 - $78.0 $38.9K - $45K
577 $45K
SOXL
Direxion Daily Semiconductor B

ETFs
852
New
$34.21 - $49.38 $29.1K - $42.1K
852 $33K
MPC
Marathon Petroleum Corp

Energy
117
New
$180.89 - $200.13 $21.2K - $23.4K
117 $23K
BAC
Bank Of America Corp

Financial Services
415
New
$48.65 - $54.11 $20.2K - $22.5K
415 $21K
NOC
Northrop Grumman Corp

Industrials
34
New
$558.0 - $637.95 $19K - $21.7K
34 $19K
ENB
Enbridge Inc

Energy
365
New
$46.39 - $50.07 $16.9K - $18.3K
365 $17K
PSLV
Sprott Physical Silver Trust

Financial Services
1.06K
New
$15.32 - $18.07 $16.3K - $19.2K
1.06K $17K
SCHW
Schwab Charles Corp

Financial Services
184
New
$91.91 - $97.71 $16.9K - $18K
184 $16K
IREN
Iris Energy LTD

Financial Services
319
New
$47.02 - $76.41 $15K - $24.4K
319 $15K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
167
New
$56.33 - $59.22 $9.41K - $9.89K
167 $9K
ARGX
Argenx Se

Healthcare
5
New
$767.33 - $907.98 $3.84K - $4.54K
5 $4K
GMAB
Genmab A/S

Healthcare
149
New
$28.61 - $33.56 $4.26K - $5K
149 $4K
HPQ
Hp Inc

Technology
108
New
$24.53 - $28.61 $2.65K - $3.09K
108 $2K
Solstice Advanced Matls
140
New
N/A
140 $0
ALCC
Alt C Acquisition Corp.

Financial Services
181
New
N/A
181 $0
Angel Studios Inc
176
New
N/A
176 $0
TOTB.DE
Total Energies Se

Energy
978
New
N/A
978 $0
Lightbridge Corp
810
New
N/A
810 $0
Fermi Inc
18.8K
New
N/A
18.8K $0
MGA
Magna International Inc

Consumer Cyclical
20
New
$43.54 - $50.37 $871 - $1.01K
20 $0
Uranium Rty Corp F
13.1K
New
N/A
13.1K $0
RKT
Rocket Companies, Inc.

Financial Services
55
New
$15.61 - $19.59 $859 - $1.08K
55 $0
Sony Finl Group Inc F
44
New
N/A
44 $0
Twenty One Cap Inc
121
New
N/A
121 $0
Amplify Alternative Harv
737
New
N/A
737 $0
Abivax Sa F
53
New
N/A
53 $0
Fs Specialty Lending
2.64K
New
N/A
2.64K $0
Nebius Group N V A F
204
New
N/A
204 $0
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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