Org Wealth Partners, LLC Top Holdings and 13F Report (2025) About Org Wealth Partners, LLCInvestment ActivityOrg Wealth Partners, LLC has $325.69 million in total holdings as of March 31, 2025.Org Wealth Partners, LLC owns shares of 869 different stocks, but just 87 companies or ETFs make up 80% of its holdings.Approximately 72.09% of the portfolio was purchased this quarter.About 4.54% of the portfolio was sold this quarter.This quarter, Org Wealth Partners, LLC has purchased 615 new stocks and bought additional shares in 287 stocks.Org Wealth Partners, LLC sold shares of 125 stocks and completely divested from 80 stocks this quarter.Largest Holdings CORE SCIENTIFIC INC NEW COM $62,986,392Berkshire Hathaway $17,565,715CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 $14,564,691Berkshire Hathaway $8,915,389Energy Transfer $7,655,240 Largest New Holdings this Quarter 132061763 - CAMBRIA FIXED INCOME $2,915,544 Holding893962134 - TRANSAMERICA SHORT-TERM $2,168,782 Holding277923579 - EATON VANCE STRATEGIC IN $2,102,326 Holding576291207 - MASSMUTUAL GLOBAL FLTG R $1,820,253 Holding21255V406 - STEPSTONE PRIVATE MARKET $1,783,838 Holding Largest Purchases this Quarter CORE SCIENTIFIC INC NEW COM 8,412,905 shares (about $60.91M)Exxon Mobil 54,563 shares (about $6.50M)Abbott Laboratories 45,901 shares (about $6.04M)Apple 24,198 shares (about $5.40M)JPMorgan Ultra-Short Income ETF 104,946 shares (about $5.30M) Largest Sales this Quarter CORE SCIENTIFIC INC 274,828 shares (about $2.20M)iShares Core Total USD Bond Market ETF 34,018 shares (about $1.57M)Mastercard 1,509 shares (about $827.07K)Union Pacific 2,451 shares (about $578.95K)CHENIERE ENERGY INC 1,646 shares (about $381.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrg Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCORE SCIENTIFIC INC NEW COM$62,986,392$60,909,432 ▲2,932.6%8,699,77819.3%EquityBRK.ABerkshire Hathaway$17,565,7150.0%225.4%FinanceCORE SCIENTIFIC INC NEW WT EXP TRANCHE 1$14,564,691$23,937 ▼-0.2%4,806,8294.5%EquityBRK.BBerkshire Hathaway$8,915,389$3,151,276 ▲54.7%16,7402.7%FinanceETEnergy Transfer$7,655,240$814,237 ▲11.9%408,7122.4%EnergyXOMExxon Mobil$6,512,584$6,499,124 ▲48,285.8%54,6762.0%EnergyABTAbbott Laboratories$6,060,655$6,044,852 ▲38,250.8%46,0211.9%MedicalBRK.BBerkshire Hathaway$5,553,216$215,328 ▼-3.7%10,4191.7%FinanceAAPLApple$5,446,937$5,403,615 ▲12,473.2%24,3921.7%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$5,303,959$5,296,187 ▲68,146.8%105,1001.6%ETFAMZNAmazon.com$5,090,970$5,066,757 ▲20,925.4%26,4921.6%Retail/WholesaleNVDANVIDIA$4,991,358$4,954,455 ▲13,425.7%45,3111.5%Computer and TechnologyABBVAbbVie$4,711,295$4,708,610 ▲175,384.6%22,8131.4%MedicalSGOViShares 0-3 Month Treasury Bond ETF$4,451,043$4,362,462 ▲4,924.8%44,3191.4%ETFWMTWalmart$4,241,976$4,226,874 ▲27,988.2%47,7501.3%Retail/WholesaleMSFTMicrosoft$3,101,308$3,065,357 ▲8,526.6%8,1091.0%Computer and TechnologyCAMBRIA FIXED INCOME$2,915,544$2,915,544 ▲New Holding116,2490.9%UIT EXCHANGE TRADEDPALANTIR TECHNOLOGIES IN$2,854,625$2,850,560 ▲70,131.3%33,7110.9%COMMON STOCKIBMInternational Business Machines$2,747,056$2,730,999 ▲17,007.8%10,9490.8%Computer and TechnologyJPMJPMorgan Chase & Co.