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 |
|---|---|---|---|---|---|
| 301 | VRSNVERISIGN INC | 249 | $72.0M | 0.02% | |
| 302 | NTRSNORTHERN TR CORP | 561 | $71.8M | 0.02% | |
| 303 | WFCWELLS FARGO & CO | 880 | $71.7M | 0.02% | |
| 304 | AEEAMEREN CORP | 743 | $71.6M | 0.02% | |
| 305 | CTVACORTEVA INC | 951 | $71.4M | 0.02% | |
| 306 | COINCOINBASE GLOBAL INC | 213 | $71.4M | 0.02% | |
| 307 | SOLVSOLVENTUM CORP | 917 | $71.4M | 0.02% | |
| 308 | GLGLOBE LIFE INC | 571 | $71.3M | 0.02% | |
| 309 | FOXAFOX CORP | 1,269 | $71.0M | 0.02% | |
| 310 | NEMNEWMONT CORP | 1,207 | $71.0M | 0.02% | |
| 311 | JBLJABIL INC | 328 | $70.9M | 0.02% | |
| 312 | SILASILA RLTY TR INC | 3,007 | $70.6M | 0.02% | |
| 313 | QUALISHARES MSCI USA QLTY | 384 | $70.5M | 0.02% | |
| 314 | EXEEXPAND ENERGY CORP | 634 | $70.5M | 0.02% | |
| 315 | EMLPFIRST TRUST NORTH | 1,900 | $70.4M | 0.02% | |
| 316 | TTWOTAKE-TWO INTERACTIVE SOF | 292 | $70.1M | 0.02% | |
| 317 | DRIDARDEN RESTAURANTS INC | 319 | $70.0M | 0.02% | |
| 318 | CNCCENTENE CORP DEL | 1,200 | $68.0M | 0.02% | |
| 319 | RTORENTOKIL INITIAL PLC F | 2,796 | $67.9M | 0.02% | |
| 320 | MTUMISHARES TR MSCI USA MOMENTUM FACTOR ETF | 281 | $67.5M | 0.02% | |
| 321 | WMGWARNER MUSIC GROUP CORP | 2,413 | $67.2M | 0.02% | |
| 322 | NSCNORFOLK SOUTHN CORP | 253 | $66.6M | 0.02% | |
| 323 | APLDAPPLIED DIGITAL CORP | 6,790 | $66.3M | 0.02% | |
| 324 | SPLVINVESCO EXCHANGE-TRADED FD TR II S&P 500 LOW VOLATILITY ETF | 862 | $62.8M | 0.02% | |
| 325 | AOSSMITH A O CORP | 911 | $61.8M | 0.01% | |
| 326 | VUGVANGUARD GROWTH ETF | 142 | $61.7M | 0.01% | |
| 327 | MRKMERCK & CO. INC. | 746 | $61.0M | 0.01% | |
| 328 | NVDANVIDIA CORP COM | 378 | $59.7M | 0.01% | |
| 329 | SCHESCHWAB EMERGING MARKETS | 1,974 | $59.7M | 0.01% | |
| 330 | ETNEATON CORP PLC F | 168 | $59.6M | 0.01% | |
| 331 | TFPNBLUEPRINT CHESAPK MLT | 2,579 | $59.0M | 0.01% | |
| 332 | FDSFACTSET RESH SYS INC | 131 | $59.0M | 0.01% | |
| 333 | MCXMCCORMICK & CO INC | 763 | $58.9M | 0.01% | |
| 334 | BDXBECTON DICKINSON & CO | 330 | $58.8M | 0.01% | |
| 335 | VGLTVANGUARD LONG-TERM TREAS | 1,037 | $58.1M | 0.01% | |
| 336 | ERIEERIE INDTY CO | 159 | $56.0M | 0.01% | |
| 337 | XLKTECHNOLOGY SELECT SECTOR | 223 | $56.0M | 0.01% | |
| 338 | HTHIYHITACHI LTD F | 1,910 | $55.4M | 0.01% | |
| 339 | RNMBYRHEINMETALL F | 134 | $54.8M | 0.01% | |
| 340 | AAPLAPPLE INC COM | 265 | $54.4M | 0.01% | |
| 341 | MPCMARATHON PETE CORP | 318 | $54.2M | 0.01% | |
| 342 | AEMAGNICO EAGLE MINES LTD F | 456 | $53.8M | 0.01% | |
| 343 | FSSLFS SPECIALTY LENDING FUN | 2,637 | $53.3M | 0.01% | |
| 344 | DUKDUKE ENERGY CORP NEW | 443 | $52.8M | 0.01% | |
| 345 | SPYSPDR S&P 500 ETF TR TR UNIT | 85 | $52.5M | 0.01% | |
| 346 | MSFTMICROSOFT CORP COM | 104 | $51.7M | 0.01% | |
| 347 | SPHQINVESCO S&P 500 QUALITY | 718 | $51.5M | 0.01% | |
| 348 | HWMHOWMET AEROSPACE INC | 290 | $51.1M | 0.01% | |
| 349 | VEAVANGUARD INTL FD FTSE DEVELOPED MKTS ETF | 882 | $50.3M | 0.01% | |
