ORG Wealth Partners, LLC Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$425.6M

Holdings

621

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (621 positions)

StockValue
GEGE AEROSPACE
$29K
JNJJOHNSON & JOHNSON COM
$29K
AMDADVANCED MICRO DEVIC
$29K
SPYMSTATE STREET SPDR PORTFL
$28K
ESEVERSOURCE ENERGY COM
$27K
IXNISHARES GLOBAL TECH ETF
$27K
BACVERIZON COMMUNICATIONS I
$27K
CMCCOMMERCIAL METALS CO
$27K
IWYISHARES RUSSELL TOP 200
$27K
PTMCPACER TRENDPILOT US MID
$26K
LNGCHENIERE ENERGY INC
$26K
AAONAAON INC
$26K
TRVCCITIGROUP INC
$26K
CVXCHEVRON CORP NEW COM
$26K
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF
$26K
TMOTHERMO FISHER SCIENTIFIC
$26K
EMREMERSON ELEC CO COM
$25K
NETCLOUDFLARE INC
$25K
ADMARCHER-DANIELS MIDLAND CO COM
$25K
FTCBFIRST TRUST CRE INVSMNT
$25K
PSLV/USPROTT PHYSICAL SILVER E
$24K
VYMVANGUARD HIGH DIVIDEND
$24K
VGKVANGUARD FTSE EUROPE
$24K
SMMVISHARES MSCI USA
$23K
VGSHVANGUARD SHORT TERM
$23K
ADYEYADYEN N V F
$23K
XLESTATE STRET ENRGY SLECT
$23K
XLFISTE SRT CNSR STPLS SLCT
$23K
EXPDEXPEDITORS INTL WASH INC COM
$23K
JAAAJANUS HENDERSON AAA CLO
$22K
XLGINVSC S P 500 TOP 50
$22K
NUENUCOR CORP COM
$22K
SHWSHERWIN-WILLIAMS CO COM
$22K
ITGARTNER INC
$22K
DOVDOVER CORP COM
$21K
AEMAGNICO EAGLE MINES LTD F
$21K
IBNICICI BK LTD F
$21K
MJAMPLIFY ALTERNATIVE HARV
$21K
UNHUNITEDHEALTH GROUP INC
$21K
DUKDUKE ENERGY CORP NEW
$21K
TWLOTWILIO INC
$21K
AQLTISHARES SELECT DIVIDEND
$20K
GEVGE VERNOVA INC
$20K
ARMARM HLDGS PLC EQUITY A F
$20K
GROYGOLD ROYALTY CORP REGISTERED SHS ISIN#CA38071H1064
$20K
ADPAUTOMATIC DATA PROCESSING INC COM
$20K
CBCHUBB LTD COM ISIN#CH0044328745
$20K
COWZPACER US CASH COWS 100
$20K
IWMISHARES RUSSELL 2000
$20K
TEVATEVA PHARMACEUTICAL IN F
$20K
SWKSTANLEY BLACK & DECKER INC COM
$19K
DDOGDATADOG INC
$19K
MDTMEDTRONIC PLC SHS ISIN#IE00BTN1Y115
$19K
WSTWEST PHARMACEUTICAL SVCS INC COM
$19K
NDSNNORDSON CORP COM
$19K
NOCNORTHROP GRUMMAN CORP
$19K
BDXBECTON DICKINSON & CO COM
$19K
METAMETA PLATFORMS INC CL A
$19K
GWWGRAINGER W W INC COM
$19K
SPGIS&P GLOBAL INC COM
$19K
SPWRSUNPOWER INC
$18K
SMRNUSCALE PWR CORP
$18K
SPOTSPOTIFY TECHNOLOGY S A F
$18K
CHDCHURCH & DWIGHT INC COM
$18K
ABTABBOTT LABS COM
$18K
LOWLOWES COS INC COM
$18K
EDCONSOLIDATED EDISON INC COM
$18K
ESSESSEX PPTY TR INC COM
$18K
MPCMARATHON PETE CORP
$18K
CITCINTAS CORP COM
$17K
PGPROCTER & GAMBLE CO COM
$17K
ENBENBRIDGE INC F
$17K
AOSSMITH A O CORP COM
$17K
NBISNEBIUS GROUP N V A F
$17K
PMMPUTNAM MANAGED MUNICIPAL
$17K
FTSMFIRST TRST ENHNCD SHRT
$17K
ZMZOOM COMMUNICATIONS INC
$17K
IWSISHARES RUSSELL MID CAP
$17K
IBBISHARES BIOTECHNOLOGY
$17K
SCHWCHARLES SCHWAB CORP
$17K
EVNEATON VANCE MUNICIPAL IN
$17K
LINLINDE PLC NEW SHS ISIN#IE000S9YS762
$17K
XNEAXNUVEEN AMT FREE QUALITY
$17K
IQIINVESCO QLTY MUN INCM TR
$17K
SCHVSCHWAB US LARGE CAP
$17K
ITWILLINOIS TOOL WKS INC COM
$17K
NADNUVEEN QUALITY MUNICIPAL
$17K
MMUWESTERN ASST MNGD MUNCPL
$16K
BACBANK OF AMERICA CORP
$16K
VOVANGUARD MID CAP ETF
$16K
BKNGBOOKING HLDGS INC
$16K
KBAKRANESHARS BR MS CH 50
$16K
BXBLACKSTONE INC
$16K
ROPROPER TECHNOLOGIES INC COM
$16K
SMCISUPER MICRO COMPUTER INC
$15K
LRCXLAM RESH CORP
$15K
IVWISHARES S&P 500 GROWTH
$15K
WDAYWORKDAY INC
$15K
CIBRFIRST TRUST NASDAQ
$15K
BROBROWN & BROWN INC COM
$15K
PreviousPage 5 of 8Next