ORG Wealth Partners, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$325.7B
Holdings
757
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (757 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | TFPNBLUEPRINT CHESAPK MLT | 24,766 | $559.9M | 0.17% | |
| 102 | UMBMXCARILLON SCOUT MID CAP I | 24,641 | $558.1M | 0.17% | |
| 103 | EQTEQT CORP | 10,279 | $553.8M | 0.17% | |
| 104 | ADBEADOBE INC | 1,425 | $546.0M | 0.17% | |
| 105 | PWSPACER WEALTHSHIELD ETF | 17,777 | $545.5M | 0.17% | |
| 106 | WMFFXAMERICAN FUNDS WASHINGTO | 8,858 | $545.4M | 0.17% | |
| 107 | IUSGISHARES CORE S&P US | 4,112 | $527.4M | 0.16% | |
| 108 | NOBLPROSHARES S&P 500 DIV | 5,164 | $526.8M | 0.16% | |
| 109 | AGGISHARES CORE US | 5,312 | $526.3M | 0.16% | |
| 110 | MHFWESTERN ASSET MUNICIPAL | 70,562 | $522.2M | 0.16% | |
| 111 | KOTHE COCA-COLA CO | 7,176 | $515.7M | 0.16% | |
| 112 | APDAIR PRODS & CHEMS INC | 1,731 | $508.2M | 0.16% | |
| 113 | AMEFXAMERICAN FUNDS INCOME FU | 19,945 | $507.0M | 0.16% | |
| 114 | VWOVANGUARD FTSE EMERGING | 11,149 | $506.3M | 0.16% | |
| 115 | SDYSPDR S&P DIVIDEND ETF | 3,651 | $496.2M | 0.15% | |
| 116 | KMIKINDER MORGAN INC DEL | 17,116 | $490.0M | 0.15% | |
| 117 | 4I1PHILIP MORRIS INTL INC | 3,080 | $486.9M | 0.15% | |
| 118 | CATCATERPILLAR INC | 1,444 | $477.8M | 0.15% | |
| 119 | SPGSIMON PPTY GROUP INC NEW | 2,854 | $475.7M | 0.15% | |
| 120 | MUBISHARES NATIONAL MUNI | 4,504 | $475.2M | 0.15% | |
| 121 | TMOTHERMO FISHER SCIENTIFIC | 979 | $472.8M | 0.15% | |
| 122 | NEENEXTERA ENERGY INC | 6,589 | $467.3M | 0.14% | |
| 123 | VOOVANGUARD S&P 500 ETF | 884 | $456.8M | 0.14% | |
| 124 | KMBKIMBERLY CLARK CORP | 3,159 | $451.9M | 0.14% | |
| 125 | MSCIMSCI INC | 780 | $442.5M | 0.14% | |
| 126 | MTSIMACOM TECHNOLOGY SOLUTIO | 4,359 | $441.7M | 0.14% | |
| 127 | CHRWC H ROBINSON WORLDWIDE I | 4,284 | $440.2M | 0.14% | |
| 128 | KVUEKENVUE INC | 18,294 | $436.8M | 0.13% | |
| 129 | ABNBAIRBNB INC | 3,595 | $435.6M | 0.13% | |
| 130 | LDOSLEIDOS HLDGS INC | 3,222 | $434.8M | 0.13% | |
| 131 | ACNACCENTURE PLC IRELAND F | 1,358 | $426.1M | 0.13% | |
| 132 | MOALTRIA GROUP INC | 7,242 | $425.8M | 0.13% | |
| 133 | CWVIXCALVERT INTERNATIONAL EQ | 17,007 | $421.1M | 0.13% | |
| 134 | METAMETA PLATFORMS INC | 709 | $415.7M | 0.13% | |
| 135 | SBUXSTARBUCKS CORP | 4,225 | $415.0M | 0.13% | |
| 136 | VTIVANGUARD TOTAL STOCK | 1,491 | $411.2M | 0.13% | |
| 137 | OREALTY INCOME CORP | 7,149 | $408.5M | 0.13% | |
| 138 | UNHUNITEDHEALTH GROUP INC | 766 | $402.0M | 0.12% | |
| 139 | SHWSHERWIN-WILLIAMS CO | 1,121 | $393.2M | 0.12% | |
| 140 | KWEBKRANESHARES CSI CHINA | 11,134 | $389.9M | 0.12% | |
| 141 | PBPROSPERITY BANCSHARES IN | 5,500 | $388.7M | 0.12% | |
| 142 | NOWSERVICENOW INC | 471 | $382.2M | 0.12% | |
| 143 | TPLTEXAS PACIFIC LAND C | 279 | $377.4M | 0.12% | |
| 144 | SPLVINVESCO S&P 500 LOW | 5,049 | $377.2M | 0.12% | |
| 145 | MPLXMPLX LP LP | 6,850 | $367.5M | 0.11% | |
| 146 | MTUMISHARES MSCI USA MOMNTUM | 1,794 | $365.2M | 0.11% | |
| 147 | AONAON PLC F | 908 | $362.1M | 0.11% | |
| 148 | GSMTXGOLDMAN SACHS DYNAMIC MU | 23,750 | $361.0M | 0.11% | |
