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ORG Partners

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

Top 5 stock holdings are SPY, VOXR, VOO, ACIO, DRSK, and represent 19.16% of ORG Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$18M), JPST (+$11M), RDVY (+$8.6M), QQQM (+$7.9M), FV (+$7.4M), SCHD, THRO, IJH, RWJ, AMLP.
Started 201 new stock positions in CORP, LTSRF, AA, RUBLF, GLAD, LDUR, ULTY, CGCP, EPS, INSP.
Reduced shares in these 10 stocks: VOXR, Proshares Tr short s&p 500 ne, OILK, SHV, EMXC, CVX, TR, VUSB, OMFS, NOBL.
Sold out of its positions in Arista Networks, ASAN, BlackRock, CSLLY, Dx Dly Gold Min 2x, BITQ, FBNC, GT, Grayscale Ethereum Mini Tr E, Grayscale Bitcoin Mini Trust BTC.
ORG Partners was a net buyer of stock by $131M.
ORG Partners has $735M in assets under management (AUM), dropping by 18.43%.
Central Index Key (CIK): 0001979372

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Portfolio Holdings for ORG Partners

ORG Partners holds 1347 positions in its portfolio as reported in the December 2024 quarterly 13F filing

ORG Partners has 1347 total positions. Only the first 250 positions are shown.

Sign up to view all of the ORG Partners Dec. 31, 2024 positions
Download the ORG Partners December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit Equity (SPY)	4.1	$30M	+139%	52k	586.08	View chart
Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR)	3.9	$29M	-8%	12M	2.34	View chart
Vanguard Index Fds S&p 500 Etf Equity (VOO)	3.9	$28M		53k	538.73	View chart
Aptus Collared Inv Uit Exchange Traded (ACIO)	3.8	$28M		699k	40.24	View chart
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)	3.4	$25M	+4%	924k	27.43	View chart
Ishares Tr Core Total Usd Bd Mkt Etf Equity (IUSB)	3.3	$24M	+5%	532k	45.20	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	2.2	$16M	+8%	28k	588.67	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	2.0	$15M	+5%	310k	47.82	View chart
Jpmorgan Ultra Short Uit Exchange Traded (JPST)	1.9	$14M	+464%	273k	50.39	View chart
Aptus Drawdown Managed Uit Exchange Traded (ADME)	1.7	$13M	+3%	275k	46.71	View chart
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)	1.7	$13M	+3%	165k	77.22	View chart
Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM)	1.7	$12M	+184%	58k	210.45	View chart
Aptus Enhanced Yield Uit Exchange Traded (JUCY)	1.6	$12M	+5%	530k	22.77	View chart
Ft Rising Dividend Uit Exchange Traded (RDVY)	1.6	$12M	+259%	202k	59.14	View chart
Apple Equity (AAPL)	1.6	$12M	+6%	47k	250.42	View chart
Ishares Total Us Uit Exchange Traded (ITOT)	1.6	$12M		89k	128.62	View chart
Tesla Common Stock (TSLA)	1.5	$11M	+2%	27k	403.82	View chart
First Trst Dorsey Wright Uit Exchange Traded (FV)	1.5	$11M	+206%	186k	59.06	View chart
Nvidia Corp Equity (NVDA)	1.3	$9.7M	+23%	72k	134.29	View chart
Berkshire Hathaway Inc Del Cl B Equity (BRK.B)	1.3	$9.4M	+8%	21k	453.28	View chart
Ishares Inc Core Msci Emerging Mkts Etf Equity (IEMG)	1.1	$8.3M	+5%	160k	52.21	View chart
Ishares Tr Msci Eafe Value Etf Equity (EFV)	1.1	$8.2M	+3%	157k	52.47	View chart
