ORG Partners

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

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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 1555 positions in its portfolio as reported in the June 2025 quarterly 13F filing

ORG Partners has 1555 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vox Royalty Corp Registered Shs Isin#ca92919f1036 Equity (VOXR) 8.2 $38M -5% 12M 3.16
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Ft Vest Us Eqty Buffer Uit Exchange Traded (GMAR) 3.4 $16M -23% 397k 39.00
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Ft Rising Dividend Uit Exchange Traded (RDVY) 3.0 $14M -7% 217k 63.36
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Spdr S&p 500 Etf Uit Exchange Traded (SPY) 2.6 $12M +19% 19k 617.60
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First Trst Dorsey Wright Uit Exchange Traded (FV) 1.8 $8.3M -15% 140k 59.53
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Apple Common Stock (AAPL) 1.8 $8.3M +3% 40k 207.81
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Microsoft Corp Common Stock (MSFT) 1.8 $8.2M +10% 17k 492.04
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Alerian Mlp Etf Uit Exchange Traded (AMLP) 1.8 $8.1M -3% 167k 48.39
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Nvidia Corp Common Stock (NVDA) 1.7 $7.9M +11% 52k 153.30
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Berkshire Hathaway Common Stock (BRK.B) 1.7 $7.7M 16k 489.61
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Schwab Us Dividend Uit Exchange Traded (SCHD) 1.7 $7.6M -4% 281k 27.05
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Gilead Sciences Common Stock (GILD) 1.6 $7.4M 66k 111.72
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Amazon.com Common Stock (AMZN) 1.4 $6.3M +4% 29k 220.45
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Pacer Trendpilot Us Uit Exchange Traded (PTLC) 1.2 $5.7M -3% 113k 50.70
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Invsc S P Internationl Uit Exchange Traded (IDMO) 1.2 $5.6M +91% 111k 50.77
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Ishares Core Total Usd Uit Exchange Traded (IUSB) 1.2 $5.4M +18% 116k 46.05
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Wisdomtree Floating Rate Uit Exchange Traded (USFR) 1.1 $4.9M +443% 98k 50.30
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Sprott Physical Gold Etv Closed End Mutl Fund (PHYS) 1.0 $4.8M +58% 187k 25.52
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Ishares Us Thmatic Uit Exchange Traded (THRO) 1.0 $4.7M +55% 133k 35.41
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Vanguard S&p 500 Etf Uit Exchange Traded (VOO) 0.9 $4.2M 7.4k 567.74
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Invesco Nasdaq 100 Etf Uit Exchange Traded (QQQM) 0.9 $3.9M -18% 17k 225.11
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Palantir Technologies In Common Stock (PLTR) 0.8 $3.8M -20% 29k 130.67
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Costco Whsl Corp Common Stock (COST) 0.8 $3.6M +8% 3.6k 985.67
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Ishares Russell 1000 Uit Exchange Traded (IWB) 0.8 $3.5M +2% 10k 339.37
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Ishares Core S&p 500 Uit Exchange Traded (IVV) 0.8 $3.5M +26% 5.7k 620.67
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Innovator Grow 100 Power Uit Exchange Traded (NOCT) 0.7 $3.4M +34% 63k 54.27
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Keycorp 5.65 5.65 P Preferred Stock (KEY.PJ) 0.7 $3.4M -4% 160k 21.28
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Ishares Invest Grd Sys Uit Exchange Traded (IGEB) 0.7 $3.3M +5% 73k 45.29
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Ishs Us Eqty Factr Uit Exchange Traded (DYNF) 0.7 $3.2M +931% 58k 54.35
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Ishares Treasury Uit Exchange Traded (TFLO) 0.7 $3.1M +5% 61k 50.47
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Vanguard Growth Etf Uit Exchange Traded (VUG) 0.6 $3.0M -2% 6.8k 433.94
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Jpmorgan Betabuilders Uit Exchange Traded (BBUS) 0.6 $2.9M NEW 26k 111.77
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Eaton Vance Total Return Uit Exchange Traded (EVTR) 0.6 $2.7M +23% 53k 50.83
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Ishares National Muni Uit Exchange Traded (MUB) 0.6 $2.6M 25k 104.29
