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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, DRSK, 1/100 Berkshire Htwy Cla 100, and represent 17.81% of ORG Partners's stock portfolio.
Added to shares of these 10 stocks: IUSB (+$21M), VOO (+$20M), DRSK (+$18M), 1/100 Berkshire Htwy Cla 100 (+$17M), ACIO (+$17M), VEA (+$12M), IVV (+$12M), JUCY (+$10M), ADME (+$9.3M), GSEW (+$9.1M).
Started 269 new stock positions in IR, PUTW, URI, XMHQ, VTEB, UBVFX, VLU, PSEC, PRI, PIT.
Reduced shares in these 10 stocks: , TSTIX, , OSTIX, SWVXX, , NOC, GFAFX, GWMIX, ESIIX.
Sold out of its positions in ABBNY, AES, AAGIY, ACTDX, ASRAX, OTCYX, AWSAX, ACCHX, VAFIX, VVOIX.
ORG Partners was a net buyer of stock by $234M.
ORG Partners has $584M in assets under management (AUM), dropping by 72.73%.
Central Index Key (CIK): 0001979372

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Portfolio Holdings for ORG Partners

ORG Partners holds 1124 positions in its portfolio as reported in the December 2023 quarterly 13F filing

ORG Partners has 1124 total positions. Only the first 250 positions are shown.

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Download the ORG Partners December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vox Royalty Corp Registered Shs Isin#ca92919f1036 Common Stock (VOXR)	4.4	$26M	+25%	12M	2.06	View chart
Ishares Total Usd Bond Uit Exchange Traded (IUSB)	3.8	$22M	+1536%	480k	46.07	View chart
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)	3.7	$22M	+1385%	49k	438.54	View chart
Aptus Defined Risk Etf Uit Exchange Traded (DRSK)	3.1	$18M	+5834%	709k	25.20	View chart
1/100 Berkshire Htwy Common Stock	2.9	$17M	NEW	3.1k	5426.25	View chart
Aptus Collared Inv Uit Exchange Traded (ACIO)	2.9	$17M	+6456%	504k	33.16	View chart
Berkshire Hathaway Common Stock (BRK.B)	2.7	$16M	+100%	44k	356.66	View chart
Vanguard Ftse Developed Uit Exchange Traded (VEA)	2.2	$13M	+3156%	264k	48.03	View chart
Ishares Core S&p 500 Uit Exchange Traded (IVV)	2.1	$12M	+2092%	26k	482.57	View chart
Apple Common Stock (AAPL)	1.9	$11M	+7%	57k	193.00	View chart
Aptus Enhncd Yld Uit Exchange Traded (JUCY)	1.8	$10M	NEW	437k	23.66	View chart
Aptus Drawdown Managed Uit Exchange Traded (ADME)	1.6	$9.5M	+5280%	247k	38.44	View chart
Gldmn Sch Eql Wght Us Uit Exchange Traded (GSEW)	1.6	$9.1M	NEW	136k	67.05	View chart
Calamos Market Neutral I Equity Funds (CMNIX)	1.5	$8.6M	+4%	604k	14.18	View chart
Ishares Core S&p Total Uit Exchange Traded (ITOT)	1.4	$8.2M	+2288%	78k	105.23	View chart
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)	1.4	$8.1M	+102%	81k	100.27	View chart
