ORG Wealth Partners, LLC
- SEC CIK
- 0002032602
- Latest filing
- Jul 30, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 16, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 690
- −67 vs. Q1 2025
- Portfolio value
- $418.0M
- +$92.3M (+28.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CORZCore Scientific, Inc. | COM | 7,162,197 | $122.3M | 29.3% | −1,549,626−17.8% | Reduced | History |
| CORZWCore Scientific, Inc. | *W EXP 01/23/202 | 4,806,829 | $52.1M | 12.5% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 22 | $16.0M | 3.8% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 26,296 | $12.8M | 3.1% | −863−3.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 49,301 | $7.56M | 1.8% | +3,542+7.7% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 405,284 | $7.22M | 1.7% | −3,428−0.8% | Reduced | History |
| AAPLApple Inc. | Stock | 28,091 | $5.84M | 1.4% | +3,454+14.0% | Added | History |
| ABTAbbott Laboratories | Stock | 41,770 | $5.69M | 1.4% | −4,385−9.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 25,618 | $5.65M | 1.4% | −1,038−3.9% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 50,894 | $5.56M | 1.3% | −3,951−7.2% | Reduced | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 90,486 | $4.57M | 1.1% | −14,614−13.9% | Reduced | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 45,395 | $4.56M | 1.1% | +1,076+2.4% | Added | – |
| PLTRPalantir Technologies Inc. | Stock | 32,373 | $4.23M | 1.0% | −1,385−4.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 8,402 | $4.14M | 1.0% | +169+2.1% | Added | History |
| Cambria ETF Tr132061763 | FIXE INC TRE ETF | 163,646 | $4.03M | 1.0% | +47,397+40.8% | Added | – |
| ABBVAbbVie Inc. | Stock | 19,374 | $3.69M | 0.9% | −3,449−15.1% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 10,893 | $3.17M | 0.8% | −75−0.7% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 10,758 | $3.14M | 0.8% | −265−2.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 15,901 | $2.81M | 0.7% | +2,294+16.9% | Added | History |
| SHOPShopify Inc. | Stock | 21,358 | $2.41M | 0.6% | +1,201+6.0% | Added | History |
| TSLATesla, Inc. | Stock | 7,029 | $2.11M | 0.5% | +2,234+46.6% | Added | History |
| HDHome Depot, Inc. | Stock | 5,532 | $2.07M | 0.5% | +360+7.0% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 65,632 | $2.05M | 0.5% | +304+0.5% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 21,377 | $2.04M | 0.5% | −2,514−10.5% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 43,294 | $2.00M | 0.5% | +5,733+15.3% | Added | – |
| URIUnited Rentals, Inc. | COM | 2,433 | $1.88M | 0.5% | +439+22.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,898 | $1.88M | 0.4% | −27−1.4% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 21,972 | $1.83M | 0.4% | +14,256+184.8% | Added | – |
| KTOSKratos Defense & Security Solutions, Inc. | COM NEW | 41,633 | $1.79M | 0.4% | −2,951−6.6% | Reduced | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 69,072 | $1.76M | 0.4% | +8,382+13.8% | Added | History |
| Stepstone Private Market21255V406 | CLOSED END MUTL FUND | 29,473 | $1.74M | 0.4% | −2,596−8.1% | Reduced | – |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 136,031 | $1.71M | 0.4% | +36,605+36.8% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 3,477 | $1.71M | 0.4% | +508+17.1% | Added | History |
| AMGNAmgen Inc | Stock | 5,817 | $1.70M | 0.4% | +311+5.6% | Added | History |