Microsoft Corp Equity (MSFT)	1.1	$8.0M	+55%	19k	421.50	View chart
Ishares Core S&p Mid Cap Uit Exchange Traded (IJH)	1.1	$8.0M	+103%	129k	62.31	View chart
Ishares Tr Msci Eafe Growth Etf Equity (EFG)	1.1	$7.9M	+4%	82k	96.83	View chart
Opus Small Cap Value Uit Exchange Traded (OSCV)	1.1	$7.9M	+6%	212k	36.99	View chart
Amazon Equity (AMZN)	1.1	$7.7M	+30%	35k	219.39	View chart
Ishares Tr Msci Usa Quality Factor Etf Equity (QUAL)	1.0	$7.7M		43k	178.08	View chart
Schwab Us Dividend Uit Exchange Traded (SCHD)	1.0	$7.4M	+199%	271k	27.32	View chart
Ishares Tr Ishares 0-3 Mnth Treas Bd Etf Equity (SGOV)	0.9	$6.4M	+24%	64k	100.32	View chart
Pacer Trendpilot Us Uit Exchange Traded (PTLC)	0.9	$6.4M		120k	53.44	View chart
Gilead Sciences Common Stock (GILD)	0.8	$6.1M		66k	92.37	View chart
Invesco S&p Smallcap 600 Uit Exchange Traded (RWJ)	0.8	$5.9M	+161%	129k	45.76	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Equity (VONG)	0.7	$5.1M	-2%	50k	103.29	View chart
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)	0.7	$4.9M	-2%	241k	20.14	View chart
Vanguard Star Fds Vanguard Total Intl Stock Index Fd Etf Equity (VXUS)	0.6	$4.7M	+3%	80k	58.93	View chart
Ishares Tr Core Divid Growth Etf Equity (DGRO)	0.6	$4.6M	-4%	75k	61.34	View chart
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)	0.6	$4.5M	+234%	94k	48.16	View chart
Exxon Mobil Corp Equity (XOM)	0.6	$4.4M	+2%	41k	107.57	View chart
Ishares Us Thmatic Uit Exchange Traded (THRO)	0.6	$4.2M	+201672%	125k	33.57	View chart
Alphabet Inc Cap Stk Cl C Equity (GOOG)	0.6	$4.1M	+4%	22k	190.44	View chart
Ishares National Muni Uit Exchange Traded (MUB)	0.6	$4.1M		38k	106.60	View chart
Walmart Common Stock (WMT)	0.6	$4.1M	-4%	45k	90.33	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Russell 1000 Multifactor Etf Equity (OMFL)	0.5	$4.0M	+21%	73k	54.23	View chart
Vanguard Index Fds Vanguard Growth Etf Equity (VUG)	0.5	$4.0M	+19%	9.6k	410.44	View chart
Keycorp 5.65 P Preferred Stock (KEY.PJ)	0.5	$3.8M	+177%	174k	21.55	View chart
Ishares Tr 7-10 Yr Treas Bd Etf Equity (IEF)	0.5	$3.5M	+127%	38k	92.45	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.4	$3.3M	+16%	14k	239.91	View chart
Ishares Tr Russell 1000 Etf Equity (IWB)	0.4	$3.3M		10k	322.09	View chart
Costco Wholesale Corp Equity (COST)	0.4	$3.1M	+48%	3.4k	916.25	View chart
Ishares Msci Usa Min Vol Uit Exchange Traded (USMV)	0.4	$3.1M		35k	89.20	View chart
Ishares 1-3 Year Treasry Uit Exchange Traded (SHY)	0.4	$3.1M	+5%	38k	81.97	View chart
Ishares Treasury Floatng Uit Exchange Traded (TFLO)	0.4	$3.0M	-3%	59k	50.46	View chart
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)	0.4	$2.9M	+2%	51k	56.50	View chart
Palantir Technologies In Common Stock (PLTR)	0.4	$2.7M	-7%	35k	75.63	View chart
Ft Rba American Ind Uit Exchange Traded (AIRR)	0.3	$2.6M	+1175%	33k	77.04	View chart
Amgen Common Stock (AMGN)	0.3	$2.4M		9.0k	262.74	View chart
Ishares Floating Rate Uit Exchange Traded (FLOT)	0.3	$2.3M		45k	50.88	View chart
International Business Machs Corp Equity (IBM)	0.3	$2.3M	-3%	10k	219.83	View chart
