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 |
|---|---|---|---|---|---|
| 501 | WSTWEST PHARMACEUTICAL SVCS INC COM | 82 | $17.9M | 0.00% | |
| 502 | TSLATESLA INC COM | 56 | $17.8M | 0.00% | |
| 503 | BDXBECTON DICKINSON & CO COM | 103 | $17.7M | 0.00% | |
| 504 | GWWGRAINGER W W INC COM | 17 | $17.7M | 0.00% | |
| 505 | SHWSHERWIN-WILLIAMS CO COM | 51 | $17.5M | 0.00% | |
| 506 | VRNSVARONIS SYS INC | 350 | $17.5M | 0.00% | |
| 507 | CHDCHURCH & DWIGHT INC COM | 182 | $17.5M | 0.00% | |
| 508 | FTSMFIRST TRST ENHNCD SHRT | 292 | $17.5M | 0.00% | |
| 509 | EVNEATON VANCE MUNICIPAL IN | 1,672 | $17.4M | 0.00% | |
| 510 | LOWLOWES COS INC COM | 78 | $17.3M | 0.00% | |
| 511 | MTBASIMPLIFY MBS ETF | 345 | $17.3M | 0.00% | |
| 512 | ADPAUTOMATIC DATA PROCESSING INC COM | 56 | $17.3M | 0.00% | |
| 513 | CIBRFIRST TRUST NASDAQ | 230 | $17.1M | 0.00% | |
| 514 | GSLCGOLDMAN SACHS ACTVBETA | 140 | $17.0M | 0.00% | |
| 515 | SPABSPDR AGGREGATE BOND ETF | 656 | $16.7M | 0.00% | |
| 516 | CLXCLOROX CO COM | 139 | $16.7M | 0.00% | |
| 517 | NADNUVEEN QUALITY MUNICIPAL | 1,470 | $16.7M | 0.00% | |
| 518 | XNEAXNUVEEN AMT FREE QUALITY | 1,515 | $16.6M | 0.00% | |
| 519 | SCHVSCHWAB US LARGE CAP | 591 | $16.5M | 0.00% | |
| 520 | PMMPUTNAM MANAGED MUNICIPAL | 2,749 | $16.5M | 0.00% | |
| 521 | SPIPSPDR PORTFOLIO TIPS ETF | 627 | $16.3M | 0.00% | |
| 522 | IWSISHARES RUSSELL MID CAP | 121 | $16.3M | 0.00% | |
| 523 | MMUWESTERN ASST MNGD MUNCPL | 1,626 | $16.2M | 0.00% | |
| 524 | IQIINVESCO QLTY MUN INCM TR | 1,716 | $16.2M | 0.00% | |
| 525 | ISIIONIS PHARMACEUTICALS IN | 400 | $16.0M | 0.00% | |
| 526 | EIMEATON VANCE MUNICIPAL BN | 1,632 | $15.8M | 0.00% | |
| 527 | NVONOVO-NORDISK A S F | 225 | $15.7M | 0.00% | |
| 528 | ZMZOOM COMMUNICATIONS INC | 202 | $15.7M | 0.00% | |
| 529 | CRWVCOREWEAVE INC | 100 | $15.6M | 0.00% | |
| 530 | ISTBISHARES CORE 1-5 YEAR | 313 | $15.2M | 0.00% | |
| 531 | EWJISHARES MSCI JAPAN ETF | 202 | $15.0M | 0.00% | |
| 532 | OMFLINVESCO RUSSELL 1000 | 256 | $14.8M | 0.00% | |
| 533 | HYGISHARES IBOXX HIGH YIELD | 177 | $14.3M | 0.00% | |
| 534 | SPTLSPDR PORTFOLIO LONG TERM | 526 | $13.9M | 0.00% | |
| 535 | VGKVANGUARD FTSE EUROPE | 179 | $13.9M | 0.00% | |
| 536 | IBBISHARES BIOTECHNOLOGY | 106 | $13.5M | 0.00% | |
| 537 | RHHBYROCHE HLDG LTD F | 325 | $13.4M | 0.00% | |
| 538 | PAAPLAINS ALL AMERICAN P LP | 730 | $13.2M | 0.00% | |
| 539 | KCCAKRANESHARES CLRN CRB ALW | 849 | $13.1M | 0.00% | |
| 540 | MIGAMICROSTRATEGY INC | 35 | $13.1M | 0.00% | |
| 541 | LULULULULEMON ATHLETICA INC | 53 | $13.0M | 0.00% | |
| 542 | AVGOBROADCOM INC COM | 47 | $13.0M | 0.00% | |
| 543 | NETCLOUDFLARE INC | 69 | $12.8M | 0.00% | |
| 544 | REMISHARES MORTGAGE REAL | 589 | $12.7M | 0.00% | |
| 545 | TXNTEXAS INSTRS INC | 60 | $12.7M | 0.00% | |
| 546 | VBVANGUARD SMALL CAP ETF | 52 | $12.4M | 0.00% | |
| 547 | HDHOME DEPOT INC COM | 33 | $12.1M | 0.00% | |
| 548 | AWMSKYWORKS SOLUTIONS INC | 155 | $12.0M | 0.00% | |
| 549 | MMTMSPDR SP 1500 MOMENTUM | 45 | $11.9M | 0.00% | |