| HONHoneywell International Inc | COM | 6,837 | $1.64M | 0.4% | −329−4.6% | Reduced | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 37,995 | $1.62M | 0.4% | −2,559−6.3% | Reduced | – |
| PFEPfizer Inc | Stock | 63,616 | $1.59M | 0.4% | +4,390+7.4% | Added | History |
| NFLXNetflix Inc | Stock | 1,211 | $1.57M | 0.4% | +139+13.0% | Added | History |
| SCCOSouthern Copper Corp | Stock | 15,164 | $1.55M | 0.4% | +1,769+13.2% | Added | History |
| iShares Tr464288588 | MBS ETF | 16,555 | $1.55M | 0.4% | −107−0.6% | Reduced | – |
| SNOWSnowflake Inc. | Stock | 6,808 | $1.47M | 0.4% | +801+13.3% | Added | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 11,523 | $1.47M | 0.4% | +2,256+24.3% | Added | – |
| WMTWalmart Inc. | Stock | 14,666 | $1.44M | 0.3% | −33,274−69.4% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 5,944 | $1.42M | 0.3% | +294+5.2% | Added | History |
| OKTAOkta, Inc. | CL A | 14,016 | $1.38M | 0.3% | +1,289+10.1% | Added | History |
| HGITHines Global Income Trust, Inc. | REIT | 137,903 | $1.35M | 0.3% | −96,985−41.3% | Reduced | History |
| AGNCAGNC Investment Corp. | REIT | 138,127 | $1.27M | 0.3% | +10,000+7.8% | Added | History |
| ORCLOracle Corp | Stock | 5,761 | $1.26M | 0.3% | +813+16.4% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 10,986 | $1.25M | 0.3% | 00.0% | Unchanged | History |
| EOGEOG Resources Inc | Stock | 10,211 | $1.24M | 0.3% | +540+5.6% | Added | History |
| CAHCardinal Health Inc | Stock | 7,489 | $1.23M | 0.3% | +286+4.0% | Added | History |
| VVisa Inc. | Stock | 3,392 | $1.21M | 0.3% | +41+1.2% | Added | History |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 91,215 | $1.20M | 0.3% | +11,307+14.2% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,301 | $1.14M | 0.3% | +124+1.2% | Added | – |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 42,570 | $1.14M | 0.3% | +2,118+5.2% | Added | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 89,678 | $1.12M | 0.3% | +10,108+12.7% | Added | History |
| VGVenture Global, Inc. | COM CL A | 74,364 | $1.11M | 0.3% | +68,364+1,139.4% | Added | History |
| QCOMQualcomm Inc | Stock | 6,885 | $1.10M | 0.3% | −2,217−24.4% | Reduced | History |
| CATCaterpillar Inc | Stock | 2,779 | $1.09M | 0.3% | +1,274+84.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 6,089 | $1.07M | 0.3% | +670+12.4% | Added | History |
| VZVerizon Communications Inc | Stock | 23,981 | $1.05M | 0.3% | +1,006+4.4% | Added | History |
| EQTEQT Corp | Stock | 18,644 | $1.04M | 0.2% | +8,365+81.4% | Added | History |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 51,400 | $1.01M | 0.2% | +3,205+6.7% | Added | – |
| NTNXNutanix, Inc. | Stock | 13,311 | $1.00M | 0.2% | +1,292+10.7% | Added | History |
| MAMastercard Inc | Stock | 1,737 | $981.3K | 0.2% | +170+10.8% | Added | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,338 | $963.6K | 0.2% | −1,337−8.0% | Reduced | – |
| LLYEli Lilly & Co | Stock | 1,188 | $922.0K | 0.2% | +108+10.0% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,462 | $909.1K | 0.2% | −34−2.3% | Reduced | – |
| MCDMcDonalds Corp | Stock | 3,031 | $902.1K | 0.2% | +109+3.7% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 2,773 | $860.3K | 0.2% | +216+8.4% | Added | History |
| AFLAflac Inc | Stock | 8,080 | $854.8K | 0.2% | +496+6.5% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 12,832 | $812.1K | 0.2% | +12,832 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,311 | $810.7K | 0.2% | −129−9.0% | Reduced | History |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 30,334 | $801.0K | 0.2% | +2,270+8.1% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,552 | $775.6K | 0.2% | +1,061+71.2% | Added | – |