Abbvie Common Stock (ABBV)	0.3	$2.2M	+26%	12k	179.35	View chart
Ishares Tr Core S&p Small-cap Etf Equity (IJR)	0.3	$2.2M		19k	115.22	View chart
Jpmorgan Chase & 6 P Preferred Stock (JPM.PC)	0.3	$2.1M	+155%	84k	25.44	View chart
Ishares Russell 2000 Uit Exchange Traded (IWO)	0.3	$2.1M	+11%	7.4k	288.09	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.3	$2.0M		22k	91.68	View chart
Home Depot Common Stock (HD)	0.3	$2.0M	+5%	5.0k	399.00	View chart
First Trust Morningstar Uit Exchange Traded (FDL)	0.3	$2.0M	+344%	49k	40.26	View chart
First Trust North Uit Exchange Traded (EMLP)	0.3	$2.0M		55k	35.65	View chart
Fidelity Total Bond Etf Uit Exchange Traded (FBND)	0.3	$1.9M	+9%	43k	44.86	View chart
Ishares Invest Grd Sys Uit Exchange Traded (IGEB)	0.3	$1.9M		44k	44.36	View chart
Valmont Inds Common Stock (VMI)	0.3	$1.9M		6.2k	306.67	View chart
Ishares Us Treasury Bond Uit Exchange Traded (GOVT)	0.3	$1.9M	+3%	81k	22.98	View chart
Alphabet Inc Cl A Equity (GOOGL)	0.2	$1.8M	+6%	9.6k	189.30	View chart
Ishares Tr Core Msci Eafe Etf Equity (IEFA)	0.2	$1.8M	+6%	25k	70.28	View chart
Hines Global Income Trust Inc Shs Cl I Equity (ZHGIIX)	0.2	$1.8M		179k	9.91	View chart
National Healthcare Prop Real Estate Investme	0.2	$1.8M	NEW	34k	52.00	View chart
Bank Of Amer 5.375 P Preferred Stock (BAC.PM)	0.2	$1.8M	+363%	78k	22.67	View chart
Amplify Cwp Enhanced Div Uit Exchange Traded (DIVO)	0.2	$1.7M	-5%	43k	40.81	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Equity (VTI)	0.2	$1.7M		6.0k	289.80	View chart
Meta Platforms Inc Cl A Equity (META)	0.2	$1.7M	+7%	2.9k	585.51	View chart
Visa Common Stock (V)	0.2	$1.7M	+28%	5.3k	316.00	View chart
Iron Mtn Real Estate Investme (IRM)	0.2	$1.6M	+178%	16k	105.11	View chart
Honeywell Intl Common Stock (HON)	0.2	$1.6M		7.0k	227.00	View chart
Stepstone Private Market Closed End Mutl Fund (XPMIX)	0.2	$1.6M		29k	55.06	View chart
Chevron Corp Common Stock (CVX)	0.2	$1.6M	-30%	11k	144.75	View chart
Vaneck Commodity Uit Exchange Traded (PIT)	0.2	$1.6M	+12%	33k	47.49	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$1.5M		3.0k	489.20	View chart
Spdr Bloomberg 1 3 Mnth Uit Exchange Traded (BIL)	0.2	$1.5M	+5%	16k	91.33	View chart
Invesco S And P 500 Garp Uit Exchange Traded (SPGP)	0.2	$1.5M	+14%	14k	104.86	View chart
Ishares Tr Msci Usa Momentum Factor Etf Equity (MTUM)	0.2	$1.5M	+109%	7.0k	206.92	View chart
Direxion Daily S&p 500 Uit Exchange Traded (SPDN)	0.2	$1.4M	+3697%	132k	11.00	View chart
Cathay Gen Bancorp Common Stock (CATY)	0.2	$1.4M		30k	47.61	View chart
Ishares Tr 20 Yr Treas Bd Etf Equity (TLT)	0.2	$1.4M	+325%	16k	87.32	View chart
Broadcom Equity (AVGO)	0.2	$1.4M	-3%	6.0k	231.84	View chart
Shopify Inc F Foreign Canadian (SHOP)	0.2	$1.4M	-3%	13k	106.33	View chart
Pfizer Common Stock (PFE)	0.2	$1.4M	+6%	51k	26.60	View chart
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf Equity (VWO)	0.2	$1.3M	+1504%	30k	44.04	View chart
Verizon Communications I Common Stock (VZ)	0.2	$1.3M	-7%	33k	40.00	View chart
Pacer Fds Tr Wealthshield Etf Equity (PWS)	0.2	$1.3M		43k	30.41	View chart