| 550 | OHIOMEGA HEALTHCARE INVS IN | 324 | $11.9M | 0.00% | |
| 551 | BYDDYBYD CO LTD F | 125 | $11.7M | 0.00% | |
| 552 | VRNAVERONA PHARMA PLC F | 123 | $11.1M | 0.00% | |
| 553 | CPCANADIAN PACIFIC KAN F | 138 | $11.1M | 0.00% | |
| 554 | NXPNUVEEN SELECT TAX-FREE I | 788 | $11.1M | 0.00% | |
| 555 | GROYGOLD ROYALTY CORP REGISTERED SHS ISIN#CA38071H1064 | 5,000 | $11.1M | 0.00% | |
| 556 | VOVANGUARD MID CAP ETF | 39 | $11.0M | 0.00% | |
| 557 | AMDADVANCED MICRO DEVIC | 79 | $10.8M | 0.00% | |
| 558 | FVDFIRST TRUST VALUE | 237 | $10.7M | 0.00% | |
| 559 | XLISELECT SECTOR INDUSTRIAL | 72 | $10.7M | 0.00% | |
| 560 | MVFBLACKROCK MUNIVEST CF | 1,618 | $10.7M | 0.00% | |
| 561 | VMOINVESCO MUNI OPPORTUNITY | 1,151 | $10.6M | 0.00% | |
| 562 | AEPAMERICAN ELEC PWR CO INC | 100 | $10.5M | 0.00% | |
| 563 | EMBJEMBRAER S A F | 175 | $10.4M | 0.00% | |
| 564 | MYIBLACKROCK MUNIYIELD QUAL | 981 | $10.3M | 0.00% | |
| 565 | VVISA INC COM CL A | 29 | $10.3M | 0.00% | |
| 566 | MQTBLACKROCK MUNIYLD QUALIT | 1,058 | $10.2M | 0.00% | |
| 567 | VCITVAG ITM-TERM CORPORATE | 123 | $10.2M | 0.00% | |
| 568 | DUOLDUOLINGO INC | 25 | $10.1M | 0.00% | |
| 569 | DECKDECKERS OUTDOOR CORP | 95 | $10.0M | 0.00% | |
| 570 | EOTEATON VANCE NATNL MUNICI | 612 | $10.0M | 0.00% | |
| 571 | COSTCOSTCO WHOLESALE CORP NEW COM | 10 | $9.9M | 0.00% | |
| 572 | HCAHCA HEALTHCARE INC | 25 | $9.8M | 0.00% | |
| 573 | EZUISHARES MSCI EUROZONE | 164 | $9.7M | 0.00% | |
| 574 | RSSTTIDAL TR II RETURN STACKED U S STKS & MANAGED FUTURES ETF | 413 | $9.6M | 0.00% | |
| 575 | TSEMTOWER SEMICONDUCTOR LT F | 225 | $9.5M | 0.00% | |
| 576 | TSCOTRACTOR SUPPLY CO | 175 | $9.5M | 0.00% | |
| 577 | NFLXNETFLIX INC COM | 7 | $9.4M | 0.00% | |
| 578 | LLYLILLY ELI & CO COM | 12 | $9.4M | 0.00% | |
| 579 | NOWSERVICENOW INC COM | 9 | $9.3M | 0.00% | |
| 580 | BILLBILL HOLDINGS INC | 200 | $9.2M | 0.00% | |
| 581 | DYHTARGET CORP EQUITY | 85 | $8.8M | 0.00% | |
| 582 | GPCGENUINE PARTS CO | 70 | $8.8M | 0.00% | |
| 583 | XLFSELECT STR FINANCIAL | 166 | $8.8M | 0.00% | |
| 584 | SPSMSPDR PORTFOLIO S&P 600 | 201 | $8.7M | 0.00% | |
| 585 | NVDYYIELDMAX NVDA OPTN INC | 519 | $8.6M | 0.00% | |
| 586 | MRKMERCK & CO INC NEW COM | 107 | $8.5M | 0.00% | |
| 587 | LEUCENTRUS ENERGY CORP | 50 | $8.4M | 0.00% | |
| 588 | TEVATEVA PHARMACEUTICAL IN F | 500 | $8.3M | 0.00% | |
| 589 | ORCLORACLE CORP COM | 37 | $8.1M | 0.00% | |
| 590 | SPOTSPOTIFY TECHNOLOGY S A F | 11 | $7.9M | 0.00% | |
| 591 | GTLBGITLAB INC | 174 | $7.9M | 0.00% | |
| 592 | LVMUYLVMH MOET HENNESSY LOU F | 71 | $7.9M | 0.00% | |
| 593 | AMATAPPLIED MATLS INC COM | 43 | $7.9M | 0.00% | |
| 594 | GKOSGLAUKOS CORP | 75 | $7.7M | 0.00% | |
| 595 | GGALGRUPO FINANCIERO GALIC F | 153 | $7.6M | 0.00% | |
| 596 | QAINYLI HEDGE MULTI STRGY | 231 | $7.5M | 0.00% | |
| 597 | IMFLINVESCO INTERN DVLP DYN | 268 | $7.3M | 0.00% | |
| 598 | KOCOCA COLA CO COM | 103 | $7.3M | 0.00% | |
| 599 | OMFSINVESCO RUSSELL 2000 | 180 | $7.3M | 0.00% | |
| 600 | HONHONEYWELL INTL INC COM | 31 | $7.2M | 0.00% |