| 350 | BITBLACKROCK MULTI SECTOR I | 3,343 | $49.0M | 0.01% | |
| 351 | FMSFRESENIUS MED CARE AG F | 1,676 | $48.2M | 0.01% | |
| 352 | KLMNINVSC S P 500 MOMENTUM | 430 | $47.7M | 0.01% | |
| 353 | NRANRG ENERGY INC | 305 | $47.6M | 0.01% | |
| 354 | PWVINVESCO LARGE CAP VALUE | 758 | $47.4M | 0.01% | |
| 355 | TMTOYOTA MTR CORP F | 267 | $45.8M | 0.01% | |
| 356 | HPEHEWLETT PACKARD ENTERPRI | 2,213 | $45.3M | 0.01% | |
| 357 | NTAPNETAPP INC | 411 | $43.8M | 0.01% | |
| 358 | IBITISHARES BITCOIN TR ETF SHS BEN INT | 715 | $43.8M | 0.01% | |
| 359 | SCHFSCHWAB INTERNATIONAL | 1,964 | $43.3M | 0.01% | |
| 360 | EFAISHARES MSCI EAFE ETF | 485 | $43.3M | 0.01% | |
| 361 | BEBLOOM ENERGY CORP | 1,950 | $43.2M | 0.01% | |
| 362 | QTECFIRST TST NASDAQ 100 | 203 | $43.0M | 0.01% | |
| 363 | SUSUNCOR ENERGY INC NEW F | 1,120 | $42.4M | 0.01% | |
| 364 | UNHUNITEDHEALTH GROUP INC | 128 | $42.1M | 0.01% | |
| 365 | ITOTISHARES TOTAL US STOCK | 301 | $40.6M | 0.01% | |
| 366 | VONGVANGUARD RUSSELL 1000 | 372 | $40.2M | 0.01% | |
| 367 | KUREKRANESHARES MSCI ALL | 2,262 | $38.6M | 0.01% | |
| 368 | IHIISHARES US MEDICAL | 610 | $38.1M | 0.01% | |
| 369 | LUMNLUMEN TECHNOLOGIES INC | 8,373 | $37.8M | 0.01% | |
| 370 | PEPPEPSICO INC | 271 | $36.7M | 0.01% | |
| 371 | RLRALPH LAUREN CORP | 133 | $36.2M | 0.01% | |
| 372 | APHAMPHENOL CORP NEW | 368 | $35.8M | 0.01% | |
| 373 | SCHWCHARLES SCHWAB CORP | 393 | $35.8M | 0.01% | |
| 374 | IDMOINVSC S P INTERNATIONL | 705 | $35.8M | 0.01% | |
| 375 | AMZNAMAZON COM INC COM | 162 | $35.5M | 0.01% | |
| 376 | CEGCONSTELLATION ENERGY COR | 115 | $35.4M | 0.01% | |
| 377 | PWRQUANTA SVCS INC | 93 | $34.6M | 0.01% | |
| 378 | AQLTISHARES SELECT DIVIDEND | 254 | $34.4M | 0.01% | |
| 379 | UBERUBER TECHNOLOGIES INC | 370 | $34.1M | 0.01% | |
| 380 | APPAPPLOVIN CORP | 100 | $33.7M | 0.01% | |
| 381 | WABWABTEC | 151 | $31.6M | 0.01% | |
| 382 | TLTISHARES 20 PLS YEAR | 357 | $31.5M | 0.01% | |
| 383 | TTTRANE TECHNOLOGIES PLC F | 72 | $31.3M | 0.01% | |
| 384 | BMYBRISTOL MYERS SQUIBB CO | 652 | $31.0M | 0.01% | |
| 385 | NLYANNALY CAP MGMT INC | 1,621 | $30.9M | 0.01% | |
| 386 | MUMICRON TECHNOLOGY INC | 255 | $30.8M | 0.01% | |
| 387 | EMBISHARES JPMORGAN USD MTS | 330 | $30.5M | 0.01% | |
| 388 | SPYVSPDR S&P 500 VALUE ETF | 575 | $30.4M | 0.01% | |
| 389 | IVWISHARES S&P 500 GROWTH | 278 | $30.3M | 0.01% | |
| 390 | AIGAMERICAN INTL GROUP INC | 351 | $30.1M | 0.01% | |
| 391 | GOOGLALPHABET INC CL A | 171 | $30.1M | 0.01% | |
| 392 | NENOBLE CORP PLC F | 1,079 | $29.6M | 0.01% | |
| 393 | ARMARM HLDGS PLC EQUITY A F | 188 | $29.4M | 0.01% | |
| 394 | PGRPROGRESSIVE CORP OH | 111 | $29.3M | 0.01% | |
| 395 | HIGHARTFORD INS GROUP INC | 231 | $29.2M | 0.01% | |
| 396 | AGNCAGNC INVT CORP | 3,127 | $29.2M | 0.01% | |
| 397 | XMVMINVESCO S & P MIDCAP | 498 | $28.3M | 0.01% | |
| 398 | FITBFIFTH THIRD BANCORP | 662 | $28.1M | 0.01% | |
| 399 | MRVLMARVELL TECHNOLOGY INC | 367 | $28.0M | 0.01% | |
| 400 | AIZASSURANT INC | 140 | $27.7M | 0.01% |