Schwab Us Dividend Uit Exchange Traded (SCHD)	1.3	$7.3M	+15%	96k	76.13	View chart
Exxon Mobil Corp Common Stock (XOM)	1.2	$7.2M	+44%	71k	102.50	View chart
Ishares Core Msci Uit Exchange Traded (IEMG)	1.2	$7.2M	+1943%	139k	51.50	View chart
Ishares Msci Eafe Value Uit Exchange Traded (EFV)	1.2	$7.1M	+5180%	136k	52.41	View chart
Ishares Msci Eafe Growth Uit Exchange Traded (EFG)	1.2	$6.8M	+5107%	69k	98.20	View chart
Ishares Mbs Etf Uit Exchange Traded (MBB)	1.2	$6.8M	+4349%	72k	94.17	View chart
Microsoft Corp Common Stock (MSFT)	1.1	$6.6M	+39%	18k	376.45	View chart
Tesla Common Stock (TSLA)	1.1	$6.2M	-3%	25k	248.47	View chart
Ishares Msci Usa Qlty Uit Exchange Traded (QUAL)	1.1	$6.2M	+979%	42k	147.23	View chart
Opus Small Cap Value Uit Exchange Traded (OSCV)	1.0	$6.1M	+5279%	182k	33.57	View chart
Amazon.com Common Stock (AMZN)	1.0	$5.9M	+15%	39k	151.90	View chart
Gilead Sciences Common Stock (GILD)	0.9	$5.5M		68k	81.38	View chart
Abbott Laboratories Common Stock (ABT)	0.9	$5.4M	+32%	49k	111.00	View chart
Ishares Core Dividend Uit Exchange Traded (DGRO)	0.9	$5.2M	+2136%	97k	54.34	View chart
Bluerock Total Income R Equity Funds (TIPWX)	0.9	$5.1M		168k	30.24	View chart
Alphabet Common Stock (GOOG)	0.8	$5.0M	+52%	35k	140.90	View chart
Abbvie Common Stock (ABBV)	0.8	$4.5M	+35%	29k	157.42	View chart
Schwab Us Aggregate Bond Uit Exchange Traded (SCHZ)	0.7	$4.3M	+2358%	92k	46.62	View chart
Nvidia Corp Common Stock (NVDA)	0.7	$4.2M	+19%	8.4k	495.00	View chart
Spdr S&p 500 Etf Uit Exchange Traded (SPY)	0.6	$3.8M	+303%	8.0k	475.00	View chart
Edgewood Growth Instl Equity Funds (EGFIX)	0.6	$3.7M	-11%	85k	43.74	View chart
Dir Daily 20 Year Trsry Uit Exchange Traded (TMF)	0.6	$3.5M	NEW	54k	64.54	View chart
Ishares National Muni Uit Exchange Traded (MUB)	0.6	$3.4M	+379%	31k	108.00	View chart
Walmart Common Stock (WMT)	0.6	$3.3M	+148%	21k	158.79	View chart
Vanguard Total Interntl Uit Exchange Traded (VXUS)	0.5	$3.2M	+1729%	55k	58.03	View chart
Ishares Msci Usa Min Vol Uit Exchange Traded (USMV)	0.5	$3.0M	+3081%	38k	79.31	View chart
Proshares S&p 500 Div Uit Exchange Traded (NOBL)	0.5	$3.0M	+868%	31k	97.20	View chart
Ishares Russell 1000 Uit Exchange Traded (IWB)	0.5	$2.9M	-4%	11k	262.25	View chart
Polen Growth Institution Equity Funds (POLIX)	0.5	$2.8M	-9%	66k	42.58	View chart
Ishares Core Msci Eafe Uit Exchange Traded (IEFA)	0.5	$2.8M	+155%	39k	71.24	View chart
Gateway Y Equity Funds (GTEYX)	0.5	$2.6M	-5%	65k	40.40	View chart
Ibm Corp Common Stock (IBM)	0.4	$2.6M	+29%	16k	164.36	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.4	$2.6M	+28%	15k	172.33	View chart
Qualcomm Common Stock (QCOM)	0.4	$2.5M	+49%	17k	147.50	View chart
