ORG Wealth Partners, LLC Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$418.0B
Holdings
694
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (694 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | BILSPDR BLOOMBERG 1 3 MNTH | 1,611 | $147.4M | 0.04% | |
| 202 | IJRISHARES TR CORE S&P SMALL-CAP ETF | 1,329 | $145.2M | 0.03% | |
| 203 | STZCONSTELLATION BRANDS INC | 866 | $144.1M | 0.03% | |
| 204 | AVTRAVANTOR INC | 10,342 | $144.0M | 0.03% | |
| 205 | BAXBAXTER INTL INC | 4,600 | $143.7M | 0.03% | |
| 206 | EXPDEXPEDITORS INTL WASH INC | 1,214 | $143.3M | 0.03% | |
| 207 | SGMTSAGIMET BIOSCIENCES INC | 17,791 | $142.9M | 0.03% | |
| 208 | BABOEING CO | 660 | $138.5M | 0.03% | |
| 209 | FCXFREEPORT-MCMORAN INC | 3,105 | $136.8M | 0.03% | |
| 210 | INDAISHARES MSCI INDIA INDEX | 2,442 | $136.4M | 0.03% | |
| 211 | CLXCLOROX CO | 1,102 | $136.2M | 0.03% | |
| 212 | COFCAPITAL ONE FINL CORP | 627 | $134.9M | 0.03% | |
| 213 | VBVANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | 568 | $134.6M | 0.03% | |
| 214 | PRPERMIAN RES CORP | 9,471 | $132.5M | 0.03% | |
| 215 | NDSNNORDSON CORP | 593 | $130.7M | 0.03% | |
| 216 | RGTIRIGETTI COMPUTING INC | 11,500 | $130.3M | 0.03% | |
| 217 | NUVNUVEEN MUNICIPAL VALUE C | 14,773 | $129.1M | 0.03% | |
| 218 | RRCRANGE RES CORP | 3,295 | $128.4M | 0.03% | |
| 219 | SKWDSKYWARD SPECIALTY INS GR | 2,273 | $128.3M | 0.03% | |
| 220 | FANGDIAMONDBACK ENERGY INC | 912 | $127.9M | 0.03% | |
| 221 | REETISHARES GLOBAL REIT ETF | 5,050 | $125.5M | 0.03% | |
| 222 | NEENEXTERA ENERGY INC | 1,681 | $122.8M | 0.03% | |
| 223 | EFVISHARES TR MSCI EAFE VALUE ETF | 1,904 | $120.9M | 0.03% | |
| 224 | XLREREAL ESTATE SELECT SCTR | 2,893 | $120.6M | 0.03% | |
| 225 | FISFIDELITY NATL INFORMATIO | 1,450 | $119.4M | 0.03% | |
| 226 | JCIJOHNSON CONTROLS INT F | 1,136 | $118.9M | 0.03% | |
| 227 | PYPLPAYPAL HLDGS INC | 1,579 | $118.9M | 0.03% | |
| 228 | CLCOLGATE PALMOLIVE CO | 1,275 | $117.4M | 0.03% | |
| 229 | SWKSTANLEY BLACK & DECKER I | 1,641 | $115.6M | 0.03% | |
| 230 | BUDANHEUSER BUSCH INBEV S F | 1,655 | $114.6M | 0.03% | |
| 231 | XLVSELECT SECTOR HEALTH | 838 | $114.6M | 0.03% | |
| 232 | MMM3M CO | 735 | $113.0M | 0.03% | |
| 233 | GDGENERAL DYNAMICS CORP | 380 | $112.0M | 0.03% | |
| 234 | PCTPURECYCLE TECHNOLOGI EQU | 8,391 | $109.3M | 0.03% | |
| 235 | LNGCHENIERE ENERGY INC | 462 | $109.2M | 0.03% | |
| 236 | FISVFISERV INC | 631 | $109.0M | 0.03% | |
| 237 | AMATAPPLIED MATLS INC | 588 | $108.2M | 0.03% | |
| 238 | USMVISHARES MSCI USA MIN VOL | 1,143 | $108.1M | 0.03% | |
| 239 | AUBATLANTIC UN BANKSHARES C | 3,309 | $108.1M | 0.03% | |
| 240 | KMLMKRANESHARES TR MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF | 4,018 | $106.0M | 0.03% | |
| 241 | STXSEAGATE TECHNOLOGY H F | 725 | $105.1M | 0.03% | |
| 242 | ONONON HLDG AG F | 1,990 | $103.9M | 0.02% | |
| 243 | CTASIMPLIFY EXCHANGE TRADED FDS SIMPLIFY MANAGED FUTURES STRATEGY ETF ETF | 3,866 | $103.4M | 0.02% | |
| 244 | DWDMORGAN STANLEY | 729 | $102.8M | 0.02% | |
| 245 | WMBWILLIAMS COS INC | 1,744 | $102.4M | 0.02% | |
| 246 | STTSTATE STR CORP | 957 | $102.4M | 0.02% | |
| 247 | FUNSIX FLAGS ENTMT CORP | 3,188 | $101.6M | 0.02% | |
