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)

StockValue
GSCGXGOLDMAN SACHS LARGE CAP
$33.1M
LNGCHENIERE ENERGY INC
$32.7M
TLTISHARES 20 PLS YEAR
$32.7M
NLYANNALY CAP MGMT INC
$32.6M
LUMNLUMEN TECHNOLOGIES INC
$32.2M
IDMOINVSC S P INTERNATIONL
$31.4M
AMZNAMAZON COM INC COM
$31.2M
CMGCHIPOTLE MEXICAN GRILL I
$31.1M
AIGAMERICAN INTL GROUP INC
$30.5M
RLRALPH LAUREN CORP
$30.4M
NRANRG ENERGY INC
$30.1M
EMBISHARES JPMORGAN USD MTS
$29.9M
AGNCAGNC INVT CORP
$29.7M
AIZASSURANT INC
$29.6M
CIVIXCAUSEWAY INTERNATIONAL V
$29.6M
DODGXDODGE & COX STOCK I
$29.4M
APPAPPLOVIN CORP
$29.1M
HIGHARTFORD INS GROUP INC
$28.7M
7HPHP INC
$28.5M
WABWABTEC
$27.7M
PRGFXT. ROWE PRICE GROWTH STO
$27.7M
AAONAAON INC
$27.1M
UBERUBER TECHNOLOGIES INC
$27.0M
KNSLKINSALE CAP GROUP INC
$26.8M
FMCCFEDERAL HOME LN MTG CORP
$26.7M
XLEENERGY SELECT SECTOR
$26.7M
BUYIELDMAX TSLA OPT INCM
$26.5M
XMVMINVESCO S & P MIDCAP
$26.5M
GOOGLALPHABET INC CL A
$26.4M
WSTWEST PHARMACEUTICAL SVCS
$26.4M
VIMAXVANGUARD MID CAP INDEX A
$26.3M
DVADAVITA INC
$26.1M
XLUSELECT SECTOR UTI SELECT
$26.1M
FITBFIFTH THIRD BANCORP
$25.8M
DFSEURDISCOVER FINL SVCS
$25.7M
PCARPACCAR INC
$25.4M
MSIMOTOROLA SOLUTIONS INC
$25.3M
SPYVSPDR S&P 500 VALUE ETF
$25.3M
METMETLIFE INC
$25.2M
DPZDOMINOS PIZZA INC
$25.1M
STLDSTEEL DYNAMICS INC
$25.0M
XLFISPDR FUND CONSUMER
$24.9M
FTCBFIRST TRUST CRE INVSMNT
$24.8M
CITHE CIGNA GROUP
$24.8M
SPYMSPDR PORTFOLIO S&P 500
$24.8M
CBBYXAB RELATIVE VALUE ADVISO
$24.5M
DLTRDOLLAR TREE INC
$24.4M
APHAMPHENOL CORP NEW
$24.0M
PWRQUANTA SVCS INC
$24.0M
CEGCONSTELLATION ENERGY COR
$23.8M
DGROISHARES TR CORE DIVID GROWTH ETF
$23.8M
MCDMCDONALDS CORP COM
$23.7M
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF
$23.4M
GQ9SPDR GOLD SHARES ETF
$23.3M
IRMIRON MTN INC NEW
$23.3M
PHPARKER-HANNIFIN CORP
$23.2M
VGSHVANGUARD SHORT TERM
$23.1M
MRVLMARVELL TECHNOLOGY INC
$23.0M
ADYEYADYEN N V F
$22.9M
MLMMARTIN MARIETTA MATLS IN
$22.8M
JAAAJANUS HENDERSON AAA CLO
$22.7M
XBILUS TREASURY 6 MONTH BILL
$22.7M
KEYKEYCORP NEW
$22.6M
IBNICICI BK LTD F
$22.3M
VYMVANGUARD HIGH DIVIDEND
$22.0M
SMMVISHARES MSCI USA
$22.0M
PSXPHILLIPS 66
$21.9M
CTRACOTERRA ENERGY INC
$21.8M
USCRXVICTORY CORNERSTONE MODE
$21.6M
MASMASCO CORP
$21.5M
IWYISHARES RUSSELL TOP 200
$21.3M
IRINGERSOLL RAND INC
$21.2M
NVONOVO-NORDISK A S F
$20.9M
AWSAXINVESCO GLOBAL CORE EQUI
$20.8M
IXNISHARES GLOBAL TECH ETF
$20.3M
PGPROCTER & GAMBLE CO COM
$20.3M
BSIIXBLACKROCK STRATEGIC INCO
$20.2M
CATCATERPILLAR INS COM
$20.1M
ARMARM HLDGS PLC EQUITY A F
$20.1M
XOMEXXON MOBIL CORP COM
$20.1M
EDCONSOLIDATED EDISON INC COM
$20.0M
STXSEAGATE TECHNOLOGY H F
$20.0M
KBAKRANESHARS BR MS CH 50
$19.9M
MQGIXMFS INTERNATIONAL GROWTH
$19.8M
CAHCARDINAL HEALTH INC COM
$19.7M
CBCHUBB LTD COM ISIN#CH0044328745
$19.6M
GDGENERAL DYNAMICS CORP COM
$19.6M
BROBROWN & BROWN INC COM
$19.4M
NENOBLE CORP PLC F
$19.4M
CDWCDW CORP
$19.3M
UTGREAVES UTILITY INCOME
$19.1M
SPTISPDR PORT INTER TERM
$19.1M
METAMETA PLATFORMS INC CL A
$19.0M
EXPDEXPEDITORS INTL WASH INC COM
$18.9M
ROPROPER TECHNOLOGIES INC COM
$18.9M
ATOATMOS ENERGY CORP COM
$18.9M
SMCISUPER MICRO COMPUTER INC
$18.9M
CMCCOMMERCIAL METALS CO
$18.8M
AFLAFLAC INC COM
$18.8M
UPROPROSHARES ULTRAPRO S&P
$18.7M
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