Org Wealth Partners, LLC Purchases and Sells in Q4 2025

Org Wealth Partners, LLC

$270 Million
Q4 2025

Top Buys

Incresed Positions

172 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NOW	3.12K + 477.64%	$835.79 - $946.29 $2.61M - $2.95M	3.77K $3.15M
JPST	27.5K + 32.7%	$50.57 - $50.77 $1.39M - $1.4M	112K $5.65M
UTG	33.4K + 5569.0%	$36.92 - $41.42 $1.23M - $1.38M	34K $1.26M
GOOG	151 + 0.98%	$237.49 - $291.74 $35.9K - $44.1K	15.6K $4.45M
ABBV	1.99K + 9.01%	$211.96 - $244.38 $422K - $486K	24.1K $5.63M
XOM	2.14K + 3.98%	$110.64 - $119.78 $237K - $257K	56K $6.59M

New Holdings

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADM	6.27K New	$56.0 - $63.38 $351K - $397K	6.27K $367K
MCK	216 New	$738.06 - $859.37 $159K - $186K	216 $181K
XEL	2.02K New	$79.6 - $81.85 $161K - $165K	2.02K $162K
WEC	1.43K New	$110.61 - $117.5 $158K - $168K	1.43K $158K
SATS	2.3K New	$67.4 - $79.5 $155K - $183K	2.3K $155K
WTW	473 New	$313.1 - $349.93 $148K - $166K	473 $152K

Top Sells

Reduced Positions

143 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VZ	-24.8K - 97.21%	$38.4 - $43.83 $951K - $1.09M	711 $29K
NVDA	-5.01K - 9.17%	$179.83 - $207.04 $901K - $1.04M	49.6K $9.26M
NOBL	-7.13K - 47.8%	$100.8 - $103.83 $719K - $740K	7.79K $800K
SGOV	-5.96K - 14.35%	$100.37 - $100.72 $598K - $600K	35.6K $3.58M
URI	-87 - 3.38%	$806.61 - $1020.0 $70.2K - $88.7K	2.49K $2.01M
PLTR	-1.1K - 3.58%	$172.14 - $207.18 $188K - $227K	29.5K $5.13M

Activity Summary All Purchases 219 New Holdings 47 Increased Positions 172 All Sells 143 Reductions 143 Sold out 0 Calls 0 Puts 0

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