ORG Partners LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$568.0B
Holdings
1,708
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,708 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | RPMRPM INTL INC | 62 | $0 | 0.00% | |
| 202 | JPM 4.2 PERP MMJPMORGAN CHASE 4.2 PFD | 1,600 | $0 | 0.00% | |
| 203 | RCTRFIRST TRUST BLOOMBERG | 92 | $0 | 0.00% | |
| 204 | RDNTRADNET INC | 18 | $0 | 0.00% | |
| 205 | NATLNCR ATLEOS CORP | 40 | $0 | 0.00% | |
| 206 | BXSLBLACKSTONE SECD LENDING | 1,204 | $0 | 0.00% | |
| 207 | OTISOTIS WORLDWIDE CORP | 426 | $0 | 0.00% | |
| 208 | SCHASCHWAB US SMALL CAP ETF | 870 | $0 | 0.00% | |
| 209 | MTB V5.625 PERP HM&T BANK COR 5.625 PFD | 31 | $0 | 0.00% | |
| 210 | CPACOPA HOLDINGS S A F | 10 | $0 | 0.00% | |
| 211 | BSSXINVESCO BULLETSHARES | 5,500 | $0 | 0.00% | |
| 212 | CITHE CIGNA GROUP | 1,959 | $0 | 0.00% | |
| 213 | IWDISHARES RUSSELL 1000 | 7,835 | $0 | 0.00% | |
| 214 | TECHBIO-TECHNE CORP | 16 | $0 | 0.00% | |
| 215 | RLRALPH LAUREN CORP | 36 | $0 | 0.00% | |
| 216 | KMTUYKOMATSU LTD F | 825 | $0 | 0.00% | |
| 217 | YUMCYUM CHINA HLDGS INC | 550 | $0 | 0.00% | |
| 218 | WFC 5.625 PERP YWELLS FARGO 5.625 PFD | 1,976 | $0 | 0.00% | |
| 219 | TMDXTRANSMEDICS GROUP INC | 222 | $0 | 0.00% | |
| 220 | RIVNRIVIAN AUTOMOTIVE INC | 11,605 | $0 | 0.00% | |
| 221 | EUADSELECT STOXX EUROPE ASPC | 1,000 | $0 | 0.00% | |
| 222 | FCNCAFIRST CTZNS BANCSHARES I | 6 | $0 | 0.00% | |
| 223 | BRCBLACKROCK SILVER CORP F | 2,800 | $0 | 0.00% | |
| 224 | EVRGEVERGY INC | 80 | $0 | 0.00% | |
| 225 | ARKGARK GENOMIC REVOLUTION | 1,000 | $0 | 0.00% | |
| 226 | GEVGE VERNOVA INC COM | 181 | $0 | 0.00% | |
| 227 | STESTERIS PLC F | 20 | $0 | 0.00% | |
| 228 | BSCSINVESCO BULLETSHARS 2028 | 13,491 | $0 | 0.00% | |
| 229 | IWFISHARES TR RUSSELL 1000 GROWTH ETF | 853 | $0 | 0.00% | |
| 230 | EWEDWARDS LIFESCIENCES COR | 116 | $0 | 0.00% | |
| 231 | CIENCIENA CORP | 150 | $0 | 0.00% | |
| 232 | JEFJEFFERIES FINL GROUP INC | 35 | $0 | 0.00% | |
| 233 | YUMYUM BRANDS INC | 917 | $0 | 0.00% | |
| 234 | FRFIRST INDL RLTY TR INC | 81 | $0 | 0.00% | |
| 235 | FDUSFIDUS INVT CORP | 1,416 | $0 | 0.00% | |
| 236 | BELFBBEL FUSE INC | 26 | $0 | 0.00% | |
| 237 | HUMHUMANA INC | 21 | $0 | 0.00% | |
| 238 | ONDSONDAS HLDGS INC | 180 | $0 | 0.00% | |
| 239 | IHIISHARES US MEDICAL | 360 | $0 | 0.00% | |
| 240 | HTDCORCEPT THERAPEUTICS INC | 8 | $0 | 0.00% | |
| 241 | GAINGLADSTONE INVT CORP | 1,000 | $0 | 0.00% | |
| 242 | QTUMDEFIANCE QUANTUM ETF | 500 | $0 | 0.00% | |
| 243 | TMUST-MOBILE US INC | 193 | $0 | 0.00% | |
| 244 | FTHMFATHOM HLDGS INC COM | 29,412 | $0 | 0.00% | |
| 245 | EVREVERCORE INC | 4 | $0 | 0.00% | |
| 246 | SAMBOSTON BEER INC | 160 | $0 | 0.00% | |
| 247 | SFSTIFEL FINL CORP | 19 | $0 | 0.00% | |
| 248 | QQQMINVESCO NASDAQ 100 ETF | 34,046 | $0 | 0.00% | |
| 249 | —BLACKSTONE REAL ESTATE INCOME TRUST INC - CLASS I | 8,677 | $0 | 0.00% | |
