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ORG Partners

Latest statistics and disclosures from ORG Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOXR, VOO, ACIO, DRSK, IUSB, and represent 23.18% of ORG Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$6.9M), QQQM, FV, RDVY, DRSK, VOXR, ITOT, ACIO, RWJ, OMFL.
Started 138 new stock positions in Crednology Hldg Corp Xxx, Gulf Energy, GFI, ENCR, Fs Energy & Power Adv cem, CRGY, WEC, BYDDY, IWR, DCOMP.
Reduced shares in these 10 stocks: BRK.B (-$14M), 1/100 Berkshire Htwy Cla 100 (-$13M), , CMNIX (-$7.6M), ABT, TIPWX, SCHZ, IUSB, , XOM.
Sold out of its positions in AAON, OPTAX, ACTDX, AFRYX, ASRAX, AWSAX, VAFIX, OIBYX, OSIYX, OPBYX.
ORG Partners was a net seller of stock by $-209M.
ORG Partners has $620M in assets under management (AUM), dropping by -22.57%.
Central Index Key (CIK): 0001979372

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Positions held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ORG Partners

ORG Partners holds 1202 positions in its portfolio as reported in the September 2024 quarterly 13F filing

ORG Partners has 1202 total positions. Only the first 250 positions are shown.

Sign up to view all of the ORG Partners Sept. 30, 2024 positions
Download the ORG Partners September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)	6.5	$40M	+7%	13M	3.02	View chart
Vanguard Index Fds S&p 500 Etf Equity (VOO)	4.4	$27M		52k	527.64	View chart
Aptus Collared Inv Uit Exchange Traded (ACIO)	4.4	$27M	+9%	687k	39.74	View chart
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)	4.0	$25M	+14%	887k	28.30	View chart
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)	3.8	$24M	-14%	503k	47.12	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	2.5	$16M		294k	52.81	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	2.4	$15M		26k	576.50	View chart
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)	2.0	$12M	+126%	22k	573.75	View chart
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)	2.0	$12M	+2%	159k	77.59	View chart
Aptus Drawdown Managed Uit Exchange Traded (ADME)	2.0	$12M		266k	46.20	View chart
Aptus Enhanced Yield Uit Exchange Traded (JUCY)	1.9	$12M		501k	23.21	View chart
Ishares Total Us Uit Exchange Traded (ITOT)	1.8	$11M	+27%	88k	125.62	View chart
Apple Equity (AAPL)	1.7	$10M	-22%	45k	233.00	View chart
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)	1.4	$8.8M	-61%	19k	460.26	View chart
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)	1.4	$8.7M		152k	57.40	View chart
Ishares Tr Msci Eafe Value Etf Equity (EFV)	1.4	$8.7M		151k	57.53	View chart
Ishares Tr Msci Eafe Growth Etf Equity (EFG)	1.4	$8.4M		78k	107.65	View chart
Ishares Tr Msci Usa Quality Factor Etf Equity (QUAL)	1.3	$7.9M	-8%	44k	179.30	View chart
Schwab Us Dividend Uit Exchange Traded (SCHD)	1.2	$7.6M	+2%	91k	84.53	View chart
Opus Small Cap Value Uit Exchange Traded (OSCV)	1.2	$7.5M	+3%	200k	37.45	View chart
Nvidia Corp Equity (NVDA)	1.1	$7.1M	-29%	58k	121.44	View chart
Tesla Common Stock (TSLA)	1.1	$7.0M	-2%	27k	261.63	View chart
Pacer Trendpilot Us Uit Exchange Traded (PTLC)	1.0	$6.4M	-4%	122k	52.55	View chart