Pacer Us Cash Cows 100 Uit Exchange Traded (COWZ)	0.4	$2.5M	+62356%	48k	52.15	View chart
Pacer Wealthshield Etf Uit Exchange Traded (PWS)	0.4	$2.3M	+24%	85k	27.12	View chart
Amgen Common Stock (AMGN)	0.4	$2.3M	+4%	7.7k	298.20	View chart
Altria Group Common Stock (MO)	0.4	$2.3M	+101%	56k	40.42	View chart
Home Depot Common Stock (HD)	0.4	$2.2M	+3%	6.1k	353.22	View chart
Nationwide Geneva Small Equity Funds (NWKDX)	0.4	$2.1M		27k	77.66	View chart
Ishares Core S&p Mid-cap Uit Exchange Traded (IJH)	0.4	$2.1M	+164%	7.5k	277.49	View chart
Vanguard Total Uit Exchange Traded (VTI)	0.3	$2.0M	+49%	8.5k	237.57	View chart
Spdr Bloomberg 1 3 Mnth Uit Exchange Traded (BIL)	0.3	$1.9M	+20%	21k	91.39	View chart
Lilly Eli & Co Common Stock (LLY)	0.3	$1.9M	+69%	3.3k	582.83	View chart
Alphabet Common Stock (GOOGL)	0.3	$1.9M	+45%	14k	139.69	View chart
Ishares Core S&p Uit Exchange Traded (IJR)	0.3	$1.9M	+319%	17k	112.14	View chart
Chevron Corp Common Stock (CVX)	0.3	$1.8M	+74%	12k	153.52	View chart
Johnson & Johnson Common Stock (JNJ)	0.3	$1.8M	+63%	11k	160.29	View chart
Philip Morris Intl Common Stock (PM)	0.3	$1.8M	+78%	19k	94.28	View chart
Harding Loevner Internat Equity Funds (HLMIX)	0.3	$1.8M	-27%	69k	26.02	View chart
Amplify Cwp Enhanced Div Uit Exchange Traded (DIVO)	0.3	$1.8M	+11%	49k	36.55	View chart
Salesforce Common Stock (CRM)	0.3	$1.7M	+127%	6.6k	263.00	View chart
Procter & Gamble Common Stock (PG)	0.3	$1.7M	+105%	12k	149.20	View chart
Pepsico Common Stock (PEP)	0.3	$1.7M	+20%	10k	171.93	View chart
Vanguard Russell 1000 Uit Exchange Traded (VONE)	0.3	$1.7M	+1160%	7.7k	217.80	View chart
Ishares Core Us Growth Uit Exchange Traded (IUSG)	0.3	$1.7M	+90%	16k	107.43	View chart
Union Pacific Corp Common Stock (UNP)	0.3	$1.7M	+33%	6.8k	245.62	View chart
First Trust North Uit Exchange Traded (EMLP)	0.3	$1.6M	+3%	60k	27.69	View chart
Jpmorgan Ultra Short Uit Exchange Traded (JPST)	0.3	$1.6M	+6%	32k	50.23	View chart
Valmont Industries Common Stock (VMI)	0.3	$1.6M		6.9k	233.51	View chart
Mastercard Common Stock (MA)	0.3	$1.6M	+40%	3.7k	426.50	View chart
Pacer Trendpilot Uit Exchange Traded (PTIN)	0.3	$1.6M	NEW	58k	27.56	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$1.6M	+9%	5.0k	309.60	View chart
Simplify Managed Futurs Uit Exchange Traded (CTA)	0.3	$1.6M	+224%	66k	23.60	View chart
Costco Wholesale Common Stock (COST)	0.3	$1.5M	+4%	2.3k	661.53	View chart
Intel Corp Common Stock (INTC)	0.3	$1.5M	+16%	30k	50.70	View chart
Invsc Qqq Trust Srs 1 Uit Exchange Traded (QQQ)	0.3	$1.5M	+47%	3.6k	416.00	View chart
Verizon Communicatn Common Stock (VZ)	0.3	$1.5M	+28%	39k	37.99	View chart
