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Pacer Fds Tr wealthshield shares owned by ORG Wealth Partners

Quarter-by-quarter ownership of Pacer Fds Tr wealthshield (PWS) shares owned by ORG Wealth Partners from 13F filings

Historical chart of ORG Wealth Partners investment in Pacer Fds Tr wealthshield

Tip: Access up to 7 years of quarterly data

All positions including Pacer Fds Tr wealthshield held by ORG Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pacer Fds Tr wealthshield by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 36k 32.17
2025-06-30 $671k 22k 30.24
2025-03-31 $632k 21k 30.68
2024-12-31 $602k 20k 30.41
2024-09-30 $654k 21k 31.60

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Berkshire Hathaway Inc Del Cl A Equity (BRK.A)
Berkshire Hathaway Common Stock (BRK.B)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Energy Transfer Limited Partnershp (ET)
Amazon.com Common Stock (AMZN)
Exxon Mobil Corp Common Stock (XOM)
Abbott Labs Common Stock (ABT)
Microsoft Corp Common Stock (MSFT)
Palantir Technologies In Common Stock (PLTR)
Abbvie Common Stock (ABBV)
Cambria Fixed Income Uit Exchange Traded (CFIT)
Armour Residential Reit Inc Com Par $0 001 Equity (ARR)

View all positions for ORG Wealth Partners

Top funds holding Pacer Fds Tr wealthshield

Napa Wealth Management
LPL Financial
ORG Partners
ORG Wealth Partners
Concurrent Investment Advisors
Atria Investments
Envestnet Asset Management
Cetera Investment Advisers
Susquehanna International
Royal Bank of Canada
Hanson McClain Advisors
Advisory Services Network
WFA of San Diego
Emerald Investment Partners
UBS Group

View all funds holding Pacer Fds Tr wealthshield