Gilead Sciences Common Stock (GILD)	0.9	$5.5M		66k	83.80	View chart
Microsoft Corp Equity (MSFT)	0.8	$5.3M	-27%	12k	430.30	View chart
Ishares Tr Ishares 0-3 Mnth Treas Bd Etf Equity (SGOV)	0.8	$5.2M	-38%	52k	100.72	View chart
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)	0.8	$5.1M		248k	20.38	View chart
Amazon Equity (AMZN)	0.8	$5.0M	-33%	27k	186.33	View chart
Vanguard Star Fds Vanguard Total Intl Stock Index Fd Etf Equity (VXUS)	0.8	$5.0M	+32%	77k	64.74	View chart
Ishares Tr Core Divid Growth Etf Equity (DGRO)	0.8	$5.0M	-18%	79k	62.69	View chart
Vanguard Russell 1000 Uit Exchange Traded (VONG)	0.8	$4.9M	-2%	51k	96.52	View chart
Exxon Mobil Corp Equity (XOM)	0.8	$4.7M	-44%	40k	117.22	View chart
Ishares National Muni Uit Exchange Traded (MUB)	0.7	$4.2M	-27%	38k	108.63	View chart
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)	0.7	$4.1M	+67933%	20k	200.85	View chart
Ishares Core S&p Mid Cap Uit Exchange Traded (IJH)	0.6	$3.9M	+74%	63k	62.30	View chart
Walmart Common Stock (WMT)	0.6	$3.8M	-23%	47k	80.74	View chart
First Trst Dorsey Wright Uit Exchange Traded (FV)	0.6	$3.5M	NEW	61k	58.27	View chart
Alphabet Inc Cap Stk Cl C Equity (GOOG)	0.6	$3.4M	-37%	21k	167.19	View chart
Ft Rising Dividend Uit Exchange Traded (RDVY)	0.5	$3.3M	+18589%	56k	59.29	View chart
Ishares Msci Usa Min Vol Uit Exchange Traded (USMV)	0.5	$3.2M		35k	91.31	View chart
Ishares Tr Russell 1000 Etf Equity (IWB)	0.5	$3.2M		10k	314.36	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Russell 1000 Multifactor Etf Equity (OMFL)	0.5	$3.2M	+126%	60k	52.99	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.5	$3.1M	+13%	8.0k	383.86	View chart
Ishares Treasury Floatng Uit Exchange Traded (TFLO)	0.5	$3.1M	+32%	61k	50.60	View chart
Ishares 1-3 Year Treasry Uit Exchange Traded (SHY)	0.5	$3.0M	+76%	36k	83.14	View chart
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)	0.5	$2.9M	-37%	50k	59.06	View chart
Amgen Common Stock (AMGN)	0.5	$2.9M		8.9k	322.20	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.4	$2.5M	-14%	12k	211.06	View chart
Jpmorgan Ultra Short Uit Exchange Traded (JPST)	0.4	$2.5M	+3%	48k	50.74	View chart
International Business Machs Corp Equity (IBM)	0.4	$2.3M	-25%	11k	221.08	View chart
Ishares Floating Rate Uit Exchange Traded (FLOT)	0.4	$2.3M	-5%	46k	51.04	View chart
Chevron Corp Common Stock (CVX)	0.4	$2.3M	+34%	16k	147.27	View chart
Invesco S&p Smallcap 600 Uit Exchange Traded (RWJ)	0.4	$2.3M	NEW	49k	45.71	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.3	$2.2M	-45%	23k	95.80	View chart
Ishares Tr Core S&p Small-cap Etf Equity (IJR)	0.3	$2.2M	-19%	19k	116.96	View chart
Ishares Short Treasury Uit Exchange Traded (SHV)	0.3	$2.1M	-49%	19k	110.63	View chart
Costco Wholesale Corp Equity (COST)	0.3	$2.0M		2.3k	886.50	View chart
Ishares Invest Grd Sys Uit Exchange Traded (IGEB)	0.3	$2.0M		44k	46.45	View chart
Proshares Short S&p 500 Uit Exchange Traded (SH)	0.3	$2.0M	+2%	182k	10.85	View chart
Home Depot Common Stock (HD)	0.3	$1.9M	-22%	4.8k	405.19	View chart
Abbvie Common Stock (ABBV)	0.3	$1.9M	-56%	9.6k	197.48	View chart