Ishares Core Us Uit Exchange Traded (AGG)	0.3	$1.5M	+162%	15k	99.84	View chart
Pioneer Natural Res Common Stock (PXD)	0.2	$1.4M	-32%	6.2k	233.60	View chart
Pacer Trendpilot Us Bond Uit Exchange Traded (PTBD)	0.2	$1.4M	+263%	68k	20.48	View chart
Vanguard Total Internatl Uit Exchange Traded (BNDX)	0.2	$1.3M	+1834%	27k	49.36	View chart
Target Corp Common Stock (TGT)	0.2	$1.3M	+647%	9.2k	146.00	View chart
Caterpillar Common Stock (CAT)	0.2	$1.3M	+55%	4.5k	298.60	View chart
Pacer Us Small Cap Cash Uit Exchange Traded (CALF)	0.2	$1.3M	+1620%	28k	48.02	View chart
Blueprint Chesapk Mlt Uit Exchange Traded (TFPN)	0.2	$1.3M	+2484%	54k	24.35	View chart
Foster L B Common Stock (FSTR)	0.2	$1.3M	+100%	59k	21.99	View chart
Honeywell Intl Common Stock (HON)	0.2	$1.3M		5.9k	213.10	View chart
Massmutual Global Fltg R Equity Funds (BXFYX)	0.2	$1.2M		140k	8.80	View chart
Lowes Companies Common Stock (LOW)	0.2	$1.2M	+43%	5.5k	222.74	View chart
Vanguard Total Stock Mkt Equity Funds (VTSAX)	0.2	$1.2M		10k	116.03	View chart
Visa Common Stock (V)	0.2	$1.2M	+3%	4.5k	261.00	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$1.1M	+19%	2.5k	459.50	View chart
Auto Data Processing Common Stock (ADP)	0.2	$1.1M	+84%	4.7k	235.50	View chart
Vaneck Commodity Uit Exchange Traded (PIT)	0.2	$1.1M	NEW	24k	46.20	View chart
Pacer Trendpilot Us Uit Exchange Traded (PTLC)	0.2	$1.1M	+69%	25k	43.88	View chart
Invesco S And P 500 Garp Uit Exchange Traded (SPGP)	0.2	$1.1M	+906%	11k	98.04	View chart
Illinois Tool Works Common Stock (ITW)	0.2	$1.1M	-3%	3.9k	273.86	View chart
Boeing Common Stock (BA)	0.2	$1.1M	+60%	4.1k	260.63	View chart
Conocophillips Common Stock (COP)	0.2	$1.1M	+25%	9.1k	116.48	View chart
Eog Resources Common Stock (EOG)	0.2	$1.1M	+3%	8.8k	120.93	View chart
Unitedhealth Grp Common Stock (UNH)	0.2	$1.1M	+43%	2.0k	527.29	View chart
The Coca-cola Common Stock (KO)	0.2	$1.0M	+72%	17k	59.55	View chart
Kfa Mnt Lucas Futr Inx Uit Exchange Traded (KMLM)	0.2	$1.0M		36k	28.82	View chart
Ishares Msci Emerging Uit Exchange Traded (EMXC)	0.2	$1.0M	+3335%	18k	55.38	View chart
Jpmorgan Equity Premium Uit Exchange Traded (JEPI)	0.2	$993k	+64%	18k	54.98	View chart
Rstk Vox Royalty Corp Common Stock	0.2	$985k	NEW	478k	2.06	View chart
Kraneshares Csi China Uit Exchange Traded (KWEB)	0.2	$965k	+2%	36k	27.00	View chart
Adobe Common Stock (ADBE)	0.2	$965k	+9%	1.6k	596.59	View chart
Air Prod & Chemicals Common Stock (APD)	0.2	$952k	+80%	3.4k	281.19	View chart
Stanley Black & Deck Common Stock (SWK)	0.2	$948k	+62%	9.4k	100.64	View chart
Abbey Capital Multi Asse Equity Funds (MAFIX)	0.2	$939k	NEW	84k	11.20	View chart