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Invsc Variable Rt Uit Exchange Traded (VRIG) 0.6 $2.6M +7% 103k 25.08
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Vanguard Total Uit Exchange Traded (VTI) 0.6 $2.6M -2% 8.5k 303.93
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Exxon Mobil Corp Common Stock (XOM) 0.6 $2.5M -16% 23k 109.20
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Invesco S&p 500 Equal Uit Exchange Traded (RSP) 0.5 $2.4M +30% 13k 184.15
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Jpmorgan Municipal Etf Uit Exchange Traded (JMUB) 0.5 $2.4M NEW 48k 49.52
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Ishares Floating Rate Uit Exchange Traded (FLOT) 0.5 $2.4M +4% 47k 50.82
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Spdr Gold Shares Etf Uit Exchange Traded (GLD) 0.5 $2.3M +11% 7.6k 307.55
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First Trust Morningstar Uit Exchange Traded (FDL) 0.5 $2.3M +10% 54k 42.73
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Ishares Short Duratn Bnd Uit Exchange Traded (NEAR) 0.5 $2.3M +323% 45k 50.86
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Wisdomtree Us Midcap Uit Exchange Traded (DON) 0.5 $2.3M +14% 44k 50.95
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Meta Platforms Common Stock (META) 0.5 $2.2M +21% 3.1k 722.30
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Ishares 7-10 Year Trsury Uit Exchange Traded (IEF) 0.5 $2.2M -28% 23k 95.29
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Ishares Msci Usa Momntum Uit Exchange Traded (MTUM) 0.5 $2.2M +16% 9.3k 236.67
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Cambria Fixed Income Uit Exchange Traded (CFIT) 0.5 $2.1M +563% 85k 24.60
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First Trust North Uit Exchange Traded (EMLP) 0.4 $2.1M 55k 37.06
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Vanguard Short Term Uit Exchange Traded (VGSH) 0.4 $2.0M +62% 35k 58.52
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Ishares Us Treasury Bond Uit Exchange Traded (GOVT) 0.4 $2.0M +6% 86k 22.88
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Jpmorgan Chase & 6 P Preferred Stock (JPM.PC) 0.4 $2.0M -13% 77k 25.40
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Alphabet Common Stock (GOOG) 0.4 $2.0M +7% 11k 176.91
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Ishares Msci Eurozone Uit Exchange Traded (EZU) 0.4 $1.9M +4% 32k 59.35
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Ishares Core S&p Mid Cap Uit Exchange Traded (IJH) 0.4 $1.9M -10% 30k 62.79
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Vanguard Ftse Developed Uit Exchange Traded (VEA) 0.4 $1.8M +210% 32k 56.97
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Invesco S&p 500 Low Uit Exchange Traded (SPLV) 0.4 $1.8M +23% 24k 73.34
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Invesco S And P 500 Garp Uit Exchange Traded (SPGP) 0.4 $1.7M +2% 16k 108.73
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Ishares S&p 500 Growth Uit Exchange Traded (IVW) 0.4 $1.7M +163% 15k 108.95
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Vaneck Commodity Uit Exchange Traded (PIT) 0.4 $1.7M 33k 51.18
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Ishares Msci Eafe Value Uit Exchange Traded (EFV) 0.4 $1.6M +180% 26k 63.59
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Tesla Common Stock (TSLA) 0.4 $1.6M +5% 5.4k 300.64
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Jpmorgan Betabuilders Uit Exchange Traded (BBIN) 0.4 $1.6M NEW 24k 67.42
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Invesco Russell 1000 Uit Exchange Traded (OMFL) 0.4 $1.6M -29% 28k 57.65
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Bank Of Amer 5.375 P Preferred Stock (BAC.PM) 0.4 $1.6M -9% 73k 21.99
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Amgen Common Stock (AMGN) 0.3 $1.6M 5.4k 290.50
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Ishares Interst Rate Hdg Uit Exchange Traded (LQDH) 0.3 $1.5M +99% 16k 92.62
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Ishares Msci Usa Qlty Uit Exchange Traded (QUAL) 0.3 $1.5M +293% 8.2k 183.43
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Newmont Corp Common Stock (NEM) 0.3 $1.5M +116% 25k 58.82
