Org Wealth Partners, LLC Top Holdings and 13F Report (2025) About Org Wealth Partners, LLCInvestment ActivityOrg Wealth Partners, LLC has $417.97 million in total holdings as of March 31, 2025.Org Wealth Partners, LLC owns shares of 808 different stocks, but just 60 companies or ETFs make up 80% of its holdings.Approximately 56.54% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Org Wealth Partners, LLC has purchased 869 new stocks and bought additional shares in 255 stocks.Org Wealth Partners, LLC sold shares of 157 stocks and completely divested from 158 stocks this quarter.Largest Holdings CORE SCIENTIFIC INC NEW COM $122,046,710CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 $52,106,026Berkshire Hathaway $16,033,600Berkshire Hathaway $8,566,553NVIDIA $7,500,418 Largest New Holdings this Quarter 46434G764 - iShares MSCI Emerging Markets ex China ETF $812,077 Holding45168D104 - IDEXX Laboratories $273,476 Holding23331A109 - D.R. Horton $217,629 Holding921943858 - Vanguard FTSE Developed Markets ETF $167,451 Holding244199105 - Deere & Company $154,029 Holding Largest Purchases this Quarter CORE SCIENTIFIC INC NEW COM 7,137,733 shares (about $121.84M)NVIDIA 48,475 shares (about $7.43M)Apple 27,581 shares (about $5.73M)Abbott Laboratories 41,500 shares (about $5.66M)Amazon.com 25,292 shares (about $5.58M) Largest Sales this Quarter CAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF 84,740 shares (about $2.09M)iShares Core Total USD Bond Market ETF 30,230 shares (about $1.40M)HINES GLOBAL INCOME TRUS 96,985 shares (about $951.45K)Berkshire Hathaway 1,758 shares (about $860.73K)iShares Semiconductor ETF 3,144 shares (about $747.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrg Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCORE SCIENTIFIC INC NEW COM$122,046,710$121,841,102 ▲59,258.9%7,149,77829.2%EquityCORE SCIENTIFIC INC NEW WT EXP TRANCHE 1$52,106,0260.0%4,806,82912.5%EquityBRK.ABerkshire Hathaway$16,033,6000.0%223.8%FinanceBRK.BBerkshire Hathaway$8,566,553$3,505,316 ▲69.3%17,6352.0%FinanceNVDANVIDIA$7,500,418$7,431,735 ▲10,820.3%48,9231.8%Computer and TechnologyETEnergy Transfer$7,218,191$61,053 ▼-0.8%405,2841.7%EnergyAAPLApple$5,785,622$5,734,681 ▲11,257.6%27,8261.4%Computer and TechnologyABTAbbott Laboratories$5,673,393$5,655,133 ▲30,970.1%41,6341.4%MedicalAMZNAmazon.com$5,612,055$5,575,899 ▲15,422.0%25,4561.3%Retail/WholesaleXOMExxon Mobil$5,543,994$5,525,520 ▲29,910.1%50,7171.3%EnergyJPSTJPMorgan Ultra-Short Income ETF$4,568,697$737,870 ▼-13.9%90,4861.1%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,559,796$108,081 ▲2.4%45,3951.1%ETFBRK.BBerkshire Hathaway$4,240,507$860,733 ▼-16.9%8,6611.0%FinancePALANTIR TECHNOLOGIES IN$4,226,038$4,219,896 ▲68,706.4%32,3391.0%COMMON STOCKMSFTMicrosoft$4,085,976$4,024,918 ▲6,591.9%8,2981.0%Computer and TechnologyABBVAbbVie$3,684,253$3,682,350 ▲193,540.0%19,3640.9%MedicalCAMBRIA FIXED INCOME$3,250,859$390,880 ▲13.7%132,1370.8%UIT EXCHANGE TRADEDJPMJPMorgan Chase & Co.