| CQPCheniere Energy Partners, L.P. | COM UNIT | 14,019 | $775.5K | 0.2% | +10,771+331.6% | Added | History |
| CTASCintas Corp | Stock | 3,387 | $760.1K | 0.2% | −59−1.7% | Reduced | History |
| SHWSherwin Williams Co | COM | 2,139 | $759.6K | 0.2% | +966+82.4% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 26,738 | $757.5K | 0.2% | +9,622+56.2% | Added | History |
| CINFCincinnati Financial Corp | COM | 5,005 | $747.6K | 0.2% | −512−9.3% | Reduced | History |
| CRMSalesforce, Inc. | Stock | 2,654 | $721.9K | 0.2% | −58−2.1% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 11,116 | $719.6K | 0.2% | 00.0% | Unchanged | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 27,880 | $717.8K | 0.2% | +1,850+7.1% | Added | – |
| ECLEcolab Inc. | Stock | 2,595 | $707.5K | 0.2% | −3−0.1% | Reduced | History |
| PNRPENTAIR plc | SHS | 6,686 | $702.0K | 0.2% | +2,524+60.6% | Added | History |
| ADBEAdobe Inc. | Stock | 1,786 | $700.2K | 0.2% | +355+24.8% | Added | History |
| ATOAtmos Energy Corp | COM | 4,547 | $698.7K | 0.2% | +15+0.3% | Added | History |
| Pacer FDS Tr69374H840 | WEALTHSHIELD | 22,195 | $671.7K | 0.2% | +1,612+7.8% | Added | – |
| FSTRFoster L B Co | COM | 29,542 | $670.6K | 0.2% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 11,769 | $669.3K | 0.2% | −3,770−24.3% | Reduced | – |
| BROBrown & Brown, Inc. | Stock | 6,112 | $666.2K | 0.2% | +42+0.7% | Added | History |
| PMPhilip Morris International Inc. | Stock | 3,748 | $665.4K | 0.2% | +668+21.7% | Added | History |
| NOWServiceNow, Inc. | Stock | 651 | $658.9K | 0.2% | +171+35.6% | Added | History |
| ZTSZoetis Inc. | Stock | 4,125 | $656.8K | 0.2% | +457+12.5% | Added | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,240 | $631.8K | 0.2% | −5−0.1% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 869 | $625.8K | 0.1% | +127+17.1% | Added | History |
| MTSIMACOM Technology Solutions Holdings, Inc. | COM | 4,359 | $598.8K | 0.1% | 00.0% | Unchanged | History |
| EDConsolidated Edison Inc | Stock | 5,909 | $595.5K | 0.1% | +168+2.9% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,696 | $594.0K | 0.1% | −6,792−54.4% | Reduced | – |
| SPGIS&P Global Inc. | Stock | 1,109 | $587.0K | 0.1% | −184−14.2% | Reduced | History |
Sold out since Q1 2025 (132)
Positions held at the end of Q1 2025 that are gone from this filing.
The largest 100 of 132 by value last quarter.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| Transamerica Short-Term893962134 | BOND | 219,710 | $2.17M | 0.7% | – |
| Eaton Vance Short Dur Strategi277923579 | Mutual Fund | 314,230 | $2.10M | 0.6% | – |
| Massmutual Global FLTG R576291207 | BXFYX | 211,394 | $1.82M | 0.6% | – |
| Transamerica Bond I893962142 | TFXIX | 202,472 | $1.64M | 0.5% | – |
| American Funds Growth Fu ND of Amer F399874825 | Mutual Fund | 21,443 | $1.50M | 0.5% | – |
| Transamerica Intermediate Muni I89355J581 | BOND | 87,316 | $926.5K | 0.3% | – |
| Amer Fds - Fundamental Inv360802821 | COM | 10,211 | $801.0K | 0.2% | – |
| Carillon Scout Mid Cap-I14214M872 | MFD | 24,641 | $558.1K | 0.2% | – |
| American Funds Washingto N Mutual F939330825 | mf | 8,858 | $545.4K | 0.2% | – |
| American Funds Income Fund of Amer F2453320822 | Mutual Fund | 19,945 | $507.0K | 0.2% | – |
| Calvert International Equity Fund CL I131649808 | Com | 17,007 | $421.1K | 0.1% | – |