Ishares Russell 2000 Uit Exchange Traded (IWO)	0.3	$1.9M	+17%	6.6k	284.30	View chart
Amplify Cwp Enhanced Div Uit Exchange Traded (DIVO)	0.3	$1.9M		45k	41.19	View chart
Ishares Tr Core Msci Eafe Etf Equity (IEFA)	0.3	$1.9M	-34%	24k	78.05	View chart
Fidelity Total Bond Etf Uit Exchange Traded (FBND)	0.3	$1.8M	+1213%	39k	46.70	View chart
First Trust North Uit Exchange Traded (EMLP)	0.3	$1.8M	-3%	55k	33.60	View chart
Ishares Us Treasury Bond Uit Exchange Traded (GOVT)	0.3	$1.8M		78k	23.45	View chart
Valmont Inds Common Stock (VMI)	0.3	$1.8M	-7%	6.3k	289.95	View chart
Pacer Trendpilot Uit Exchange Traded (PTIN)	0.3	$1.8M	+3%	58k	30.89	View chart
Hines Global Income Trust Inc Shs Cl I Equity (ZHGIIX)	0.3	$1.8M	-46%	176k	10.02	View chart
Lockheed Martin Corp Common Stock (LMT)	0.3	$1.8M		3.0k	584.55	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Equity (VTI)	0.3	$1.7M	-19%	6.0k	283.15	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Equity (IEF)	0.3	$1.6M	+8636%	17k	98.12	View chart
Verizon Communications I Common Stock (VZ)	0.3	$1.6M	-19%	35k	45.67	View chart
Stepstone Private Market Closed End Mutl Fund	0.2	$1.5M	NEW	28k	54.47	View chart
Meta Platforms Inc Cl A Equity (META)	0.2	$1.5M	-22%	2.7k	572.44	View chart
Alphabet Inc Cl A Equity (GOOGL)	0.2	$1.5M	-29%	9.0k	165.85	View chart
Honeywell Intl Common Stock (HON)	0.2	$1.5M	+4%	7.1k	207.82	View chart
Palantir Technologies In Common Stock (PLTR)	0.2	$1.4M	+11%	38k	37.17	View chart
Spdr Bloomberg 1 3 Mnth Uit Exchange Traded (BIL)	0.2	$1.4M	-11%	15k	92.11	View chart
Keycorp 5.65 Preferred Stock (KEY.PJ)	0.2	$1.4M	+392350%	63k	22.55	View chart
Vaneck Commodity Uit Exchange Traded (PIT)	0.2	$1.4M	+8%	29k	48.03	View chart
Pfizer Common Stock (PFE)	0.2	$1.4M		48k	28.94	View chart
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)	0.2	$1.4M	-49%	30k	46.52	View chart
Pacer Fds Tr Wealthshield Etf Equity (PWS)	0.2	$1.4M	-34%	43k	31.60	View chart
Proshares K 1 Free Crude Uit Exchange Traded (OILK)	0.2	$1.4M	+16%	32k	42.40	View chart
Ishares Msci Emerging Uit Exchange Traded (EMXC)	0.2	$1.3M	+3%	22k	61.11	View chart
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)	0.2	$1.3M	+320%	28k	47.13	View chart
Ishares Tr Core U S Aggregate Bd Etf Equity (AGG)	0.2	$1.3M	+3%	13k	101.25	View chart
Cathay Gen Bancorp Common Stock (CATY)	0.2	$1.3M	-16%	30k	42.95	View chart
Southern Copper Corp Common Stock (SCCO)	0.2	$1.3M	+369%	11k	115.66	View chart
Invesco S And P 500 Garp Uit Exchange Traded (SPGP)	0.2	$1.3M		12k	104.67	View chart
Cambria Tail Risk Etf Uit Exchange Traded (TAIL)	0.2	$1.2M	+60%	102k	12.05	View chart
Proshares Tr S&p 500 Divid Aristocrats Etf Equity (NOBL)	0.2	$1.2M	-68%	11k	106.76	View chart
Eog Res Common Stock (EOG)	0.2	$1.2M	+5%	9.9k	122.89	View chart
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)	0.2	$1.2M	+2%	20k	59.51	View chart
Newmont Corp Common Stock (NEM)	0.2	$1.2M	-31%	22k	53.42	View chart
Visa Common Stock (V)	0.2	$1.1M	-30%	4.1k	276.47	View chart
Unitedhealth Group Equity (UNH)	0.2	$1.1M	-25%	1.9k	584.65	View chart
Cohen Steers Qual Income Closed End Mutl Fund (RQI)	0.2	$1.1M	+3%	76k	14.17	View chart