$3,171,885$21,839 ▼-0.7%10,8930.8%FinanceIBMInternational Business Machines$3,119,938$3,098,339 ▲14,344.6%10,6890.7%Computer and TechnologyGOOGAlphabet$2,813,367$405,878 ▲16.9%15,9010.7%Computer and TechnologySHOPShopify$2,406,351$135,314 ▲6.0%21,3580.6%Computer and TechnologyTSLATesla$2,096,821$2,079,981 ▲12,351.8%6,9730.5%Auto/Tires/TrucksHDHome Depot$2,057,531$2,045,558 ▲17,084.4%5,4990.5%Retail/WholesaleEPDEnterprise Products Partners$2,045,805$9,476 ▲0.5%65,6320.5%EnergyURIUnited Rentals$1,884,326$340,000 ▲22.0%2,4330.5%ConstructionCOSTCostco Wholesale$1,867,728$1,857,835 ▲18,780.0%1,8880.4%Retail/WholesaleIEFAiShares Core MSCI EAFE ETF$1,831,456$1,188,296 ▲184.8%21,9720.4%ETFKTOSKratos Defense & Security Solutions$1,793,114$127,098 ▼-6.6%41,6330.4%AerospaceSPROTT PHYSICAL GOLD ETV$1,762,678$213,904 ▲13.8%69,0720.4%CLOSED END MUTL FUNDSTEPSTONE PRIVATE MARKET$1,736,194$152,925 ▼-8.1%29,4730.4%CLOSED END MUTL FUNDKYNKayne Anderson Energy Infrastructure Fund$1,711,269$460,491 ▲36.8%136,0310.4%Financial ServicesCRWDCrowdStrike$1,710,906$249,968 ▲17.1%3,4770.4%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$1,699,393$1,016,072 ▲148.7%17,8340.4%ETFAMGNAmgen$1,693,734$1,691,693 ▲82,900.0%5,8100.4%MedicalIUSBiShares Core Total USD Bond Market ETF$1,656,437$73,603 ▼-4.3%35,9630.4%ManufacturingHONHoneywell International$1,630,034$1,622,370 ▲21,168.8%6,8060.4%Multi-Sector ConglomeratesDIVOAmplify CWP Enhanced Dividend Income ETF$1,624,120$109,386 ▼-6.3%37,9950.4%ETFPFEPfizer$1,593,637$109,973 ▲7.4%63,6160.4%MedicalNFLXNetflix$1,557,466$1,547,117 ▲14,950.0%1,2040.4%Consumer DiscretionarySCCOSouthern Copper$1,550,446$180,872 ▲13.2%15,1640.4%Basic MaterialsMBBiShares MBS ETF$1,547,392$10,001 ▼-0.6%16,5550.4%ETFSNOWSnowflake$1,470,302$172,989 ▲13.3%6,8080.4%Computer and TechnologyXOPSPDR S&P Oil & Gas Exploration & Production ETF$1,465,370$286,894 ▲24.3%11,5230.4%ETFWMTWalmart$1,422,778$1,404,109 ▲7,521.1%14,4800.3%Retail/WholesaleWDAYWorkday$1,421,936$70,331 ▲5.2%5,9440.3%Computer and TechnologyOKTAOkta$1,381,259$127,029 ▲10.1%14,0160.3%Computer and TechnologyHINES GLOBAL INCOME TRUS$1,352,873$951,454 ▼-41.3%137,9030.3%REAL ESTATE INVESTMEORCLOracle$1,253,301$1,244,981 ▲14,963.2%5,7240.3%Computer and TechnologyBABAAlibaba Group$1,252,0730.0%10,9860.3%Retail/WholesaleAGNCAGNC Investment$1,240,650$1,211,913 ▲4,217.2%135,0000.3%FinanceEOGEOG Resources$1,240,614$65,609 ▲5.6%10,2110.3%EnergyCAHCardinal Health$1,211,811$1,188,298 ▲5,053.8%7,3700.3%MedicalVVisa$1,196,238$1,185,923 ▲11,496.6%3,3630.3%Business ServicesPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,195,800$148,231 ▲14.2%91,2150.3%ManufacturingRQICohen & Steers Quality Income Realty Fund$1,123,095$126,589 ▲12.7%89,6780.3%Financial ServicesVENTURE GLOBAL INC$1,109,508$1,019,988 ▲1,139.4%74,3640.3%COMMON STOCKQCOMQUALCOMM$1,095,963$1,093,890 ▲52,761.5%6,8720.3%Computer and TechnologyCATCaterpillar$1,063,046$1,039,188 ▲4,355.7%2,7180.3%IndustrialsVZVerizon Communications$1,048,823$43,998 ▲4.4%23,9810.3%Computer and TechnologyGOOGLAlphabet$1,040,835$1,010,760 ▲3,360.8%5,9180.2%Computer and TechnologyEQTEQT$1,038,850$466,101 ▲81.4%18,6440.2%EnergyCTASimplify Managed Futures Strategy ETF$1,035,697$934,493 ▲923.4%38,7040.2%ETFNTNXNutanix$1,000,832$97,143 ▲10.7%13,3110.