| 248 | DLTRDOLLAR TREE INC | 998 | $101.3M | 0.02% | |
| 249 | ICFISHARES SELECT U.S. REIT | 1,636 | $100.7M | 0.02% | |
| 250 | IQVIQVIA HLDGS INC | 614 | $99.8M | 0.02% | |
| 251 | GLWCORNING INC | 1,885 | $99.1M | 0.02% | |
| 252 | NDAQNASDAQ INC | 1,112 | $98.9M | 0.02% | |
| 253 | TJXTJX COS INC NEW | 787 | $98.6M | 0.02% | |
| 254 | VSSVANGUARD INTL EQUITY INDEX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX | 729 | $98.0M | 0.02% | |
| 255 | EBAEBAY INC | 1,284 | $97.7M | 0.02% | |
| 256 | XHBSPDR S&P HOMEBUILDERS | 943 | $96.8M | 0.02% | |
| 257 | SPEMSPDR INDEX SHS FDS S&P EMERGING MKTS ETF | 2,264 | $96.8M | 0.02% | |
| 258 | NSYNICE LTD F | 576 | $96.6M | 0.02% | |
| 259 | TFPMTRIPLE FLAG PRECIOUS M F | 4,086 | $96.6M | 0.02% | |
| 260 | VOTVANGUARD MID CAP GROWTH | 340 | $96.2M | 0.02% | |
| 261 | VXFVANGUARD EXTENDED MARKET | 494 | $95.6M | 0.02% | |
| 262 | SBGSYSCHNEIDER ELEC SA F | 1,793 | $94.1M | 0.02% | |
| 263 | FFIVF5 INC | 318 | $94.1M | 0.02% | |
| 264 | KOFCOCA-COLA FEMSA S A EQ F | 983 | $94.0M | 0.02% | |
| 265 | BKBANK NEW YORK MELLON COR | 1,031 | $93.5M | 0.02% | |
| 266 | LRLCYL OREAL S A F | 1,062 | $93.4M | 0.02% | |
| 267 | NSRGYNESTLE S A F | 934 | $93.3M | 0.02% | |
| 268 | KMBKIMBERLY CLARK CORP | 698 | $92.0M | 0.02% | |
| 269 | KRKROGER CO | 1,280 | $91.3M | 0.02% | |
| 270 | AAGIYAIA GROUP LTD F | 2,520 | $91.3M | 0.02% | |
| 271 | TRVTRAVELERS COS INC | 340 | $90.8M | 0.02% | |
| 272 | BALLBALL CORP | 1,564 | $90.5M | 0.02% | |
| 273 | SHYISHARES 1-3 YEAR TREASRY | 1,096 | $90.4M | 0.02% | |
| 274 | FOXFOX CORP | 1,725 | $89.0M | 0.02% | |
| 275 | VOEVANGUARD MID CAP VALUE | 527 | $87.8M | 0.02% | |
| 276 | PWSPACER FDS TR WEALTHSHIELD ETF | 2,885 | $87.5M | 0.02% | |
| 277 | CLSCELESTICA INC EQUITY F | 586 | $87.3M | 0.02% | |
| 278 | NINISOURCE INC | 2,174 | $87.1M | 0.02% | |
| 279 | DBMFLITMAN GREGORY FDS TR IMGP DBI MANAGED FUTURE STRATEGY ETF | 3,359 | $86.4M | 0.02% | |
| 280 | NUENUCOR CORP | 644 | $86.4M | 0.02% | |
| 281 | WELLWELLTOWER INC | 569 | $86.3M | 0.02% | |
| 282 | ALSALLSTATE CORP | 422 | $84.5M | 0.02% | |
| 283 | ETRENTERGY CORP NEW | 1,021 | $84.3M | 0.02% | |
| 284 | BMTABRITISH AMERN TOB PLC F | 1,800 | $84.0M | 0.02% | |
| 285 | FQIDIGITAL RLTY TR INC | 487 | $83.5M | 0.02% | |
| 286 | KELKELLANOVA | 1,044 | $83.4M | 0.02% | |
| 287 | SNYSANOFI F | 1,667 | $81.8M | 0.02% | |
| 288 | GBTCGRAYSCALE BITCOIN TRUST | 985 | $81.7M | 0.02% | |
| 289 | CHRWC H ROBINSON WORLDWIDE I | 825 | $81.1M | 0.02% | |
| 290 | EFGISHARES TR MSCI EAFE GROWTH ETF | 724 | $81.1M | 0.02% | |
| 291 | TRVCCITIGROUP INC | 934 | $80.6M | 0.02% | |
| 292 | WBDWARNER BROS DISCOVERY IN | 7,320 | $80.1M | 0.02% | |
| 293 | AMCRAMCOR PLC F | 8,394 | $79.5M | 0.02% | |
| 294 | SOXXISHARES SEMICONDUCTOR | 332 | $78.9M | 0.02% | |
| 295 | VNOMUSDVIPER ENERGY INC | 2,022 | $77.4M | 0.02% | |
| 296 | USHYISHARES BROAD USD HG YLD | 2,064 | $77.0M | 0.02% | |
| 297 | EVVTYEVOLUTION AB F | 955 | $76.7M | 0.02% | |
| 298 | CRLCHARLES RIV LABORATORIES | 496 | $76.6M | 0.02% | |
| 299 | MDYSPDR S&P MIDCAP 400 ETF | 129 | $74.5M | 0.02% | |
| 300 | BITOPROSHARES BITCOIN ETF | 3,579 | $72.5M | 0.02% |