$2,679,446$2,169,355 ▲425.3%10,9680.8%FinanceHINES GLOBAL INCOME TRUS$2,299,603$76,011 ▼-3.2%234,8880.7%REAL ESTATE INVESTMEEPDEnterprise Products Partners$2,235,558$400,449 ▲21.8%65,3280.7%EnergyTRANSAMERICA SHORT-TERM$2,168,782$2,168,782 ▲New Holding219,7100.7%BOND FUNDSGOOGAlphabet$2,162,194$230,092 ▲11.9%13,6070.7%Computer and TechnologyEATON VANCE STRATEGIC IN$2,102,326$2,102,326 ▲New Holding314,2300.6%BOND FUNDSSHOPShopify$1,968,073$1,342,219 ▲214.5%20,1570.6%Computer and TechnologyHDHome Depot$1,884,058$1,878,560 ▲34,166.7%5,1400.6%Retail/WholesaleCOSTCostco Wholesale$1,833,991$1,827,287 ▲27,257.1%1,9150.6%Retail/WholesaleMASSMUTUAL GLOBAL FLTG R$1,820,253$1,820,253 ▲New Holding211,3940.6%EQUITY FUNDSSTEPSTONE PRIVATE MARKET$1,783,838$1,783,838 ▲New Holding32,0690.5%CLOSED END MUTL FUNDIUSBiShares Core Total USD Bond Market ETF$1,729,292$1,566,174 ▼-47.5%37,5610.5%ManufacturingAMGNAmgen$1,693,723$1,691,567 ▲78,457.1%5,4990.5%MedicalDIVOAmplify YieldShares CWP Dividend & Option Income ETF$1,652,761$1,652,761 ▲New Holding40,5540.5%ETFTRANSAMERICA BOND I$1,640,169$1,640,169 ▲New Holding202,4720.5%BOND FUNDSIEFiShares 7-10 Year Treasury Bond ETF$1,595,090$1,104,638 ▲225.2%16,7200.5%ETFMBBiShares MBS ETF$1,562,725$50,459 ▼-3.1%16,6620.5%ETFHONHoneywell International$1,527,409$1,527,409 ▲New Holding7,1340.5%Multi-Sector ConglomeratesAMERICAN FUNDS GROWTH FU$1,499,219$1,499,219 ▲New Holding21,4430.5%NTF EQUITY FUNDSSPROTT PHYSICAL GOLD ETV$1,465,020$1,439,915 ▲5,735.6%60,6900.4%CLOSED END MUTL FUNDBABAAlibaba Group$1,457,8410.0%10,9860.4%Retail/WholesalePFEPfizer$1,454,104$1,402,202 ▲2,701.6%59,2260.4%MedicalQCOMQUALCOMM$1,391,725$1,389,888 ▲75,641.7%9,0890.4%Computer and TechnologyOKTAOkta$1,332,372$1,332,372 ▲New Holding12,7270.4%Computer and TechnologyWDAYWorkday$1,325,048$948,641 ▲252.0%5,6500.4%Computer and TechnologyKTOSKratos Defense & Security Solutions$1,306,295$1,306,295 ▲New Holding44,5840.4%AerospaceKYNKayne Anderson Energy Infrastructure Fund$1,289,553$351,045 ▲37.4%99,4260.4%Financial ServicesTSLATesla$1,272,207$1,262,543 ▲13,063.9%4,7390.4%Auto/Tires/TrucksURIUnited Rentals$1,260,524$1,237,134 ▲5,289.2%1,9940.4%ConstructionSCCOSouthern Copper$1,259,653$1,259,653 ▲New Holding13,3950.4%Basic MaterialsEOGEOG Resources$1,253,727$1,236,485 ▲7,171.4%9,6710.4%EnergyXOPSPDR S&P Oil & Gas Exploration & Production ETF$1,231,075$1,231,075 ▲New Holding9,2670.4%ETFAGNCAGNC Investment$1,197,500$1,124,903 ▲1,549.5%125,0000.4%FinanceVVisa$1,151,795$1,136,539 ▲7,450.0%3,3220.4%Business ServicesCVXChevron$1,093,421$890,280 ▲438.3%6,4860.3%EnergyCTASimplify Managed Futures Strategy ETF$1,091,643$1,035,170 ▲1,833.1%36,6700.3%ETFPDBCInvesco Optimum Yield Diversified Commodity Strategy No K-1 ETF$1,090,717$1,090,717 ▲New Holding79,9080.3%ManufacturingCRWDCrowdStrike$1,075,891$1,074,079 ▲59,280.0%2,9690.3%Computer