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 |
|---|---|---|---|---|---|
| 501 | LINLINDE PLC NEW SHS ISIN#IE000S9YS762 | 40 | $18.6M | 0.01% | |
| 502 | CINFCINCINNATI FINL CORP COM | 126 | $18.6M | 0.01% | |
| 503 | CHDCHURCH & DWIGHT INC COM | 169 | $18.6M | 0.01% | |
| 504 | COWZPACER US CASH COWS 100 | 340 | $18.6M | 0.01% | |
| 505 | BDXBECTON DICKINSON & CO COM | 81 | $18.6M | 0.01% | |
| 506 | IBMINTERNATIONAL BUSINESS MACHS CORP COM | 74 | $18.4M | 0.01% | |
| 507 | ESSESSEX PPTY TR INC COM | 60 | $18.4M | 0.01% | |
| 508 | CITCINTAS CORP COM | 89 | $18.3M | 0.01% | |
| 509 | SYYSYSCO CORP COM | 243 | $18.2M | 0.01% | |
| 510 | SHWSHERWIN-WILLIAMS CO COM | 52 | $18.2M | 0.01% | |
| 511 | AOSSMITH A O CORP COM | 276 | $18.0M | 0.01% | |
| 512 | ADPAUTOMATIC DATA PROCESSING INC COM | 59 | $18.0M | 0.01% | |
| 513 | MDTMEDTRONIC PLC SHS ISIN#IE00BTN1Y115 | 198 | $17.8M | 0.01% | |
| 514 | SPGIS&P GLOBAL INC COM | 35 | $17.8M | 0.01% | |
| 515 | GWWGRAINGER W W INC COM | 18 | $17.8M | 0.01% | |
| 516 | ABTABBOTT LABS COM | 134 | $17.8M | 0.01% | |
| 517 | NDSNNORDSON CORP COM | 88 | $17.8M | 0.01% | |
| 518 | ECLECOLAB INC COM | 70 | $17.7M | 0.01% | |
| 519 | XLGINVSC S P 500 TOP 50 | 381 | $17.6M | 0.01% | |
| 520 | ITWILLINOIS TOOL WKS INC COM | 71 | $17.6M | 0.01% | |
| 521 | BENFRANKLIN RES INC COM | 913 | $17.6M | 0.01% | |
| 522 | LOWLOWES COS INC COM | 75 | $17.5M | 0.01% | |
| 523 | FTSMFIRST TRST ENHNCD SHRT | 292 | $17.5M | 0.01% | |
| 524 | CYBRCYBERARK SOFTWARE LTD F | 50 | $17.4M | 0.01% | |
| 525 | VALVALARIS LTD F | 428 | $17.4M | 0.01% | |
| 526 | AMRFXAMERICAN FUNDS AMERICAN | 307 | $17.4M | 0.01% | |
| 527 | MTBASIMPLIFY MBS ETF | 345 | $17.4M | 0.01% | |
| 528 | CLXCLOROX CO COM | 118 | $17.4M | 0.01% | |
| 529 | EVNEATON VANCE MUNICIPAL IN | 1,672 | $17.3M | 0.01% | |
| 530 | YMAXYIELDMAX UNIVRS FD OPT | 1,258 | $17.1M | 0.01% | |
| 531 | XNEAXNUVEEN AMT FREE QUALITY | 1,515 | $17.0M | 0.01% | |
| 532 | PMMPUTNAM MANAGED MUNICIPAL | 2,749 | $17.0M | 0.01% | |
| 533 | NADNUVEEN QUALITY MUNICIPAL | 1,470 | $17.0M | 0.01% | |
| 534 | PNRPENTAIR PLC SHS ISIN#IE00BLS09M33 | 194 | $17.0M | 0.01% | |
| 535 | AEPFXAMERICAN FUNDS EUROPACIF | 305 | $16.9M | 0.01% | |
| 536 | IUSGISHARES TR CORE S&P U S GROWTH ETF | 133 | $16.9M | 0.01% | |
| 537 | MMUWESTERN ASST MNGD MUNCPL | 1,626 | $16.8M | 0.01% | |
| 538 | WSTWEST PHARMACEUTICAL SVCS INC COM | 75 | $16.8M | 0.01% | |
| 539 | SPABSPDR AGGREGATE BOND ETF | 656 | $16.7M | 0.01% | |
| 540 | DOVDOVER CORP COM | 95 | $16.7M | 0.01% | |
| 541 | WMTWALMART INC COM | 190 | $16.7M | 0.01% | |
| 542 | IQIINVESCO QLTY MUN INCM TR | 1,716 | $16.7M | 0.01% | |
| 543 | SWKSTANLEY BLACK & DECKER INC COM | 216 | $16.6M | 0.01% | |
| 544 | NUENUCOR CORP COM | 137 | $16.5M | 0.01% | |
| 545 | CAIBXAMERICAN FUNDS CAPITAL I | 227 | $16.4M | 0.01% | |
| 546 | SPIPSPDR PORTFOLIO TIPS ETF | 627 | $16.4M | 0.01% | |
| 547 | EIMEATON VANCE MUNICIPAL BN | 1,632 | $16.4M | 0.01% | |
| 548 | LENLENNAR CORP | 141 | $16.1M | 0.00% | |
| 549 | VSVIXVICTORY INTEGRITY SMALL- | 564 | $16.1M | 0.00% | |