Broadcom Equity (AVGO)	0.2	$1.1M	+931%	6.2k	172.50	View chart
Ishares Short Term Ntnl Uit Exchange Traded (SUB)	0.2	$1.1M	-23%	9.9k	106.17	View chart
Shopify Inc F Foreign Canadian (SHOP)	0.2	$1.1M	-18%	13k	80.14	View chart
Northrop Grumman Corp Common Stock (NOC)	0.2	$1.0M	-9%	1.9k	534.55	View chart
Lilly Eli & Co Equity (LLY)	0.2	$1.0M	-47%	1.2k	885.94	View chart
Inqq The India Internet Uit Exchange Traded (INQQ)	0.2	$1.0M	+488%	62k	16.40	View chart
Spdr S&p Oil & Gas Expl Uit Exchange Traded (XOP)	0.2	$1.0M	+3%	7.7k	131.50	View chart
Invesco Db Commodity Uit Exchange Traded (DBC)	0.2	$1.0M	+3%	45k	22.27	View chart
Oracle Corp Equity (ORCL)	0.2	$1.0M	-12%	5.9k	170.40	View chart
Invsc S P Internationl Uit Exchange Traded (IDMO)	0.2	$988k	+4%	23k	42.16	View chart
Altria Group Common Stock (MO)	0.2	$987k	-55%	19k	51.22	View chart
Salesforce Common Stock (CRM)	0.2	$956k	-44%	3.5k	273.00	View chart
Pimco Intrmediate Muni Uit Exchange Traded (MUNI)	0.1	$928k	-5%	18k	52.97	View chart
Procter & Gamble Equity (PG)	0.1	$921k	-55%	5.3k	173.20	View chart
Ishares 3-7 Year Trery Uit Exchange Traded (IEI)	0.1	$889k	+35295%	7.4k	119.54	View chart
Nestle S A F American Depository (NSRGY)	0.1	$876k	+225%	8.7k	100.67	View chart
Caterpillar Common Stock (CAT)	0.1	$868k	-50%	2.2k	391.00	View chart
Jpmorgan Chase & 6 Preferred Stock (JPM.PC)	0.1	$840k	NEW	33k	25.46	View chart
Merck & Co Common Stock (MRK)	0.1	$816k	+71%	7.2k	113.56	View chart
Schwab Us Large Cap Etf Uit Exchange Traded (SCHX)	0.1	$798k	-7%	12k	67.85	View chart
Vanguard Extended Market Uit Exchange Traded (VXF)	0.1	$789k	-12%	4.3k	181.94	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	0.1	$788k	-35%	4.5k	174.57	View chart
Kratos Defense & Sec Sol Common Stock (KTOS)	0.1	$754k	+16%	32k	23.30	View chart
Philip Morris Intl Common Stock (PM)	0.1	$753k	-32%	6.2k	121.40	View chart
Ishares Jpmorgan Usd Mts Uit Exchange Traded (EMB)	0.1	$746k	-5%	8.0k	93.70	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$732k	-12%	1.5k	495.00	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	0.1	$725k	-6%	1.5k	488.07	View chart
Alps Equal Sector Weight Uit Exchange Traded (EQL)	0.1	$708k		5.6k	127.56	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Equity (TSM)	0.1	$704k		4.1k	173.50	View chart
Spdr S&p Dividend Etf Uit Exchange Traded (SDY)	0.1	$702k		4.9k	142.04	View chart
Ishares Tr Core S&p U S Growth Etf Equity (IUSG)	0.1	$692k	-50%	5.2k	131.91	View chart
Nutanix Common Stock (NTNX)	0.1	$687k	-2%	12k	59.24	View chart
Ishares Tr Msci Usa Momentum Factor Etf Equity (MTUM)	0.1	$680k	-28%	3.4k	202.76	View chart
Spdr S&p Homebuilders Uit Exchange Traded (XHB)	0.1	$676k	+475%	5.4k	124.55	View chart
Nuveen Credit Strategies Closed End Mutl Fund (JQC)	0.1	$670k	NEW	116k	5.79	View chart
Iron Mtn Real Estate Investme (IRM)	0.1	$666k	+248%	5.6k	118.83	View chart
Wisdomtree Us Qlt Div Uit Exchange Traded (DGRW)	0.1	$666k	NEW	8.0k	83.21	View chart
Tootsie Roll Inds Common Stock (TR)	0.1	$655k		21k	30.97	View chart
Workday Common Stock (WDAY)	0.1	$649k	-17%	2.7k	244.33	View chart
