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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, IUSB, VOO, ACIO, DRSK, and represent 16.38% of ORG Partners's stock portfolio.
Added to shares of these 10 stocks: VOXR (+$34M), IUSB (+$27M), VOO (+$26M), ACIO (+$24M), DRSK (+$21M), BRK.B (+$17M), VEA (+$14M), IVV (+$14M), ADME (+$12M), JUCY (+$12M).
Started 1305 new stock positions in DUGIX, IYG, WWR, GPRO, Deutsche S&p 500 Index Fd-s open-end fund, IEFA, LYFT, Invesco Core Bond Y, BIL, AGG.
Reduced shares in these 10 stocks: Pioneer Natural Resources, HSY, K, TTE, GIS, INFA, NOK, BP, PSLV, W.
Sold out of its positions in ARGX, Flamel Technologies Sa, BLDR, CPYYY, ELP, ELPC, DEO, DRD, EH, E.
ORG Partners was a net buyer of stock by $749M.
ORG Partners has $801M in assets under management (AUM), dropping by 1426.30%.
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 1805 positions in its portfolio as reported in the June 2024 quarterly 13F filing

ORG Partners has 1805 total positions. Only the first 250 positions are shown.

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Download the ORG Partners June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vox Royalty Corp Registered Shs Isin#ca92919f1036 Stock (VOXR)	4.3	$34M	NEW	12M	2.77	View chart
Ishares Tr Core Total Usd Bd Mkt Etf Stock (IUSB)	3.3	$27M	NEW	590k	45.22	View chart
Vanguard Index Fds S&p 500 Etf Stock (VOO)	3.2	$26M	NEW	51k	500.09	View chart
Aptus Collared Inv Uit Exchange Traded (ACIO)	3.0	$24M	NEW	627k	37.79	View chart
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)	2.6	$21M	NEW	776k	26.97	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.5	$20M	+655%	49k	406.80	View chart
Vanguard Intl Fd Ftse Developed Mkts Etf Stock (VEA)	1.8	$14M	NEW	290k	49.42	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	1.8	$14M	NEW	26k	548.40	View chart
1/100 Berkshire Htwy A Common Stock	1.7	$13M	+214%	2.2k	6104.60	View chart
Apple Stock (AAPL)	1.5	$12M	+1312%	57k	210.62	View chart
Aptus Drawdown Managed Uit Exchange Traded (ADME)	1.4	$12M	NEW	262k	43.85	View chart
Aptus Enhanced Yield Uit Exchange Traded (JUCY)	1.4	$12M	NEW	496k	23.17	View chart
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)	1.4	$11M	NEW	154k	70.74	View chart
Nvidia Corp Stock (NVDA)	1.3	$10M	+9245%	82k	123.54	View chart
Ishares Tr Ishares 0-3 Mnth Treas Bd Etf Stock (SGOV)	1.0	$8.4M	NEW	84k	100.71	View chart
Ishares Inc Core Msci Emerging Mkts Etf Stock (IEMG)	1.0	$8.3M	NEW	154k	53.53	View chart
Exxon Mobil Corp Stock (XOM)	1.0	$8.2M	+4177%	72k	115.12	View chart
Ishares Tr Msci Usa Quality Factor Etf Stock (QUAL)	1.0	$8.2M	NEW	48k	170.76	View chart