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Wisdomtree Us Qlt Div Uit Exchange Traded (DGRW) 0.3 $1.5M 18k 84.37
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Altria Group Common Stock (MO) 0.3 $1.5M +36% 25k 58.24
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Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ) 0.3 $1.4M -19% 26k 56.11
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Cathay Gen Bancorp Common Stock (CATY) 0.3 $1.4M 31k 46.96
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Fidelity Total Bond Etf Uit Exchange Traded (FBND) 0.3 $1.4M +92% 31k 45.74
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Vanguard Dividend Uit Exchange Traded (VIG) 0.3 $1.4M -11% 6.7k 206.07
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Cambria Tail Risk Etf Uit Exchange Traded (TAIL) 0.3 $1.4M -12% 113k 11.96
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Spdr Bloomberg 1 3 Mnth Uit Exchange Traded (BIL) 0.3 $1.3M 15k 91.38
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Alphabet Common Stock (GOOGL) 0.3 $1.3M -5% 7.3k 175.81
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Northrop Grumman Corp Common Stock (NOC) 0.3 $1.3M +29% 2.4k 536.27
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Invesco Rafi Emerging Uit Exchange Traded (PXH) 0.3 $1.3M NEW 54k 23.46
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Axon Enterprise Common Stock (AXON) 0.3 $1.3M -2% 1.6k 775.00
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Pnc Finl Services Common Stock (PNC) 0.3 $1.2M -2% 6.4k 192.51
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Jpmorgan Active Value Uit Exchange Traded (JAVA) 0.3 $1.2M NEW 18k 66.30
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Proshares Short S&p 500 Uit Exchange Traded (SH) 0.2 $1.1M NEW 28k 39.71
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Jpmorgan Chas 5.75 P Preferred Stock (JPM.PD) 0.2 $1.1M -3% 45k 24.78
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Msa Safety Common Stock (MSA) 0.2 $1.1M 6.5k 171.30
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Jpmorgan Active Growth Uit Exchange Traded (JGRO) 0.2 $1.1M NEW 13k 85.02
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Schwab Us Large Cap Etf Uit Exchange Traded (SCHX) 0.2 $1.1M -6% 44k 24.46
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Capital Group Intrnl Cr Uit Exchange Traded (CGIC) 0.2 $1.0M +64% 36k 29.04
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Broadcom Common Stock (AVGO) 0.2 $1.0M +30% 3.9k 264.71
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Global X Defense Tech Uit Exchange Traded (SHLD) 0.2 $1.0M +3% 18k 58.80
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Eli Lilly And Common Stock (LLY) 0.2 $1.0M -8% 1.3k 775.75
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Philip Morris Intl Common Stock (PM) 0.2 $1.0M +8% 5.8k 177.53
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Jpmorgan Chase & Co Common Stock (JPM) 0.2 $1.0M 3.5k 290.40
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Ishares Core S&p Small Uit Exchange Traded (IJR) 0.2 $1.0M +9% 9.1k 110.92
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Ishares S&p 500 Value Uit Exchange Traded (IVE) 0.2 $1.0M +397% 5.1k 197.27
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Ishares Core Msci Uit Exchange Traded (IEMG) 0.2 $990k +214% 17k 60.08
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Ishares Short Term Ntnl Uit Exchange Traded (SUB) 0.2 $976k 9.2k 106.17
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Visa Common Stock (V) 0.2 $975k +24% 2.7k 355.44
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Select Stoxx Europe Aspc Uit Exchange Traded (EUAD) 0.2 $973k +17% 23k 41.61
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Vanguard Muni Bnd Tax Uit Exchange Traded (VTEB) 0.2 $969k NEW 20k 48.93
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Ishares 1-3 Year Treasry Uit Exchange Traded (SHY) 0.2 $942k -38% 11k 82.47
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Ishares 3-7 Year Trery Uit Exchange Traded (IEI) 0.2 $939k +7% 7.9k 118.47
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Ishares Jpmorgan Usd Mts Uit Exchange Traded (EMB) 0.2 $928k +19% 10k 92.44
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Capital Group Core Uit Exchange Traded (CGBL) 0.2 $921k +4700% 28k 33.38
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Vanguard Value Etf Uit Exchange Traded (VTV) 0.2 $911k -2% 5.1k 178.56
