ORG Wealth Partners, LLC
- SEC CIK
- 0002032602
- 最新申報
- 2026/7/30
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/11 申報。只含多頭部位。
- 持股檔數
- 479
- 2024 年第 2 季沒有申報
- 總值
- $3.01 億
- 2024 年第 2 季沒有申報
ORG Wealth Partners, LLC 沒有申報 2024 年第 2 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CORZCore Scientific, Inc. | COM | 8,960,002 | $1.06 億 | 35.3% | – | – | 歷史 |
| CORZWCore Scientific, Inc. | *W EXP 01/23/202 | 5,083,071 | $3,416 萬 | 11.4% | – | – | 歷史 |
| AGNCAGNC Investment Corp. | REIT | 1,669,494 | $1,746 萬 | 5.8% | – | – | 歷史 |
| Berkshire Hat A 100th084990175 | COM | 2,200 | $1,521 萬 | 5.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 27,671 | $1,274 萬 | 4.2% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 343,843 | $551.9 萬 | 1.8% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 40,956 | $467.0 萬 | 1.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 36,097 | $423.2 萬 | 1.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 15,303 | $356.6 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 35,222 | $354.8 萬 | 1.2% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 74,603 | $351.5 萬 | 1.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 17,161 | $319.8 萬 | 1.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 23,156 | $281.2 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,162 | $265.2 萬 | 0.9% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 12,996 | $256.7 萬 | 0.9% | – | – | 歷史 |
| HGITHines Global Income Trust, Inc. | REIT | 240,074 | $240.6 萬 | 0.8% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,895 | $198.9 萬 | 0.7% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 58,634 | $170.7 萬 | 0.6% | – | – | 歷史 |
| Direxion Shs ETF Tr25460G138 | DAILY 20+ YEAR T | 28,959 | $167.3 萬 | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 17,369 | $166.4 萬 | 0.6% | – | – | – |
| Blueprint Chesapk MLT88636J873 | TFPN | 48,881 | $121.2 萬 | 0.4% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,339 | $118.7 萬 | 0.4% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 11,005 | $116.8 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 14,280 | $115.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,584 | $115.0 萬 | 0.4% | – | – | – |
| SHWSherwin Williams Co | COM | 2,490 | $95.1 萬 | 0.3% | – | – | 歷史 |
| Pacer Trendpilot US Bond ETF69374H642 | ETF | 45,033 | $92.9 萬 | 0.3% | – | – | – |
| AFLAflac Inc | Stock | 7,711 | $86.2 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,187 | $85.6 萬 | 0.3% | – | – | 歷史 |
| Simplify Exchange Traded Fun82889N699 | MANAGED FUTURES | 32,125 | $83.5 萬 | 0.3% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 13,318 | $83.5 萬 | 0.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 2,946 | $81.6 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,706 | $81.5 萬 | 0.3% | – | – | 歷史 |
| CBChubb Ltd | Stock | 2,788 | $80.4 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 7,338 | $78.3 萬 | 0.3% | – | – | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 22,439 | $76.3 萬 | 0.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,377 | $74.7 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,360 | $74.1 萬 | 0.2% | – | – | 歷史 |
| CTASCintas Corp | Stock | 3,575 | $73.6 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,966 | $71.1 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,366 | $70.7 萬 | 0.2% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,322 | $70.2 萬 | 0.2% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 780 | $69.8 萬 | 0.2% | – | – | 歷史 |
| PNRPENTAIR plc | SHS | 7,117 | $69.6 萬 | 0.2% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 5,098 | $69.4 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,404 | $69.4 萬 | 0.2% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 2,657 | $67.9 萬 | 0.2% | – | – | 歷史 |
| BROBrown & Brown, Inc. | Stock | 6,503 | $67.4 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,408 | $66.2 萬 | 0.2% | – | – | 歷史 |
| Kraneshares Trust500767652 | MOUNT LUCAS ETF | 22,540 | $65.9 萬 | 0.2% | – | – | – |
| Pacer FDS Tr69374H840 | WEALTHSHIELD | 20,685 | $65.4 萬 | 0.2% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 623 | $64.8 萬 | 0.2% | – | – | 歷史 |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 23,027 | $64.8 萬 | 0.2% | – | – | – |
| LINLinde PLC | Stock | 1,326 | $63.3 萬 | 0.2% | – | – | 歷史 |
| AOSSmith A O Corp | COM | 6,988 | $62.8 萬 | 0.2% | – | – | 歷史 |
| DOVDOVER Corp | COM | 3,249 | $62.3 萬 | 0.2% | – | – | 歷史 |
| ESSEssex Property Trust, Inc. | COM | 2,050 | $60.6 萬 | 0.2% | – | – | 歷史 |
| FSTRFoster L B Co | COM | 29,542 | $60.4 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,441 | $60.2 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 967 | $59.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 4,471 | $59.0 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 2,111 | $57.8 萬 | 0.2% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,069 | $52.3 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 718 | $50.9 萬 | 0.2% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 4,423 | $48.9 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 5,862 | $47.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,967 | $46.4 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,796 | $46.4 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,155 | $45.5 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 776 | $45.4 萬 | 0.2% | – | – | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 40,454 | $44.5 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 4,051 | $44.3 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,236 | $43.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 8,236 | $43.6 萬 | 0.1% | – | – | – |
| MSCIMSCI Inc. | Stock | 741 | $43.2 萬 | 0.1% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 4,081 | $42.4 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,375 | $41.9 萬 | 0.1% | – | – | 歷史 |
| FASTFastenal Co | Stock | 5,808 | $41.5 萬 | 0.1% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 2,087 | $40.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,428 | $40.4 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 986 | $40.0 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,514 | $39.2 萬 | 0.1% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,470 | $35.9 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,109 | $35.7 萬 | 0.1% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 2,719 | $34.5 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,270 | $34.4 萬 | 0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 15,575 | $34.4 萬 | 0.1% | – | – | 歷史 |
| ITGartner Inc | COM | 639 | $32.4 萬 | 0.1% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 2,632 | $31.3 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,575 | $31.3 萬 | 0.1% | – | – | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,971 | $30.5 萬 | 0.1% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | REIT | 15,121 | $30.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 5,263 | $30.3 萬 | 0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 1,152 | $30.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 550 | $29.0 萬 | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 5,678 | $29.0 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,104 | $28.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,666 | $28.3 萬 | 0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,372 | $27.8 萬 | 0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,825 | $27.7 萬 | 0.1% | – | – | – |