Org Wealth Partners, LLC Purchases in Q3 2025

Org Wealth Partners, LLC

  • $269 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BKR
Baker Hughes CO

Energy
1.61K
+ 280.77%
$38.68 - $50.55 $62.1K - $81.2K
2.18K $106K
WELL
Welltower Inc.

Real Estate
398
+ 69.95%
$150.71 - $178.14 $60K - $70.9K
967 $172K
BK
Bank Of New York Mellon Corp

Financial Services
610
+ 59.17%
$90.65 - $109.75 $55.3K - $66.9K
1.64K $178K
EFV
Msci Eafe Value ETF

ETFs
783
+ 11.32%
$62.79 - $68.42 $49.2K - $53.6K
7.7K $522K
FOX
Fox Corp Cl B (De)

Communication Services
1.31K
+ 75.77%
$49.06 - $57.29 $64.1K - $74.9K
3.03K $173K
JBL
Jabil Inc

Technology
387
+ 117.99%
$202.08 - $234.45 $78.2K - $90.7K
715 $155K
NI
Nisource Inc.

Utilities
1.78K
+ 81.65%
$39.0 - $43.33 $69.2K - $76.9K
3.95K $170K
WMB
Williams Companies, Inc.

Energy
1.27K
+ 72.99%
$56.52 - $64.01 $71.9K - $81.5K
3.02K $191K
VZ
Verizon Communications Inc

Communication Services
1.5K
+ 6.26%
$40.84 - $45.06 $61.3K - $67.7K
25.5K $1.12M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
53
+ 0.46%
$121.81 - $137.24 $6.46K - $7.27K
11.6K $1.53M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.02K
+ 12.76%
$42.67 - $46.91 $43.4K - $47.7K
8.99K $420K
AMGN
Amgen Inc

Healthcare
222
+ 3.82%
$271.18 - $309.22 $60.2K - $68.6K
6.04K $1.7M
GILD
Gilead Sciences, Inc.

Healthcare
707
+ 35.85%
$108.22 - $120.47 $76.5K - $85.2K
2.68K $297K
K
Kellogg CO

Consumer Defensive
922
+ 88.31%
$76.96 - $82.02 $71K - $75.6K
1.97K $161K
CSCO
Cisco Systems, Inc.

Technology
1.15K
+ 49.55%
$66.2 - $71.79 $76.1K - $82.5K
3.47K $237K
FFIV
F5, Inc.

Technology
202
+ 63.52%
$290.76 - $334.59 $58.7K - $67.6K
520 $168K
STT
State Street Corp

Financial Services
563
+ 58.83%
$102.01 - $117.25 $57.4K - $66K
1.52K $176K
EBAY
Ebay Inc

Consumer Cyclical
585
+ 45.56%
$75.33 - $100.77 $44.1K - $59K
1.87K $169K
CRWD
Crowd Strike Holdings, Inc.

Technology
280
+ 8.05%
$412.46 - $514.1 $115K - $144K
3.76K $1.84M
JCI
Johnson Controls International PLC

Industrials
607
+ 53.43%
$103.24 - $111.73 $62.7K - $67.8K
1.74K $191K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
341
+ 12.5%
$133.48 - $144.38 $45.5K - $49.2K
3.07K $437K
MMM
3 M CO

Industrials
433
+ 58.91%
$144.41 - $160.2 $62.5K - $69.4K
1.17K $181K
MRVL
Marvell Technology, Inc.

Technology
793
+ 216.08%
$62.31 - $84.07 $49.4K - $66.7K
1.16K $97K
TTE
Total Energies Se

Energy
978
New
N/A
978 $67K
YUM
Yum Brands Inc

Consumer Cyclical
442
New
$139.5 - $153.94 $61.7K - $68K
442 $67K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
47
+ 5.59%
$567.77 - $614.76 $26.7K - $28.9K
888 $543K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
240
+ 1.56%
$62.09 - $66.51 $14.9K - $16K
15.6K $1.02M
COF
Capital One Financial Corp

Financial Services
304
+ 48.48%
$207.29 - $229.74 $63K - $69.8K
931 $197K
KMI
Kinder Morgan, Inc.

Energy
3.31K
+ 12.38%
$26.23 - $28.5 $86.8K - $94.3K
30K $850K
PEP
Pepsico Inc

Consumer Defensive
407
+ 142.81%
$133.81 - $152.16 $54.5K - $61.9K
692 $97K
MA
Mastercard Inc

Financial Services
75
+ 4.32%
$550.18 - $598.96 $41.3K - $44.9K
1.81K $1.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
207
+ 14.02%
$181.56 - $190.33 $37.6K - $39.4K
1.68K $319K
EFG
Msci Eafe Growth ETF

ETFs
393
+ 16.68%
$106.99 - $114.46 $42K - $45K
2.75K $313K
NNN
National Retail Properties, Inc.

Real Estate
1.19K
New
$40.68 - $44.1 $48.2K - $52.3K
1.19K $50K
BIIB
Biogen Inc.

Healthcare
349
New
$122.68 - $148.84 $42.8K - $51.9K
349 $48K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
3.74K
+ 4.16%
$12.09 - $12.69 $45.2K - $47.4K
93.4K $1.16M
CHK
Chesapeake Energy Corp

Energy
549
+ 86.59%
N/A
1.18K $101K
NDAQ
Nasdaq, Inc.

Financial Services
522
+ 46.94%
$86.73 - $96.94 $45.3K - $50.6K
1.63K $144K
LEN
Lennar Corp

Consumer Cyclical
102
+ 5.18%
$107.73 - $142.4 $11K - $14.5K
2.07K $261K
KR
Kroger CO

Consumer Defensive
737
+ 57.58%
$64.52 - $74.35 $47.6K - $54.8K
2.02K $135K
MAR
Marriott International Inc

Consumer Cyclical
169
New
$255.35 - $282.87 $43.2K - $47.8K
169 $44K
GE
General Electric CO

Industrials
50
+ 7.51%
$244.75 - $305.63 $12.2K - $15.3K
716 $215K
AZN
Astrazeneca PLC

Healthcare
561
New
$68.72 - $82.11 $38.6K - $46.1K
561 $43K
TJX
Tjx Companies Inc

Consumer Cyclical
159
+ 18.95%
$121.35 - $144.54 $19.3K - $23K
998 $144K
MDT
Medtronic PLC

Healthcare
186
+ 7.45%
$87.67 - $95.74 $16.3K - $17.8K
2.68K $255K
CSGP
Costar Group, Inc.

Real Estate
295
+ 9.37%
$81.42 - $96.83 $24K - $28.6K
3.44K $290K
IEF
Ishares Barclays

ETFs
233
+ 1.09%
$93.91 - $97.26 $21.9K - $22.7K
21.6K $2.08M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
639
New
$50.7 - $54.86 $32.4K - $35.1K
639 $34K
DRI
Darden Restaurants Inc

Consumer Cyclical
191
+ 59.87%
$184.73 - $220.27 $35.3K - $42.1K
510 $97K
Activity Summary
Buys All Purchases 274 New Holdings 61 Increased Positions 213 Sells All Sells 103 Reductions 102 Sold out 1 Options Calls 0 Puts 0
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