Ishares Core Us Uit Exchange Traded (AGG)	0.2	$1.3M		13k	96.90	View chart
Salesforce Common Stock (CRM)	0.2	$1.2M	+5%	3.7k	334.25	View chart
Lilly Eli & Co Equity (LLY)	0.2	$1.2M	+34%	1.6k	772.00	View chart
Jpmorgan Chas 5.75 P Preferred Stock (JPM.PD)	0.2	$1.2M	+265%	48k	25.17	View chart
Spdr S&p Oil & Gas Expl Uit Exchange Traded (XOP)	0.2	$1.2M	+14%	8.8k	132.41	View chart
Eog Res Common Stock (EOG)	0.2	$1.2M	-5%	9.3k	123.47	View chart
Inqq The India Internet Uit Exchange Traded (INQQ)	0.2	$1.2M	+15%	71k	16.19	View chart
Msa Safety Common Stock (MSA)	0.2	$1.1M	NEW	6.8k	165.77	View chart
Wisdomtree Us Qlt Div Uit Exchange Traded (DGRW)	0.2	$1.1M	+74%	14k	80.93	View chart
Invesco Db Commodity Uit Exchange Traded (DBC)	0.2	$1.1M	+16%	53k	21.40	View chart
Schwab Us Large Cap Etf Uit Exchange Traded (SCHX)	0.1	$1.1M	+301%	47k	23.18	View chart
Unitedhealth Group Equity (UNH)	0.1	$1.1M	+14%	2.1k	505.82	View chart
Altria Group Common Stock (MO)	0.1	$1.1M	+3%	20k	53.11	View chart
Southern Copper Corp Common Stock (SCCO)	0.1	$1.0M	+3%	11k	91.31	View chart
Cambria Tail Risk Etf Uit Exchange Traded (TAIL)	0.1	$1.0M	-9%	93k	11.20	View chart
Ishares Short Term Ntnl Uit Exchange Traded (SUB)	0.1	$1.0M		9.8k	105.48	View chart
Invsc S P Internationl Uit Exchange Traded (IDMO)	0.1	$1.0M	+7%	25k	40.68	View chart
Oracle Corp Equity (ORCL)	0.1	$1.0M	+2%	6.0k	166.64	View chart
Newmont Corp Common Stock (NEM)	0.1	$992k	+22%	27k	37.22	View chart
Pnc Finl Services Common Stock (PNC)	0.1	$990k	+495%	5.1k	192.85	View chart
Ishares Fallen Angels Uit Exchange Traded (FALN)	0.1	$973k	+163%	36k	26.69	View chart
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)	0.1	$958k	-16%	16k	58.27	View chart
Procter & Gamble Equity (PG)	0.1	$942k	+5%	5.6k	167.65	View chart
Qualcomm Common Stock (QCOM)	0.1	$900k		5.7k	158.60	View chart
Pimco Intrmediate Muni Uit Exchange Traded (MUNI)	0.1	$890k		17k	51.72	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$878k	-3%	1.9k	471.40	View chart
Kratos Defense & Sec Sol Common Stock (KTOS)	0.1	$870k		33k	26.37	View chart
Ishares 3-7 Year Trery Uit Exchange Traded (IEI)	0.1	$864k		7.5k	115.53	View chart
Crowdstrike Hldgs Common Stock (CRWD)	0.1	$854k	+811%	2.5k	342.00	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$841k		1.5k	572.62	View chart
Ishares Jpmorgan Usd Mts Uit Exchange Traded (EMB)	0.1	$840k	+17%	9.4k	89.65	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	0.1	$833k	+9%	1.6k	511.00	View chart
Cohen Steers Qual Income Closed End Mutl Fund (RQI)	0.1	$825k	-11%	67k	12.24	View chart
Capital One Fi 4.8 P Preferred Stock (COF.PJ)	0.1	$819k	+68%	45k	18.31	View chart
Caterpillar Common Stock (CAT)	0.1	$801k		2.2k	362.00	View chart
Vanguard Dividend Uit Exchange Traded (VIG)	0.1	$799k	+701%	4.1k	196.50	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	0.1	$798k	+4%	4.7k	169.29	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Equity (TSM)	0.1	$797k		4.0k	197.00	View chart
Okta Common Stock (OKTA)	0.1	$779k	+74%	9.9k	78.67	View chart
Wisdomtree Us Midcap Uit Exchange Traded (DON)	0.1	$759k	+183%	15k	50.97	View chart
