ORG Partners
Latest statistics and disclosures from ORG Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOXR, AAPL, BRK.B, TSLA, XOM, and represent 27.74% of ORG Partners's stock portfolio.
- Added to shares of these 10 stocks: VOXR (+$20M), Bluerock Total Inc mutual funds - (+$5.4M), KVLE, AAPL, NVDA, Alger Spectra Z mutual fund, Mfs Ser Tr X Intl Divers I mutual funds, Primark Private Equity I, American Funds mutual funds -, New Perspective Fd Inc Cl F3 mf.
- Started 248 new stock positions in AMKR, American Funds mutual funds -, Fidelity Contra, STEM, PSA.PF, VOXR, AMNB, CHE, Fuller & Thaler Behavior, Primark Private Equity I.
- Reduced shares in these 10 stocks: BRK.A (-$11M), , United States Treasury Bills Bill (-$6.0M), BRK.B (-$5.5M), United States Treasury Bills Bill, United States Treasury Bills Bill, Us Treasury Bill23 U S T Bill Due 08/10/23, United States Treasury Bills Bill, United States Treasury Bills Bill, United States Treasury Bills Bill.
- Sold out of its positions in AGNC, SBIO, Amc Entmt Hldgs Inc Cl A, AMN, Atc Healthcare, ARKG, ATTBF, Abbvie Inc Note M/w Clbl note m/w clbl, Abilene Tex Go Bds Clbl, ACLLY.
- ORG Partners was a net seller of stock by $-102M.
- ORG Partners has $177M in assets under management (AUM), dropping by -70.62%.
- Central Index Key (CIK): 0001979372
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Portfolio Holdings for ORG Partners
ORG Partners holds 1113 positions in its portfolio as reported in the September 2023 quarterly 13F filing
ORG Partners has 1113 total positions. Only the first 250 positions are shown.
- Sign up to view all of the ORG Partners Sept. 30, 2023 positions
- Download the ORG Partners September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vox Royalty Corp Registered Shs Isin#ca92919f1036 Voxr (VOXR) | 11.3 | $20M | NEW | 9.9M | 2.02 |
|
| Apple Aapl (AAPL) | 5.2 | $9.2M | +7% | 54k | 171.19 |
|
| Berkshire Hathaway BRK/B (BRK.B) | 4.4 | $7.8M | -41% | 22k | 350.30 |
|
| Tesla Tsla (TSLA) | 3.7 | $6.5M | -5% | 26k | 250.00 |
|
| Exxon Mobil Corp Xom (XOM) | 3.2 | $5.7M | 49k | 117.58 |
|
|
| Bluerock Total Income R Tipwx | 3.0 | $5.4M | NEW | 167k | 32.32 |
|
| Gilead Sciences Gild (GILD) | 2.8 | $5.0M | 67k | 74.93 |
|
|
| Amazon.com Amzn (AMZN) | 2.4 | $4.3M | -13% | 34k | 127.12 |
|
| Microsoft Corp MSFT (MSFT) | 2.3 | $4.2M | -4% | 13k | 315.73 |
|
| Abbott Laboratories Abt (ABT) | 2.0 | $3.5M | -2% | 37k | 96.85 |