Ishares Total Us Uit Exchange Traded (ITOT)	1.0	$8.2M	NEW	69k	118.95	View chart
Ishares Tr Msci Eafe Value Etf Stock (EFV)	1.0	$8.0M	NEW	151k	53.04	View chart
Ishares Tr Msci Eafe Growth Etf Stock (EFG)	1.0	$7.9M	NEW	78k	102.30	View chart
Amazon Stock (AMZN)	1.0	$7.9M	+892%	41k	193.25	View chart
First Eagle Global I Ntf Equity Funds (SGIIX)	0.9	$7.6M	NEW	111k	68.26	View chart
Calamos Market Neutral I Ntf Equity Funds (CMNIX)	0.9	$7.6M	NEW	520k	14.60	View chart
Microsoft Corp Stock (MSFT)	0.9	$7.5M	+2297%	17k	446.95	View chart
Schwab Us Dividend Uit Exchange Traded (SCHD)	0.9	$6.8M	NEW	89k	77.41	View chart
Opus Small Cap Value Uit Exchange Traded (OSCV)	0.8	$6.6M	NEW	193k	34.13	View chart
Pacer Trendpilot Us Uit Exchange Traded (PTLC)	0.8	$6.3M	NEW	127k	49.88	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.8	$6.0M	+1360%	33k	183.42	View chart
Energy Transfer Limited Partnershp (ET)	0.7	$5.9M		362k	16.36	View chart
Ishares Tr Natl Mun Bd Etf Stock (MUB)	0.7	$5.6M	NEW	53k	106.55	View chart
Ishares Tr Core Divid Growth Etf Stock (DGRO)	0.7	$5.6M	NEW	97k	57.61	View chart
Tesla Stock (TSLA)	0.7	$5.4M	+674%	28k	197.88	View chart
Spdr S&p 500 Etf Tr Tr Unit Stock (SPY)	0.6	$5.2M	NEW	9.5k	544.22	View chart
Vanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Stock (VONG)	0.6	$4.9M	NEW	53k	93.81	View chart
Gilead Sciences Common Stock (GILD)	0.6	$4.6M	+5%	67k	68.63	View chart
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)	0.6	$4.5M	+8%	250k	18.12	View chart
Schwab Us Aggregate Bond Uit Exchange Traded (SCHZ)	0.6	$4.5M	NEW	99k	45.20	View chart
Bluerock Total Income R Equity Funds (TIPWX)	0.5	$4.3M	NEW	156k	27.82	View chart
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)	0.5	$4.3M	NEW	80k	54.28	View chart
Abbott Labs Stock (ABT)	0.5	$4.2M	+834%	41k	103.91	View chart
Walmart Stock (WMT)	0.5	$4.2M	+3422%	62k	67.71	View chart
Edgewood Growth Instl Equity Funds (EGFIX)	0.5	$4.1M	NEW	81k	50.80	View chart
Ishares Short Treasury Uit Exchange Traded (SHV)	0.5	$4.1M	NEW	37k	110.05	View chart
Abbvie Stock (ABBV)	0.5	$3.8M	+1452%	22k	171.47	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	0.5	$3.8M	NEW	41k	90.85	View chart
Proshares Tr S&p 500 Divid Aristocrats Etf Stock (NOBL)	0.4	$3.5M	NEW	37k	96.13	View chart
Vanguard Star Fds Vanguard Total Intl Stock Index Fd Etf Stock (VXUS)	0.4	$3.5M	NEW	58k	60.30	View chart
Hines Global Income Trust Inc Shs Cl I Stock	0.4	$3.3M	NEW	327k	10.02	View chart
Osterweis Strategic Inco Bond Funds (OSTIX)	0.4	$3.3M	NEW	294k	11.05	View chart
Polen Growth Institution Equity Funds (POLIX)	0.4	$3.2M	NEW	69k	45.94	View chart