Union Pac Corp Common Stock (UNP)	0.1	$756k	+20%	3.3k	228.00	View chart
Ishares Short Treasury Uit Exchange Traded (SHV)	0.1	$750k	-63%	6.8k	110.09	View chart
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)	0.1	$744k	NEW	15k	49.40	View chart
Philip Morris Intl Common Stock (PM)	0.1	$739k		6.1k	120.35	View chart
Becton Dickinson & Co Common Stock (BDX)	0.1	$726k	+689%	3.2k	226.50	View chart
Bank Of Amer 5.875 P Preferred Stock (BAC.PK)	0.1	$725k	+330%	29k	24.74	View chart
Workday Common Stock (WDAY)	0.1	$712k	+3%	2.8k	258.00	View chart
Vanguard Extended Market Uit Exchange Traded (VXF)	0.1	$698k	-15%	3.7k	189.98	View chart
Alps Equal Sector Weight Uit Exchange Traded (EQL)	0.1	$696k		5.6k	125.24	View chart
Morgan Stanl 4.875 P Preferred Stock (MS.PL)	0.1	$685k	+116%	33k	20.97	View chart
Wisdomtree Floating Rate Uit Exchange Traded (USFR)	0.1	$669k	+110%	13k	50.32	View chart
Spdr S&p Dividend Etf Uit Exchange Traded (SDY)	0.1	$666k		5.0k	133.12	View chart
Proshares Tr S&p 500 Divid Aristocrats Etf Equity (NOBL)	0.1	$665k	-41%	6.7k	99.55	View chart
Danaher Corp Equity (DHR)	0.1	$636k	+1212%	2.8k	229.55	View chart
Ishares Tr Core S&p U S Growth Etf Equity (IUSG)	0.1	$627k	-14%	4.5k	139.35	View chart
Schwab Us Large Cap Uit Exchange Traded (SCHG)	0.1	$622k	+1690%	22k	27.87	View chart
Zimmer Biomet Hldgs Common Stock (ZBH)	0.1	$616k	+14497%	5.8k	105.56	View chart
Nutanix Common Stock (NTNX)	0.1	$612k	-13%	10k	61.17	View chart
Pimco Active Bond Etf Uit Exchange Traded (BOND)	0.1	$608k	+3%	6.7k	90.42	View chart
Netflix Common Stock (NFLX)	0.1	$604k	-17%	678.00	891.00	View chart
Flowstone Opportunity Fu Closed End Mutl Fund	0.1	$602k	+3%	35k	17.18	View chart
Customers B 9.3822 P Preferred Stock (CUBI.PF)	0.1	$600k	+141%	24k	25.37	View chart
Goldman Sachs Acces Uit Exchange Traded (GBIL)	0.1	$600k		6.0k	99.92	View chart
Conocophillips Common Stock (COP)	0.1	$599k		6.1k	99.00	View chart
Vanguard Short Term Uit Exchange Traded (VGSH)	0.1	$595k		10k	58.17	View chart
Simon Ppty Group Real Estate Investme (SPG)	0.1	$592k	+12%	3.4k	173.85	View chart
Energy Transfer Limited Partnershp (ET)	0.1	$575k	+2%	29k	19.59	View chart
Pacer Fds Tr Trendpilot U S Bd Etf Equity (PTBD)	0.1	$571k	+34%	29k	20.00	View chart
Global X Defense Tech Uit Exchange Traded (SHLD)	0.1	$568k	-3%	15k	37.40	View chart
Macom Technology Solutio Common Stock (MTSI)	0.1	$566k		4.4k	129.91	View chart
Ishares Dividend Growth Uit Exchange Traded (IGRO)	0.1	$558k		8.2k	67.96	View chart
Vaneck Natural Resources Uit Exchange Traded (HAP)	0.1	$557k		12k	45.60	View chart
Nuveen Credit Strategies Closed End Mutl Fund (JQC)	0.1	$551k	-16%	97k	5.69	View chart
Grainger W W Equity (GWW)	0.1	$549k	+89%	521.00	1054.00	View chart
Ntnl Storage Aff 6 P Preferred Stock (NSA.PB)	0.1	$549k	NEW	26k	21.38	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$548k	+4%	13k	43.94	View chart
Ishares Bitcoin Etf Uit Exchange Traded (IBIT)	0.1	$542k	+346%	10k	53.05	View chart
Spdr Fund Consumer Uit Exchange Traded (XLP)	0.1	$541k		6.9k	78.60	View chart
