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
FDS
Factset Research Systems Inc

Financial Services
170
+ 129.77%
$283.86 - $450.3 $48.3K - $76.6K
301 $86K
EPD
Enterprise Products Partners L.P.

Energy
317
+ 0.48%
$30.74 - $32.14 $9.74K - $10.2K
65.9K $2.06M
CTVA
Corteva, Inc.

Basic Materials
471
+ 49.53%
$67.08 - $77.12 $31.6K - $36.3K
1.42K $96K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
747
New
$33.95 - $36.33 $25.4K - $27.1K
747 $26K
ADP
Automatic Data Processing Inc

Industrials
223
+ 8.04%
$288.69 - $310.94 $64.4K - $69.3K
3K $879K
ENTG
Entegris Inc

Technology
250
+ 862.07%
$72.03 - $95.97 $18K - $24K
279 $25K
ED
Consolidated Edison Inc

Utilities
194
+ 3.28%
$95.57 - $105.36 $18.5K - $20.4K
6.1K $613K
TRGP
Targa Resources Corp.

Energy
124
+ 826.67%
$160.52 - $174.4 $19.9K - $21.6K
139 $23K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
801
+ 1.56%
$19.68 - $19.97 $15.8K - $16K
52.2K $1.04M
WM
Waste Management Inc

Industrials
92
+ 836.36%
$213.88 - $237.1 $19.7K - $21.8K
103 $22K
RPD
Rapid7, Inc.

Technology
1K
New
$17.88 - $25.59 $17.9K - $25.6K
1K $18K
IWM
Ishares Russell 2000 ETF

ETFs
72
+ 313.04%
$214.92 - $244.84 $15.5K - $17.6K
95 $22K
ERIE
Erie Indemnity CO

Financial Services
66
+ 41.51%
$312.95 - $368.96 $20.7K - $24.4K
225 $71K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.11%
$136.48 - $142.97 $546 - $572
3.65K $510K
NET
Cloudflare, Inc.

Technology
70
+ 101.45%
$181.39 - $228.28 $12.7K - $16K
139 $29K
PANW
Palo Alto Networks Inc

Technology
77
+ 265.52%
$167.06 - $208.19 $12.9K - $16K
106 $21K
META
Meta Platforms, Inc.

Communication Services
26
+ 2.99%
$695.21 - $791.73 $18.1K - $20.6K
895 $657K
TWLO
Twilio Inc

Communication Services
150
New
$92.44 - $132.7 $13.9K - $19.9K
150 $15K
VOE
Vanguard Mid Cap Value Index F

ETFs
52
+ 9.87%
$164.63 - $174.58 $8.56K - $9.08K
579 $101K
APH
Amphenol Corp

Technology
41
+ 11.14%
$97.39 - $125.4 $3.99K - $5.14K
409 $50K
ISRG
Intuitive Surgical Inc

Healthcare
35
+ 233.33%
$433.66 - $544.47 $15.2K - $19.1K
50 $22K
MSCI
Msci Inc.

Financial Services
37
+ 4.23%
$526.48 - $588.0 $19.5K - $21.8K
912 $517K
MKC
Mccormick & CO Inc

Consumer Defensive
290
+ 38.01%
$64.3 - $77.17 $18.6K - $22.4K
1.05K $70K
EQH
Equitable Holdings, Inc.

Financial Services
264
+ 3300.0%
$50.09 - $55.88 $13.2K - $14.8K
272 $13K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
130
+ 72.63%
$75.26 - $80.19 $9.78K - $10.4K
309 $24K
AMCR
Amcor PLC

Consumer Cyclical
2.43K
+ 29.0%
$7.97 - $9.94 $19.4K - $24.2K
10.8K $88K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 200.0%
$5364.25 - $5815.92 $10.7K - $11.6K
3 $16K
SPOT
Spotify Technology S.A.

Communication Services
16
+ 145.45%
$620.01 - $738.53 $9.92K - $11.8K
27 $18K
VEU
Vanguard Ftse All World Ex Us

ETFs
151
New
$66.38 - $71.68 $10K - $10.8K
151 $10K
AMD
Advanced Micro Devices Inc

Technology
46
+ 39.66%
$134.8 - $184.42 $6.2K - $8.48K
162 $26K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
30
+ 0.55%
$97.75 - $100.75 $2.93K - $3.02K
5.44K $545K
GFI
Gold Fields LTD

Basic Materials
210
New
$23.36 - $42.3 $4.91K - $8.88K
210 $8K
RSG
Republic Services, Inc.

Industrials
37
New
$225.33 - $246.01 $8.34K - $9.1K
37 $8K
ACWI
Ishares Msci Acwi ETF

ETFs
55
New
$128.32 - $138.41 $7.06K - $7.61K
55 $7K
BVN
Buenaventura Mining CO Inc

Basic Materials
251
New
$16.23 - $24.33 $4.07K - $6.11K
251 $6K
AMT
American Tower Corp

Real Estate
33
+ 330.0%
$192.32 - $232.35 $6.35K - $7.67K
43 $8K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
258
New
$25.09 - $30.99 $6.47K - $8K
258 $6K
SBSW
Sibanye Stillwater LTD

Basic Materials
561
New
$7.27 - $11.24 $4.08K - $6.31K
561 $6K
VO
Vanguard Mid Cap ETF

ETFs
16
+ 41.03%
$279.83 - $293.74 $4.48K - $4.7K
55 $16K
ABC
Amerisourcebergen Corp

Healthcare
35
New
N/A
35 $6K
AVEM
American Centy ETF Tr Avantis

ETFs
60
+ 68.18%
$68.33 - $75.41 $4.1K - $4.52K
148 $11K
VST
Vistra Corp.

Utilities
3
+ 0.12%
$182.0 - $217.92 $546 - $654
2.46K $481K
UPRO
Proshares Trust Proshares Ultr

ETFs
1
+ 0.4%
$91.26 - $112.39 $91.3 - $112
251 $27K
FANG
Diamondback Energy, Inc.

Energy
1
+ 0.11%
$134.53 - $152.5 $135 - $153
913 $130K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
42
+ 3.67%
$92.18 - $95.14 $3.87K - $4K
1.19K $112K
JEPI
J P Morgan Exchange Traded Fd

ETFs
49
+ 0.42%
$55.61 - $57.37 $2.72K - $2.81K
11.8K $674K
MGK
Vanguard Mega Cap Growth ETF

ETFs
14
New
$362.31 - $405.74 $5.07K - $5.68K
14 $5K
KEP
Korea Electric Power Corp

Utilities
344
New
$12.94 - $14.82 $4.45K - $5.1K
344 $4K
RYAAY
Ryanair Holdings PLC

Industrials
80
New
$55.19 - $66.72 $4.42K - $5.34K
80 $4K
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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