American Funds Growth Fu Ntf Equity Funds (GFAFX)	0.4	$3.2M	NEW	43k	73.29	View chart
Ishares Tr Russell 1000 Etf Stock (IWB)	0.4	$3.0M	NEW	10k	297.45	View chart
Ishares Msci Usa Min Vol Uit Exchange Traded (USMV)	0.4	$3.0M	NEW	36k	83.76	View chart
J P Morgan Chase & Co Common Stock (JPM)	0.4	$2.9M	+1041%	14k	205.45	View chart
Gateway Y Equity Funds (GTEYX)	0.4	$2.8M	NEW	65k	43.79	View chart
Amgen Common Stock (AMGN)	0.4	$2.8M	+85%	9.1k	311.00	View chart
Transamerica Short-term Bond Funds (TSTIX)	0.3	$2.8M	NEW	284k	9.73	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.3	$2.7M	NEW	7.1k	379.20	View chart
Ishares Tr Core Msci Eafe Etf Stock (IEFA)	0.3	$2.7M	NEW	37k	72.64	View chart
First Trust Alt Opportun Equity Funds (VFLEX)	0.3	$2.6M	NEW	97k	27.05	View chart
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)	0.3	$2.5M	NEW	59k	43.40	View chart
International Business Machs Corp Stock (IBM)	0.3	$2.5M	+1125%	14k	172.95	View chart
Abbey Capital Multi Asse Equity Funds (MAFIX)	0.3	$2.4M	NEW	195k	12.55	View chart
Ishares Floating Rate Uit Exchange Traded (FLOT)	0.3	$2.4M	NEW	48k	50.86	View chart
Ishares Tr Core S&p Small-cap Etf Stock (IJR)	0.3	$2.4M	NEW	23k	106.66	View chart
Qualcomm Stock (QCOM)	0.3	$2.4M	+402400%	12k	199.17	View chart
Performance Trust Total Ntf Bond Funds (PTIAX)	0.3	$2.4M	NEW	114k	20.80	View chart
Jpmorgan Ultra Short Uit Exchange Traded (JPST)	0.3	$2.4M	NEW	47k	50.25	View chart
Alphabet Inc Cl A Stock (GOOGL)	0.3	$2.3M	+8770%	13k	182.15	View chart
Ishares Treasury Floatng Uit Exchange Traded (TFLO)	0.3	$2.3M	NEW	46k	50.46	View chart
Rstk Vox Royalty Corp Stock	0.3	$2.2M	NEW	797k	2.77	View chart
Nationwide Geneva Small Equity Funds (NWKDX)	0.3	$2.2M	NEW	27k	81.20	View chart
Home Depot Stock (HD)	0.3	$2.1M	+2145%	6.1k	344.24	View chart
Vanguard Russell 1000 Uit Exchange Traded (VONE)	0.3	$2.1M	NEW	8.5k	246.60	View chart
Ishares Core S&p Mid Cap Uit Exchange Traded (IJH)	0.3	$2.1M	NEW	36k	57.95	View chart
Proshares Short S&p 500 Uit Exchange Traded (SH)	0.3	$2.0M	NEW	177k	11.39	View chart
Lilly Eli & Co Stock (LLY)	0.3	$2.0M	+10452%	2.2k	905.38	View chart
Eaton Vance Strategic In Bond Funds (ESIIX)	0.2	$2.0M	NEW	306k	6.55	View chart
Vanguard Index Fds Vanguard Total Stk Mkt Etf Stock (VTI)	0.2	$2.0M	NEW	7.5k	267.51	View chart
Altria Group Common Stock (MO)	0.2	$2.0M	+434%	43k	46.20	View chart
Costco Wholesale Corp Stock (COST)	0.2	$2.0M	+744%	2.3k	849.94	View chart
Procter & Gamble Stock (PG)	0.2	$2.0M	+1699%	12k	164.92	View chart
Pacer Fds Tr Wealthshield Etf Stock (PWS)	0.2	$1.9M	NEW	66k	29.54	View chart
Ishares Invest Grd Sys Uit Exchange Traded (IGEB)	0.2	$1.9M	NEW	44k	43.99	View chart
