Org Wealth Partners, LLC Reduced Holdings in Q4 2025

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
-321
- 69.48%
$205.63 - $235.74 $66K - $75.7K
141 $30K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-824
- 51.73%
$91.46 - $91.76 $75.4K - $75.6K
769 $70K
AXP
American Express CO

Financial Services
-254
- 10.31%
$316.26 - $372.77 $80.3K - $94.7K
2.21K $754K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-355
- 0.19%
$11.32 - $12.35 $4.02K - $4.38K
188K $2.26M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-2.25K
- 4.31%
$19.46 - $19.85 $43.8K - $44.7K
49.9K $975K
PFE
Pfizer Inc

Healthcare
-1.35K
- 2.12%
$24.23 - $27.37 $32.7K - $36.9K
62.3K $1.56M
AEM
Agnico Eagle Mines LTD

Basic Materials
-326
- 71.49%
$155.17 - $185.52 $50.6K - $60.5K
130 $21K
T
At&T Inc.

Communication Services
-1.06K
- 11.9%
$24.44 - $27.55 $25.8K - $29.1K
7.82K $199K
NVO
Novo Nordisk A S

Healthcare
-20
- 0.28%
$45.68 - $59.65 $914 - $1.19K
7.01K $339K
VRSN
Verisign Inc

Technology
-136
- 23.65%
$232.82 - $275.44 $31.7K - $37.5K
439 $111K
ITW
Illinois Tool Works Inc

Industrials
-10
- 0.45%
$242.03 - $260.73 $2.42K - $2.61K
2.21K $539K
RTX
Raytheon Technologies Corp

Industrials
-398
- 10.85%
$157.0 - $179.44 $62.5K - $71.4K
3.27K $574K
DGRO
Ishares Core Dividend Growth E

ETFs
-610
- 4.8%
$66.93 - $69.17 $40.8K - $42.2K
12.1K $828K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-175
- 0.38%
$26.88 - $29.21 $4.7K - $5.11K
45.9K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-66
- 4.53%
$656.2 - $690.71 $43.3K - $45.6K
1.39K $940K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-212
- 4.34%
$161.21 - $171.97 $34.2K - $36.5K
4.67K $770K
AZO
Autozone Inc

Consumer Cyclical
-1
- 1.49%
$3576.14 - $4253.71 $3.58K - $4.25K
66 $254K
DUK
Duke Energy Corp

Utilities
-258
- 58.24%
$121.57 - $129.03 $31.4K - $33.3K
185 $23K
MSCI
Msci Inc.

Financial Services
-50
- 5.48%
$533.34 - $593.76 $26.7K - $29.7K
862 $487K
ESS
Essex Property Trust, Inc.

Real Estate
-108
- 11.32%
N/A
846 $230K
CINF
Cincinnati Financial Corp

Financial Services
-330
- 7.39%
$151.39 - $166.89 $50K - $55.1K
4.14K $677K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-143
- 14.52%
$73.78 - $98.43 $10.6K - $14.1K
842 $62K
WMB
Williams Companies, Inc.

Energy
-309
- 10.24%
$56.51 - $64.48 $17.5K - $19.9K
2.71K $165K
BSX
Boston Scientific Corp

Healthcare
-351
- 16.53%
$94.95 - $104.98 $33.3K - $36.8K
1.77K $182K
SAP
Sap Se

Technology
-20
- 2.91%
$238.9 - $280.46 $4.78K - $5.61K
667 $159K
GL
Globe Life Inc.

Financial Services
-71
- 5.88%
$130.64 - $140.98 $9.28K - $10K
1.14K $149K
TTWO
Take Two Interactive Software Inc

Communication Services
-23
- 3.35%
$232.0 - $262.29 $5.34K - $6.03K
663 $155K
IVW
Ishares S&P 500 Growth ETF

ETFs
-149
- 53.6%
$118.29 - $126.28 $17.6K - $18.8K
129 $15K
ES
Eversource Energy

Utilities
-533
- 5.12%
$70.59 - $74.88 $37.6K - $39.9K
9.88K $723K
EBAY
Ebay Inc

Consumer Cyclical
-33
- 1.77%
$80.85 - $99.58 $2.67K - $3.29K
1.84K $153K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-551
- 82.49%
$28.79 - $29.13 $15.9K - $16.1K
117 $3K
DVY
Ishares Tr

ETFs
-100
- 39.37%
$138.1 - $143.11 $13.8K - $14.3K
154 $21K
GLW
Corning Inc

Technology
-181
- 6.49%
$82.06 - $90.29 $14.9K - $16.3K
2.61K $214K
MCD
Mcdonalds Corp

Consumer Cyclical
-59
- 1.75%
$293.81 - $310.11 $17.3K - $18.3K
3.32K $1.01M
MRK
Merck & Co., Inc.

Healthcare
-455
- 14.36%
$82.49 - $92.93 $37.5K - $42.3K
2.71K $251K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.79K
- 19.27%
$17.1 - $23.05 $47.7K - $64.3K
11.7K $269K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-504
- 80.38%
$26.14 - $26.55 $13.2K - $13.4K
123 $3K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-427
- 81.18%
$26.76 - $27.67 $11.4K - $11.8K
99 $2K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-90
- 64.29%
$127.15 - $133.03 $11.4K - $12K
50 $6K
MSTR
Microstrategy Inc

Technology
-33
- 94.29%
$199.75 - $359.69 $6.59K - $11.9K
2 $0
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
-27
- 2.86%
$103.32 - $112.12 $2.79K - $3.03K
916 $94K
CLX
Clorox CO

Consumer Defensive
-42
- 21.54%
$103.68 - $123.19 $4.35K - $5.17K
153 $15K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-38
- 1.24%
$139.66 - $144.52 $5.31K - $5.49K
3.03K $429K
VB
Vanguard Small Cap ETF

ETFs
-20
- 3.34%
$248.1 - $260.08 $4.96K - $5.2K
578 $144K
WRB
Berkley W R Corp

Financial Services
-95
- 4.25%
$71.34 - $78.46 $6.78K - $7.45K
2.14K $164K
FANG
Diamondback Energy, Inc.

Energy
-88
- 9.64%
$137.29 - $149.2 $12.1K - $13.1K
825 $123K
QAI
Iq Hedge Multi Strategy Compos

ETFs
-155
- 67.1%
$33.35 - $34.03 $5.17K - $5.27K
76 $2K
KURE
Kraneshares Tr Msci All China

ETFs
-142
- 7.34%
$18.77 - $21.45 $2.67K - $3.05K
1.79K $35K
IEMG
Ishares Inc

ETFs
-94
- 26.93%
N/A
255 $13K
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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