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Global X U.s. Uit Exchange Traded (PAVE) 0.2 $907k +22% 21k 44.02
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Schwab Us Large Cap Uit Exchange Traded (SCHG) 0.2 $904k -18% 31k 28.92
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Ishares 0-3 Month Uit Exchange Traded (SGOV) 0.2 $894k 8.9k 100.37
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Spdr Fund Consumer Uit Exchange Traded (XLP) 0.2 $888k +26% 11k 81.98
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Ishares Russell 1000 Uit Exchange Traded (IWF) 0.2 $881k +17% 2.1k 420.00
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Ishares Core Dividend Uit Exchange Traded (DGRO) 0.2 $865k 13k 64.72
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Ishares Bitcoin Etf Uit Exchange Traded (IBIT) 0.2 $856k +2% 14k 59.84
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Pimco Intrmediate Muni Uit Exchange Traded (MUNI) 0.2 $829k 16k 51.21
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Ibm Corp Common Stock (IBM) 0.2 $811k +3% 2.8k 291.18
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Amphenol Corp Common Stock (APH) 0.2 $809k +12% 8.3k 97.33
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Alps Equal Sector Weight Uit Exchange Traded (EQL) 0.2 $808k -3% 18k 44.10
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Procter & Gamble Common Stock (PG) 0.2 $801k +2% 5.0k 161.14
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Ishares Core Us Uit Exchange Traded (AGG) 0.2 $759k +12% 7.7k 98.78
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National Healthcare Prop Real Estate Investme 0.2 $742k 23k 32.16
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Bank Of Amer 5.875 P Preferred Stock (BAC.PK) 0.2 $737k 30k 24.33
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Ishares Short Treasury Uit Exchange Traded (SHV) 0.2 $728k +5% 6.6k 110.04
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Ishares Msci Eafe Growth Uit Exchange Traded (EFG) 0.2 $724k +103% 6.5k 111.22
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Vanguard Extended Market Uit Exchange Traded (VXF) 0.2 $722k 3.7k 193.58
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Hines Global Income Trus Real Estate Investme (ZHGIIX) 0.2 $713k 73k 9.81
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Lockheed Martin Corp Common Stock (LMT) 0.2 $696k +152% 1.5k 465.67
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Ishares 20 Pls Year Uit Exchange Traded (TLT) 0.2 $692k -48% 7.8k 88.12
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Taiwan Semiconductor M F American Depository (TSM) 0.2 $690k +2% 3.1k 224.68
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Wisdomtree Us Largecap Uit Exchange Traded (EPS) 0.1 $687k -3% 11k 64.14
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Jpmorgan Core Plus Bond Uit Exchange Traded (JCPB) 0.1 $669k NEW 14k 46.85
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Ishares Core S&p Us Uit Exchange Traded (IUSG) 0.1 $667k -2% 4.5k 148.88
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Palo Alto Networks Common Stock (PANW) 0.1 $664k +55% 3.4k 197.50
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Pimco Active Bond Etf Uit Exchange Traded (BOND) 0.1 $657k +10% 7.2k 91.70
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Jpmorgan Active Bond Uit Exchange Traded (JBND) 0.1 $657k NEW 12k 53.40
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Vaneck Merk Gold Etf Uit Exchange Traded (OUNZ) 0.1 $650k +57% 20k 32.16
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Crowdstrike Hldgs Common Stock (CRWD) 0.1 $649k +63% 1.3k 492.00
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Bank Of America Corp Common Stock (BAC) 0.1 $635k +7% 13k 48.15
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Jpmorgan Betabuilders Us Uit Exchange Traded (BBAG) 0.1 $629k NEW 14k 46.02
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Vanguard Mid Cap Growth Uit Exchange Traded (VOT) 0.1 $628k NEW 2.2k 283.00
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Danaher Corp Common Stock (DHR) 0.1 $623k -18% 3.1k 201.06
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Ishares 10-20 Year Tsury Uit Exchange Traded (TLH) 0.1 $609k +298% 6.0k 101.20
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Rtx Corp Common Stock (RTX) 0.1 $608k +916% 4.2k 144.17
