Org Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Org Wealth Partners, LLC

Investment Activity

Org 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: $122,046,710
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1: $52,106,026
Berkshire Hathaway: $16,033,600
Berkshire Hathaway: $8,566,553
NVIDIA: $7,500,418

Largest New Holdings this Quarter

46434G764 - iShares MSCI Emerging Markets ex China ETF: $812,077 Holding
45168D104 - IDEXX Laboratories: $273,476 Holding
23331A109 - D.R. Horton: $217,629 Holding
921943858 - Vanguard FTSE Developed Markets ETF: $167,451 Holding
244199105 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CORE SCIENTIFIC INC NEW COM	$122,046,710	$121,841,102 ▲	59,258.9%	7,149,778	29.2%	Equity
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1	$52,106,026		0.0%	4,806,829	12.5%	Equity
BRK.A Berkshire Hathaway	$16,033,600		0.0%	22	3.8%	Finance
BRK.B Berkshire Hathaway	$8,566,553	$3,505,316 ▲	69.3%	17,635	2.0%	Finance
NVDA NVIDIA	$7,500,418	$7,431,735 ▲	10,820.3%	48,923	1.8%	Computer and Technology
ET Energy Transfer	$7,218,191	$61,053 ▼	-0.8%	405,284	1.7%	Energy
AAPL Apple	$5,785,622	$5,734,681 ▲	11,257.6%	27,826	1.4%	Computer and Technology
ABT Abbott Laboratories	$5,673,393	$5,655,133 ▲	30,970.1%	41,634	1.4%	Medical
AMZN Amazon.com	$5,612,055	$5,575,899 ▲	15,422.0%	25,456	1.3%	Retail/Wholesale
XOM Exxon Mobil	$5,543,994	$5,525,520 ▲	29,910.1%	50,717	1.3%	Energy
JPST JPMorgan Ultra-Short Income ETF	$4,568,697	$737,870 ▼	-13.9%	90,486	1.1%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$4,559,796	$108,081 ▲	2.4%	45,395	1.1%	ETF
BRK.B Berkshire Hathaway	$4,240,507	$860,733 ▼	-16.9%	8,661	1.0%	Finance
PALANTIR TECHNOLOGIES IN	$4,226,038	$4,219,896 ▲	68,706.4%	32,339	1.0%	COMMON STOCK
MSFT Microsoft	$4,085,976	$4,024,918 ▲	6,591.9%	8,298	1.0%	Computer and Technology
ABBV AbbVie	$3,684,253	$3,682,350 ▲	193,540.0%	19,364	0.9%	Medical
CAMBRIA FIXED INCOME	$3,250,859	$390,880 ▲	13.7%	132,137	0.8%	UIT EXCHANGE TRADED
JPM JPMorgan Chase & Co.	$3,171,885	$21,839 ▼	-0.7%	10,893	0.8%	Finance
IBM International Business Machines	$3,119,938	$3,098,339 ▲	14,344.6%	10,689	0.7%	Computer and Technology
GOOG Alphabet	$2,813,367	$405,878 ▲	16.9%	15,901	0.7%	Computer and Technology
SHOP Shopify	$2,406,351	$135,314 ▲	6.0%	21,358	0.6%	Computer and Technology
TSLA Tesla	$2,096,821	$2,079,981 ▲	12,351.8%	6,973	0.5%	Auto/Tires/Trucks
HD Home Depot	$2,057,531	$2,045,558 ▲	17,084.4%	5,499	0.5%	Retail/Wholesale
EPD Enterprise Products Partners	$2,045,805	$9,476 ▲	0.5%	65,632	0.5%	Energy
URI United Rentals	$1,884,326	$340,000 ▲	22.0%	2,433	0.5%	Construction
COST Costco Wholesale	$1,867,728	$1,857,835 ▲	18,780.0%	1,888	0.4%	Retail/Wholesale
IEFA iShares Core MSCI EAFE ETF	$1,831,456	$1,188,296 ▲	184.8%	21,972	0.4%	ETF
KTOS Kratos Defense & Security Solutions	$1,793,114	$127,098 ▼	-6.6%	41,633	0.4%	Aerospace
SPROTT PHYSICAL GOLD ETV	$1,762,678	$213,904 ▲	13.8%	69,072	0.4%	CLOSED END MUTL FUND