First Trust Alt Opportun Equity Funds (VFLEX)	0.2	$928k	NEW	35k	26.49	View chart
Spdr S&p Oil & Gas Expl Uit Exchange Traded (XOP)	0.2	$917k		6.6k	138.63	View chart
Sherwin Williams Common Stock (SHW)	0.2	$908k	+22%	2.9k	314.01	View chart
Grandeur Peak Global Con Equity Funds (GPGCX)	0.2	$876k	NEW	58k	15.00	View chart
Vanguard Extended Market Uit Exchange Traded (VXF)	0.1	$873k	-22%	5.3k	164.42	View chart
Nextera Energy Common Stock (NEE)	0.1	$863k	+217%	14k	60.93	View chart
Cintas Corp Common Stock (CTAS)	0.1	$850k	-28%	1.4k	620.27	View chart
Diamondback Energy Common Stock (FANG)	0.1	$819k	+145%	5.3k	155.08	View chart
General Dynamics Common Stock (GD)	0.1	$803k	+105%	3.1k	262.55	View chart
Nutanix Common Stock (NTNX)	0.1	$796k	+6%	17k	47.69	View chart
Workday Common Stock (WDAY)	0.1	$788k		2.9k	276.06	View chart
Invsc S P Internationl Uit Exchange Traded (IDMO)	0.1	$780k	NEW	21k	36.83	View chart
Spdr Portfolio Dvlpd Uit Exchange Traded (SPDW)	0.1	$778k	+437%	23k	34.21	View chart
Invesco Db Commodity Uit Exchange Traded (DBC)	0.1	$768k		35k	22.05	View chart
Spdr S&p Dividend Etf Uit Exchange Traded (SDY)	0.1	$759k	+54%	6.1k	125.00	View chart
Meta Platforms Common Stock (META)	0.1	$759k	+22%	2.1k	353.92	View chart
Proshares Short S&p 500 Uit Exchange Traded (SH)	0.1	$753k	+364%	58k	12.95	View chart
Vaneck Agribusiness Etf Uit Exchange Traded (MOO)	0.1	$729k	-7%	9.6k	76.18	View chart
Proshares Tr Short Dow 30 Etf Etf (DOG)	0.1	$728k	+716%	25k	29.70	View chart
Broadcom Common Stock (AVGO)	0.1	$720k	+19%	628.00	1145.76	View chart
Kinder Morgan Common Stock (KMI)	0.1	$714k	+117%	40k	17.68	View chart
Kraneshares Tr Value Line Dynamic Dividend Equity Index Etf Index Etf Etf (KVLE)	0.1	$708k		31k	23.05	View chart
Becton Dickinson&co Common Stock (BDX)	0.1	$705k	+91%	2.9k	245.53	View chart
Ishares Short Treasury Uit Exchange Traded (SHV)	0.1	$698k	NEW	6.3k	110.12	View chart
Netflix Common Stock (NFLX)	0.1	$697k	-23%	1.4k	486.50	View chart
Johcm International Sele Equity Funds (JOHIX)	0.1	$692k	-38%	30k	23.18	View chart
Primark Private Equity I Equity Funds (PMPEX)	0.1	$692k		55k	12.60	View chart
Oracle Corp Common Stock (ORCL)	0.1	$690k	+23%	6.5k	105.49	View chart
Ishares Jp Morgan Usd Uit Exchange Traded (EMB)	0.1	$667k	+1574%	7.5k	89.47	View chart
Schwab Us Large Cap Etf Uit Exchange Traded (SCHX)	0.1	$661k	NEW	12k	56.40	View chart
Ab Large Cap Growth Advi Equity Funds (APGYX)	0.1	$645k		6.9k	93.71	View chart
Proshrs S P Tech Dv Arst Uit Exchange Traded (TDV)	0.1	$632k	NEW	9.1k	69.56	View chart
Vanguard Growth Etf Uit Exchange Traded (VUG)	0.1	$632k	+290%	2.0k	310.82	View chart
