ORG Wealth Partners, LLC
- SEC CIK
- 0002032602
- Latest filing
- Jul 30, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 11, 2024. Long positions only.
- Positions
- 479
- No filing for Q2 2024
- Portfolio value
- $300.9M
- No filing for Q2 2024
ORG Wealth Partners, LLC did not file a 13F for Q2 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CORZCore Scientific, Inc. | COM | 8,960,002 | $106.3M | 35.3% | – | – | History |
| CORZWCore Scientific, Inc. | *W EXP 01/23/202 | 5,083,071 | $34.2M | 11.4% | – | – | History |
| AGNCAGNC Investment Corp. | REIT | 1,669,494 | $17.5M | 5.8% | – | – | History |
| Berkshire Hat A 100th084990175 | COM | 2,200 | $15.2M | 5.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 27,671 | $12.7M | 4.2% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 343,843 | $5.52M | 1.8% | – | – | History |
| ABTAbbott Laboratories | Stock | 40,956 | $4.67M | 1.6% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 36,097 | $4.23M | 1.4% | – | – | History |
| AAPLApple Inc. | Stock | 15,303 | $3.57M | 1.2% | – | – | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 35,222 | $3.55M | 1.2% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 74,603 | $3.52M | 1.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 17,161 | $3.20M | 1.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 23,156 | $2.81M | 0.9% | – | – | History |
| MSFTMicrosoft Corp | Stock | 6,162 | $2.65M | 0.9% | – | – | History |
| ABBVAbbVie Inc. | Stock | 12,996 | $2.57M | 0.9% | – | – | History |
| HGITHines Global Income Trust, Inc. | REIT | 240,074 | $2.41M | 0.8% | – | – | History |
| GOOGAlphabet Inc. | Stock | 11,895 | $1.99M | 0.7% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 58,634 | $1.71M | 0.6% | – | – | History |
| Direxion Shs ETF Tr25460G138 | DAILY 20+ YEAR T | 28,959 | $1.67M | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 17,369 | $1.66M | 0.6% | – | – | – |
| Blueprint Chesapk MLT88636J873 | TFPN | 48,881 | $1.21M | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,339 | $1.19M | 0.4% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 11,005 | $1.17M | 0.4% | – | – | History |
| WMTWalmart Inc. | Stock | 14,280 | $1.15M | 0.4% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,584 | $1.15M | 0.4% | – | – | – |
| SHWSherwin Williams Co | COM | 2,490 | $950.7K | 0.3% | – | – | History |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 45,033 | $929.0K | 0.3% | – | – | – |
| AFLAflac Inc | Stock | 7,711 | $862.2K | 0.3% | – | – | History |
| CATCaterpillar Inc | Stock | 2,187 | $855.5K | 0.3% | – | – | History |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 32,125 | $835.3K | 0.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,318 | $834.9K | 0.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 2,946 | $815.6K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 4,706 | $815.3K | 0.3% | – | – | History |
| CBChubb Ltd | Stock | 2,788 | $804.1K | 0.3% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 7,338 | $783.4K | 0.3% | – | – | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 22,439 | $763.4K | 0.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,377 | $746.6K | 0.2% | – | – | History |
| QCOMQualcomm Inc | Stock | 4,360 | $741.4K | 0.2% | – | – | History |
| CTASCintas Corp | Stock | 3,575 | $736.2K | 0.2% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,966 | $711.1K | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,366 | $707.3K | 0.2% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 2,322 | $701.8K | 0.2% | – | – | History |
| NOWServiceNow, Inc. | Stock | 780 | $697.6K | 0.2% | – | – | History |
| PNRPENTAIR plc | SHS | 7,117 | $696.0K | 0.2% | – | – | History |
| CINFCincinnati Financial Corp | COM | 5,098 | $694.0K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 1,404 | $693.7K | 0.2% | – | – | History |
| ECLEcolab Inc. | Stock | 2,657 | $678.9K | 0.2% | – | – | History |
| BROBrown & Brown, Inc. | Stock | 6,503 | $673.8K | 0.2% | – | – | History |
| VVisa Inc. | Stock | 2,408 | $662.3K | 0.2% | – | – | History |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 22,540 | $658.8K | 0.2% | – | – | – |
| Pacer FDS Tr69374H840 | WEALTHSHIELD | 20,685 | $653.6K | 0.2% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 623 | $648.4K | 0.2% | – | – | History |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 23,027 | $647.7K | 0.2% | – | – | – |
| LINLinde PLC | Stock | 1,326 | $632.8K | 0.2% | – | – | History |
| AOSSmith A O Corp | COM | 6,988 | $627.8K | 0.2% | – | – | History |
| DOVDOVER Corp | COM | 3,249 | $623.1K | 0.2% | – | – | History |
| ESSEssex Property Trust, Inc. | COM | 2,050 | $605.6K | 0.2% | – | – | History |
| FSTRFoster L B Co | COM | 29,542 | $603.5K | 0.2% | – | – | History |
| UNPUnion Pacific Corp | Stock | 2,441 | $601.7K | 0.2% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 967 | $598.2K | 0.2% | – | – | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,471 | $589.8K | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 2,111 | $577.8K | 0.2% | – | – | History |
| ORCLOracle Corp | Stock | 3,069 | $522.9K | 0.2% | – | – | History |
| NFLXNetflix Inc | Stock | 718 | $509.2K | 0.2% | – | – | History |
| CAHCardinal Health Inc | Stock | 4,423 | $488.9K | 0.2% | – | – | History |
| SHOPShopify Inc. | Stock | 5,862 | $469.8K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,967 | $464.1K | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,796 | $463.7K | 0.2% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 2,155 | $454.7K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 776 | $454.1K | 0.2% | – | – | History |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 40,454 | $445.0K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 4,051 | $443.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 1,236 | $437.2K | 0.1% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 8,236 | $436.4K | 0.1% | – | – | – |
| MSCIMSCI Inc. | Stock | 741 | $431.9K | 0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 4,081 | $423.7K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,375 | $419.2K | 0.1% | – | – | History |
| FASTFastenal Co | Stock | 5,808 | $414.8K | 0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 2,087 | $407.8K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,428 | $404.4K | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 986 | $399.5K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 2,514 | $391.8K | 0.1% | – | – | History |
| WDAYWorkday, Inc. | CL A | 1,470 | $359.3K | 0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,109 | $357.3K | 0.1% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 2,719 | $344.8K | 0.1% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,270 | $344.3K | 0.1% | – | – | History |
| KMIKinder Morgan, Inc. | Stock | 15,575 | $344.1K | 0.1% | – | – | History |
| ITGartner Inc | COM | 639 | $323.8K | 0.1% | – | – | History |
| NVONovo Nordisk A S | ADR | 2,632 | $313.4K | 0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 2,575 | $312.6K | 0.1% | – | – | History |
| TOLToll Brothers, Inc. | COM | 1,971 | $304.5K | 0.1% | – | – | History |
| NLYAnnaly Capital Management Inc | REIT | 15,121 | $303.5K | 0.1% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 5,263 | $302.8K | 0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 1,152 | $302.6K | 0.1% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 550 | $290.2K | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 5,678 | $289.8K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 1,104 | $288.8K | 0.1% | – | – | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,666 | $283.1K | 0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,372 | $278.2K | 0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,825 | $277.2K | 0.1% | – | – | – |