Invesco S&p 500 Quality Uit Exchange Traded (SPHQ)	0.1	$537k	+33%	8.0k	67.03	View chart
Johnson & Johnson Equity (JNJ)	0.1	$528k		3.7k	144.62	View chart
Labcorp Hldgs Common Stock (LH)	0.1	$526k	NEW	2.3k	229.00	View chart
Wells Fargo & 4.75 P Preferred Stock (WFC.PZ)	0.1	$525k	+83%	26k	20.40	View chart
Invsc Bulletshars 2026 Uit Exchange Traded (BSCQ)	0.1	$522k		27k	19.43	View chart
Invsc Bulletshares 2025 Uit Exchange Traded (BSCP)	0.1	$517k		25k	20.65	View chart
Ishares S&p 500 Growth Uit Exchange Traded (IVW)	0.1	$514k	-10%	5.1k	101.52	View chart
Schwab Short Term Us Uit Exchange Traded (SCHO)	0.1	$513k	+119%	21k	24.00	View chart
Ltc Pptys Real Estate Investme (LTC)	0.1	$511k	-3%	15k	34.55	View chart
Amphenol Corp New Cl A Equity (APH)	0.1	$511k		7.4k	69.45	View chart
Invsc Bulletshares 2027 Uit Exchange Traded (BSCR)	0.1	$501k		26k	19.48	View chart
Ishares Tr Russell 1000 Growth Etf Equity (IWF)	0.1	$492k		1.2k	401.58	View chart
Merck & Co Common Stock (MRK)	0.1	$474k	-33%	4.8k	99.48	View chart
Digital Rlty Tr Real Estate Investme (DLR)	0.1	$473k	+22%	2.7k	177.31	View chart
Oneok Common Stock (OKE)	0.1	$465k		4.6k	100.43	View chart
Omega Healthcare Invs In Real Estate Investme (OHI)	0.1	$464k		12k	37.84	View chart
Western Asset Municipal Closed End Mutl Fund (MHF)	0.1	$458k		67k	6.80	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$455k	+4%	1.6k	289.88	View chart
Lowes Cos Common Stock (LOW)	0.1	$450k	+19%	1.8k	246.67	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.1	$446k	+242%	14k	31.36	View chart
Calamos Strategic Total Closed End Mutl Fund (CSQ)	0.1	$440k	+6%	25k	17.71	View chart
Tidal Tr Ii Blueprint Chesapeake Multi-asset Trend Etf Equity (TFPN)	0.1	$439k	+6%	18k	24.79	View chart
Sabra Health Care Reit I Real Estate Investme (SBRA)	0.1	$438k	+2031%	25k	17.32	View chart
Diamondback Energy Common Stock (FANG)	0.1	$437k		2.7k	163.77	View chart
Select Sector Uti Select Uit Exchange Traded (XLU)	0.1	$436k		5.8k	75.68	View chart
United Parcel Svc Common Stock (UPS)	0.1	$428k		3.4k	126.11	View chart
Snowflake Common Stock (SNOW)	0.1	$426k	+7%	2.8k	154.38	View chart
Edison Intl Common Stock (EIX)	0.1	$422k	-4%	5.3k	79.84	View chart
Schwab Us Tips Etf Uit Exchange Traded (SCHP)	0.1	$422k	+104%	16k	25.82	View chart
S&p Global Common Stock (SPGI)	0.1	$420k	+26%	844.00	498.00	View chart
Fiserv Common Stock (FI)	0.1	$419k		2.0k	205.41	View chart
Caretrust Reit Real Estate Investme (CTRE)	0.1	$419k	+221057%	16k	27.03	View chart
Prosperity Bancshares In Common Stock (PB)	0.1	$414k	+57%	5.5k	75.35	View chart
The Cigna Group Common Stock (CI)	0.1	$414k		1.5k	276.00	View chart
Ft Vest Us Eqt Modrt Bfr Uit Exchange Traded (GJUN)	0.1	$414k	NEW	12k	36.00	View chart
Ishares 0-5 Year Tips Uit Exchange Traded (STIP)	0.1	$413k		4.1k	100.57	View chart
Roper Technologies Common Stock (ROP)	0.1	$407k	-2%	782.00	519.80	View chart
Thermo Fisher Scientific Equity (TMO)	0.1	$393k	-6%	756.00	520.22	View chart
Schwab Us Aggregate Bond Uit Exchange Traded (SCHZ)	0.1	$393k	+51%	17k	22.70	View chart