Harding Loevner Internat Equity Funds (HLMIX)	0.2	$1.9M	NEW	73k	26.35	View chart
American Funds Fundament Ntf Equity Funds (FINFX)	0.2	$1.9M	NEW	22k	83.62	View chart
Verizon Communicatn Common Stock (VZ)	0.2	$1.8M	+1266%	44k	42.37	View chart
Valmont Industries Common Stock (VMI)	0.2	$1.8M	NEW	6.8k	268.04	View chart
Enterprise Prods Part Limited Partnershp (EPD)	0.2	$1.8M	+7%	62k	28.99	View chart
Chevron Corp Common Stock (CVX)	0.2	$1.8M	+1113%	12k	156.50	View chart
Amplify Cwp Enhanced Div Uit Exchange Traded (DIVO)	0.2	$1.8M	NEW	46k	38.77	View chart
American Funds Growth Fu Ntf Equity Funds (GFFFX)	0.2	$1.8M	NEW	24k	74.04	View chart
Massmutual Global Fltg R Equity Funds (BXFYX)	0.2	$1.8M	NEW	201k	8.79	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$1.7M	+462%	3.5k	504.22	View chart
First Trust North Uit Exchange Traded (EMLP)	0.2	$1.7M	NEW	57k	30.38	View chart
Ishares Us Treasury Bond Uit Exchange Traded (GOVT)	0.2	$1.7M	NEW	77k	22.38	View chart
Vanguard Total Internatl Uit Exchange Traded (BNDX)	0.2	$1.7M	NEW	35k	48.40	View chart
Ishares 1-3 Year Treasry Uit Exchange Traded (SHY)	0.2	$1.6M	NEW	20k	81.29	View chart
Pacer Trendpilot Uit Exchange Traded (PTIN)	0.2	$1.6M	NEW	56k	29.08	View chart
Salesforce Stock (CRM)	0.2	$1.6M	+2673%	6.3k	257.10	View chart
Pepsico Common Stock (PEP)	0.2	$1.6M	+1176%	9.8k	162.88	View chart
Pacer Fds Tr Trendpilot U S Bd Etf Stock (PTBD)	0.2	$1.6M	NEW	80k	20.10	View chart
Transamerica Bond I Bond Funds (TFXIX)	0.2	$1.6M	NEW	201k	7.92	View chart
Spdr Bloomberg 1 3 Mnth Uit Exchange Traded (BIL)	0.2	$1.6M	NEW	17k	91.42	View chart
Tidal Tr Ii Blueprint Chesapeake Multi-asset Trend Etf Stock (TFPN)	0.2	$1.6M	NEW	62k	25.45	View chart
Visa Inc Com Cl A Stock (V)	0.2	$1.6M	+776%	5.9k	262.45	View chart
Caterpillar Ins Stock (CAT)	0.2	$1.5M	+612%	4.5k	333.10	View chart
Ishares Russell 2000 Uit Exchange Traded (IWO)	0.2	$1.5M	NEW	5.7k	260.83	View chart
Honeywell Intl Common Stock (HON)	0.2	$1.4M	+783%	6.8k	210.83	View chart
Lockheed Martin Corp Stock (LMT)	0.2	$1.4M	+1612%	3.0k	467.10	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Russell 1000 Multifactor Etf Stock (OMFL)	0.2	$1.4M	NEW	27k	52.49	View chart
Grandeur Peak Global Con Equity Funds (GPGCX)	0.2	$1.4M	NEW	90k	15.50	View chart
Ishares Tr Short-term Natl Mun Bd Etf Stock (SUB)	0.2	$1.4M	NEW	13k	104.55	View chart
Vanguard Total Stock Mkt Equity Funds (VTSAX)	0.2	$1.4M	NEW	10k	130.46	View chart
Mastercard Inc Cl A Stock (MA)	0.2	$1.4M	+4072%	3.1k	441.16	View chart
Prosh K-1 Free Crude Oil Uit Exchange Traded (OILK)	0.2	$1.4M	NEW	28k	49.04	View chart
Cathay General Banco Common Stock (CATY)	0.2	$1.3M	+36%	36k	37.03	View chart