| 550 | WDCWESTERN DIGITAL CORP | 394 | $16.1M | 0.00% | |
| 551 | —INVESCO CAPITAL MARKET | 25 | $15.9M | 0.00% | |
| 552 | MRIGXMERIDIAN GROWTH INVESTOR | 482 | $15.8M | 0.00% | |
| 553 | SCHVSCHWAB US LARGE CAP | 591 | $15.7M | 0.00% | |
| 554 | GSLCGOLDMAN SACHS ACTVBETA | 140 | $15.5M | 0.00% | |
| 555 | IWSISHARES RUSSELL MID CAP | 121 | $15.3M | 0.00% | |
| 556 | ISTBISHARES CORE 1-5 YEAR | 313 | $15.1M | 0.00% | |
| 557 | IONQIONQ INC | 650 | $15.1M | 0.00% | |
| 558 | ZMZOOM COMMUNICATIONS INC | 202 | $15.0M | 0.00% | |
| 559 | GIBIXGUGGENHEIM TOTAL RETURN | 618 | $14.8M | 0.00% | |
| 560 | PAAPLAINS ALL AMERICAN P LP | 730 | $14.7M | 0.00% | |
| 561 | CIBRFIRST TRUST NASDAQ | 230 | $14.6M | 0.00% | |
| 562 | TSLATESLA INC COM | 56 | $14.5M | 0.00% | |
| 563 | SPTLSPDR PORTFOLIO LONG TERM | 526 | $14.4M | 0.00% | |
| 564 | DDOGDATADOG INC | 142 | $14.3M | 0.00% | |
| 565 | VRNSVARONIS SYS INC | 350 | $14.3M | 0.00% | |
| 566 | FTAHOXFIRST TRUST PORTFOLIOS | 25 | $14.2M | 0.00% | |
| 567 | KCCAKRANESHARES CLRN CRB ALW | 851 | $14.1M | 0.00% | |
| 568 | HYGISHARES IBOXX HIGH YIELD | 177 | $14.0M | 0.00% | |
| 569 | ABALXAMERICAN FUNDS AMERICAN | 407 | $14.0M | 0.00% | |
| 570 | TRMKTRUSTMARK CORP | 401 | $13.9M | 0.00% | |
| 571 | EWJISHARES MSCI JAPAN ETF | 202 | $13.8M | 0.00% | |
| 572 | OMFLINVESCO RUSSELL 1000 | 256 | $13.7M | 0.00% | |
| 573 | RHHBYROCHE HLDG LTD F | 325 | $13.4M | 0.00% | |
| 574 | REMISHARES MORTGAGE REAL | 589 | $13.2M | 0.00% | |
| 575 | TXNTEXAS INSTRS INC | 72 | $12.9M | 0.00% | |
| 576 | AGTHXAMERICAN FUNDS GROWTH FU | 180 | $12.7M | 0.00% | |
| 577 | VGKVANGUARD FTSE EUROPE | 179 | $12.6M | 0.00% | |
| 578 | LULULULULEMON ATHLETICA INC | 45 | $12.6M | 0.00% | |
| 579 | CEYIXCALVERT EQUITY I | 134 | $12.5M | 0.00% | |
| 580 | BYDDYBYD CO LTD F | 125 | $12.3M | 0.00% | |
| 581 | OHIOMEGA HEALTHCARE INVS IN | 324 | $12.3M | 0.00% | |
| 582 | FSTAXFIDELITY ADVISOR STRATEG | 1,037 | $11.9M | 0.00% | |
| 583 | GPCGENUINE PARTS CO | 100 | $11.8M | 0.00% | |
| 584 | HDHOME DEPOT INC COM | 32 | $11.7M | 0.00% | |
| 585 | RGTIRIGETTI COMPUTING INC | 1,500 | $11.7M | 0.00% | |
| 586 | BGEGXBAILLIE GIFFORD EMERGING | 579 | $11.7M | 0.00% | |
| 587 | VBVANGUARD SMALL CAP ETF | 52 | $11.6M | 0.00% | |
| 588 | —GREENBACKER RENEWABLE EN | 1,545 | $11.5M | 0.00% | |
| 589 | MVFBLACKROCK MUNIVEST CF | 1,618 | $11.5M | 0.00% | |
| 590 | NXPNUVEEN SELECT TAX-FREE I | 788 | $11.3M | 0.00% | |
| 591 | —INVESCO UNIT TRUSTS | 25 | $11.3M | 0.00% | |
| 592 | MWTIXTCW METWEST TOTAL RETURN | 1,236 | $11.2M | 0.00% | |
| 593 | PXSGXVIRTUS KAR SMALL-CAP GRO | 375 | $11.2M | 0.00% | |
| 594 | DUSLXDFA US LARGE CAP GROWTH | 294 | $11.0M | 0.00% | |
| 595 | VMOINVESCO MUNI OPPORTUNITY | 1,151 | $11.0M | 0.00% | |
| 596 | AEPAMERICAN ELEC PWR CO INC | 100 | $10.9M | 0.00% | |
| 597 | MMTMSPDR SP 1500 MOMENTUM | 45 | $10.9M | 0.00% | |
| 598 | ISIIONIS PHARMACEUTICALS IN | 400 | $10.9M | 0.00% | |
| 599 | KLIPKRANESHARES KWEB COVRD | 328 | $10.8M | 0.00% | |
| 600 | MYIBLACKROCK MUNIYIELD QUAL | 981 | $10.8M | 0.00% |