|
| Alphabet Goog (GOOG) | 1.9 | $3.3M | +11% | 25k | 131.85 |
|
| Abbvie Abbv (ABBV) | 1.8 | $3.2M | -4% | 21k | 149.00 |
|
| Nvidia Corp Nvda (NVDA) | 1.7 | $3.1M | +24% | 7.0k | 435.40 |
|
| Northrop Grumman Noc (NOC) | 1.2 | $2.2M | -3% | 5.0k | 441.05 |
|
| Pioneer Natural Res PXD (PXD) | 1.2 | $2.1M | +13% | 9.2k | 229.00 |
|
| Amgen Amgn (AMGN) | 1.1 | $2.0M | -2% | 7.4k | 268.75 |
|
| Home Depot HD (HD) | 1.0 | $1.8M | -14% | 5.9k | 302.16 |
|
| Ibm Corp Ibm (IBM) | 1.0 | $1.7M | -2% | 12k | 140.00 |
|
| Jpmorgan Chase & Co JPM (JPM) | 1.0 | $1.7M | -2% | 12k | 145.00 |
|
| Valmont Industries Vmi (VMI) | 0.9 | $1.6M | 6.9k | 240.21 |
|
|
| Walmart WMT (WMT) | 0.9 | $1.5M | -51% | 9.7k | 159.93 |
|
| Pepsico Pep (PEP) | 0.8 | $1.4M | -20% | 8.3k | 169.44 |
|
| Qualcomm Qcom (QCOM) | 0.7 | $1.3M | +3% | 12k | 111.00 |
|
| Altria Group Mo (MO) | 0.7 | $1.3M | -46% | 30k | 42.05 |
|
| Costco Wholesale Cost (COST) | 0.7 | $1.2M | -4% | 2.2k | 564.75 |
|
| Alphabet Googl (GOOGL) | 0.7 | $1.2M | +35% | 9.4k | 130.85 |
|
| Chevron Corp CVX (CVX) | 0.7 | $1.2M | -38% | 6.9k | 176.33 |
|
| Mcdonalds Corp MCD (MCD) | 0.7 | $1.2M | -21% | 4.6k | 263.00 |
|
| Cathay General Banco Caty (CATY) | 0.6 | $1.1M | -19% | 33k | 34.76 |
|
| Eog Resources Eog (EOG) | 0.6 | $1.1M | 8.8k | 126.76 |
|
|
| Honeywell Intl Hon (HON) | 0.6 | $1.1M | 5.9k | 184.71 |
|
|
| Roper Technologies Rop (ROP) | 0.6 | $1.1M | -8% | 2.2k | 489.00 |
|
| Johnson & Johnson JNJ (JNJ) | 0.6 | $1.1M | -31% | 7.0k | 155.75 |
|
| Philip Morris Intl PM (PM) | 0.6 | $1.1M | -39% | 11k | 100.08 |
|
| Cardinal Health Cah (CAH) | 0.6 | $1.1M | -3% | 12k | 86.80 |
|
| Mastercard Ma (MA) | 0.6 | $1.1M | 2.7k | 395.91 |
|
|
| Lilly Eli & Co Lly (LLY) | 0.6 | $1.0M | +21% | 1.9k | 537.00 |
|
| Union Pacific Corp Unp (UNP) | 0.6 | $1.0M | -2% | 5.1k | 203.00 |
|
| Visa V (V) | 0.6 | $1.0M | 4.4k | 230.00 |
|
|
| Verizon Communicatn VZ (VZ) | 0.6 | $990k | -17% | 31k | 32.41 |
|
| Illinois Tool Works Itw (ITW) | 0.5 | $944k | -10% | 4.1k | 230.31 |
|
| Ww Grainger GWW (GWW) | 0.5 | $924k | -13% | 1.3k | 691.79 |
|
| Cintas Corp Ctas (CTAS) | 0.5 | $917k | -12% | 1.9k | 481.00 |
|
| Intel Corp Intc (INTC) | 0.5 | $908k | 26k | 35.55 |
|
|
| Nucor Corp Nue (NUE) | 0.5 | $895k | -4% | 5.7k | 156.35 |
|
| Conocophillips Cop (COP) | 0.5 | $867k | 7.2k | 119.78 |
|
|
| Procter & Gamble PG (PG) | 0.5 | $860k | -33% | 5.7k | 152.00 |