Vaneck Commodity Uit Exchange Traded (PIT)	0.2	$1.3M	NEW	27k	50.00	View chart
Ishares Tr Core S&p U S Growth Etf Stock (IUSG)	0.2	$1.3M	NEW	11k	127.48	View chart
Pfizer Common Stock (PFE)	0.2	$1.3M	+1729%	47k	28.22	View chart
Newmont Corp Common Stock (NEM)	0.2	$1.3M	+594%	32k	41.64	View chart
Blackrock High Yield Bon Ntf Bond Funds (BHYIX)	0.2	$1.3M	NEW	184k	7.03	View chart
American Funds Income Fu Ntf Equity Funds (AMEFX)	0.2	$1.3M	NEW	53k	24.05	View chart
Unitedhealth Group Stock (UNH)	0.2	$1.3M	+1538%	2.5k	509.24	View chart
Ishares Msci Emerging Uit Exchange Traded (EMXC)	0.2	$1.3M	NEW	21k	59.21	View chart
Invesco S And P 500 Garp Uit Exchange Traded (SPGP)	0.2	$1.2M	NEW	12k	102.36	View chart
Dir Daily 20 Year Trsry Uit Exchange Traded (TMF)	0.2	$1.2M	NEW	27k	46.00	View chart
Ishares Tr Core U S Aggregate Bd Etf Stock (AGG)	0.2	$1.2M	NEW	13k	97.06	View chart
Columbia Seligman Tech & Ntf Equity Funds (CCIZX)	0.1	$1.2M	NEW	7.8k	152.38	View chart
Eog Resources Common Stock (EOG)	0.1	$1.2M	+1640%	9.3k	127.27	View chart
Simplify Exchange Traded Fds Simplify Managed Futures Strategy Etf Etf Stock (CTA)	0.1	$1.2M	NEW	44k	26.92	View chart
Vanguard Value Etf Uit Exchange Traded (VTV)	0.1	$1.1M	NEW	7.0k	159.75	View chart
Union Pac Corp Stock (UNP)	0.1	$1.1M	+12284%	4.8k	226.14	View chart
Spdr S&p Oil & Gas Expl Uit Exchange Traded (XOP)	0.1	$1.1M	NEW	7.4k	145.85	View chart
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)	0.1	$1.1M	NEW	19k	56.11	View chart
Artisan Floating Rate Ntf Equity Funds (ARTUX)	0.1	$1.1M	NEW	109k	9.61	View chart
Netflix Stock (NFLX)	0.1	$1.0M	+2396%	1.5k	674.80	View chart
Shopify Inc F Foreign Canadian (SHOP)	0.1	$1.0M	NEW	16k	64.62	View chart
Kraneshares Tr Kfa Mount Lucas Managed Futures Index Strategy Etf Stock (KMLM)	0.1	$1.0M	NEW	35k	29.16	View chart
Invsc Db Commodity Index Uit Exchange Traded (DBC)	0.1	$1.0M	NEW	44k	23.52	View chart
Automatic Data Processing Stock (ADP)	0.1	$1.0M	+2917%	4.2k	238.68	View chart
Chubb Ltd Com Isin#ch0044328745 Stock (CB)	0.1	$964k	NEW	3.8k	255.08	View chart
Johnson & Johnson Stock (JNJ)	0.1	$963k	+1202%	6.6k	146.16	View chart
Cintas Corp Stock (CTAS)	0.1	$959k	+1203%	1.4k	700.24	View chart
Broadcom Stock (AVGO)	0.1	$959k	+1197%	597.00	1605.53	View chart
Pimco Intrmediate Muni Uit Exchange Traded (MUNI)	0.1	$957k	NEW	19k	51.78	View chart
Transamerica Intermediat Bond Funds (TIMUX)	0.1	$950k	NEW	89k	10.67	View chart
Oracle Corp Stock (ORCL)	0.1	$949k	+624%	6.7k	141.20	View chart
Aflac Stock (AFL)	0.1	$944k	+1273%	11k	89.30	View chart
Invsc S P Internationl Uit Exchange Traded (IDMO)	0.1	$935k	NEW	23k	41.50	View chart