Conocophillips Common Stock (COP)	0.1	$646k	-12%	6.1k	105.28	View chart
Vaneck Natural Resources Uit Exchange Traded (HAP)	0.1	$643k		12k	52.71	View chart
Anglogold Ashanti Plc F Foreign Ordinaries (AU)	0.1	$629k	NEW	24k	26.63	View chart
Pimco Active Bond Etf Uit Exchange Traded (BOND)	0.1	$614k	+3%	6.5k	94.60	View chart
Ishares Dividend Growth Uit Exchange Traded (IGRO)	0.1	$613k		8.2k	74.58	View chart
Van Ultra Shrt Bnd Uit Exchange Traded (VUSB)	0.1	$612k		12k	49.89	View chart
Goldman Sachs Acces Uit Exchange Traded (GBIL)	0.1	$607k		6.1k	100.28	View chart
Vanguard Short Term Uit Exchange Traded (VGSH)	0.1	$599k		10k	59.01	View chart
Johnson & Johnson Equity (JNJ)	0.1	$592k	-44%	3.7k	162.06	View chart
Flowstone Opportunity Fu Closed End Mutl Fund	0.1	$591k		34k	17.52	View chart
Global X Defense Tech Uit Exchange Traded (SHLD)	0.1	$583k	NEW	16k	37.23	View chart
Spdr Fund Consumer Uit Exchange Traded (XLP)	0.1	$582k	+2762%	7.0k	83.00	View chart
Netflix Common Stock (NFLX)	0.1	$581k	-47%	819.00	709.00	View chart
Ltc Pptys Real Estate Investme (LTC)	0.1	$560k	NEW	15k	36.69	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Russell 2000 Multifactor Etf Equity (OMFS)	0.1	$548k	-28%	14k	39.55	View chart
Ishares S&p 500 Growth Uit Exchange Traded (IVW)	0.1	$543k	-23%	5.7k	95.74	View chart
Schwab Us Aggregate Bond Uit Exchange Traded (SCHZ)	0.1	$542k	-88%	11k	47.52	View chart
Capital One Fi 4.8 P Preferred Stock (COF.PJ)	0.1	$538k	NEW	27k	20.23	View chart
Invesco Exchange-traded Self-indexed Fd Tr Intl Developed Etf Equity (IMFL)	0.1	$530k	-27%	21k	25.50	View chart
Invsc Bulletshars 2026 Uit Exchange Traded (BSCQ)	0.1	$526k		27k	19.56	View chart
The Cigna Group Common Stock (CI)	0.1	$520k		1.5k	346.44	View chart
Invsc Bulletshares 2025 Uit Exchange Traded (BSCP)	0.1	$517k		25k	20.65	View chart
Simon Ppty Group Real Estate Investme (SPG)	0.1	$509k		3.0k	169.02	View chart
Invsc Bulletshares 2027 Uit Exchange Traded (BSCR)	0.1	$507k		26k	19.72	View chart
Omega Healthcare Invs In Real Estate Investme (OHI)	0.1	$500k	NEW	12k	40.69	View chart
Thermo Fisher Scientific Equity (TMO)	0.1	$499k	-50%	807.00	618.57	View chart
Macom Technology Solutio Common Stock (MTSI)	0.1	$486k		4.4k	111.26	View chart
Western Asset Municipal Closed End Mutl Fund (MHF)	0.1	$484k	-2%	67k	7.23	View chart
Edison Intl Common Stock (EIX)	0.1	$482k		5.5k	87.09	View chart
American Tower Corp Real Estate Investme (AMT)	0.1	$480k	+4%	2.1k	232.55	View chart
Amphenol Corp New Cl A Equity (APH)	0.1	$479k	-4%	7.4k	65.16	View chart
Schwab Short Term Us Uit Exchange Traded (SCHO)	0.1	$475k	NEW	9.7k	48.94	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$475k	-17%	12k	39.66	View chart
Select Sector Uti Select Uit Exchange Traded (XLU)	0.1	$464k	-9%	5.7k	80.75	View chart
First Trust Morningstar Uit Exchange Traded (FDL)	0.1	$463k	NEW	11k	41.95	View chart
United Parcel Svc Common Stock (UPS)	0.1	$462k	+5%	3.4k	136.33	View chart
Ishares Tr Russell 1000 Growth Etf Equity (IWF)	0.1	$458k	-48%	1.2k	375.38	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$456k	-53%	1.5k	304.50	View chart