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$996,491$850,994 ▲584.9%8,9720.2%ETFMAMastercard$975,129$968,914 ▲15,590.9%1,7260.2%Business ServicesIJHiShares Core S&P Mid-Cap ETF$963,640$84,000 ▼-8.0%15,3380.2%ETFLLYEli Lilly and Company$912,629$903,316 ▲9,700.0%1,1760.2%MedicalIVViShares Core S&P 500 ETF$909,112$21,142 ▼-2.3%1,4620.2%ETFMCDMcDonald's$880,477$857,847 ▲3,790.8%2,9570.2%Retail/WholesalePTBDPacer Trendpilot US Bond ETF$846,109$679,574 ▲408.1%42,8860.2%ETFADPAutomatic Data Processing$843,057$824,750 ▲4,505.1%2,7170.2%Computer and TechnologyAFLAflac$836,208$818,329 ▲4,576.9%7,9040.2%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$812,077$812,077 ▲New Holding12,8320.2%ManufacturingCAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF$778,902$2,094,772 ▼-72.9%31,5090.2%EquityVTIVanguard Total Stock Market ETF$775,628$322,469 ▲71.2%2,5520.2%ETFCHENIERE ENERGY PARTN LP$775,528$595,849 ▲331.6%14,0190.2%LIMITED PARTNERSHPSPYSPDR S&P 500 ETF Trust$758,193$705,008 ▲1,325.6%1,2260.2%FinanceKMIKinder Morgan$757,493$272,593 ▲56.2%26,7380.2%EnergySHWSherwin-Williams$742,122$723,640 ▲3,915.4%2,0880.2%Basic MaterialsCTASCintas$742,081$722,104 ▲3,614.6%3,3060.2%Business ServicesCINFCincinnati Financial$729,442$710,620 ▲3,775.4%4,8830.2%FinanceCRMSalesforce$715,123$708,595 ▲10,854.2%2,6290.2%Computer and TechnologyADBEAdobe$697,918$695,565 ▲29,566.7%1,7800.2%Computer and TechnologyDGROiShares Core Dividend Growth ETF$696,239$671,306 ▲2,692.5%10,7510.2%ETFKMLMKraneShares Mount Lucas Managed Futures Index Strategy ETF$694,988$588,822 ▲554.6%26,3160.2%ETFECLEcolab$688,948$669,856 ▲3,508.6%2,5260.2%Basic MaterialsPNRPentair$683,253$662,870 ▲3,252.1%6,5030.2%Business ServicesATOAtmos Energy$680,184$661,439 ▲3,528.7%4,4270.2%UtilitiesFSTRL.B. Foster$670,6030.0%29,5420.2%Basic MaterialsJEPIJPMorgan Equity Premium Income ETF$669,284$214,394 ▼-24.3%11,7690.2%ETFPMPhilip Morris International$665,372$118,588 ▲21.7%3,7480.2%Consumer StaplesZTSZoetis$656,791$72,764 ▲12.5%4,1250.2%MedicalNOWServiceNow$649,609$640,502 ▲7,033.3%6420.2%Computer and TechnologyBROBrown & Brown$647,994$630,999 ▲3,712.8%5,9480.2%FinanceDBMFiMGP DBi Managed Futures Strategy ETF$631,408$544,812 ▲629.1%24,5210.2%ETFIUSGiShares Core S&P U.S. Growth ETF$612,850$593,037 ▲2,993.2%4,1140.1%ManufacturingMETAMeta Platforms$602,212$578,469 ▲2,436.4%8370.1%Computer and TechnologyMTSIMACOM Technology Solutions$598,8390.0%4,3590.1%Computer and TechnologyMUBiShares National Muni Bond ETF$594,028$124,312 ▲26.5%5,6960.1%ETFCVXChevron$585,024$359,813 ▼-38.1%4,0160.1%EnergyShowing largest 100 holdings. View all holdings. 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