|
| Pfizer Pfe (PFE) | 0.5 | $848k | -7% | 26k | 33.17 |
|
| Lockheed Martin Corp LMT (LMT) | 0.5 | $838k | +2% | 2.0k | 408.96 |
|
| Lowes Companies Low (LOW) | 0.4 | $795k | -22% | 3.8k | 207.82 |
|
| Caterpillar Cat (CAT) | 0.4 | $787k | -20% | 2.9k | 273.00 |
|
| Adobe Adbe (ADBE) | 0.4 | $752k | 1.5k | 509.67 |
|
|
| Dominion Energy D (D) | 0.4 | $747k | 17k | 44.67 |
|
|
| Kimberly Clark Corp KMB (KMB) | 0.4 | $723k | +47% | 6.0k | 120.80 |
|
| Netflix NFLX (NFLX) | 0.4 | $710k | -17% | 1.9k | 377.00 |
|
| Unitedhealth Grp Unh (UNH) | 0.4 | $701k | -29% | 1.4k | 504.14 |
|
| Kraneshares Tr Value Line Dynamic Dividend Equity Index Etf Index Etf Kvle (KVLE) | 0.4 | $648k | NEW | 31k | 21.25 |
|
| Meta Platforms Meta (META) | 0.4 | $643k | -22% | 2.1k | 300.20 |
|
| Workday Wday (WDAY) | 0.3 | $606k | +7% | 2.8k | 214.83 |
|
| Auto Data Processing Adp (ADP) | 0.3 | $606k | -11% | 2.5k | 240.40 |
|
| Sherwin Williams SHW (SHW) | 0.3 | $601k | -4% | 2.4k | 255.00 |
|
| Salesforce CRM (CRM) | 0.3 | $588k | -7% | 2.9k | 202.50 |
|
| The Coca-cola Ko (KO) | 0.3 | $566k | -16% | 10k | 55.92 |
|
| Oracle Corp Orcl (ORCL) | 0.3 | $561k | -10% | 5.3k | 105.92 |
|
| Emerson Electric Emr (EMR) | 0.3 | $556k | -17% | 5.8k | 96.33 |
|
| Brown & Brown Bro (BRO) | 0.3 | $556k | 8.0k | 69.82 |
|
|
| Clorox CLX (CLX) | 0.3 | $550k | -5% | 4.2k | 131.05 |
|
| Alger Spectra Z Aspzx | 0.3 | $546k | NEW | 29k | 19.07 |
|
| Expeditors Intl Wash Expd (EXPD) | 0.3 | $542k | -11% | 4.7k | 114.62 |
|
| West Pharm Srvc WST (WST) | 0.3 | $539k | -12% | 1.4k | 375.50 |
|
| Church & Dwight Co Inc I CHD (CHD) | 0.3 | $533k | -10% | 5.8k | 91.63 |
|
| Air Prod & Chemicals Apd (APD) | 0.3 | $530k | -12% | 1.9k | 283.00 |
|
| S&p Global Spgi (SPGI) | 0.3 | $523k | +5% | 1.4k | 365.38 |
|
| Dover Corp Dov (DOV) | 0.3 | $521k | -8% | 3.7k | 139.46 |
|
| Ppg Industries PPG (PPG) | 0.3 | $513k | -10% | 4.0k | 129.75 |
|
| Smith A O Aos (AOS) | 0.3 | $498k | -8% | 7.5k | 66.13 |
|
| Thermo Fisher Scntfc Tmo (TMO) | 0.3 | $497k | +18% | 982.00 | 506.00 |
|
| Ecolab Ecl (ECL) | 0.3 | $489k | +3% | 2.9k | 169.33 |
|
| Aflac Afl (AFL) | 0.3 | $488k | -27% | 6.4k | 76.73 |
|
| Boeing Ba (BA) | 0.3 | $488k | +33% | 2.5k | 191.50 |
|
| Bristol-myers Squibb Bmy (BMY) | 0.3 | $487k | +114% | 8.4k | 58.00 |
|
| Stanley Black & Deck SWK (SWK) | 0.3 | $485k | -60% | 5.8k | 83.58 |
|