| Goldman Sachs Dynamic Municipal Income Fund38142V746 | FIXED | 23,750 | $361.0K | 0.1% | – |
| Calvert Small-Cap I13161P862 | CSVIX | 8,521 | $303.4K | 0.1% | – |
| UPSUnited Parcel Service Inc | Stock | 2,752 | $301.9K | 0.1% | History |
| Polen360873657 | mf | 6,680 | $294.5K | 0.1% | – |
| LKCM Equity501885206 | LKEQX | 7,414 | $261.8K | 0.1% | – |
| American FDS Portfolio GRW & I02630R609 | MF | 11,840 | $224.7K | 0.1% | – |
| American Funds643822828 | COM | 3,278 | $190.7K | 0.1% | – |
| Parnassus Core Eqty Fd Inv701769101 | MF | 2,973 | $173.6K | 0.1% | – |
| FNMAFederal National Mortgage Association Fannie Mae | COM | 25,206 | $166.4K | 0.1% | History |
| Small-Cap World Fund Class F-2831681820 | MF | 2,106 | $137.2K | <0.1% | – |
| American Funds648018828 | MF | 1,877 | $114.5K | <0.1% | – |
| Vanguard Index FDS922908710 | COM | 194 | $101.2K | <0.1% | – |
| Vanguard PRIMECAP Core Inv921921508 | COM | 3,033 | $99.6K | <0.1% | – |
| Wasatch Emerging India I936793827 | WAINX | 17,813 | $98.2K | <0.1% | – |
| Amcap FD Inc Shs CL F-2023375827 | MF | 2,127 | $86.7K | <0.1% | – |
| Invesco High Yield Municipal Fund CL Y N/L001419654 | Non-Taxable Mutual Fund - No Load | 9,042 | $76.5K | <0.1% | – |
| KEYSKeysight Technologies, Inc. | Stock | 484 | $72.6K | <0.1% | History |
| IGICInternational General Insurance Holdings Ltd. | SHS | 2,535 | $67.1K | <0.1% | History |
| Vanguard Dividend Growth921908604 | DIV GRW FD | 1,882 | $66.6K | <0.1% | – |
| RNRRenaissancere Holdings Ltd | COM | 250 | $61.3K | <0.1% | History |
| American Fd-Cap World Growth and Income Cl F2140543828 | MF | 937 | $59.7K | <0.1% | – |
| FS Specialty Lending Fun30299G606 | CLOSED END MUTL FUND | 15,826 | $52.2K | <0.1% | – |
| John Hancock FDS III47803U640 | DSPLN VAL FD I | 2,259 | $50.8K | <0.1% | – |
| Vanguard922031760 | Com | 9,066 | $49.1K | <0.1% | – |
| Guggenheim FDS Tr40168W624 | INVT GD BD INSTL | 2,956 | $48.5K | <0.1% | – |
| Matthews China Small Com577125842 | MICHX | 4,762 | $46.7K | <0.1% | – |
| Pgim Total Return Bond Z74440B405 | PDBZX | 3,793 | $45.7K | <0.1% | – |
| Brown Advisory Growth Equity Fund Instl Shares N/L115233702 | Mutual Fund (Open End) - No Load | 2,698 | $43.7K | <0.1% | – |
| DWS Gnma A25155T718 | NTF BOND FUNDS | 3,684 | $43.4K | <0.1% | – |
| STESTERIS plc | SHS USD | 190 | $42.9K | <0.1% | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 202 | $42.5K | <0.1% | History |
| Fidelity Select Biotech Fund316390772 | MUTUAL FUNDS | 2,274 | $40.9K | <0.1% | – |
| HALHalliburton Co | Stock | 1,515 | $38.7K | <0.1% | History |
| EWEdwards Lifesciences Corp | Stock | 535 | $38.5K | <0.1% | History |
| MFS Total Return I552981805 | MTRIX | 1,890 | $36.4K | <0.1% | – |
| Goldman Sachs Large Cap38141W638 | NTF EQUITY FUNDS | 1,076 | $33.1K | <0.1% | – |
| CMGChipotle Mexican Grill Inc | COM | 602 | $31.1K | <0.1% | History |
| Causeway Cap Mgmt Tr14949P208 | ETF | 1,442 | $29.6K | <0.1% | – |
| Dodge & Cox Stock Fund256219106 | MF | 112 | $29.4K | <0.1% | – |
| T Rowe Price Growth Stock Fund741479109 | Com | 288 | $27.7K | <0.1% | – |
| FMCCFederal Home Loan Mortgage Corp | COM | 4,677 | $26.7K | <0.1% | History |
| Vanguard Index FDS922908645 | MDCAP INDX ADM | 81 | $26.3K | <0.1% | – |
| DFSDiscover Financial Services | COM | 150 | $25.7K | <0.1% | History |
| Alliance Growth & Incm018597500 | ETF | 3,839 | $24.5K | <0.1% | – |
| RBB FD Inc74933W460 | US TRSRY 6 MNTH | 454 | $22.7K | <0.1% | – |
| Victory Cornerstone Mode903287209 | USCRX | 822 | $21.6K | <0.1% | – |