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Flowstone Opportunity Fu Closed End Mutl Fund 0.1 $607k 35k 17.34
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Advanced Micro Devic Common Stock (AMD) 0.1 $589k -4% 4.3k 136.10
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Ishares Russell 1000 Uit Exchange Traded (IWD) 0.1 $585k +28% 3.0k 196.00
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Invesco Qqq Trust Uit Exchange Traded (QQQ) 0.1 $583k -24% 1.1k 546.97
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Walmart Common Stock (WMT) 0.1 $573k -7% 5.8k 98.23
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Uber Technologies Common Stock (UBER) 0.1 $562k +41% 6.1k 92.10
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Capital One Fi 4.8 P Preferred Stock (COF.PJ) 0.1 $561k -23% 31k 18.14
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Capital Group Global Uit Exchange Traded (CGGE) 0.1 $550k +1459% 19k 29.03
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Ishares S&p 100 Etf Uit Exchange Traded (OEF) 0.1 $545k +511% 1.8k 303.33
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Oracle Corp Common Stock (ORCL) 0.1 $540k -65% 2.5k 218.95
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Ishares Gold Etf Uit Exchange Traded (IAU) 0.1 $540k +98% 8.6k 62.86
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Ishares 0-5 Year Tips Uit Exchange Traded (STIP) 0.1 $539k +28% 5.3k 102.43
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John Hancock Multifactor Uit Exchange Traded (JHML) 0.1 $537k NEW 7.3k 73.57
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Ltc Pptys Real Estate Investme (LTC) 0.1 $537k +6% 16k 34.68
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Netflix Common Stock (NFLX) 0.1 $537k +72% 415.00 1293.50
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Fortinet Common Stock (FTNT) 0.1 $536k +1405% 5.2k 102.39
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The Cigna Group Common Stock (CI) 0.1 $529k +4% 1.6k 334.33
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Invesco S&p 500 Quality Uit Exchange Traded (SPHQ) 0.1 $523k 7.3k 71.70
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Invsc Bulletsh 2025 Crp Uit Exchange Traded (BSCP) 0.1 $518k -5% 25k 20.69
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Invsc Bulletsha 2026 Crp Uit Exchange Traded (BSCQ) 0.1 $516k -5% 26k 19.52
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Vaneck Uranium And Uit Exchange Traded (NLR) 0.1 $512k +23% 4.8k 107.62
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Johnson & Johnson Common Stock (JNJ) 0.1 $507k 3.3k 155.86
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Schwab Us Tips Etf Uit Exchange Traded (SCHP) 0.1 $497k +13% 19k 26.57
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Invsc Bulletshr 2027 Crp Uit Exchange Traded (BSCR) 0.1 $496k -27% 25k 19.64
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The Coca-cola Common Stock (KO) 0.1 $496k +8% 6.9k 71.65
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Barrick Mng Corp F Foreign Canadian (B) 0.1 $496k NEW 24k 20.85
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Super Micro Computer Common Stock (SMCI) 0.1 $495k +41852% 11k 47.20
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Mcdonalds Corp Common Stock (MCD) 0.1 $492k +8% 1.7k 297.45
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Home Depot Common Stock (HD) 0.1 $488k +6% 1.3k 373.16
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S&p Global Common Stock (SPGI) 0.1 $486k +48% 919.00 529.29
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Fs Specialty Lending Fun Closed End Mutl Fund 0.1 $485k NEW 24k 20.25
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C3 Ai Common Stock (AI) 0.1 $478k +338% 20k 24.57
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Goldman Sachs Group Common Stock (GS) 0.1 $474k +11% 671.00 706.44
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Morgan Stanl 4.875 P Preferred Stock (MS.PL) 0.1 $472k -20% 24k 19.97
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Ishares Russell 2000 Uit Exchange Traded (IWM) 0.1 $472k +53% 2.2k 218.00
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Abbott Labs Common Stock (ABT) 0.1 $471k +12% 3.5k 136.26
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Pacer Trendpilot Us Bond Uit Exchange Traded (PTBD) 0.1 $447k 23k 19.72