| Mfs Intl Diversification Mdijx | 0.3 | $475k | NEW | 22k | 21.25 |
|
| Primark Private Equity I Pmpex | 0.3 | $454k | NEW | 40k | 11.44 |
|
| United Parcel Srvc Ups (UPS) | 0.3 | $453k | -13% | 2.9k | 155.86 |
|
| Colgate-palmolive CL (CL) | 0.3 | $451k | -48% | 6.2k | 72.64 |
|
| Newmont Corp Nem (NEM) | 0.2 | $435k | -47% | 12k | 36.91 |
|
| Service Now Now (NOW) | 0.2 | $433k | -5% | 774.00 | 558.91 |
|
| American Funds Growth Fu Gaffx | 0.2 | $429k | NEW | 7.2k | 59.52 |
|
| The Cigna Group Ci (CI) | 0.2 | $429k | 1.5k | 286.07 |
|
|
| Nike Nke (NKE) | 0.2 | $429k | +222% | 4.5k | 96.00 |
|
| Campbell Soup CPB (CPB) | 0.2 | $398k | -20% | 9.7k | 41.08 |
|
| Becton Dickinson&co BDX (BDX) | 0.2 | $387k | -13% | 1.5k | 258.52 |
|
| Cisco Systems Csco (CSCO) | 0.2 | $386k | -25% | 7.2k | 53.76 |
|
| Oneok Oke (OKE) | 0.2 | $380k | -36% | 5.9k | 64.88 |
|
| Consolidated Edison Ed (ED) | 0.2 | $368k | -10% | 4.3k | 85.53 |
|
| Archer-daniels-midln Adm (ADM) | 0.2 | $358k | -10% | 4.8k | 75.40 |
|
| Genuine Parts GPC (GPC) | 0.2 | $355k | -8% | 2.5k | 144.33 |
|
| Mc Cormick & Co MKC (MKC) | 0.2 | $354k | -8% | 4.7k | 75.57 |
|
| Atmos Energy Corp Ato (ATO) | 0.2 | $351k | -8% | 3.3k | 105.75 |
|
| Edison Interntnl Eix (EIX) | 0.2 | $350k | 5.5k | 63.28 |
|
|
| Activision Blizzard Atvi (ATVI) | 0.2 | $342k | +28% | 3.7k | 93.63 |
|
| Rivian Automotive Rivn (RIVN) | 0.2 | $340k | 14k | 24.28 |
|
|
| Hormel Foods Corp HRL (HRL) | 0.2 | $339k | -32% | 8.9k | 38.03 |
|
| American Funds New Persp FNPFX | 0.2 | $336k | NEW | 6.3k | 53.04 |
|
| Albemarle Corp Alb (ALB) | 0.2 | $335k | -11% | 2.0k | 170.00 |
|
| Brown Forman Corp BF/B (BF.B) | 0.2 | $333k | -11% | 5.8k | 57.68 |
|
| General Dynamics GD (GD) | 0.2 | $328k | -5% | 1.5k | 220.83 |
|
| Cincinnati Finl Cinf (CINF) | 0.2 | $327k | -11% | 3.2k | 102.23 |
|
| Texas Instruments TXN (TXN) | 0.2 | $317k | -19% | 1.9k | 167.33 |
|
| Starbucks Corp Sbux (SBUX) | 0.2 | $311k | +80% | 3.4k | 91.00 |
|
| Bank Of America Corp Bac (BAC) | 0.2 | $308k | +4% | 11k | 27.38 |
|
| Kinder Morgan Kmi (KMI) | 0.2 | $308k | -30% | 19k | 16.58 |
|
| Deere & Co De (DE) | 0.2 | $301k | -14% | 798.00 | 377.38 |
|
| Dfa Global Equity I Dgeix | 0.2 | $300k | NEW | 11k | 28.12 |
|
| American Funds Capital W Fwgix | 0.2 | $294k | NEW | 5.3k | 54.98 |
|
| Merck & Co MRK (MRK) | 0.2 | $293k | -15% | 2.8k | 102.95 |
|
| Energy Transfer Et (ET) | 0.2 | $279k | -12% | 279k | 1.00 |