| 149 | PNRPENTAIR PLC F | 3,968 | $349.3M | 0.11% | |
| 150 | UNPUNION PAC CORP | 1,418 | $336.4M | 0.10% | |
| 151 | JNJJOHNSON & JOHNSON | 2,185 | $335.0M | 0.10% | |
| 152 | MRSHMARSH & MCLENNAN COS INC | 1,369 | $334.0M | 0.10% | |
| 153 | RTXRTX CORP | 2,431 | $323.0M | 0.10% | |
| 154 | GSGOLDMAN SACHS GROUP INC | 575 | $316.4M | 0.10% | |
| 155 | RSSTRETURN STACKED US STK | 14,142 | $312.5M | 0.10% | |
| 156 | CSVIXCALVERT SMALL-CAP I | 8,521 | $303.4M | 0.09% | |
| 157 | UPSUNITED PARCEL SVC INC | 2,752 | $301.9M | 0.09% | |
| 158 | VSTVISTRA CORP | 2,454 | $300.1M | 0.09% | |
| 159 | EFVISHARES MSCI EAFE VALUE | 5,025 | $296.5M | 0.09% | |
| 160 | POLIXPOLEN GROWTH INSTITUTION | 6,680 | $294.5M | 0.09% | |
| 161 | KKRKKR & CO INC | 2,477 | $292.0M | 0.09% | |
| 162 | AXPAMERICAN EXPRESS CO | 1,071 | $289.9M | 0.09% | |
| 163 | HSYHERSHEY CO | 1,612 | $273.4M | 0.08% | |
| 164 | LKEQXLKCM EQUITY | 7,414 | $261.8M | 0.08% | |
| 165 | PAYCPAYCOM SOFTWARE INC | 1,185 | $261.7M | 0.08% | |
| 166 | AMLPALERIAN MLP ETF | 4,951 | $258.8M | 0.08% | |
| 167 | RSPINVESCO S&P 500 EQUAL | 1,483 | $257.2M | 0.08% | |
| 168 | ITWILLINOIS TOOL WKS INC | 1,032 | $257.0M | 0.08% | |
| 169 | TYDDIR DAILY 7-10 YR TRSRY | 9,846 | $252.4M | 0.08% | |
| 170 | LINLINDE PLC F | 508 | $237.6M | 0.07% | |
| 171 | A4SAMERIPRISE FINL INC | 481 | $235.2M | 0.07% | |
| 172 | VSSVGRD FTSE ALL WRLD EX US | 2,011 | $233.2M | 0.07% | |
| 173 | LOWLOWES COS INC | 972 | $227.7M | 0.07% | |
| 174 | FISFIDELITY NATL INFORMATIO | 3,032 | $226.1M | 0.07% | |
| 175 | GAIEXAMERICAN FUNDS GROWTH AN | 11,840 | $224.7M | 0.07% | |
| 176 | SPEMSPDR INDEX SHARES EMERG | 5,647 | $223.2M | 0.07% | |
| 177 | CQPCHENIERE ENERGY PARTN LP | 3,248 | $221.0M | 0.07% | |
| 178 | SPYGSPDR S&P 500 GROWTH ETF | 2,718 | $220.1M | 0.07% | |
| 179 | GWWGRAINGER W W INC | 220 | $219.2M | 0.07% | |
| 180 | BSMBLACK STONE MINERALS LP | 14,238 | $218.0M | 0.07% | |
| 181 | ILMNILLUMINA INC | 2,776 | $217.6M | 0.07% | |
| 182 | ROPROPER TECHNOLOGIES INC | 364 | $215.2M | 0.07% | |
| 183 | CHDCHURCH & DWIGHT INC | 1,959 | $214.4M | 0.07% | |
| 184 | ITGARTNER INC | 516 | $213.5M | 0.07% | |
| 185 | MDTMEDTRONIC PLC F | 2,359 | $208.7M | 0.06% | |
| 186 | TOLTOLL BROS INC | 1,977 | $208.2M | 0.06% | |
| 187 | CSGPCOSTAR GROUP INC | 2,608 | $206.5M | 0.06% | |
| 188 | VTEBVANGUARD MUNI BND TAX | 4,000 | $198.7M | 0.06% | |
| 189 | SHELSHELL PLC F | 2,718 | $198.6M | 0.06% | |
| 190 | NEFFXAMERICAN FUNDS NEW ECONO | 3,278 | $190.7M | 0.06% | |
| 191 | ALSALLSTATE CORP | 904 | $187.8M | 0.06% | |
| 192 | DELLDELL TECHNOLOGIES INC | 2,005 | $184.4M | 0.06% | |
| 193 | VUGVANGUARD GROWTH ETF | 490 | $183.4M | 0.06% | |
| 194 | FANGDIAMONDBACK ENERGY INC | 1,120 | $180.4M | 0.06% | |
| 195 | FISVFISERV INC | 799 | $177.4M | 0.05% | |
| 196 | PYPLPAYPAL HLDGS INC | 2,674 | $176.7M | 0.05% | |
| 197 | NUVNUVEEN MUNICIPAL VALUE C | 19,922 | $174.7M | 0.05% | |
| 198 | PRBLXPARNASSUS CORE EQUITY IN | 2,973 | $173.6M | 0.05% | |
| 199 | CHEFCHEFS WHSE INC | 3,104 | $171.2M | 0.05% | |
| 200 | BILSPDR BLOOMBERG 1 3 MNTH | 1,854 | $169.6M | 0.05% |