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 |
|---|---|
NTBIXNAVIGATOR TACTICAL FIXED | $5K |
MSOSADVISORSHARES PURE US | $5K |
BCSBARCLAYS PLC F | $5K |
GKOSGLAUKOS CORP | $5K |
AVEMAVANTIS EMERGING MARKETS | $5K |
BHYIXBLACKROCK HIGH YIELD INS | $5K |
DJTTRUMP MEDIA & TECHNO | $5K |
DODIXDODGE & COX INCOME I | $5K |
IWMISHARES RUSSELL 2000 | $5K |
BXBLACKSTONE INC COM | $5K |
BKNGBOOKING HLDGS INC COM | $5K |
UNPUNION PAC CORP COM | $4K |
RELXRELX PLC F | $4K |
ISRGINTUITIVE SURGICAL INC COM NEW | $4K |
TCEHYTENCENT HLDGS LTD F | $4K |
MRBKXMFS TOTAL RETURN BOND R6 | $4K |
AMDADVANCED MICRO DEVICES INC COM | $4K |
IYFISHARES US FINANCIALS | $4K |
SMFGSUMITOMO MITSUI FINL G F | $4K |
J40TPROSHARES ULTRASHORT 20 | $4K |
WBAWALGREENS BOOTS ALLIANCE | $4K |
TXNTEXAS INSTRS INC COM | $4K |
PNQIINVSC NASDAQ INTERNET | $4K |
MMYTMAKEMYTRIP LIMITED, MA F | $4K |
KTKT CORP F | $4K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $4K |
IWOISHARES RUSSELL 2000 | $4K |
FNPFXAMERICAN FUNDS NEW PERSP | $4K |
ANWPXAMERICAN FUNDS NEW PERSP | $4K |
SIEBSIEMENS A G F | $4K |
GEVGE VERNOVA INC | $4K |
OHYFXJPMORGAN HIGH YIELD I | $4K |
ERICERICSSON F | $4K |
CHKPCHECK POINT SOFTWARE T F | $4K |
PSOPEARSON PLC F | $4K |
GAFYXVIRTUS ALPHASIMPLEX GLOB | $4K |
CCIVGBPLUCID GROUP INC COM | $4K |
PROSYPROSUS N V F | $3K |
—INVESCO CAPITAL MARK | $3K |
PANWPALO ALTO NETWORKS INC COM | $3K |
AEGAEGON LTD ADR ADR F | $3K |
SYKSTRYKER CORP COMMON | $3K |
CMPGYCOMPASS GROUP PLC F | $3K |
KCKINGSOFT CLOUD HLDGS L F | $3K |
GEGENERAL ELEC CO COM NEW | $3K |
IAU*ISHARES GOLD ETF | $3K |
PGRPROGRESSIVE CORP OH COM | $3K |
VIGVANGUARD DIVIDEND | $3K |
GRALGRAIL INC EQUITY | $3K |
TFPNTIDAL TR II BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF | $3K |
NFENEW FORTRESS ENERGY A | $3K |
DWDMORGAN STANLEY COM NEW | $3K |
CLVTRIP COM GROUP LTD F | $3K |
FUTUFUTU HLDGS LTD F | $3K |
UNHUNITEDHEALTH GROUP INC COM | $3K |
EUFNISHARES MSCI EUROPE | $3K |
OTCKXMFS MID CAP GROWTH R6 | $3K |
INTUINTUIT | $2K |
LUVSOUTHWEST AIRLS CO | $2K |
ASRAXINVESCO GLOBAL REAL ESTA | $2K |
ADBEADOBE SYS INC COM | $2K |
PSTGPURE STORAGE INC | $2K |
APAAPA CORP | $2K |
PCVAXVIRTUS NFJ SMALL-CAP VAL | $2K |
AMGNAMGEN INC COM | $2K |
PPGPPG INDS INC | $2K |
ETHEGRAYSCALE ETHEREUM TR ET | $2K |
SCHWSCHWAB CHARLES CORP NEW COM | $2K |
ABBVABBVIE INC COM | $2K |
EQCHXAXS CHESAPEAKE STRATEGY | $2K |
SOUNSOUNDHOUND AI INC | $2K |
QCOMQUALCOMM INC COM | $2K |
SMCWXAMERICAN FUNDS SMALLCAP | $2K |
ZGZILLOW GROUP INC | $2K |
VONGVANGUARD RUSSELL 1000 | $2K |
PEPPEPSICO INC COM | $2K |
LAHYXLORD ABBETT HIGH YIELD I | $2K |
SJMSMUCKER J M CO | $2K |
AMATAPPLIED MATLS INC | $2K |
AXPAMERICAN EXPRESS CO COM | $2K |
BABOEING CO COM | $2K |
TYGTORTOISE ENERGY INFRASTR | $2K |
FRBAXJHANCOCK REGIONAL BANK A | $2K |
MRPMILLROSE PPTYS INC | $2K |
PICKISHARES MSCI GLO MET MIN | $2K |
AMTAMERICAN TOWER CORP NEW | $2K |
SJNKSPDR BLMRG SHR TR HG YLD | $2K |
TIHYXNUVEEN HIGH YIELD R6 | $2K |
HYSPIMCO 0-5 YEAR HIGH YLD | $2K |
LSGRXLOOMIS SAYLES GROWTH Y | $2K |
HEWJISHARES CURRENCY HEDGED | $2K |
HYLBXTRACKERS USD HIGH YLD | $2K |
GSGOLDMAN SACHS GROUP INC COM | $2K |
NHILXNEUBERGER BERMAN HIGH IN | $2K |
NTDOYNINTENDO LTD F | $2K |
NIONIO INC F | $2K |
HOODROBINHOOD MKTS INC | $2K |
PANWPALO ALTO NETWORKS INC | $2K |
RBLXROBLOX CORP | $2K |
DXCDXC TECHNOLOGY CO | $1K |