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)

StockValue
MQTBLACKROCK MUNIYLD QUALIT
$11K
TEVATEVA PHARMACEUTICAL IN F
$11K
FVDFIRST TRUST VALUE
$11K
EOTEATON VANCE NATNL MUNICI
$10K
AVGOBROADCOM INC COM
$10K
VVISA INC COM CL A
$10K
VCITVAG ITM-TERM CORPORATE
$10K
AWMSKYWORKS SOLUTIONS INC
$10K
LLYLILLY ELI & CO COM
$10K
CPCANADIAN PACIFIC KAN F
$10K
AIVSXAMERICAN FUNDS INVMT CO
$10K
TSCOTRACTOR SUPPLY CO
$10K
XLISELECT SECTOR INDUSTRIAL
$10K
COSTCOSTCO WHOLESALE CORP NEW COM
$9K
BILLBILL HOLDINGS INC
$9K
RSSTTIDAL TR II RETURN STACKED U S STKS & MANAGED FUTURES ETF
$9K
VOVANGUARD MID CAP ETF
$9K
PLDPXPIMCO LOW DURATION I2
$9K
MRKMERCK & CO INC NEW COM
$9K
DYHTARGET CORP EQUITY
$9K
EZUISHARES MSCI EUROZONE
$9K
TDWTIDEWATER INC NEW
$9K
HCAHCA HEALTHCARE INC
$9K
HSDFXHARTFORD SHORT DURATION
$9K
DECKDECKERS OUTDOOR CORP
$9K
GGALGRUPO FINANCIERO GALIC F
$8K
TBILUS TREASURY 3 MONTH BILL
$8K
XLFSELECT STR FINANCIAL
$8K
SPSMSPDR PORTFOLIO S&P 600
$8K
TSEMTOWER SEMICONDUCTOR LT F
$8K
DUOLDUOLINGO INC
$8K
EMBJEMBRAER S A F
$8K
NVDYYIELDMAX NVDA OPTN INC
$8K
DFA US LARGE CAP VALUE I
$8K
GOGIXJHANCOCK INTERNATIONAL G
$8K
WBDWARNER BROS DISCOVERY IN
$8K
LVMUYLVMH MOET HENNESSY LOU F
$8K
KOCOCA COLA CO COM
$8K
NFLXNETFLIX INC COM
$7K
ASFYXVIRTUS ALPHASIMPLEX MANA
$7K
DFIEXDFA INTERNATIONAL CORE E
$7K
SMRNUSCALE PWR CORP
$7K
HOBIXHOLBROOK INCOME I
$7K
QAINYLI HEDGE MULTI STRGY
$7K
NFFFXAMERICAN FUNDS NEW WORLD
$7K
GROYGOLD ROYALTY CORP REGISTERED SHS ISIN#CA38071H1064
$7K
VRNAVERONA PHARMA PLC F
$7K
TRVCCITIGROUP INC
$7K
NOWSERVICENOW INC COM
$7K
BMABANCO MACRO S A F
$7K
YPFYPF SOCIEDAD ANONIMA F
$7K
NETCLOUDFLARE INC
$7K
CVSCVS HEALTH CORP
$7K
HAMHARMONY GOLD MNG LTD F
$7K
OMFSINVESCO RUSSLL 2000 DYMC
$7K
QFINQIFU TECHNOLOGY INC F
$7K
AMDADVANCED MICRO DEVIC
$7K
HONHONEYWELL INTL INC COM
$7K
PAMPAMPA ENERGIA S A F
$7K
IMFLINVESCO INTERN DVLP DYN
$7K
AMATAPPLIED MATLS INC COM
$7K
LEUCENTRUS ENERGY CORP
$6K
PHYZXPGIM HIGH YIELD Z
$6K
DEEDFIRST TRUST TCW SECURTZD
$6K
TJXTJX COS INC NEW COM
$6K
CRMSALESFORCE INC COM
$6K
IXCISHARES GLOBAL ENERGY
$6K
TPCQXPGIM CORE BOND R6
$6K
JIGTXJHANCOCK INTERNATIONAL G
$6K
SNDKSANDISK CORP
$6K
XLYSPDR FUND CONSUMER
$6K
SPOTSPOTIFY TECHNOLOGY S A F
$6K
MAMASTERCARD INC CL A
$6K
IJSISHARES S&P SMALL CAP
$6K
GTLBGITLAB INC
$6K
UBERUBER TECHNOLOGIES INC COM
$6K
NMVLXNUANCE MID CAP VALUE INS
$6K
BBVABANCO BILBAO VIZCAYA A F
$6K
MUFGMITSUBISHI UFJ FINL GR F
$6K
TSWIXTRANSAMERICA INTERNATION
$6K
MLB1MERCADOLIBRE INC
$6K
WFCWELLS FARGO & CO
$6K
QUALISHARES TR MSCI USA QUALITY FACTOR ETF
$6K
SONYSONY GROUP CORP F
$6K
INTUINTUIT COM
$6K
LBNOXLORD ABBETT BOND DEBENTU
$5K
IWNISHARES RUSSELL 2000
$5K
CDNSCADENCE DESIGN SYS INC
$5K
JNKSPDR BLMBRG BRCLY HGH YD
$5K
SAPSAP SE F
$5K
KKRKKR & CO INC COM
$5K
ORCLORACLE CORP COM
$5K
MOOVANECK AGRIBUSINESS ETF
$5K
TIGRUP FINTECH HLDG LTD F
$5K
SFCWXAMERICAN FUNDS SMALLCAP
$5K
SESEA LTD F
$5K
UBSUBS GROUP AG F
$5K
VEVRXVICTORY SYCAMORE ESTABLI
$5K
VNETVNET GROUP INC F
$5K
ABJAABB LTD F
$5K
PreviousPage 7 of 9Next