ORG Wealth Partners, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$325.7B
Holdings
757
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (757 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PTBDPACER FDS TR TRENDPILOT U S BD ETF | 8,441 | $169.3M | 0.05% | |
| 202 | IWFISHARES RUSSELL 1000 | 462 | $168.1M | 0.05% | |
| 203 | CLXCLOROX CO | 1,130 | $167.1M | 0.05% | |
| 204 | SYYSYSCO CORP | 2,210 | $166.7M | 0.05% | |
| 205 | FNMAFEDERAL NATL MTG ASSN | 25,206 | $166.4M | 0.05% | |
| 206 | EMREMERSON ELEC CO | 1,465 | $161.2M | 0.05% | |
| 207 | EFGISHARES MSCI EAFE GROWTH | 1,598 | $160.1M | 0.05% | |
| 208 | DOVDOVER CORP | 903 | $159.3M | 0.05% | |
| 209 | ITA*ISHARES US AEROSPACE | 1,015 | $156.5M | 0.05% | |
| 210 | EXPDEXPEDITORS INTL WASH INC | 1,249 | $152.7M | 0.05% | |
| 211 | WRBBERKLEY W R CORP | 2,161 | $151.8M | 0.05% | |
| 212 | BAXBAXTER INTL INC | 4,460 | $151.7M | 0.05% | |
| 213 | IBITISHARES BITCOIN ETF | 3,113 | $150.3M | 0.05% | |
| 214 | GILDGILEAD SCIENCES INC | 1,332 | $148.2M | 0.05% | |
| 215 | ESEVERSOURCE ENERGY | 2,378 | $147.6M | 0.05% | |
| 216 | TJXTJX COS INC NEW | 1,182 | $145.2M | 0.04% | |
| 217 | GEGE AEROSPACE | 700 | $142.7M | 0.04% | |
| 218 | NDQINVESCO QQQ TRUST | 299 | $141.3M | 0.04% | |
| 219 | AVGOBROADCOM INC | 818 | $138.1M | 0.04% | |
| 220 | SMCFXAMERICAN FUNDS SMALLCAP | 2,106 | $137.2M | 0.04% | |
| 221 | IJRISHARES TR CORE S&P SMALL-CAP ETF | 1,310 | $137.0M | 0.04% | |
| 222 | TSMTAIWAN SEMICONDUCTOR M F | 812 | $136.9M | 0.04% | |
| 223 | AVTRAVANTOR INC | 8,497 | $134.2M | 0.04% | |
| 224 | RRCRANGE RES CORP | 3,294 | $132.5M | 0.04% | |
| 225 | NSYNICE LTD F | 852 | $132.1M | 0.04% | |
| 226 | BENFRANKLIN RES INC | 6,805 | $131.4M | 0.04% | |
| 227 | PRPERMIAN RES CORP | 9,471 | $130.7M | 0.04% | |
| 228 | CMECME GROUP INC | 490 | $128.8M | 0.04% | |
| 229 | SWKSTANLEY BLACK & DECKER I | 1,685 | $128.3M | 0.04% | |
| 230 | VBVANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | 568 | $126.0M | 0.04% | |
| 231 | TTTRANE TECHNOLOGIES PLC F | 368 | $125.7M | 0.04% | |
| 232 | INDAISHARES MSCI INDIA INDEX | 2,442 | $124.7M | 0.04% | |
| 233 | EFVISHARES TR MSCI EAFE VALUE ETF | 2,115 | $124.7M | 0.04% | |
| 234 | CLCOLGATE PALMOLIVE CO | 1,318 | $123.8M | 0.04% | |
| 235 | NDSNNORDSON CORP | 611 | $122.8M | 0.04% | |
| 236 | SKWDSKYWARD SPECIALTY INS GR | 2,273 | $122.7M | 0.04% | |
| 237 | REETISHS TRUST-GLO.R ETF | 5,050 | $122.7M | 0.04% | |
| 238 | IBBISHARES BIOTECHNOLOGY | 975 | $121.3M | 0.04% | |
| 239 | XLREREAL ESTATE SELECT SCTR | 2,893 | $121.2M | 0.04% | |
| 240 | XLVSELECT SECTOR HEALTH | 838 | $120.1M | 0.04% | |
| 241 | FCXFREEPORT-MCMORAN INC | 3,105 | $118.4M | 0.04% | |
| 242 | MMM3M CO | 777 | $114.7M | 0.04% | |
| 243 | ANWFXAMERICAN FUNDS NEW PERSP | 1,877 | $114.5M | 0.04% | |
| 244 | USMVISHARES MSCI USA MIN VOL | 1,214 | $114.0M | 0.03% | |
| 245 | GDGENERAL DYNAMICS CORP | 413 | $113.4M | 0.03% | |
| 246 | CTASIMPLIFY EXCHANGE TRADED FDS SIMPLIFY MANAGED FUTURES STRATEGY ETF ETF | 3,782 | $111.9M | 0.03% | |
| 247 | BABOEING CO | 660 | $111.0M | 0.03% | |