| 250 | IEIISHARES 3-7 YEAR TRERY | 8,025 | $0 | 0.00% | |
| 251 | SPEMSPDR INDEX SHS FDS S&P EMERGING MKTS ETF | 3,455 | $0 | 0.00% | |
| 252 | ALLEALLEGION PUB LTD CO F | 1 | $0 | 0.00% | |
| 253 | XLFSTE STRT FINCL SLCT | 9,037 | $0 | 0.00% | |
| 254 | HLNHALEON PLC F | 221 | $0 | 0.00% | |
| 255 | METAMETA PLATFORMS INC CL A | 165 | $0 | 0.00% | |
| 256 | BSMUINVESCO BULLSHR 2030 MUP | 6,400 | $0 | 0.00% | |
| 257 | DGXQUEST DIAGNOSTICS INC | 211 | $0 | 0.00% | |
| 258 | DNLIDENALI THERAPEUTICS INC | 130 | $0 | 0.00% | |
| 259 | ADMAADMA BIOLOGICS INC | 50 | $0 | 0.00% | |
| 260 | VTIPVANGUARD SHRT INF PROT | 360 | $0 | 0.00% | |
| 261 | CMCANADIAN IMPERIAL BK C F | 229 | $0 | 0.00% | |
| 262 | CEF/USPROTT PHYSICAL GLD SLVR | 225 | $0 | 0.00% | |
| 263 | VWOVANGUARD FTSE EMERGING | 23,414 | $0 | 0.00% | |
| 264 | BXPBXP INC | 44 | $0 | 0.00% | |
| 265 | OMCOMNICOM GROUP INC | 83 | $0 | 0.00% | |
| 266 | JCPBJPMORGAN CORE PLUS BOND | 27,606 | $0 | 0.00% | |
| 267 | TOLTOLL BROS INC | 99 | $0 | 0.00% | |
| 268 | ACGLARCH CAPITAL GROUP LTD F | 210 | $0 | 0.00% | |
| 269 | BBUSJPMORGAN BETABUILDERS US | 34,062 | $0 | 0.00% | |
| 270 | AMZNAMAZON COM INC COM | 1,887 | $0 | 0.00% | |
| 271 | SPMDST STRET SPDR PRTFL S&P | 430 | $0 | 0.00% | |
| 272 | CHUCCHARLIES HLDGS INC COM NEW | 923 | $0 | 0.00% | |
| 273 | NFLXNETFLIX INC | 4,326 | $0 | 0.00% | |
| 274 | INTUINTUIT COM | 20 | $0 | 0.00% | |
| 275 | GAMRAMPLIFY VIDEO GAME | 77 | $0 | 0.00% | |
| 276 | DUK 5.75 PERP ADUKE ENERGY C 5.75 PFD | 15 | $0 | 0.00% | |
| 277 | JMUBJPMORGAN MUNICIPAL ETF | 14,487 | $0 | 0.00% | |
| 278 | OHIOMEGA HEALTHCARE INVS IN | 992 | $0 | 0.00% | |
| 279 | ITWILLINOIS TOOL WKS INC | 274 | $0 | 0.00% | |
| 280 | OKLOOKLO INC | 25 | $0 | 0.00% | |
| 281 | WECWEC ENERGY GROUP INC | 325 | $0 | 0.00% | |
| 282 | ETR 5.5 04/01/66ENTERGY NEW ORLE 5.5PFD | 9 | $0 | 0.00% | |
| 283 | JBNDJPMORGAN ACTIVE BOND | 23,865 | $0 | 0.00% | |
| 284 | IJHISHARES CORE S&P MID CAP | 17,050 | $0 | 0.00% | |
| 285 | CVXCHEVRON CORP NEW | 16,522 | $0 | 0.00% | |
| 286 | WFC 4.375 PERP CCWELLS FARGO 4.375 PFD | 584 | $0 | 0.00% | |
| 287 | MTDRMATADOR RES CO | 275 | $0 | 0.00% | |
| 288 | TXTTEXTRON INC | 42 | $0 | 0.00% | |
| 289 | GSEPFT VEST US EQT MDRT BFR | 58,263 | $0 | 0.00% | |
| 290 | FOXAFOX CORP | 361 | $0 | 0.00% | |
| 291 | STSSSHARPS TECHNOLOGY INC COM PAR $0 0001 | 15 | $0 | 0.00% | |
| 292 | CHICALAMOS CONVERTIBLE OPPO | 1,500 | $0 | 0.00% | |
| 293 | KEY 5.65 PERP FKEYCORP 5.65 5.65 PFD | 123,674 | $0 | 0.00% | |
| 294 | IQVIQVIA HLDGS INC | 100 | $0 | 0.00% | |
| 295 | BOOTBOOT BARN HLDGS INC | 123 | $0 | 0.00% | |
| 296 | ITGARTNER INC | 14 | $0 | 0.00% | |
| 297 | GLGLOBE LIFE INC | 5 | $0 | 0.00% | |
| 298 | JPXAEROVIRONMENT INC | 146 | $0 | 0.00% | |
| 299 | AALAMERICAN AIRLS GROUP INC | 426 | $0 | 0.00% | |
| 300 | LECOLINCOLN ELEC HLDGS INC | 24 | $0 | 0.00% |