Northrop Grumman Common Stock (NOC)	0.1	$929k	+641%	2.1k	435.00	View chart
Philip Morris Intl Common Stock (PM)	0.1	$929k	+167%	9.2k	101.25	View chart
Target Corp Common Stock (TGT)	0.1	$924k	+13104%	6.3k	145.73	View chart
Ishares Tr Msci Usa Momentum Factor Etf Stock (MTUM)	0.1	$913k	NEW	4.7k	194.87	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$907k	+216%	1.6k	553.00	View chart
Palantir Technologies In Common Stock (PLTR)	0.1	$892k	+6044%	35k	25.88	View chart
Sherwin-williams Stock (SHW)	0.1	$891k	+1098%	3.0k	298.42	View chart
Diamondback Energy Common Stock (FANG)	0.1	$882k	+2768%	4.3k	203.69	View chart
Adobe Sys Stock (ADBE)	0.1	$882k	+3590%	1.6k	555.44	View chart
American Funds Washingto Ntf Equity Funds (WMFFX)	0.1	$875k	NEW	15k	60.48	View chart
General Dynamics Corp Stock (GD)	0.1	$873k	+4260%	3.0k	290.14	View chart
Core Scientific Common Stock (CORZ)	0.1	$872k	NEW	89k	9.85	View chart
Ishares Tr Russell 1000 Growth Etf Stock (IWF)	0.1	$861k	NEW	2.4k	364.51	View chart
Cohen Steers Qual Income Closed End Mutl Fund (RQI)	0.1	$853k	+2%	74k	11.57	View chart
Ecolab Stock (ECL)	0.1	$847k	+968%	3.6k	238.00	View chart
Vanguard Extended Market Uit Exchange Traded (VXF)	0.1	$837k	NEW	4.9k	169.36	View chart
Litman Gregory Fds Tr Imgp Dbi Managed Future Strategy Etf Stock (DBMF)	0.1	$828k	NEW	28k	30.06	View chart
Mcdonalds Corp Stock (MCD)	0.1	$822k	+434%	3.2k	254.84	View chart
Schwab Us Large Cap Etf Uit Exchange Traded (SCHX)	0.1	$816k	NEW	13k	64.43	View chart
Fmi International Invest Ntf Equity Funds (FMIJX)	0.1	$813k	NEW	23k	35.45	View chart
Conocophillips Common Stock (COP)	0.1	$806k	+17969%	7.0k	114.38	View chart
Cincinnati Finl Corp Stock (CINF)	0.1	$804k	+4290%	6.8k	118.09	View chart
Boeing Stock (BA)	0.1	$803k	+43990%	4.4k	182.01	View chart
Alibaba Group Hldg Ltd F American Depository (BABA)	0.1	$800k		11k	72.18	View chart
Linde Plc New Shs Isin#ie000s9ys762 Stock (LIN)	0.1	$796k	NEW	1.8k	438.75	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$783k	+427%	1.7k	463.58	View chart
Lowes Cos Stock (LOW)	0.1	$780k	+221%	3.5k	220.46	View chart
American Funds Growth Fu Equity Funds (GAFFX)	0.1	$779k	NEW	11k	74.05	View chart
Artisan High Income Advi Bond Funds (APDFX)	0.1	$768k	NEW	86k	8.90	View chart
Dover Corp Stock (DOV)	0.1	$768k	+1414%	4.3k	180.44	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	0.1	$767k	NEW	1.6k	481.91	View chart
Vaneck Gold Miners Etf Uit Exchange Traded (GDX)	0.1	$759k	NEW	22k	33.86	View chart
Grainger W W Stock (GWW)	0.1	$752k	+1201%	833.00	902.20	View chart
Roche Hldg Ag F American Depository (RHHBY)	0.1	$748k		22k	34.57	View chart