Diamondback Energy Common Stock (FANG)	0.1	$452k	-39%	2.6k	172.39	View chart
Roper Technologies Common Stock (ROP)	0.1	$444k	-31%	799.00	556.00	View chart
Pacer Fds Tr Trendpilot U S Bd Etf Equity (PTBD)	0.1	$438k	-73%	21k	20.63	View chart
Schwab Us Tips Etf Uit Exchange Traded (SCHP)	0.1	$429k	+6%	8.0k	53.61	View chart
Sherwin-williams Common Stock (SHW)	0.1	$428k	-62%	1.1k	381.50	View chart
Leidos Hldgs Common Stock (LDOS)	0.1	$424k	-22%	2.6k	163.00	View chart
Okta Common Stock (OKTA)	0.1	$422k	+7%	5.7k	74.34	View chart
Oneok Common Stock (OKE)	0.1	$418k	-20%	4.6k	91.13	View chart
Progressive Corp Oh Common Stock (PGR)	0.1	$416k	-21%	1.6k	253.71	View chart
Ishares 0-5 Year Tips Uit Exchange Traded (STIP)	0.1	$414k	+7%	4.1k	101.32	View chart
Lowes Cos Common Stock (LOW)	0.1	$414k	-56%	1.5k	270.75	View chart
Tidal Tr Ii Blueprint Chesapeake Multi-asset Trend Etf Equity (TFPN)	0.1	$413k	-73%	17k	24.80	View chart
Bank Of Amer 5.375 P Preferred Stock (BAC.PM)	0.1	$411k	+239214%	17k	24.53	View chart
Invesco S&p 500 Quality Uit Exchange Traded (SPHQ)	0.1	$405k	+740%	6.0k	67.27	View chart
Calamos Strategic Total Closed End Mutl Fund (CSQ)	0.1	$405k		23k	17.35	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$402k	-15%	2.5k	162.89	View chart
Vaneck Merk Gold Etf Uit Exchange Traded (OUNZ)	0.1	$402k	+181%	16k	25.39	View chart
Kraneshares Tr Mount Lucas Managed Futures Index Strategy Etf Equity (KMLM)	0.1	$398k	-61%	14k	29.23	View chart
Blackrock Us Eqy Fctr Uit Exchange Traded (DYNF)	0.1	$391k	-13%	7.9k	49.61	View chart
Texas Instrs Common Stock (TXN)	0.1	$383k	-18%	1.9k	206.50	View chart
Prologis Real Estate Investme (PLD)	0.1	$380k		3.0k	126.28	View chart
Ishares Fallen Angels Uit Exchange Traded (FALN)	0.1	$378k	+118%	14k	27.33	View chart
Deere & Co Common Stock (DE)	0.1	$375k	-11%	899.00	417.33	View chart
Vanguard Intrmdiat Trm Uit Exchange Traded (VGIT)	0.1	$371k		6.1k	60.42	View chart
Fiserv Common Stock (FI)	0.1	$370k	-37%	2.1k	179.50	View chart
Ishares Tr 20 Yr Treas Bd Etf Equity (TLT)	0.1	$365k	-19%	3.7k	98.08	View chart
Morgan Stanl 4.875 Preferred Stock (MS.PL)	0.1	$361k	NEW	15k	23.89	View chart
First Trust Value Uit Exchange Traded (FVD)	0.1	$357k	+14%	7.8k	45.49	View chart
Digital Rlty Tr Real Estate Investme (DLR)	0.1	$354k		2.2k	161.80	View chart
Vanguard Russell 1000 Uit Exchange Traded (VONE)	0.1	$352k	-84%	1.3k	260.86	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$345k	-29%	1.0k	341.00	View chart
S&p Global Common Stock (SPGI)	0.1	$345k	-41%	667.00	516.50	View chart
Ishares Esg Aware Msci Uit Exchange Traded (ESGU)	0.1	$341k		2.7k	126.32	View chart
Mastercard Common Stock (MA)	0.1	$333k	-78%	675.00	493.80	View chart
Cintas Corp Common Stock (CTAS)	0.1	$332k	+17%	1.6k	205.75	View chart
Jpmorgan Chas 5.75 Preferred Stock (JPM.PD)	0.1	$329k	NEW	13k	25.28	View chart
Automatic Data Processin Common Stock (ADP)	0.1	$328k	-71%	1.2k	276.50	View chart
Willis Towers Watson P F Foreign Ordinaries (WTW)	0.1	$328k		1.1k	294.53	View chart
Ishares Us Technology Uit Exchange Traded (IYW)	0.1	$324k	-11%	2.1k	151.61	View chart