STEPSTONE PRIVATE MARKET	$1,736,194	$152,925 ▼	-8.1%	29,473	0.4%	CLOSED END MUTL FUND
KYN Kayne Anderson Energy Infrastructure Fund	$1,711,269	$460,491 ▲	36.8%	136,031	0.4%	Financial Services
CRWD CrowdStrike	$1,710,906	$249,968 ▲	17.1%	3,477	0.4%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$1,699,393	$1,016,072 ▲	148.7%	17,834	0.4%	ETF
AMGN Amgen	$1,693,734	$1,691,693 ▲	82,900.0%	5,810	0.4%	Medical
IUSB iShares Core Total USD Bond Market ETF	$1,656,437	$73,603 ▼	-4.3%	35,963	0.4%	Manufacturing
HON Honeywell International	$1,630,034	$1,622,370 ▲	21,168.8%	6,806	0.4%	Multi-Sector Conglomerates
DIVO Amplify CWP Enhanced Dividend Income ETF	$1,624,120	$109,386 ▼	-6.3%	37,995	0.4%	ETF
PFE Pfizer	$1,593,637	$109,973 ▲	7.4%	63,616	0.4%	Medical
NFLX Netflix	$1,557,466	$1,547,117 ▲	14,950.0%	1,204	0.4%	Consumer Discretionary
SCCO Southern Copper	$1,550,446	$180,872 ▲	13.2%	15,164	0.4%	Basic Materials
MBB iShares MBS ETF	$1,547,392	$10,001 ▼	-0.6%	16,555	0.4%	ETF
SNOW Snowflake	$1,470,302	$172,989 ▲	13.3%	6,808	0.4%	Computer and Technology
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$1,465,370	$286,894 ▲	24.3%	11,523	0.4%	ETF
WMT Walmart	$1,422,778	$1,404,109 ▲	7,521.1%	14,480	0.3%	Retail/Wholesale
WDAY Workday	$1,421,936	$70,331 ▲	5.2%	5,944	0.3%	Computer and Technology
OKTA Okta	$1,381,259	$127,029 ▲	10.1%	14,016	0.3%	Computer and Technology
HINES GLOBAL INCOME TRUS	$1,352,873	$951,454 ▼	-41.3%	137,903	0.3%	REAL ESTATE INVESTME
ORCL Oracle	$1,253,301	$1,244,981 ▲	14,963.2%	5,724	0.3%	Computer and Technology
BABA Alibaba Group	$1,252,073		0.0%	10,986	0.3%	Retail/Wholesale
AGNC AGNC Investment	$1,240,650	$1,211,913 ▲	4,217.2%	135,000	0.3%	Finance
EOG EOG Resources	$1,240,614	$65,609 ▲	5.6%	10,211	0.3%	Energy
CAH Cardinal Health	$1,211,811	$1,188,298 ▲	5,053.8%	7,370	0.3%	Medical
V Visa	$1,196,238	$1,185,923 ▲	11,496.6%	3,363	0.3%	Business Services
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$1,195,800	$148,231 ▲	14.2%	91,215	0.3%	Manufacturing
RQI Cohen & Steers Quality Income Realty Fund	$1,123,095	$126,589 ▲	12.7%	89,678	0.3%	Financial Services
VENTURE GLOBAL INC	$1,109,508	$1,019,988 ▲	1,139.4%	74,364	0.3%	COMMON STOCK
QCOM QUALCOMM	$1,095,963	$1,093,890 ▲	52,761.5%	6,872	0.3%	Computer and Technology
CAT Caterpillar	$1,063,046	$1,039,188 ▲	4,355.7%	2,718	0.3%	Industrials
VZ Verizon Communications	$1,048,823	$43,998 ▲	4.4%	23,981	0.3%	Computer and Technology
GOOGL Alphabet	$1,040,835	$1,010,760 ▲	3,360.8%	5,918	0.2%	Computer and Technology
EQT EQT	$1,038,850	$466,101 ▲	81.4%	18,644	0.2%	Energy
CTA Simplify Managed Futures Strategy ETF	$1,035,697	$934,493 ▲	923.4%	38,704	0.2%	ETF
NTNX Nutanix	$1,000,832	$97,143 ▲	10.7%	13,311	0.2%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$996,491	$850,994 ▲	584.9%	8,972	0.2%	ETF
MA Mastercard	$975,129	$968,914 ▲	15,590.9%	1,726	0.2%	Business Services
IJH iShares Core S&P Mid-Cap ETF	$963,640	$84,000 ▼	-8.0%	15,338	0.2%	ETF