|
| Amphenol Corp Aph (APH) | 0.2 | $272k | +8000% | 3.2k | 83.95 |
|
| Sysco Corp Syy (SYY) | 0.2 | $269k | -54% | 4.1k | 66.03 |
|
| Dir Daily 20 Year Trsry TMF (TMF) | 0.2 | $268k | +5% | 268k | 1.00 |
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| Paypal Holdings Incorpor Pypl (PYPL) | 0.2 | $267k | -24% | 4.6k | 58.38 |
|
| Airbnb Abnb (ABNB) | 0.1 | $266k | -2% | 1.9k | 137.00 |
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| Nextera Energy Nee (NEE) | 0.1 | $255k | -24% | 4.5k | 57.22 |
|
| Fiserv Fi (FI) | 0.1 | $255k | -3% | 2.3k | 112.67 |
|
| Vanguard Tax-managed Bal VTMFX | 0.1 | $248k | NEW | 6.5k | 37.93 |
|
| American Funds Capital I Cfihx | 0.1 | $241k | NEW | 3.9k | 61.49 |
|
| Vanguard Tax-managed Cap VTCLX | 0.1 | $237k | NEW | 1.1k | 221.77 |
|
| Waste Management WM (WM) | 0.1 | $237k | +61% | 1.6k | 152.44 |
|
| Walt Disney Dis (DIS) | 0.1 | $234k | -51% | 2.9k | 81.00 |
|
| Palo Alto Networks Panw (PANW) | 0.1 | $224k | -28% | 957.00 | 234.00 |
|
| Russell Inv Tax-managed RTMTX | 0.1 | $219k | NEW | 3.4k | 63.74 |
|
| Palantir Technologies In PLTR (PLTR) | 0.1 | $218k | +273% | 14k | 16.00 |
|
| American Funds Invmt Fficx | 0.1 | $218k | NEW | 4.7k | 46.14 |
|
| Autodesk Adsk (ADSK) | 0.1 | $218k | +2% | 1.1k | 206.91 |
|
| A T & T T (T) | 0.1 | $215k | -51% | 14k | 15.34 |
|
| Mckesson Corp MCK (MCK) | 0.1 | $209k | -3% | 478.00 | 438.12 |
|
| Dfa Us Large Cap Value I DFLVX | 0.1 | $187k | NEW | 4.5k | 41.73 |
|
| American Funds Income Fu Fifax | 0.1 | $186k | NEW | 8.5k | 21.87 |
|
| Southern So (SO) | 0.1 | $186k | 2.9k | 64.71 |
|
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| American Funds Washingto Fwmix | 0.1 | $184k | NEW | 3.5k | 52.76 |
|
| Amg Yacktman I Yackx | 0.1 | $182k | NEW | 8.2k | 22.22 |
|
| Zoetis ZTS (ZTS) | 0.1 | $181k | -2% | 1.0k | 173.91 |
|
| Global X Fds Superdividend Etf Sdiv (SDIV) | 0.1 | $180k | NEW | 8.2k | 21.91 |
|
| Norfolk Southern NSC (NSC) | 0.1 | $176k | -4% | 894.00 | 196.93 |
|
| Gateway Y Gteyx | 0.1 | $171k | NEW | 4.4k | 38.68 |
|
| Micron Technology Mu (MU) | 0.1 | $171k | 2.5k | 68.03 |
|
|
| Federated Hermes Kaufman Klcix | 0.1 | $170k | NEW | 7.5k | 22.78 |
|
| Marathon Pete Corp MPC (MPC) | 0.1 | $164k | -41% | 1.1k | 151.69 |
|
| Jpmorgan Hedged Equity I Jheqx | 0.1 | $163k | NEW | 6.1k | 26.82 |
|
| Freeport-mcmoran FCX (FCX) | 0.1 | $156k | +953% | 4.2k | 37.24 |