| Invesco Global Core Equi00141L103 | AWSAX | 1,365 | $20.8K | <0.1% | – |
| BlackRock Strategic Inco09260B382 | BOND | 2,119 | $20.2K | <0.1% | – |
| MFS Intl Growth I55273E848 | ETF | 399 | $19.8K | <0.1% | – |
| VALValaris Ltd | CL A | 428 | $17.4K | <0.1% | History |
| American Funds American Mutual F2027681824 | Mutual Fund | 307 | $17.4K | <0.1% | – |
| AMER EUROPACIFIC GRWTH Cl F-229875E100 | Mutual Fund | 305 | $16.9K | <0.1% | – |
| American Capital Income Builder-A140193103 | Com | 227 | $16.4K | <0.1% | – |
| Victory Integrity Small Cap Value Fund CL Y N/L92647K770 | Mutual Fund (Open End) - No Load | 564 | $16.1K | <0.1% | – |
| Invesco Capital Market12007A188 | UIT MUNI | 25 | $15.9K | <0.1% | – |
| Meridian Growth Fund Investor CL N/L589619709 | Mutual Fund (Open End) - No Load | 482 | $15.8K | <0.1% | – |
| Guggenheim Total Return Bond Instl40168W525 | COM | 618 | $14.8K | <0.1% | – |
| First Tr Portfolios33738B378 | UIT CORP | 25 | $14.2K | <0.1% | – |
| American Balanced FD024071102 | MUTUAL | 407 | $14.0K | <0.1% | – |
| American FD Growth FD Of399874106 | COM | 180 | $12.7K | <0.1% | – |
| Calvert Equity Class I131618795 | MF | 134 | $12.5K | <0.1% | – |
| Fidelity Advisor Strategic Income A315920850 | NTF BOND FUNDS | 1,037 | $11.9K | <0.1% | – |
| Baillie Gifford Emerging Markets Equities Instl CL N/L056823388 | Mutual Fund (Open End) - No Load | 579 | $11.7K | <0.1% | – |
| Greenbacker Renewable En393575303 | LTD LIABILITY CORP | 1,545 | $11.5K | <0.1% | – |
| Invesco Unit Trusts46136E208 | UIT STOCK | 25 | $11.3K | <0.1% | – |
| Metropolitan West Total Return BD I592905509 | FIXED | 1,236 | $11.2K | <0.1% | – |
| Virtus Equity Tr92828N593 | KAR SMALL GWT I | 375 | $11.2K | <0.1% | – |
| DFA US L/C Growth Port23320G281 | COM | 294 | $11.0K | <0.1% | – |
| Kraneshares Kweb Covered Call Strategy ETF500767272 | ETF | 328 | $10.8K | <0.1% | – |
| American Funds Invmt Co461308108 | ETF | 173 | $9.80K | <0.1% | – |
| PIMCO Low Duration Fund CL I2 N/L72201M669 | Mutual Fund (Open End) - No Load | 957 | $8.93K | <0.1% | – |
| TDWTidewater Inc | COM | 204 | $8.76K | <0.1% | History |
| Hartford Short Duration41664T313 | HSDFX | 892 | $8.62K | <0.1% | – |
| RBB FD Inc74933W452 | F/M US TREASURY | 167 | $8.34K | <0.1% | – |
| Dfa US Large Cap Value Fund233203827 | COM | 161 | $8.10K | <0.1% | – |
| John Hancock International Growth Fund CL I N/L47803T627 | Mutual Fund (Open End) - No Load | 283 | $8.10K | <0.1% | – |
| Virtus Alphasimplex Mana92835M422 | ASFYX | 920 | $7.46K | <0.1% | – |
| Dfa Dimensional Funds233203371 | COM | 449 | $7.43K | <0.1% | – |
| Holbrook Income I90213U230 | HOBIX | 748 | $7.29K | <0.1% | – |
| American Funds New World Fund Class F-2649280823 | M | 90 | $7.24K | <0.1% | – |
| Pgim High Yield Fund CL Z N/L74440Y801 | Mutual Fund (Open End) - No Load | 1,355 | $6.48K | <0.1% | – |
| Pgim Core Bond R6875921744 | TPCQX | 733 | $6.42K | <0.1% | – |
| John Hancock FDS III Intl Grow47803W679 | Mutual Fund | 224 | $6.42K | <0.1% | – |
| Nuance Mid Cap Value Fund Instl N/L56166Y511 | Mutual Fund (Open End) - No Load | 508 | $5.90K | <0.1% | – |
| Transamerica International Equity CL I893509224 | Com | 262 | $5.84K | <0.1% | – |
| Lord Abbett Bond Debentu544004849 | LBNOX | 771 | $5.45K | <0.1% | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 36 | $5.44K | <0.1% | – |
| American Funds831681770 | MF | 79 | $5.18K | <0.1% | – |
| UBSUBS Group AG | Stock | 170 | $5.16K | <0.1% | History |