and TechnologyVZVerizon Communications$1,044,027$1,044,027 ▲New Holding22,9750.3%Computer and TechnologyRQICohen & Steers Quality Income Realty Fund$1,005,297$926,334 ▲1,173.1%79,5700.3%Financial ServicesNFLXNetflix$987,775$983,133 ▲21,180.0%1,0640.3%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$978,709$972,194 ▲14,922.5%16,6750.3%ETFCAHCardinal Health$968,194$951,052 ▲5,548.0%7,0600.3%MedicalIJRiShares Core S&P Small-Cap ETF$930,129$867,715 ▲1,390.3%8,8670.3%ETFTRANSAMERICA INTERMEDIAT$926,494$926,494 ▲New Holding87,3160.3%BOND FUNDSSNOWSnowflake$898,270$898,270 ▲New Holding6,0070.3%Computer and TechnologyMCDMcDonald's$893,517$875,308 ▲4,806.9%2,8460.3%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$883,682$883,682 ▲New Holding15,5390.3%ETFLLYEli Lilly and Company$860,524$851,661 ▲9,609.1%1,0680.3%MedicalMAMastercard$854,065$19,760 ▲2.4%1,5560.3%Business ServicesIVViShares Core S&P 500 ETF$844,865$844,865 ▲New Holding1,4960.3%ETFMUBiShares National Muni Bond ETF$841,832$288,694 ▲52.2%7,9840.3%ETFNTNXNutanix$838,911$807,083 ▲2,535.7%12,0190.3%Computer and TechnologyAFLAflac$833,928$820,207 ▲5,977.9%7,4150.3%FinanceGOOGLAlphabet$824,494$800,928 ▲3,398.7%5,2480.3%Computer and TechnologyAMERICAN FUNDS FUNDAMENT$800,989$800,989 ▲New Holding10,2110.2%NTF EQUITY FUNDSPTBDPacer Trendpilot US Bond ETF$799,859$677,085 ▲551.5%39,7540.2%ETFCINFCincinnati Financial$794,917$780,172 ▲5,291.0%5,3910.2%FinanceCBChubb$773,176$758,707 ▲5,243.8%2,5650.2%FinanceADPAutomatic Data Processing$766,021$750,995 ▲4,998.0%2,4980.2%Business ServicesSPYSPDR S&P 500 ETF Trust$760,958$723,866 ▲1,951.5%1,3540.2%FinanceBROBrown & Brown$734,036$717,776 ▲4,414.5%5,9140.2%FinanceCRMSalesforce$726,546$722,762 ▲19,100.0%2,6880.2%Computer and TechnologyOKEONEOK$718,253$523,913 ▲269.6%7,2180.2%EnergyCTASCintas$698,205$684,062 ▲4,836.8%3,3570.2%Business ServicesCOPConocoPhillips$697,554$624,383 ▲853.3%6,6160.2%EnergyORCLOracle$696,898$694,627 ▲30,587.5%4,9100.2%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$683,898$193,601 ▲39.5%7,1710.2%ETFATOAtmos Energy$683,258$667,765 ▲4,310.0%4,4100.2%UtilitiesDGROiShares Core Dividend Growth ETF$661,142$637,299 ▲2,672.9%10,7310.2%ETFSOXXiShares Semiconductor ETF$654,536$592,208 ▲950.2%3,4760.2%ETFKMLMKFA Mount Lucas Managed Futures Index Strategy ETF$653,254$591,499 ▲957.8%24,0440.2%ETFSPGIS&P Global$643,054$629,252 ▲4,559.3%1,2580.2%Business ServicesECLEcolab$642,977$628,988 ▲4,496.4%2,5280.2%Basic MaterialsEDConsolidated Edison$611,989$597,460 ▲4,112.1%5,5600.2%UtilitiesESSEssex Property Trust$603,968$589,610 ▲4,106.4%1,9770.2%FinancePGProcter & Gamble$594,225$575,447 ▲3,064.5%3,4810.2%Consumer StaplesZTSZoetis$593,992$270,114 ▲83.4%3,6680.2%MedicalFSTRL.B. Foster$590,2490.0%29,5420.2%Basic MaterialsIEFAiShares Core MSCI EAFE ETF$585,968$585,968 ▲New Holding7,7160.2%ETFDBMFiMGP DBi Managed Futures Strategy ETF$573,700$529,610 ▲1,201.2%22,6670.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. 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