|
| Amg Yacktman Focused I Yafix | 0.1 | $153k | NEW | 8.0k | 19.02 |
|
| Constellation Brand STZ (STZ) | 0.1 | $152k | +99% | 603.00 | 251.33 |
|
| Rockwell Automation Rok (ROK) | 0.1 | $151k | 527.00 | 285.87 |
|
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| Gartner It (IT) | 0.1 | $149k | -42% | 434.00 | 343.50 |
|
| Progressive Co Ohio PGR (PGR) | 0.1 | $149k | +1169% | 1.1k | 139.29 |
|
| Copart CPRT (CPRT) | 0.1 | $148k | +1400% | 3.5k | 43.00 |
|
| Dodge & Cox Balanced I Dodbx | 0.1 | $145k | NEW | 1.5k | 96.16 |
|
| Target Corp TGT (TGT) | 0.1 | $143k | NEW | 1.2k | 115.94 |
|
| General Electric Ge (GE) | 0.1 | $142k | +171% | 1.3k | 110.54 |
|
| Allstate Corp All (ALL) | 0.1 | $141k | 1.3k | 111.41 |
|
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| Mondelez Intl MDLZ (MDLZ) | 0.1 | $141k | +21% | 2.0k | 69.40 |
|
| New Fortress Energy A Nfe (NFE) | 0.1 | $138k | +14% | 4.2k | 32.78 |
|
| Broadridge Finl Solu BR (BR) | 0.1 | $131k | +2836% | 734.00 | 179.04 |
|
| Danaher Corp DHR (DHR) | 0.1 | $128k | +604% | 514.00 | 248.00 |
|
| Crowdstrike Hldgs CRWD (CRWD) | 0.1 | $126k | 754.00 | 167.00 |
|
|
| Chemed Corp Che (CHE) | 0.1 | $126k | NEW | 242.00 | 519.60 |
|
| Williams Cos WMB (WMB) | 0.1 | $125k | -73% | 3.7k | 33.69 |
|
| Otter Tail Corp Ottr (OTTR) | 0.1 | $125k | 1.6k | 75.92 |
|
|
| Wisdomtree Tr Us Small Cap Quality Divid Growth DGRS (DGRS) | 0.1 | $125k | NEW | 3.0k | 41.19 |
|
| Align Technology Algn (ALGN) | 0.1 | $123k | 402.00 | 305.17 |
|
|
| Tjx Companies TJX (TJX) | 0.1 | $123k | -4% | 1.4k | 88.87 |
|
| Weitz Partners Iii Oppor Wpopx | 0.1 | $123k | NEW | 10k | 12.31 |
|
| Iridium Communications I Irdm (IRDM) | 0.1 | $121k | 2.7k | 45.49 |
|
|
| Amer Electric Pwr Aep (AEP) | 0.1 | $120k | -78% | 1.6k | 75.22 |
|
| Comcast Corp Cmcsa (CMCSA) | 0.1 | $120k | -23% | 2.7k | 44.34 |
|
| Vanguard 500 Index Admir Vfiax | 0.1 | $112k | NEW | 282.00 | 397.00 |
|
| Csx Corp CSX (CSX) | 0.1 | $107k | +283% | 3.5k | 30.75 |
|
| Phillips 66 PSX (PSX) | 0.1 | $107k | -4% | 888.00 | 120.14 |
|
| Invesco Dynamic Credit O Xaxcx | 0.1 | $105k | NEW | 9.3k | 11.27 |
|
| Select Sector Spdr Tr Real Estate Select Sector Spdr Xlre (XLRE) | 0.1 | $103k | 3.0k | 34.07 |
|
|
| Dfa Us Core Equity 1 I Dfeox | 0.1 | $103k | NEW | 3.2k | 32.50 |
|
| Proshares Tr Short Dow 30 Etf Dog (DOG) | 0.1 | $100k | NEW | 3.0k | 33.33 |
|