Public Storag 5.15 P Preferred Stock (PSA.PF)	0.1	$392k	+75%	18k	22.15	View chart
First Trust Capital Uit Exchange Traded (FTCS)	0.1	$391k	+535%	4.5k	87.82	View chart
Progressive Corp Oh Common Stock (PGR)	0.1	$388k		1.6k	239.58	View chart
Deere & Co Common Stock (DE)	0.1	$381k		900.00	423.70	View chart
Leidos Hldgs Common Stock (LDOS)	0.1	$376k		2.6k	144.06	View chart
American Tower Corp Real Estate Investme (AMT)	0.1	$376k		2.1k	183.00	View chart
Kraneshares Tr Mount Lucas Managed Futures Index Strategy Etf Equity (KMLM)	0.1	$372k	-2%	13k	28.10	View chart
Sherwin-williams Common Stock (SHW)	0.1	$372k	-2%	1.1k	339.80	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$367k	+99%	2.0k	181.50	View chart
Pepsico Common Stock (PEP)	0.0	$367k	-3%	2.4k	152.05	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.0	$363k	+25%	1.7k	212.41	View chart
Vanguard Russell 1000 Uit Exchange Traded (VONE)	0.0	$361k		1.4k	266.70	View chart
Franklin Bsp Capital Cor Closed End Mutl Fund	0.0	$360k	NEW	25k	14.45	View chart
Texas Instrs Common Stock (TXN)	0.0	$357k	+2%	1.9k	187.50	View chart
Mastercard Common Stock (MA)	0.0	$352k		669.00	526.50	View chart
Ft Vest Nasdaq 100 Uit Exchange Traded (QJUN)	0.0	$350k	+400%	13k	28.03	View chart
Ft Vest Us Eqty Mod Bufr Uit Exchange Traded (GOCT)	0.0	$350k	NEW	10k	34.99	View chart
Ishs Us Eqty Factr Uit Exchange Traded (DYNF)	0.0	$349k	-13%	6.8k	51.25	View chart
Willis Towers Watson P F Foreign Ordinaries (WTW)	0.0	$348k		1.1k	313.24	View chart
Marathon Pete Corp Common Stock (MPC)	0.0	$348k		2.5k	140.37	View chart
Ishares Esg Aware Msci Uit Exchange Traded (ESGU)	0.0	$346k		2.7k	128.81	View chart
Fst Tst Dow Jns Glbl Sel Uit Exchange Traded (FGD)	0.0	$344k	NEW	16k	22.24	View chart
Bank Of Ame 4.9561 P Preferred Stock (BAC.PE)	0.0	$340k	+308%	14k	23.78	View chart
Ft Vest Rising Div Uit Exchange Traded (RDVI)	0.0	$339k	NEW	14k	24.24	View chart
First Trust Value Uit Exchange Traded (FVD)	0.0	$338k		7.7k	43.64	View chart
Ishares Russell Mid Cap Uit Exchange Traded (IWS)	0.0	$337k	+8%	2.6k	129.00	View chart
Vanguard Intrmdiat Trm Uit Exchange Traded (VGIT)	0.0	$336k	-5%	5.8k	58.00	View chart
Pentair Plc F Foreign Ordinaries (PNR)	0.0	$336k	+46%	3.3k	100.60	View chart
Broadridge Finl Solution Common Stock (BR)	0.0	$336k		1.5k	226.08	View chart
Vanguard Small Cap Etf Uit Exchange Traded (VB)	0.0	$332k	+9%	1.4k	240.17	View chart
Vaneck Merk Gold Etf Uit Exchange Traded (OUNZ)	0.0	$332k	-17%	13k	25.29	View chart
Fs Specialty Lending Fun Closed End Mutl Fund	0.0	$332k	+907%	97k	3.41	View chart
Simplify Exchange Traded Fds Simplify Managed Futures Strategy Etf Etf Equity (CTA)	0.0	$329k	-3%	12k	27.89	View chart
Tidal Tr Ii Return Stacked U S Stks & Managed Futures Etf Equity (RSST)	0.0	$322k	+24405%	14k	23.90	View chart
Ft Vest Us Eqty Buffer Uit Exchange Traded (GMAR)	0.0	$318k	+466%	8.5k	37.46	View chart

Past Filings by ORG Partners

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

ORG Partners 2024 Q4 filed Jan. 10, 2025
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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