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Customers B 9.3421 P Preferred Stock (CUBI.PF) 0.1 $446k -23% 17k 25.69
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First Trst Stoxx Eur Sel Uit Exchange Traded (FDD) 0.1 $443k NEW 29k 15.53
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Return Stacked Us Stk Uit Exchange Traded (RSST) 0.1 $438k +12% 19k 23.30
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Ntnl Storage Aff 6 P Preferred Stock (NSA.PB) 0.1 $434k 20k 21.30
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Ft Vest Us Eqt Modrt Bfr Uit Exchange Traded (GJUN) 0.1 $432k 12k 37.54
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Wisdomtree Yield Enhnc U Uit Exchange Traded (AGGY) 0.1 $426k +59% 9.8k 43.64
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Ishares Msci Acwi Ex Us Uit Exchange Traded (ACWX) 0.1 $424k 7.0k 60.92
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Ishares Us Technology Uit Exchange Traded (IYW) 0.1 $423k +215% 2.5k 171.33
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Blackstone Secd Lending Common Stock (BXSL) 0.1 $423k +102% 14k 30.81
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Capital Group Dividend Uit Exchange Traded (CGDG) 0.1 $421k +914% 13k 33.72
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Capital Group Dividend Uit Exchange Traded (CGDV) 0.1 $421k +864% 11k 39.59
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At&t Common Stock (T) 0.1 $420k +6% 15k 28.88
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Select Sector Uti Select Uit Exchange Traded (XLU) 0.1 $417k -4% 5.1k 81.91
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Vanguard Internatnl Hgh Uit Exchange Traded (VYMI) 0.1 $416k +24% 5.2k 80.35
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Ishares Expanded Tech Uit Exchange Traded (IGV) 0.1 $414k -40% 3.8k 108.24
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Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB) 0.1 $412k -44% 8.2k 50.15
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Ge Aerospace Common Stock (GE) 0.1 $412k +21% 1.7k 249.00
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Wisdomtree Us Uit Exchange Traded (USMF) 0.1 $409k -3% 7.9k 51.54
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Invesco Aerospace & Uit Exchange Traded (PPA) 0.1 $407k +53% 2.9k 139.82
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Ares Cap Corp Equity Common Stock (ARCC) 0.1 $407k +69% 18k 22.05
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Jpmorgan Global Select Uit Exchange Traded (JGLO) 0.1 $400k NEW 6.2k 64.38
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Bunge Global Sa F Foreign Ordinaries (BG) 0.1 $397k +24625% 4.9k 80.22
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Capital Group Growth Uit Exchange Traded (CGGR) 0.1 $397k +38% 9.9k 40.20
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Jpmorgan Ultra Shrt Uit Exchange Traded (JMST) 0.1 $396k NEW 7.8k 50.81
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Mastercard Common Stock (MA) 0.1 $394k +73% 698.00 564.60
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Ishares Mbs Etf Uit Exchange Traded (MBB) 0.1 $393k +779% 4.2k 93.00
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Snowflake Common Stock (SNOW) 0.1 $387k -14% 1.8k 215.96
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Unitedhealth Group Common Stock (UNH) 0.1 $387k 1.2k 326.12
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Vaneck Real Assets Etf Uit Exchange Traded (RAAX) 0.1 $382k -2% 12k 31.48
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Imgp Dbi Managed Futures Uit Exchange Traded (DBMF) 0.1 $381k +7% 15k 25.75
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Wells Fargo & Co Common Stock (WFC) 0.1 $376k +201% 4.6k 81.49
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MPLX Limited Partnershp (MPLX) 0.1 $370k -4% 7.3k 50.88
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Ft Vest Us Equity Buffer Uit Exchange Traded (FDEC) 0.1 $370k 7.9k 46.61
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Ft Vest Us Eqt Mdrt Bfr Uit Exchange Traded (GSEP) 0.1 $367k 10k 36.66
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Ft Vest Us Eqty Mod Bufr Uit Exchange Traded (GOCT) 0.1 $365k 10k 36.54
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Monster Beverage Corp Ne Common Stock (MNST) 0.1 $365k -41% 5.8k 63.50