Brown & Brown Stock (BRO)	0.1	$747k	+1219%	8.4k	89.41	View chart
Sitio Royalties Corp Common Stock (STR)	0.1	$747k	+5893%	32k	23.73	View chart
Blackrock Floating Rate Ntf Bond Funds (BFRIX)	0.1	$743k	NEW	77k	9.70	View chart
Intel Corp Stock (INTC)	0.1	$743k	+612%	24k	30.97	View chart
Essex Ppty Tr Stock (ESS)	0.1	$742k	NEW	2.7k	272.19	View chart
Vanguard Short-term Bond Uit Exchange Traded (BSV)	0.1	$741k	NEW	9.7k	76.37	View chart
Brit Amer Tobacco F American Depository (BTI)	0.1	$738k		24k	31.08	View chart
Dws Capital Growth A Ntf Equity Funds (SDGAX)	0.1	$729k	NEW	6.0k	121.21	View chart
Cambria Tail Risk Etf Uit Exchange Traded (TAIL)	0.1	$726k	NEW	63k	11.45	View chart
Workday Common Stock (WDAY)	0.1	$721k	+3717%	3.2k	224.71	View chart
Invesco Exchange-traded Self-indexed Fd Tr Intl Developed Etf Stock (IMFL)	0.1	$716k	NEW	29k	24.78	View chart
Nutanix Common Stock (NTNX)	0.1	$709k	+1316%	12k	59.41	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Russell 2000 Multifactor Etf Stock (OMFS)	0.1	$706k	NEW	19k	36.31	View chart
Taiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003 Stock (TSM)	0.1	$704k	+12%	4.1k	173.50	View chart
Ishares S&p 500 Growth Uit Exchange Traded (IVW)	0.1	$692k	NEW	7.4k	93.23	View chart
Baird Core Intermediate Bond Funds (BMNIX)	0.1	$688k	NEW	67k	10.21	View chart
Carillon Scout Mid Cap I Ntf Equity Funds (UMBMX)	0.1	$674k	NEW	28k	24.02	View chart
Smith A O Corp Stock (AOS)	0.1	$658k	+1214%	8.0k	81.78	View chart
Amg Gw&k Municipal Bond Bond Funds (GWMIX)	0.1	$658k	NEW	58k	11.29	View chart
Alps Equal Sector Weight Uit Exchange Traded (EQL)	0.1	$656k	NEW	5.6k	117.45	View chart
Roper Technologies Stock (ROP)	0.1	$653k	+764%	1.2k	563.62	View chart
Pentair Plc Shs Isin#ie00bls09m33 Stock (PNR)	0.1	$650k	NEW	8.5k	76.67	View chart
Core Scientific I 29 Wts Warrants (CORZZ)	0.1	$645k	NEW	68k	9.47	View chart
Stanley Black & Decker Stock (SWK)	0.1	$645k	+921%	8.1k	79.89	View chart
Alps O Shares U S Qlty Uit Exchange Traded (OUSA)	0.1	$643k	NEW	13k	50.02	View chart
Spdr S&p Dividend Etf Uit Exchange Traded (SDY)	0.1	$639k	NEW	5.0k	126.92	View chart
Tootsie Roll Inds Common Stock (TR)	0.1	$639k	NEW	21k	29.99	View chart
Foster L B Common Stock (FSTR)	0.1	$628k	NEW	30k	21.27	View chart
Vaneck Natural Resources Uit Exchange Traded (HAP)	0.1	$616k	NEW	12k	49.89	View chart
Colgate-palmolive Common Stock (CL)	0.1	$614k	+506%	6.4k	95.53	View chart
Alps O Shrs U S Sml Cp Uit Exchange Traded (OUSM)	0.1	$611k	NEW	15k	40.90	View chart
Johcm International Sele Equity Funds (JOHIX)	0.1	$605k	NEW	25k	24.01	View chart
Kraneshares Csi China Uit Exchange Traded (KWEB)	0.1	$604k	NEW	22k	27.56	View chart
