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
AEE
Ameren Corp

Utilities
-45
- 2.78%
$101.28 - $105.72 $4.56K - $4.76K
1.58K $165K
BK
Bank Of New York Mellon Corp

Financial Services
-58
- 3.53%
$104.54 - $112.64 $6.06K - $6.53K
1.58K $174K
KBA
Kraneshares Bosera Msci China

ETFs
-145
- 21.32%
$28.57 - $31.34 $4.14K - $4.54K
535 $16K
APH
Amphenol Corp

Technology
-62
- 15.16%
$121.7 - $143.85 $7.55K - $8.92K
347 $46K
DOV
Dover Corp

Industrials
-34
- 23.29%
$161.16 - $183.97 $5.48K - $6.25K
112 $20K
CB
Chubb LTD

Financial Services
-52
- 5.47%
$268.2 - $296.22 $13.9K - $15.4K
899 $265K
SWK
Stanley Black & Decker, Inc.

Industrials
-4
- 1.53%
$64.43 - $75.42 $258 - $302
257 $16K
SPYG
Spdr Portfolio

ETFs
-44
- 1.64%
$102.4 - $109.39 $4.51K - $4.81K
2.63K $276K
FOX
Fox Corp Cl B (De)

Communication Services
-107
- 3.53%
$51.27 - $60.27 $5.49K - $6.45K
2.93K $170K
AOS
Smith A O Corp

Industrials
-5
- 1.9%
$64.74 - $73.54 $324 - $368
258 $16K
WST
West Pharmaceutical Services Inc

Healthcare
-8
- 10.26%
$261.17 - $307.25 $2.09K - $2.46K
70 $18K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-152
- 1.37%
$52.54 - $55.77 $7.99K - $8.48K
10.9K $598K
PWV
Invesco Exchange Traded Fd Tr

ETFs
-20
- 2.71%
$63.56 - $66.72 $1.27K - $1.33K
718 $47K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13
- 3.46%
$76.84 - $80.86 $999 - $1.05K
363 $28K
HMY
Harmony Gold Mining CO LTD

Basic Materials
-31
- 6.29%
$15.19 - $21.9 $471 - $679
462 $7K
EUFN
Ishares Msci Europe Financials

ETFs
-3
- 3.41%
$33.08 - $35.38 $99.2 - $106
85 $2K
Cambria Fixed Income
-2.69K
- 1.34%
N/A
199K $0
Core Scientific Inc New Wt Exp Tranche 1
-500K
- 10.97%
N/A
4.06M $0
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-116
- 1.29%
$45.45 - $48.31 $5.27K - $5.6K
8.87K $420K
NDSN
Nordson Corp

Industrials
-3
- 3.49%
$228.16 - $238.35 $684 - $715
83 $19K
Linde PLC F
-55
- 3.69%
N/A
1.44K $0
Return Stacked Us Stk
-1.06K
- 5.65%
N/A
17.7K $0
Hines Global Income Trus
-11.9K
- 14.12%
N/A
72.3K $0
Canadian Pacific Kan F
-10
- 7.25%
N/A
128 $0
Stepstone Private Market
-3.68K
- 12.49%
N/A
25.8K $0
Core Scientific Inc
-8.46K
- 0.12%
N/A
7.28M $0
Arista Networks Inc
-761
- 84.18%
N/A
143 $0
Kenvue Inc
-10.2K
- 46.07%
N/A
11.9K $0
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-466
- 1.31%
$31.85 - $33.68 $14.8K - $15.7K
35.2K $1.15M
BE
Bloom Energy Corp

Industrials
-428
- 21.95%
$86.06 - $142.37 $36.8K - $60.9K
1.52K $170K
WELL
Welltower Inc.

Real Estate
-46
- 4.76%
$165.94 - $193.82 $7.63K - $8.92K
921 $178K
CAT
Caterpillar Inc

Industrials
-347
- 13.08%
$480.82 - $585.49 $167K - $203K
2.31K $1.27M
JCI
Johnson Controls International PLC

Industrials
-75
- 4.3%
$105.55 - $122.66 $7.92K - $9.2K
1.67K $198K
MMM
3 M CO

Industrials
-22
- 1.88%
$148.75 - $171.6 $3.27K - $3.78K
1.15K $189K
NEE
Nextera Energy Inc

Utilities
-259
- 8.05%
$78.18 - $86.03 $20.2K - $22.3K
2.96K $253K
EFV
Msci Eafe Value ETF

ETFs
-66
- 0.86%
$66.73 - $70.99 $4.4K - $4.69K
7.63K $536K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-505
- 1.86%
$27.18 - $28.91 $13.7K - $14.6K
26.7K $757K
IDXX
Idexx Laboratories Inc

Healthcare
-25
- 3.71%
$616.15 - $722.94 $15.4K - $18.1K
649 $447K
CSCO
Cisco Systems, Inc.

Technology
-128
- 3.69%
$67.46 - $78.0 $8.63K - $9.98K
3.34K $259K
CAH
Cardinal Health Inc

Healthcare
-1.67K
- 21.17%
$153.27 - $206.06 $256K - $344K
6.22K $1.28M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-31
- 0.72%
$122.18 - $178.42 $3.79K - $5.53K
4.29K $696K
AAPL
Apple Inc.

Technology
-432
- 1.31%
$245.27 - $275.25 $106K - $119K
32.5K $8.7M
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
Track This Portfolio

Track Org Wealth Partners, LLC Portfolio

Follow Org Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Org Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Org Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email