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Verizon Communications I Common Stock (VZ) 0.1 $363k +2% 8.3k 43.68
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Proshares Bitcoin Etf Uit Exchange Traded (BITO) 0.1 $363k +904% 18k 20.27
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First Trust Nasdaq Uit Exchange Traded (CIBR) 0.1 $349k +5% 4.7k 74.42
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Eaton Corp Plc F Foreign Ordinaries (ETN) 0.1 $347k +20% 978.00 355.03
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Franklin Bsp Capital Cor Closed End Mutl Fund 0.1 $347k 25k 13.94
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Deere & Co Common Stock (DE) 0.1 $347k +12% 683.00 508.00
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Texas Instrs Common Stock (TXN) 0.1 $345k +12% 1.6k 210.33
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Willis Towers Watson P F Foreign Ordinaries (WTW) 0.1 $344k 1.1k 307.50
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First Trust Capital Uit Exchange Traded (FTCS) 0.1 $340k -6% 3.7k 91.98
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Capital Group Core Uit Exchange Traded (CGUS) 0.1 $338k +799% 9.1k 36.89
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Brown Forman Corp Common Stock (BF.B) 0.1 $332k 12k 27.85
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Ft Vest Nasdaq 100 Uit Exchange Traded (QSPT) 0.1 $323k 11k 29.46
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Wells Fargo & 4.75 P Preferred Stock (WFC.PZ) 0.1 $322k -34% 17k 19.20
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Cardinal Health Common Stock (CAH) 0.1 $315k 1.9k 164.38
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Lowes Cos Common Stock (LOW) 0.1 $313k +13% 1.4k 228.64
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Ishares Russell Mid Cap Uit Exchange Traded (IWS) 0.1 $312k +2% 2.3k 133.75
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Defiance Nas 100 Ehd Opt Uit Exchange Traded (QQQY) 0.1 $312k +7% 12k 26.03
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Intuit Common Stock (INTU) 0.1 $310k +69% 398.00 779.33
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Nuveen Floating Rate Closed End Mutl Fund (JFR) 0.1 $310k 37k 8.49
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Automatic Data Processin Common Stock (ADP) 0.1 $307k -3% 990.00 310.08
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Ge Vernova Common Stock (GEV) 0.1 $302k +24% 596.00 506.00
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Ishares Total Us Uit Exchange Traded (ITOT) 0.1 $296k +11% 2.2k 135.00
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Prologis Real Estate Investme (PLD) 0.1 $296k -8% 2.8k 106.58
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Constellation Energy Cor Common Stock (CEG) 0.1 $296k +18% 960.00 307.90
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Capital Group Core Plus Uit Exchange Traded (CGCP) 0.1 $295k +491% 13k 22.51
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Pacer Us Small Cap Cash Uit Exchange Traded (CALF) 0.1 $295k -7% 7.2k 40.76
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Jhn Hncock Mltfctr Dvlpd Uit Exchange Traded (JHMD) 0.1 $293k NEW 7.7k 38.22
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Fs Credit Opportunities Closed End Mutl Fund (FSCO) 0.1 $293k -6% 40k 7.30
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Public Storag 5.15 P Preferred Stock (PSA.PF) 0.1 $292k -19% 14k 20.53
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Capital Group Global Uit Exchange Traded (CGGO) 0.1 $289k +1739% 9.1k 31.71
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Teledyne Technologies In Common Stock (TDY) 0.1 $283k -55% 553.00 511.50
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Ishares Flexible Incme Uit Exchange Traded (BINC) 0.1 $283k +195% 5.4k 52.59
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Linde Plc F Foreign Ordinaries (LIN) 0.1 $281k +18% 590.00 476.50
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Ishares Interntinl Uit Exchange Traded (IAGG) 0.1 $281k NEW 5.5k 51.11
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Ecolab Common Stock (ECL) 0.1 $279k +22% 1.0k 272.60
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Past Filings by ORG Partners

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