LLY Eli Lilly and Company	$912,629	$903,316 ▲	9,700.0%	1,176	0.2%	Medical
IVV iShares Core S&P 500 ETF	$909,112	$21,142 ▼	-2.3%	1,462	0.2%	ETF
MCD McDonald's	$880,477	$857,847 ▲	3,790.8%	2,957	0.2%	Retail/Wholesale
PTBD Pacer Trendpilot US Bond ETF	$846,109	$679,574 ▲	408.1%	42,886	0.2%	ETF
ADP Automatic Data Processing	$843,057	$824,750 ▲	4,505.1%	2,717	0.2%	Computer and Technology
AFL Aflac	$836,208	$818,329 ▲	4,576.9%	7,904	0.2%	Finance
EMXC iShares MSCI Emerging Markets ex China ETF	$812,077	$812,077 ▲	New Holding	12,832	0.2%	Manufacturing
CAMBRIA ETF TR CAMBRIA FIXED INCOME TREND ETF	$778,902	$2,094,772 ▼	-72.9%	31,509	0.2%	Equity
VTI Vanguard Total Stock Market ETF	$775,628	$322,469 ▲	71.2%	2,552	0.2%	ETF
CHENIERE ENERGY PARTN LP	$775,528	$595,849 ▲	331.6%	14,019	0.2%	LIMITED PARTNERSHP
SPY SPDR S&P 500 ETF Trust	$758,193	$705,008 ▲	1,325.6%	1,226	0.2%	Finance
KMI Kinder Morgan	$757,493	$272,593 ▲	56.2%	26,738	0.2%	Energy
SHW Sherwin-Williams	$742,122	$723,640 ▲	3,915.4%	2,088	0.2%	Basic Materials
CTAS Cintas	$742,081	$722,104 ▲	3,614.6%	3,306	0.2%	Business Services
CINF Cincinnati Financial	$729,442	$710,620 ▲	3,775.4%	4,883	0.2%	Finance
CRM Salesforce	$715,123	$708,595 ▲	10,854.2%	2,629	0.2%	Computer and Technology
ADBE Adobe	$697,918	$695,565 ▲	29,566.7%	1,780	0.2%	Computer and Technology
DGRO iShares Core Dividend Growth ETF	$696,239	$671,306 ▲	2,692.5%	10,751	0.2%	ETF
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF	$694,988	$588,822 ▲	554.6%	26,316	0.2%	ETF
ECL Ecolab	$688,948	$669,856 ▲	3,508.6%	2,526	0.2%	Basic Materials
PNR Pentair	$683,253	$662,870 ▲	3,252.1%	6,503	0.2%	Business Services
ATO Atmos Energy	$680,184	$661,439 ▲	3,528.7%	4,427	0.2%	Utilities
FSTR L.B. Foster	$670,603		0.0%	29,542	0.2%	Basic Materials
JEPI JPMorgan Equity Premium Income ETF	$669,284	$214,394 ▼	-24.3%	11,769	0.2%	ETF
PM Philip Morris International	$665,372	$118,588 ▲	21.7%	3,748	0.2%	Consumer Staples
ZTS Zoetis	$656,791	$72,764 ▲	12.5%	4,125	0.2%	Medical
NOW ServiceNow	$649,609	$640,502 ▲	7,033.3%	642	0.2%	Computer and Technology
BRO Brown & Brown	$647,994	$630,999 ▲	3,712.8%	5,948	0.2%	Finance
DBMF iMGP DBi Managed Futures Strategy ETF	$631,408	$544,812 ▲	629.1%	24,521	0.2%	ETF
IUSG iShares Core S&P U.S. Growth ETF	$612,850	$593,037 ▲	2,993.2%	4,114	0.1%	Manufacturing
META Meta Platforms	$602,212	$578,469 ▲	2,436.4%	837	0.1%	Computer and Technology
MTSI MACOM Technology Solutions	$598,839		0.0%	4,359	0.1%	Computer and Technology
MUB iShares National Muni Bond ETF	$594,028	$124,312 ▲	26.5%	5,696	0.1%	ETF
CVX Chevron	$585,024	$359,813 ▼	-38.1%	4,016	0.1%	Energy

Showing largest 100 holdings. View all holdings.

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Org Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Org Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Org Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Org Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOrg Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools