ORG Wealth Partners, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$325.7M
Holdings
757
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (757 positions)
| Stock | Value |
|---|---|
LINLINDE PLC NEW SHS ISIN#IE000S9YS762 | $19K |
CINFCINCINNATI FINL CORP COM | $19K |
CHDCHURCH & DWIGHT INC COM | $19K |
COWZPACER US CASH COWS 100 | $19K |
BDXBECTON DICKINSON & CO COM | $19K |
IBMINTERNATIONAL BUSINESS MACHS CORP COM | $18K |
ESSESSEX PPTY TR INC COM | $18K |
CITCINTAS CORP COM | $18K |
SYYSYSCO CORP COM | $18K |
SHWSHERWIN-WILLIAMS CO COM | $18K |
AOSSMITH A O CORP COM | $18K |
ADPAUTOMATIC DATA PROCESSING INC COM | $18K |
MDTMEDTRONIC PLC SHS ISIN#IE00BTN1Y115 | $18K |
SPGIS&P GLOBAL INC COM | $18K |
GWWGRAINGER W W INC COM | $18K |
ABTABBOTT LABS COM | $18K |
NDSNNORDSON CORP COM | $18K |
ECLECOLAB INC COM | $18K |
XLGINVSC S P 500 TOP 50 | $18K |
ITWILLINOIS TOOL WKS INC COM | $18K |
BENFRANKLIN RES INC COM | $18K |
LOWLOWES COS INC COM | $17K |
FTSMFIRST TRST ENHNCD SHRT | $17K |
CYBRCYBERARK SOFTWARE LTD F | $17K |
VALVALARIS LTD F | $17K |
AMRFXAMERICAN FUNDS AMERICAN | $17K |
MTBASIMPLIFY MBS ETF | $17K |
CLXCLOROX CO COM | $17K |
EVNEATON VANCE MUNICIPAL IN | $17K |
YMAXYIELDMAX UNIVRS FD OPT | $17K |
XNEAXNUVEEN AMT FREE QUALITY | $17K |
PMMPUTNAM MANAGED MUNICIPAL | $17K |
NADNUVEEN QUALITY MUNICIPAL | $17K |
PNRPENTAIR PLC SHS ISIN#IE00BLS09M33 | $17K |
AEPFXAMERICAN FUNDS EUROPACIF | $17K |
IUSGISHARES TR CORE S&P U S GROWTH ETF | $17K |
MMUWESTERN ASST MNGD MUNCPL | $17K |
WSTWEST PHARMACEUTICAL SVCS INC COM | $17K |
SPABSPDR AGGREGATE BOND ETF | $17K |
DOVDOVER CORP COM | $17K |
WMTWALMART INC COM | $17K |
IQIINVESCO QLTY MUN INCM TR | $17K |
SWKSTANLEY BLACK & DECKER INC COM | $17K |
NUENUCOR CORP COM | $16K |
CAIBXAMERICAN FUNDS CAPITAL I | $16K |
SPIPSPDR PORTFOLIO TIPS ETF | $16K |
EIMEATON VANCE MUNICIPAL BN | $16K |
LENLENNAR CORP | $16K |
VSVIXVICTORY INTEGRITY SMALL- | $16K |
WDCWESTERN DIGITAL CORP | $16K |
—INVESCO CAPITAL MARKET | $16K |
MRIGXMERIDIAN GROWTH INVESTOR | $16K |
SCHVSCHWAB US LARGE CAP | $16K |
GSLCGOLDMAN SACHS ACTVBETA | $15K |
IWSISHARES RUSSELL MID CAP | $15K |
ISTBISHARES CORE 1-5 YEAR | $15K |
IONQIONQ INC | $15K |
ZMZOOM COMMUNICATIONS INC | $15K |
GIBIXGUGGENHEIM TOTAL RETURN | $15K |
PAAPLAINS ALL AMERICAN P LP | $15K |
CIBRFIRST TRUST NASDAQ | $15K |
TSLATESLA INC COM | $15K |
SPTLSPDR PORTFOLIO LONG TERM | $14K |
DDOGDATADOG INC | $14K |
VRNSVARONIS SYS INC | $14K |
FTAHOXFIRST TRUST PORTFOLIOS | $14K |
KCCAKRANESHARES CLRN CRB ALW | $14K |
HYGISHARES IBOXX HIGH YIELD | $14K |
ABALXAMERICAN FUNDS AMERICAN | $14K |
TRMKTRUSTMARK CORP | $14K |
EWJISHARES MSCI JAPAN ETF | $14K |
OMFLINVESCO RUSSELL 1000 | $14K |
RHHBYROCHE HLDG LTD F | $13K |
REMISHARES MORTGAGE REAL | $13K |
TXNTEXAS INSTRS INC | $13K |
AGTHXAMERICAN FUNDS GROWTH FU | $13K |
VGKVANGUARD FTSE EUROPE | $13K |
LULULULULEMON ATHLETICA INC | $13K |
CEYIXCALVERT EQUITY I | $12K |
BYDDYBYD CO LTD F | $12K |
OHIOMEGA HEALTHCARE INVS IN | $12K |
FSTAXFIDELITY ADVISOR STRATEG | $12K |
GPCGENUINE PARTS CO | $12K |
HDHOME DEPOT INC COM | $12K |
RGTIRIGETTI COMPUTING INC | $12K |
BGEGXBAILLIE GIFFORD EMERGING | $12K |
VBVANGUARD SMALL CAP ETF | $12K |
—GREENBACKER RENEWABLE EN | $12K |
MVFBLACKROCK MUNIVEST CF | $11K |
NXPNUVEEN SELECT TAX-FREE I | $11K |
—INVESCO UNIT TRUSTS | $11K |
MWTIXTCW METWEST TOTAL RETURN | $11K |
PXSGXVIRTUS KAR SMALL-CAP GRO | $11K |
DUSLXDFA US LARGE CAP GROWTH | $11K |
VMOINVESCO MUNI OPPORTUNITY | $11K |
AEPAMERICAN ELEC PWR CO INC | $11K |
MMTMSPDR SP 1500 MOMENTUM | $11K |
ISIIONIS PHARMACEUTICALS IN | $11K |
KLIPKRANESHARES KWEB COVRD | $11K |
MYIBLACKROCK MUNIYIELD QUAL | $11K |