Ishares 20 Pls Year Uit Exchange Traded (TLT)	0.1	$618k	+33%	6.2k	99.08	View chart
Alps Eql Sctr Wght Uit Exchange Traded (EQL)	0.1	$616k		5.6k	109.53	View chart
Ishares Esg Aware Msci Uit Exchange Traded (ESGU)	0.1	$611k	+1687%	5.8k	106.09	View chart
Sprott Uranium Miners Uit Exchange Traded (URNM)	0.1	$604k	+185%	13k	48.26	View chart
Ishares Treasury Uit Exchange Traded (TFLO)	0.1	$602k	+3972%	12k	50.47	View chart
Ishares Dividend Growth Uit Exchange Traded (IGRO)	0.1	$598k	NEW	9.3k	64.57	View chart
Dream Finders Homes Common Stock (DFH)	0.1	$597k	NEW	17k	35.53	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$589k	+33%	1.5k	388.17	View chart
Vaneck Natural Resources Uit Exchange Traded (HAP)	0.1	$570k		12k	48.80	View chart
Roper Technologies Common Stock (ROP)	0.1	$559k	-54%	1.0k	551.09	View chart
Ecolab Common Stock (ECL)	0.1	$559k	-2%	2.8k	199.50	View chart
Ishares Russell 2000 Uit Exchange Traded (IWO)	0.1	$554k	+2010%	2.2k	252.19	View chart
Akre Focus Instl Equity Funds (AKRIX)	0.1	$539k	-5%	9.0k	59.77	View chart
Ishares Short Term Ntnl Uit Exchange Traded (SUB)	0.1	$521k	-22%	4.9k	105.43	View chart
Cisco Systems Common Stock (CSCO)	0.1	$517k	+42%	10k	50.53	View chart
Ishares Us Treasury Bond Uit Exchange Traded (GOVT)	0.1	$499k	+76%	22k	23.08	View chart
Mfs Intl Diversification Equity Funds (MDIJX)	0.1	$497k	-2%	22k	22.21	View chart
Walt Disney Common Stock (DIS)	0.1	$496k	+151%	5.5k	90.27	View chart
Nike Common Stock (NKE)	0.1	$492k		4.5k	109.26	View chart
Thermo Fisher Scntfc Common Stock (TMO)	0.1	$485k	-6%	914.00	530.67	View chart
Oneok Common Stock (OKE)	0.1	$482k	+17%	6.9k	70.22	View chart
Okta Common Stock (OKTA)	0.1	$480k	+11%	5.3k	90.53	View chart
Cardinal Health Common Stock (CAH)	0.1	$472k	-62%	4.6k	101.88	View chart
3M Common Stock (MMM)	0.1	$471k	+927%	4.2k	111.16	View chart
Sysco Corp Common Stock (SYY)	0.1	$466k	+55%	6.3k	73.44	View chart
Merck & Co Common Stock (MRK)	0.1	$465k	+50%	4.3k	109.00	View chart
Invesco S&p 500 Low Uit Exchange Traded (SPLV)	0.1	$464k	+189%	7.3k	63.75	View chart
Imgp Dbi Managed Futures Uit Exchange Traded (DBMF)	0.1	$456k	-19%	18k	25.75	View chart
Invsc Bulletshar 2024 Uit Exchange Traded (BSCO)	0.1	$435k		21k	20.88	View chart
Service Now Common Stock (NOW)	0.1	$429k	-21%	608.00	706.00	View chart
Touchstone Mid Cap Y Equity Funds (TMCPX)	0.1	$428k	+1184%	8.2k	52.16	View chart
Aflac Common Stock (AFL)	0.1	$419k	-20%	5.1k	82.82	View chart
Wcm Focused Internationa Equity Funds (WCMIX)	0.1	$416k		18k	22.79	View chart
Vanguard Short-term Bond Uit Exchange Traded (BSV)	0.1	$406k	+748%	5.2k	78.40	View chart