| Jpmorgan Hedged Equity 3 JHQTX | 0.1 | $100k | NEW | 6.4k | 15.50 |
|
| Rtx Corp RTX (RTX) | 0.1 | $99k | NEW | 962.00 | 103.00 |
|
| Mfs Utilities I Mmuix | 0.1 | $95k | NEW | 4.8k | 19.82 |
|
| Advanced Micro Devices I Amd (AMD) | 0.1 | $93k | -32% | 900.00 | 102.78 |
|
| Dfa Us Small Cap I DFSTX | 0.1 | $89k | NEW | 2.2k | 39.72 |
|
| Yum Brands Yum (YUM) | 0.1 | $89k | -3% | 711.00 | 124.83 |
|
| Exelon Corp Exc (EXC) | 0.0 | $89k | +65% | 2.3k | 37.79 |
|
| Intuitive Surgical Isrg (ISRG) | 0.0 | $89k | 303.00 | 292.00 |
|
|
| Duke Energy Corp Duk (DUK) | 0.0 | $86k | -84% | 976.00 | 88.25 |
|
| Constellation Energy Cor Ceg (CEG) | 0.0 | $85k | +65% | 781.00 | 109.08 |
|
| Iqvia Holdings Iqv (IQV) | 0.0 | $85k | -2% | 431.00 | 196.75 |
|
| Schwab Us Dividend SCHD (SCHD) | 0.0 | $83k | -9% | 83k | 1.00 |
|
| T-mobile Us Tmus (TMUS) | 0.0 | $83k | +568% | 595.00 | 140.00 |
|
| Fidelity Contrafund FCNTX | 0.0 | $80k | NEW | 5.4k | 14.90 |
|
| Motorola Solutions Msi (MSI) | 0.0 | $80k | +412% | 287.00 | 278.00 |
|
| Oakmark Institutional Oanmx | 0.0 | $80k | NEW | 666.00 | 119.53 |
|
| Arrow Managed Futures St MFTNX | 0.0 | $79k | NEW | 11k | 7.17 |
|
| Valero Energy Corp Vlo (VLO) | 0.0 | $79k | 549.00 | 144.06 |
|
|
| American Funds American Afmfx | 0.0 | $76k | NEW | 1.6k | 47.92 |
|
| Aon Plc Registered Shs Cl A Isin#ie00blp1hw54 Aon (AON) | 0.0 | $71k | -17% | 218.00 | 324.22 |
|
| Dollar General Corp DG (DG) | 0.0 | $70k | +4% | 666.00 | 105.50 |
|
| Loomis Sayles Global All LSWWX | 0.0 | $70k | NEW | 3.2k | 21.75 |
|
| The Trade Desk TTD (TTD) | 0.0 | $70k | +851% | 894.00 | 78.00 |
|
| Pacer Wealthshield Etf PWS (PWS) | 0.0 | $69k | -27% | 69k | 1.00 |
|
| Cheniere Energy LNG (LNG) | 0.0 | $68k | -33% | 409.00 | 165.94 |
|
| Invesco Exchange-traded Fd Tr Ii Kbw High Divid Yield Finl Etf KBWD (KBWD) | 0.0 | $67k | NEW | 4.4k | 15.19 |
|
| Amplify Etf Tr High Income Etf Yyy (YYY) | 0.0 | $67k | +107% | 6.0k | 11.11 |
|
| Edwards Lifesciences Ew (EW) | 0.0 | $66k | NEW | 949.00 | 69.14 |
|
| Proshares Tr Short Qqq New 11/6/2014 PSQ (PSQ) | 0.0 | $65k | +814% | 6.0k | 10.89 |
|
| Keysight Tech Keys (KEYS) | 0.0 | $65k | -3% | 494.00 | 132.00 |
|
| Cvs Health Corp CVS (CVS) | 0.0 | $65k | -23% | 925.00 | 69.82 |
|
| Western Asset Municipal MHF (MHF) | 0.0 | $65k | +23% | 65k | 1.00 |
|
| Vector Group VGR (VGR) | 0.0 | $64k | 6.0k | 10.64 |
|
|
