Org Wealth Partners, LLC Purchases in Q4 2025

Org Wealth Partners, LLC

  • $270 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RYAAY
Ryanair Holdings PLC

Industrials
5
+ 6.25%
$59.06 - $65.0 $295 - $325
85 $5K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.17%
$54.27 - $56.85 $54.3 - $56.9
576 $32K
VIV
Telefonica Brasil S.A.

Communication Services
23
+ 6.25%
$11.74 - $13.21 $270 - $304
391 $5K
SIEGY
Siemens Aktiengesellschaft Ads

Industrials
4
+ 11.43%
$133.51 - $145.2 $534 - $581
39 $5K
Twenty One Cap Inc
121
New
N/A
121 $0
Nebius Group N V A F
204
New
N/A
204 $0
TOTB.DE
Total Energies Se

Energy
978
New
N/A
978 $0
Fs Specialty Lending
2.64K
New
N/A
2.64K $0
BDX
Becton Dickinson & CO

Healthcare
1
+ 1.03%
$176.39 - $193.93 $176 - $194
98 $18K
BVN
Buenaventura Mining CO Inc

Basic Materials
18
+ 7.17%
$21.16 - $26.76 $381 - $482
269 $6K
VNET
Vnet Group, Inc.

Technology
56
+ 8.68%
$8.51 - $11.24 $477 - $629
701 $6K
LUG.TO
Lundin Gold Inc.

Basic Materials
621
+ 65.23%
N/A
1.57K $0
TCEHY
Tencent Holdings Limited Unspo

Communication Services
4
+ 5.41%
$79.68 - $87.33 $319 - $349
78 $6K
Uranium Rty Corp F
13.1K
New
N/A
13.1K $0
SBSW
Sibanye Stillwater LTD

Basic Materials
40
+ 7.13%
$9.79 - $12.82 $392 - $513
601 $6K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
28
+ 5.89%
$14.62 - $15.79 $409 - $442
503 $7K
ALCC
Alt C Acquisition Corp.

Financial Services
181
New
N/A
181 $0
SE
Sea LTD

Consumer Cyclical
4
+ 10.26%
$140.04 - $192.69 $560 - $771
43 $6K
Fermi Inc
18.8K
New
N/A
18.8K $0
Solstice Advanced Matls
140
New
N/A
140 $0
Venture Global Inc
31.5K
+ 38.58%
N/A
113K $0
Viper Energy Inc New
4.66K
+ 230.42%
N/A
6.68K $0
Lam Resh Corp
3
+ 2.33%
N/A
132 $0
Sila Rlty Tr Inc
4
+ 0.13%
N/A
3.01K $0
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
391
+ 1.29%
$26.34 - $27.23 $10.3K - $10.6K
30.7K $816K
Ishares Bitcoin ETF
607
+ 11.26%
N/A
6K $0
Ge Vernova Inc
29
+ 241.67%
N/A
41 $0
Angel Studios Inc
176
New
N/A
176 $0
Lightbridge Corp
810
New
N/A
810 $0
KCCA
Kraneshares California Carbon
22
+ 2.6%
N/A
869 $0
First Trust Cre Invsmnt
20
+ 1.66%
N/A
1.22K $0
Coreweave Inc
417
+ 417.0%
N/A
517 $0
China Yuchai Internt A F
12
+ 6.15%
N/A
207 $0
FUTU
Futu Holdings LTD

Financial Services
3
+ 9.68%
$154.6 - $199.04 $464 - $597
34 $5K
TIGR
Up Fintech Holding LTD

Financial Services
38
+ 6.46%
$9.02 - $10.91 $343 - $415
626 $6K
Abivax Sa F
53
New
N/A
53 $0
Sony Finl Group Inc F
44
New
N/A
44 $0
RKT
Rocket Companies, Inc.

Financial Services
55
New
$15.61 - $19.59 $859 - $1.08K
55 $0
MGA
Magna International Inc

Consumer Cyclical
20
New
$43.54 - $50.37 $871 - $1.01K
20 $0
DECK
Deckers Outdoor Corp

Consumer Cyclical
20
+ 21.05%
$79.54 - $103.8 $1.59K - $2.08K
115 $9K
NI
Nisource Inc.

Utilities
8
+ 0.2%
$42.11 - $44.17 $337 - $353
3.96K $169K
HON
Honeywell International Inc

Industrials
525
+ 7.31%
$194.07 - $220.67 $102K - $116K
7.71K $1.51M
SWKS
Skyworks Solutions, Inc.

Technology
2
+ 1.28%
$66.6 - $80.26 $133 - $161
158 $10K
BX
Blackstone Inc.

Financial Services
18
+ 14.29%
$138.42 - $168.45 $2.49K - $3.03K
144 $19K
BEN
Franklin Resources Inc

Financial Services
577
+ 3.66%
$22.1 - $23.8 $12.8K - $13.7K
16.3K $362K
OKTA
Okta, Inc.

Technology
1.3K
+ 9.02%
$83.76 - $94.92 $109K - $123K
15.7K $1.32M
KMB
Kimberly Clark Corp

Consumer Defensive
114
+ 15.2%
$100.05 - $123.23 $11.4K - $14K
864 $89K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
127
+ 1.13%
$114.27 - $121.15 $14.5K - $15.4K
11.4K $1.33M
LEN
Lennar Corp

Consumer Cyclical
2
+ 0.1%
$117.91 - $130.07 $236 - $260
2.07K $251K
Activity Summary
Buys All Purchases 219 New Holdings 47 Increased Positions 172 Sells All Sells 143 Reductions 143 Sold out 0 Options Calls 0 Puts 0
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