Ma Com Tech Solutn Common Stock (MTSI)	0.1	$406k	-5%	4.4k	92.95	View chart
United Parcel Srvc Common Stock (UPS)	0.1	$405k	-11%	2.6k	157.20	View chart
Ishares S&p 500 Growth Uit Exchange Traded (IVW)	0.1	$405k	+126%	5.4k	75.10	View chart
Toll Brothers Common Stock (TOL)	0.1	$403k	+100%	3.9k	102.82	View chart
Vanguard Russell 2000 Uit Exchange Traded (VTWO)	0.1	$396k	+1160%	4.9k	81.06	View chart
Edison Interntnl Common Stock (EIX)	0.1	$396k		5.5k	71.49	View chart
Deere & Co Common Stock (DE)	0.1	$394k	+23%	983.00	400.40	View chart
Amg Yacktman I Equity Funds (YACKX)	0.1	$392k	+2%	17k	23.34	View chart
Universal Corp Va Common Stock (UVV)	0.1	$388k	+4318%	5.7k	67.61	View chart
Calvert International Eq Equity Funds (CWVIX)	0.1	$388k		16k	23.83	View chart
Semtech Corp Common Stock (SMTC)	0.1	$381k	+16%	17k	21.91	View chart
Newmont Corp Common Stock (NEM)	0.1	$379k	-24%	8.9k	42.50	View chart
Ishares Msci Eafe Etf Uit Exchange Traded (EFA)	0.1	$378k	+1209%	5.0k	75.35	View chart
Alps Alerian Mlp Etf Uit Exchange Traded (AMLP)	0.1	$374k	+99%	8.8k	42.52	View chart
Vanguard High Dividend Uit Exchange Traded (VYM)	0.1	$370k	+18%	3.3k	111.69	View chart
Proshares Ultrapro S&p Uit Exchange Traded (UPRO)	0.1	$367k		6.7k	54.70	View chart
American Funds Growth Fu Equity Funds (GAFFX)	0.1	$364k	-37%	5.8k	63.19	View chart
Palantir Technologies In Common Stock (PLTR)	0.1	$359k	+53%	21k	17.16	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$357k	+158%	3.7k	97.50	View chart
Fiserv Common Stock (FI)	0.1	$356k	+18%	2.7k	132.84	View chart
Ishares Invest Grad Bnd Uit Exchange Traded (IGEB)	0.1	$350k	NEW	7.7k	45.24	View chart
Emerson Electric Common Stock (EMR)	0.1	$347k	-39%	3.5k	99.00	View chart
Paypal Holdings Incorpor Common Stock (PYPL)	0.1	$345k	+22%	5.6k	61.41	View chart
Spdr S&p Global Dividend Uit Exchange Traded (WDIV)	0.1	$343k	+1034%	5.7k	60.47	View chart
Vaneck Gold Miners Etf Uit Exchange Traded (GDX)	0.1	$339k	+4865%	11k	31.00	View chart
Kimberly Clark Corp Common Stock (KMB)	0.1	$338k	-54%	2.7k	123.75	View chart
Invsc Bulletshares 2025 Uit Exchange Traded (BSCP)	0.1	$337k	-2%	17k	20.45	View chart
Texas Instruments Common Stock (TXN)	0.1	$336k	+3%	2.0k	170.90	View chart
Colgate-palmolive Common Stock (CL)	0.1	$335k	-33%	4.2k	80.73	View chart
Invsc Bulletshars 2026 Uit Exchange Traded (BSCQ)	0.1	$333k	-2%	17k	19.30	View chart
Dfa Global Equity I Equity Funds (DGEIX)	0.1	$333k	+2%	11k	30.47	View chart
Spdr Gold Shares Etf Uit Exchange Traded (GLD)	0.1	$332k	NEW	1.7k	191.09	View chart
Rivian Automotive Common Stock (RIVN)	0.1	$331k		14k	23.46	View chart
