Org Wealth Partners, LLC Purchases in Q4 2024

Org Wealth Partners, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
111
New
$61.68 - $67.87 $6.85K - $7.53K
111 $6K
IREN
Iris Energy LTD

Financial Services
651
New
$7.33 - $15.39 $4.77K - $10K
651 $6K
MSI
Motorola Solutions, Inc.

Technology
13
New
$449.08 - $504.6 $5.84K - $6.56K
13 $6K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
88
New
$58.88 - $64.8 $5.18K - $5.7K
88 $5K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21
New
$172.07 - $207.36 $3.61K - $4.35K
21 $4K
CRWD
Crowd Strike Holdings, Inc.

Technology
14
New
$275.15 - $388.2 $3.85K - $5.43K
14 $4K
SE
Sea LTD

Consumer Cyclical
42
New
$93.56 - $117.41 $3.93K - $4.93K
42 $4K
UBER
Uber Technologies, Inc

Technology
70
New
$59.93 - $86.34 $4.2K - $6.04K
70 $4K
TIGR
Up Fintech Holding LTD

Financial Services
638
New
$5.5 - $12.39 $3.51K - $7.9K
638 $4K
ERIC
Ericsson Lm Telephone CO

Technology
476
New
$7.36 - $8.59 $3.5K - $4.09K
476 $3K
KT
Kt Corp

Communication Services
238
New
$14.79 - $18.29 $3.52K - $4.35K
238 $3K
MS
Morgan Stanley

Financial Services
30
New
$104.42 - $134.99 $3.13K - $4.05K
30 $3K
TCEHY
Tencent Holdings Limited Unspo

Communication Services
73
New
$50.39 - $62.35 $3.68K - $4.55K
73 $3K
INFY
Infosys LTD

Technology
170
New
$20.71 - $23.42 $3.52K - $3.98K
170 $3K
TCOM
Trip.Com Group LTD

Consumer Cyclical
43
New
$58.0 - $75.06 $2.49K - $3.23K
43 $2K
FUTU
Futu Holdings LTD

Financial Services
26
New
$79.99 - $128.93 $2.08K - $3.35K
26 $2K
VCIT
Vanguard Intermediate Term Cor

ETFs
32
New
$80.13 - $83.77 $2.56K - $2.68K
32 $2K
PROSY
Prosus N V Adr(Nld)

Communication Services
371
New
$7.94 - $9.17 $2.95K - $3.4K
371 $2K
IAU
Ishares Gold Trust

ETFs
53
New
$48.37 - $52.65 $2.56K - $2.79K
53 $2K
SNPS
Synopsys Inc

Technology
6
New
$485.36 - $588.0 $2.91K - $3.53K
6 $2K
IWM
Ishares Russell 2000 ETF

ETFs
8
New
$216.13 - $242.4 $1.73K - $1.94K
8 $1K
AAXJ
Ishares Msci All Country Asia

ETFs
18
New
$72.15 - $82.16 $1.3K - $1.48K
18 $1K
BND
Vanguard Bd Index Fd Inc Total

ETFs
19
New
$71.75 - $75.11 $1.36K - $1.43K
19 $1K
HEWJ
Ishares Currency Hedged Msci J

ETFs
40
New
$40.78 - $43.67 $1.63K - $1.75K
40 $1K
Tidal Tr Ii Return Stacked U S Stks & Managed Futures ETF
14.5K
New
N/A
14.5K $0
Six Flags Entmt Corp
1.03K
New
N/A
1.03K $0
RWO
Spdr Dow Jones Global Real Est

ETFs
17
New
$42.41 - $47.31 $721 - $804
17 $0
Canoo Inc
2
New
N/A
2 $0
Super Micro Computer Inc
3
New
N/A
3 $0
Arista Networks Inc Com New
20
New
N/A
20 $0
Skyward Specialty Ins Gr
1.22K
New
N/A
1.22K $0
Astera Labs Inc
319
New
N/A
319 $0
Sable Offshore Corp
4.61K
New
N/A
4.61K $0
SOFI
So Fi Technologies, Inc.

Financial Services
5
New
$7.63 - $16.88 $38.2 - $84.4
5 $0
Ngex Minerals LTD F
2.95K
New
N/A
2.95K $0
Grayscale Ethereum Mini
5
New
N/A
5 $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
0
New
$34.13 - $37.35 $0 - $0
0 $0
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
0
New
$69.58 - $74.87 $0 - $0
0 $0
SPOT
Spotify Technology S.A.

Communication Services
8
+ 800.0%
$362.95 - $502.38 $2.9K - $4.02K
9 $4K
KLAC
Kla Corp

Technology
2
+ 100.0%
$614.46 - $829.55 $1.23K - $1.66K
4 $2K
NXPI
Nxp Semiconductors N.V.

Technology
119
+ 915.38%
$207.27 - $255.58 $24.7K - $30.4K
132 $27K
INTU
Intuit Inc

Technology
6
+ 85.71%
$602.01 - $706.25 $3.61K - $4.24K
13 $8K
JNK
Spdr Bloomberg High Yield Bond

ETFs
9
+ 18.75%
$94.77 - $97.36 $853 - $876
57 $5K
MRK
Merck & Co., Inc.

Healthcare
5
+ 9.8%
$96.31 - $114.76 $482 - $574
56 $5K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
31
+ 23.31%
$46.96 - $51.46 $1.46K - $1.6K
164 $7K
AVGO
Broadcom Inc.

Technology
7
+ 11.67%
$159.67 - $250.0 $1.12K - $1.75K
67 $15K
KCCA
Kraneshares California Carbon
38
+ 4.67%
N/A
852 $0
CCI
Crown Castle International Corp

Real Estate
43
+ 27.22%
$89.78 - $119.11 $3.86K - $5.12K
201 $18K
CYBR
Cyber Ark Software Ltd.

Technology
2
+ 2.44%
$274.1 - $333.15 $548 - $666
84 $27K
Activity Summary
Buys All Purchases 189 New Holdings 89 Increased Positions 100 Sells All Sells 164 Reductions 163 Sold out 1 Options Calls 0 Puts 0
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