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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, GMAR, RDVY, SPY, FV, and represent 19.00% of ORG Partners's stock portfolio.
Added to shares of these 10 stocks: USFR, DYNF, BBUS, IDMO, JMUB, SPY, CFIT, PHYS, NEAR, THRO.
Started 261 new stock positions in TPR, IBRX, IAG, CTSH, IPX, VPG, IAGG, BCI, L, USIG.
Reduced shares in these 10 stocks: First Trust Portfolios, GMAR, VOXR, FV, VWO, RDVY, ORCL, FALN, PLTR, QQQM.
Sold out of its positions in ACP, AMG, ALGN, AMR, AFG, YYY, Applied Dna Sciences, ARIS, VXX, GOLD.
ORG Partners was a net buyer of stock by $39M.
ORG Partners has $459M in assets under management (AUM), dropping by 17.17%.
Central Index Key (CIK): 0001979372

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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.

Sign up to view all of the ORG Partners June 30, 2025 positions
Download the ORG Partners June 2025 csv data

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

Past Filings by ORG Partners

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

ORG Partners 2025 Q2 filed July 16, 2025
ORG Partners 2025 Q1 filed April 21, 2025
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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