| 248 | WMBWILLIAMS COS INC | 1,824 | $110.5M | 0.03% | |
| 249 | KMLMKRANESHARES TR MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | 4,020 | $109.7M | 0.03% | |
| 250 | NTAPNETAPP INC | 1,224 | $109.5M | 0.03% | |
| 251 | JCIJOHNSON CONTROLS INT F | 1,341 | $109.2M | 0.03% | |
| 252 | HPEHEWLETT PACKARD ENTERPRI | 6,924 | $108.3M | 0.03% | |
| 253 | STZCONSTELLATION BRANDS INC | 579 | $107.0M | 0.03% | |
| 254 | BUDANHEUSER BUSCH INBEV S F | 1,655 | $101.9M | 0.03% | |
| 255 | VFIAXVANGUARD 500 INDEX ADMIR | 194 | $101.2M | 0.03% | |
| 256 | ICFISHARES COHEN AND STEERS | 1,636 | $100.9M | 0.03% | |
| 257 | AUBATLANTIC UN BANKSHARES C | 3,309 | $100.1M | 0.03% | |
| 258 | VPCCXVANGUARD PRIMECAP CORE I | 3,033 | $99.6M | 0.03% | |
| 259 | WAINXWASATCH EMERGING INDIA I | 17,813 | $98.2M | 0.03% | |
| 260 | ASMLASML HLDG N V F | 147 | $98.1M | 0.03% | |
| 261 | SPEMSPDR INDEX SHS FDS S&P EMERGING MKTS ETF | 2,468 | $97.2M | 0.03% | |
| 262 | CORZCORE SCIENTIFIC INC | 12,045 | $96.4M | 0.03% | |
| 263 | VSSVANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX | 827 | $95.6M | 0.03% | |
| 264 | BXBLACKSTONE INC | 669 | $95.5M | 0.03% | |
| 265 | VXFVANGUARD EXTENDED MARKET | 550 | $95.2M | 0.03% | |
| 266 | NSRGYNESTLE S A F | 934 | $95.2M | 0.03% | |
| 267 | FMSFRESENIUS MED CARE AG F | 3,811 | $94.3M | 0.03% | |
| 268 | DWDMORGAN STANLEY | 809 | $93.6M | 0.03% | |
| 269 | IPINTERNTNL PAPER CO | 1,745 | $93.6M | 0.03% | |
| 270 | BKBANK NEW YORK MELLON COR | 1,117 | $93.6M | 0.03% | |
| 271 | SWSMURFIT WESTROCK PLC F | 2,051 | $93.6M | 0.03% | |
| 272 | BKRBAKER HUGHES CO. A | 2,087 | $93.5M | 0.03% | |
| 273 | TMUST-MOBILE US INC | 348 | $93.4M | 0.03% | |
| 274 | TERTERADYNE INC | 1,127 | $93.1M | 0.03% | |
| 275 | GNRCGENERAC HLDGS INC | 736 | $93.0M | 0.03% | |
| 276 | KOFCOCA-COLA FEMSA S A EQ F | 992 | $93.0M | 0.03% | |
| 277 | TAT&T INC | 3,252 | $92.6M | 0.03% | |
| 278 | STTSTATE STR CORP | 1,042 | $92.5M | 0.03% | |
| 279 | KRKROGER CO | 1,358 | $92.5M | 0.03% | |
| 280 | TRMBTRIMBLE INC | 1,415 | $92.5M | 0.03% | |
| 281 | GLWCORNING INC | 2,029 | $92.4M | 0.03% | |
| 282 | WELLWELLTOWER INC | 599 | $92.3M | 0.03% | |
| 283 | ZBRAZEBRA TECHNOLOGIES CORP | 326 | $92.3M | 0.03% | |
| 284 | BACBANK OF AMERICA CORP | 2,222 | $92.2M | 0.03% | |
| 285 | VNOMUSDVIPER ENERGY INC | 2,022 | $92.2M | 0.03% | |
| 286 | XBISPDR S&P BIOTECH ETF IV | 1,178 | $92.1M | 0.03% | |
| 287 | MTBM & T BK CORP | 522 | $92.1M | 0.03% | |
| 288 | NINISOURCE INC | 2,278 | $92.0M | 0.03% | |
| 289 | COFCAPITAL ONE FINL CORP | 516 | $92.0M | 0.03% | |
| 290 | FFIVF5 INC | 342 | $91.8M | 0.03% | |
| 291 | TXTTEXTRON INC | 1,272 | $91.8M | 0.03% | |
| 292 | ETRENTERGY CORP NEW | 1,071 | $91.7M | 0.03% | |
| 293 | XHBSPDR S&P HOMEBUILDERS | 943 | $91.7M | 0.03% | |
| 294 | VLTOVERALTO CORP | 939 | $91.7M | 0.03% | |
| 295 | RJFRAYMOND JAMES FINL INC | 663 | $91.6M | 0.03% | |
| 296 | AMCRAMCOR PLC F | 9,326 | $91.5M | 0.03% | |
| 297 | FOXFOX CORP | 1,767 | $91.5M | 0.03% | |
| 298 | NDAQNASDAQ INC | 1,203 | $91.5M | 0.03% | |
| 299 | KELKELLANOVA | 1,108 | $91.4M | 0.03% | |
| 300 | EBAEBAY INC | 1,346 | $91.3M | 0.03% |