Org Partners LLC Purchases in Q4 2024

Org Partners LLC

  • $689 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WPC
W. P. Carey Inc.

Real Estate
127
+ 8.89%
$53.44 - $61.33 $6.79K - $7.79K
1.56K $84K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
42
+ 0.29%
$8.36 - $8.71 $351 - $366
14.6K $122K
KHC
Kraft Heinz CO

Consumer Defensive
64
+ 4.18%
$30.1 - $36.02 $1.93K - $2.31K
1.6K $48K
SMMNY
Siemens Healthineers Ag Adr(Ge

Healthcare
5
+ 0.34%
$25.74 - $29.34 $129 - $147
1.48K $39K
BOND
Pimco Active Bond Exchange Tra

ETFs
236
+ 3.63%
$90.42 - $94.5 $21.3K - $22.3K
6.73K $608K
PFG
Principal Financial Group Inc

Financial Services
2
+ 0.25%
$74.91 - $91.26 $150 - $183
792 $61K
VLO
Valero Energy Corp

Energy
4
+ 0.73%
$118.59 - $144.02 $474 - $576
555 $68K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
127
+ 7.29%
$114.08 - $125.68 $14.5K - $16K
1.87K $213K
INTC
Intel Corp

Technology
190
+ 5.57%
$19.07 - $26.23 $3.62K - $4.98K
3.6K $72K
UBER
Uber Technologies, Inc

Technology
37
+ 5.68%
$59.93 - $86.34 $2.22K - $3.19K
688 $41K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
206
+ 3.66%
$38.37 - $42.82 $7.9K - $8.82K
5.84K $224K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.33K
+ 104.11%
$25.74 - $53.78 $214K - $448K
16.3K $421K
CARR
Carrier Global Corp

Industrials
2
+ 0.26%
$66.69 - $82.65 $133 - $165
779 $53K
UNH
Unitedhealth Group Inc

Healthcare
273
+ 14.63%
$485.52 - $625.25 $133K - $171K
2.14K $1.08M
AEP
American Electric Power CO Inc

Utilities
31
+ 2.06%
$90.91 - $102.21 $2.82K - $3.17K
1.54K $141K
BNY
Blackrock New York Municipal Income Trust

Financial Services
439
+ 1.85%
$10.13 - $11.07 $4.45K - $4.86K
24.2K $246K
LCID
Lucid Group, Inc.

Consumer Cyclical
55
+ 0.17%
$2.01 - $3.44 $111 - $189
31.7K $95K
FANG
Diamondback Energy, Inc.

Energy
43
+ 1.64%
$153.06 - $199.5 $6.58K - $8.58K
2.67K $436K
ZTS
Zoetis Inc.

Healthcare
2
+ 0.39%
$162.24 - $194.42 $324 - $389
517 $84K
PHM
Pultegroup Inc

Consumer Cyclical
13
+ 2.41%
$108.86 - $149.04 $1.42K - $1.94K
552 $60K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.27%
$137.24 - $194.56 $137 - $195
378 $52K
NUE
Nucor Corp

Basic Materials
7
+ 1.08%
$115.78 - $167.74 $810 - $1.17K
656 $76K
FCX
Freeport Mcmoran Inc

Basic Materials
1
+ 0.05%
$38.08 - $50.82 $38.1 - $50.8
1.94K $73K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
49
+ 0.66%
$115.08 - $119.55 $5.64K - $5.86K
7.48K $864K
LRLCY
L'Oreal CO Adr

Consumer Defensive
32
+ 2.08%
$67.63 - $86.97 $2.16K - $2.78K
1.57K $110K
GE
General Electric CO

Industrials
12
+ 0.91%
$159.95 - $194.23 $1.92K - $2.33K
1.33K $221K
XLU
Utilities Sector Spdr

ETFs
19
+ 0.33%
$74.89 - $82.93 $1.42K - $1.58K
5.77K $436K
MU
Micron Technology Inc

Technology
18
+ 1.16%
$84.16 - $113.41 $1.51K - $2.04K
1.57K $131K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
226
+ 1.75%
$96.64 - $101.23 $21.8K - $22.9K
13.2K $1.27M
UPS
United Parcel Service Inc

Industrials
3
+ 0.09%
$122.65 - $138.35 $368 - $415
3.39K $427K
PFE
Pfizer Inc

Healthcare
2.97K
+ 6.19%
$24.8 - $30.19 $73.6K - $89.6K
50.9K $1.35M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
61
+ 1.24%
$131.66 - $144.0 $8.03K - $8.78K
5K $660K
LDOS
Leidos Holdings, Inc.

Technology
8
+ 0.31%
$143.17 - $201.39 $1.15K - $1.61K
2.61K $376K
MPC
Marathon Petroleum Corp

Energy
7
+ 0.28%
$131.65 - $174.84 $922 - $1.22K
2.48K $345K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.08%
$143.34 - $165.86 $430 - $498
3.65K $528K
IEFA
Ishares Tr

ETFs
1.58K
+ 6.66%
$70.06 - $77.43 $111K - $123K
25.3K $1.78M
MUB
Ishares National Muni Bond ETF

ETFs
53
+ 0.14%
$105.78 - $108.7 $5.61K - $5.76K
38.4K $4.09M
CI
Cigna Corp

Healthcare
1
+ 0.07%
$265.59 - $358.58 $266 - $359
1.5K $414K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.91K
+ 51.75%
$22.63 - $47.53 $134K - $281K
17.3K $393K
NEM
Newmont Corp

Basic Materials
4.95K
+ 22.81%
$37.0 - $58.68 $183K - $290K
26.6K $991K
SCCO
Southern Copper Corp

Basic Materials
411
+ 3.74%
$91.13 - $117.95 $37.5K - $48.5K
11.4K $1.04M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
180K
+ 199.41%
$26.93 - $84.95 $4.86M - $15.3M
271K $7.4M
XOM
Exxon Mobil Corp

Energy
1.03K
+ 2.59%
$105.51 - $125.37 $109K - $130K
41K $4.41M
LMT
Lockheed Martin Corp

Industrials
34
+ 1.13%
$479.66 - $614.62 $16.3K - $20.9K
3.03K $1.47M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.77K
+ 3.6%
$58.88 - $64.8 $163K - $179K
79.6K $4.69M
EFV
Msci Eafe Value ETF

ETFs
5.45K
+ 3.6%
$51.78 - $57.15 $282K - $312K
157K $8.23M
EFG
Msci Eafe Growth ETF

ETFs
3.62K
+ 4.64%
$96.83 - $106.88 $350K - $386K
81.5K $7.89M
AMGN
Amgen Inc

Healthcare
41
+ 0.46%
$258.78 - $328.31 $10.6K - $13.5K
8.98K $2.34M
VEA
Vanguard Ftse Developed Market

ETFs
15.9K
+ 5.39%
$47.57 - $52.44 $754K - $831K
310K $14.8M
Activity Summary
Buys All Purchases 650 New Holdings 226 Increased Positions 424 Sells All Sells 245 Reductions 241 Sold out 4 Options Calls 0 Puts 0
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