| Sprott Physical Gold Etv Phys (PHYS) | 0.0 | $63k | -74% | 63k | 1.00 |
|
| Vmware VMW (VMW) | 0.0 | $63k | -47% | 379.00 | 166.47 |
|
| Jpmorgan Income Builder JNBSX | 0.0 | $63k | NEW | 7.0k | 9.01 |
|
| Cohen Steers Qual Income Rqi (RQI) | 0.0 | $62k | 62k | 1.00 |
|
|
| Conagra Brands Cag (CAG) | 0.0 | $62k | 2.3k | 27.42 |
|
|
| Illumina Ilmn (ILMN) | 0.0 | $62k | -12% | 451.00 | 137.00 |
|
| Dodge & Cox Stock I Dodgx | 0.0 | $62k | NEW | 272.00 | 227.08 |
|
| American States Wtr Awr (AWR) | 0.0 | $61k | 779.00 | 78.68 |
|
|
| Devon Energy Corp DVN (DVN) | 0.0 | $61k | -89% | 1.3k | 47.70 |
|
| Boston Scientific BSX (BSX) | 0.0 | $60k | +612% | 1.1k | 52.67 |
|
| Lamb Weston Holdings LW (LW) | 0.0 | $60k | 645.00 | 92.46 |
|
|
| Zoom Video Communication ZM (ZM) | 0.0 | $58k | -20% | 836.00 | 69.91 |
|
| Datadog Ddog (DDOG) | 0.0 | $58k | -6% | 636.00 | 91.09 |
|
| First Trust North Emlp (EMLP) | 0.0 | $57k | -7% | 57k | 1.00 |
|
| Principal Finl PFG (PFG) | 0.0 | $56k | 781.00 | 72.19 |
|
|
| Sharps Technology STSS (STSS) | 0.0 | $56k | NEW | 100k | 0.55 |
|
| U S Bancorp Usb (USB) | 0.0 | $55k | -66% | 1.7k | 33.06 |
|
| Eaton Vance Tx-mgd Growt Eitmx | 0.0 | $52k | NEW | 649.00 | 79.88 |
|
| Kraft Heinz KHC (KHC) | 0.0 | $52k | -85% | 1.5k | 33.93 |
|
| American Funds American Afmbx | 0.0 | $52k | NEW | 1.7k | 29.54 |
|
| Wells Fargo & Co WFC (WFC) | 0.0 | $52k | +318% | 1.3k | 40.86 |
|
| Charles Schwab Corp SCHW (SCHW) | 0.0 | $51k | -36% | 929.00 | 54.83 |
|
| Dell Technologies Dell (DELL) | 0.0 | $51k | -20% | 736.00 | 69.00 |
|
| Mercadolibre Meli (MELI) | 0.0 | $49k | -2% | 39.00 | 1267.50 |
|
| Fidelity Magellan Fmagx | 0.0 | $48k | NEW | 4.3k | 11.04 |
|
| General Mills Gis (GIS) | 0.0 | $48k | -62% | 742.00 | 63.99 |
|
| Estee Lauderco El (EL) | 0.0 | $46k | -4% | 318.00 | 144.40 |
|
| Expedia Group Expe (EXPE) | 0.0 | $46k | -20% | 443.00 | 103.06 |
|
| Entergy Corp Etr (ETR) | 0.0 | $45k | 488.00 | 92.49 |
|
|
| HP HPQ (HPQ) | 0.0 | $45k | -26% | 1.7k | 25.70 |
|
| Jhancock Disciplined Val Jvmix | 0.0 | $44k | NEW | 1.7k | 25.50 |
|
| Clearbridge Dividend Str Lcbex | 0.0 | $44k | NEW | 1.6k | 27.96 |
|
| Amplify Cwp Enhanced Div Divo (DIVO) | 0.0 | $44k | -37% | 44k | 1.00 |
|
| American Funds Smallcap SFCWX | 0.0 | $44k | NEW | 722.00 | 60.39 |
|
Past Filings by ORG Partners
SEC 13F filings are viewable for ORG Partners going back to 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