Lkcm Equity Equity Funds (LKEQX)	0.1	$331k	+127%	9.6k	34.41	View chart
Ishares Select Dividend Uit Exchange Traded (DVY)	0.1	$326k	+28%	2.8k	117.48	View chart
Vanguard 500 Index Admir Equity Funds (VFIAX)	0.1	$319k		722.00	441.91	View chart
Amphenol Corp New Cl A Common Stock (APH)	0.1	$317k		3.2k	99.13	View chart
A T & T Common Stock (T)	0.1	$315k	+33%	19k	16.79	View chart
Norfolk Southern Common Stock (NSC)	0.1	$313k	+45%	1.3k	240.88	View chart
Northwest Natural Holdin Common Stock (NWN)	0.1	$310k	NEW	8.0k	38.94	View chart
Artisan Focus Fund Advis Equity Funds (APDTX)	0.1	$303k		16k	18.47	View chart
Calvert Small-cap I Equity Funds (CSVIX)	0.1	$302k		9.0k	33.46	View chart
Williams Cos Common Stock (WMB)	0.1	$297k	+130%	8.5k	34.84	View chart
Ww Grainger Common Stock (GWW)	0.1	$292k	-74%	344.00	849.20	View chart
First Trust Value Uit Exchange Traded (FVD)	0.0	$289k	+549%	7.1k	40.56	View chart
Ishares Us Technology Uit Exchange Traded (IYW)	0.0	$287k	+4303%	2.3k	123.04	View chart
Hormel Foods Corp Common Stock (HRL)	0.0	$284k		8.8k	32.25	View chart
Ishares Russell 1000 Uit Exchange Traded (IWD)	0.0	$282k	+144%	1.7k	165.25	View chart
Leidos Holdings Common Stock (LDOS)	0.0	$280k	+6%	2.6k	108.24	View chart
Kraft Heinz Common Stock (KHC)	0.0	$278k	+394%	7.5k	37.02	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$276k	-2%	936.00	294.87	View chart
Invsc S P 500 Equal Uit Exchange Traded (RSP)	0.0	$274k	+579%	1.7k	157.80	View chart
Ishares 0-5 Year Tips Uit Exchange Traded (STIP)	0.0	$271k	+7%	2.7k	100.50	View chart
Chipotle Mexican Grl Common Stock (CMG)	0.0	$270k	+38%	118.00	2286.94	View chart
Vaneck Vido Gamin Espo Uit Exchange Traded (ESPO)	0.0	$270k	NEW	4.8k	56.73	View chart
Vanguard Tax-managed Bal Equity Funds (VTMFX)	0.0	$269k		6.5k	41.19	View chart
Ww Intl Common Stock (WW)	0.0	$269k	+234%	31k	8.75	View chart
Amg Gw&k Small Cap Core Equity Funds (GWEIX)	0.0	$268k		8.8k	30.35	View chart
Consolidated Edison Common Stock (ED)	0.0	$265k	-32%	2.9k	91.60	View chart
Nucor Corp Common Stock (NUE)	0.0	$265k	-73%	1.5k	175.21	View chart
Select Sector Uti Select Uit Exchange Traded (XLU)	0.0	$265k	-3%	4.2k	63.32	View chart
Vanguard Tax-managed Cap Equity Funds (VTCLX)	0.0	$264k		1.1k	247.29	View chart
Lululemon Athletica Common Stock (LULU)	0.0	$263k	+4183%	514.00	511.25	View chart
Marsh & Mc Lennan Common Stock (MMC)	0.0	$262k		1.4k	189.47	View chart
Genuine Parts Common Stock (GPC)	0.0	$256k	-27%	1.8k	142.96	View chart

Past Filings by ORG Partners

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

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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