Vanguard Ultra Short Uit Exchange Traded (VUSB)	0.1	$599k	NEW	12k	49.31	View chart
Goldman Sachs Acces Uit Exchange Traded (GBIL)	0.1	$598k	NEW	6.0k	99.67	View chart
Vanguard Short Term Uit Exchange Traded (VGSH)	0.1	$595k	NEW	10k	58.64	View chart
Emerson Electric Common Stock (EMR)	0.1	$589k	+28589%	5.5k	108.00	View chart
Flowstone Opportunity Fu Closed End Mutl Fund	0.1	$589k	+162%	34k	17.45	View chart
Baird Core Plus Bond Ins Bond Funds (BCOIX)	0.1	$584k	NEW	59k	9.95	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$578k	+6842%	14k	40.00	View chart
Servicenow Stock (NOW)	0.1	$570k	+1623%	724.00	786.60	View chart
Pimco Active Bond Etf Uit Exchange Traded (BOND)	0.1	$563k	NEW	6.3k	90.00	View chart
Nuveen Limited Term Muni Ntf Bond Funds (FLTRX)	0.1	$558k	NEW	51k	10.92	View chart
Amana Growth Investor Ntf Equity Funds (AMAGX)	0.1	$558k	NEW	6.7k	82.91	View chart
Ishares Dividend Growth Uit Exchange Traded (IGRO)	0.1	$554k	NEW	8.2k	67.45	View chart
Kratos Def & Sec Sol Common Stock (KTOS)	0.1	$548k	+184833%	28k	19.74	View chart
Mfs Intl Diversification Ntf Equity Funds (MDIJX)	0.1	$526k	NEW	22k	23.47	View chart
Invsc Bulletshares 2025 Uit Exchange Traded (BSCP)	0.1	$523k	NEW	26k	20.47	View chart
Cardinal Health Stock (CAH)	0.1	$522k	+899%	5.3k	98.31	View chart
Invsc Bulletshars 2026 Uit Exchange Traded (BSCQ)	0.1	$520k	NEW	27k	19.20	View chart
Kinder Morgan Common Stock (KMI)	0.1	$520k	+454%	26k	20.00	View chart
Merck & Co Stock (MRK)	0.1	$519k	+27873%	4.2k	123.78	View chart
Amphenol Corp New Cl A Stock (APH)	0.1	$518k	NEW	7.7k	67.37	View chart
Dell Technologies Common Stock (DELL)	0.1	$518k	+1777%	3.6k	142.87	View chart
Marathon Pete Corp Common Stock (MPC)	0.1	$516k	NEW	2.9k	175.99	View chart
Ab Large Cap Growth Advi Equity Funds (APGYX)	0.1	$511k	NEW	4.5k	112.53	View chart
S&p Global Stock (SPGI)	0.1	$508k	+492%	1.1k	446.00	View chart
Sysco Corp Stock (SYY)	0.1	$505k	+3158%	7.1k	71.39	View chart
Touchstone Mid Cap Y Equity Funds (TMCPX)	0.1	$499k	NEW	9.4k	53.08	View chart
Okta Common Stock (OKTA)	0.1	$497k	+4141%	5.3k	94.55	View chart
Invsc Bulletshares 2027 Uit Exchange Traded (BSCR)	0.1	$494k	NEW	26k	19.20	View chart
Fiserv Stock (FI)	0.1	$492k	+3016%	3.3k	149.03	View chart
Leidos Holdings Common Stock (LDOS)	0.1	$491k	NEW	3.4k	145.50	View chart
Palo Alto Networks Stock (PANW)	0.1	$490k	+200%	1.4k	339.00	View chart
The Cigna Group Common Stock (CI)	0.1	$489k	NEW	1.5k	326.27	View chart

Past Filings by ORG Partners

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

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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