Broadridge Finl Solution Common Stock (BR)	0.1	$320k	+9%	1.5k	215.03	View chart
Nike Inc Cl B Equity (NKE)	0.1	$320k	-38%	3.6k	88.40	View chart
Simplify Exchange Traded Fds Simplify Managed Futures Strategy Etf Etf Equity (CTA)	0.1	$319k	-71%	12k	26.00	View chart
Ishares Russell Mid Cap Uit Exchange Traded (IWS)	0.1	$318k		2.4k	132.18	View chart
Wisdomtree Floating Rate Uit Exchange Traded (USFR)	0.1	$317k	NEW	6.3k	50.21	View chart
Vanguard Total Uit Exchange Traded (BNDX)	0.1	$311k	-82%	6.2k	50.27	View chart
Schneider Elec Sa F American Depository (SBGSY)	0.1	$310k		5.9k	52.73	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.0	$304k	-4%	1.4k	223.09	View chart
Wells Fargo & 4.75 Preferred Stock (WFC.PZ)	0.0	$304k	NEW	14k	21.69	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	0.0	$299k	+574%	1.3k	237.00	View chart
Aflac Common Stock (AFL)	0.0	$299k	-74%	2.7k	111.79	View chart
Linde Plc F Foreign Ordinaries (LIN)	0.0	$295k	-65%	619.00	476.67	View chart
Snowflake Common Stock (SNOW)	0.0	$293k	+14%	2.6k	114.00	View chart
Chemed Corp Common Stock (CHE)	0.0	$291k	+12%	484.00	600.88	View chart
Advanced Micro Devices Equity (AMD)	0.0	$286k	-20%	1.7k	164.00	View chart
Grainger W W Equity (GWW)	0.0	$286k	-66%	275.00	1038.80	View chart
Polen Capital Global Uit Exchange Traded (PCGG)	0.0	$285k	+9%	25k	11.48	View chart
Chubb Ltd F Foreign Ordinaries (CB)	0.0	$279k	-74%	969.00	288.00	View chart
Kkr & Co Common Stock (KKR)	0.0	$277k	-12%	2.1k	130.68	View chart
Alps O Shares U S Qlty Uit Exchange Traded (OUSA)	0.0	$277k	-60%	5.1k	54.43	View chart
Rivernorth Doublline Str Closed End Mutl Fund (OPP)	0.0	$270k		30k	9.07	View chart
Wisdomtree Us Midcap Uit Exchange Traded (DON)	0.0	$268k	NEW	5.3k	51.13	View chart
Blackrock Ny Municipal I Closed End Mutl Fund (BNY)	0.0	$261k		24k	11.00	View chart
Public Storag 5.15 Preferred Stock (PSA.PF)	0.0	$253k	+63125%	10k	24.97	View chart
Abbott Labs Common Stock (ABT)	0.0	$253k	-94%	2.2k	114.00	View chart
Prosperity Bancshares In Common Stock (PB)	0.0	$252k		3.5k	72.07	View chart
Brown & Brown Common Stock (BRO)	0.0	$252k	-70%	2.4k	103.60	View chart
Copart Common Stock (CPRT)	0.0	$252k	+12%	4.8k	52.25	View chart
General Elec Equity (GE)	0.0	$249k	-33%	1.3k	188.58	View chart
Customers B 9.9703 P Preferred Stock (CUBI.PF)	0.0	$247k	NEW	9.8k	25.22	View chart
Spdr S&p 500 Growth Etf Uit Exchange Traded (SPYG)	0.0	$247k	-6%	3.0k	82.94	View chart
Lvmh Moet Hennessy Lou F American Depository (LVMUY)	0.0	$245k	+3%	1.6k	153.58	View chart
Amplify Etho Climate Ldr Uit Exchange Traded (ETHO)	0.0	$244k		4.1k	59.96	View chart
Allstate Corp Common Stock (ALL)	0.0	$240k	-28%	1.3k	189.65	View chart

Past Filings by ORG Partners

SEC 13F filings are viewable for ORG Partners going back to 2023

ORG Partners 2024 Q3 filed Oct. 11, 2024
ORG Partners 2024 Q2 filed July 16, 2024
ORG Partners 2024 Q1 filed May 6, 2024
ORG Partners 2023 Q4 filed Jan. 29, 2024
ORG Partners 2023 Q3 restated filed Nov. 13, 2023
ORG Partners 2023 Q3 filed Nov. 3, 2023
ORG Partners 2023 Q2 filed July 25, 2023
ORG Partners 2023 Q1 filed June 1, 2023

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