Org Wealth Partners, LLC Top Holdings and 13F Report (2024) About Org Wealth Partners, LLCInvestment ActivityOrg Wealth Partners, LLC has $300.91 million in total holdings as of September 30, 2024.Org Wealth Partners, LLC owns shares of 587 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Largest Holdings CORE SCIENTIFIC INC NEW COM $102,866,476CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 $34,158,237AGNC Investment $17,386,4231/100 BERKSHIRE HTWY A $15,205,960Berkshire Hathaway $12,735,847 Sector AllocationMap of 500 Largest Holdings ofOrg Wealth Partners, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorCORE SCIENTIFIC INC NEW COM$102,866,4768,673,39634.2%EquityCORE SCIENTIFIC INC NEW WT EXP TRANCHE 1$34,158,2375,083,07111.4%EquityAGNCAGNC Investment$17,386,4231,662,1825.8%Finance1/100 BERKSHIRE HTWY A$15,205,9602,2005.1%COMMON STOCKBRK.BBerkshire Hathaway$12,735,84727,6714.2%FinanceETEnergy Transfer$5,518,716343,8431.8%Oils/EnergyABTAbbott Laboratories$4,656,12140,8381.5%MedicalXOMExxon Mobil$4,215,96535,9641.4%Oils/EnergyAAPLApple$3,524,77215,1261.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$3,515,25274,6031.2%ManufacturingCORE SCIENTIFIC INC$3,399,146286,6061.1%COMMON STOCKSGOViShares 0-3 Month Treasury Bond ETF$3,281,71332,5831.1%ETFAMZNAmazon.com$3,177,27117,0521.1%Retail/WholesaleNVDANVIDIA$2,786,55622,9460.9%Computer and TechnologyMSFTMicrosoft$2,625,3946,1000.9%Computer and TechnologyABBVAbbVie$2,563,13012,9770.9%MedicalHINES GLOBAL INCOME TRUS$2,405,605240,0740.8%REAL ESTATE INVESTMEGOOGAlphabet$1,974,42811,8090.7%Computer and TechnologyEPDEnterprise Products Partners$1,706,85558,6340.6%Oils/EnergyDIR DAILY 20 YEAR TRSRY$1,672,67028,9590.6%UIT EXCHANGE TRADEDMBBiShares MBS ETF$1,664,12017,3690.6%ETFLLYEli Lilly and Company$1,181,5231,3330.4%MedicalBABAAlibaba Group$1,167,84911,0050.4%Retail/WholesaleWMTWalmart$1,134,40314,0460.4%Retail/WholesaleBLUEPRINT CHESAPK MLT$1,118,55845,1040.4%UIT EXCHANGE TRADEDSHWSherwin-Williams$934,3252,4470.3%Basic MaterialsPTBDPacer Trendpilot US Bond ETF$859,35341,6570.3%ETFAFLAflac$842,7017,5370.3%FinanceDGROiShares Core Dividend Growth ETF$834,91313,3180.3%ETFCATCaterpillar$830,8832,1240.3%Industrial ProductsMUBiShares National Muni Bond ETF$800,7047,3710.3%ETFPGProcter & Gamble$794,7304,5870.3%Consumer StaplesADPAutomatic Data Processing$793,7212,8670.3%Business ServicesCBChubb$788,8202,7350.3%FinanceCTASimplify Managed Futures Strategy ETF$786,55230,2520.3%ETFKWEBKraneShares CSI China Internet ETF$763,40122,4390.3%ManufacturingQCOMQUALCOMM$740,3924,3540.2%Computer and TechnologyIBMInternational Business Machines$730,4823,3040.2%Computer and TechnologyCTASCintas$718,9393,4910.2%Industrial ProductsNOBLProShares S&P 500 Aristocrats ETF$716,1356,7080.2%ETFADBEAdobe$705,7131,3630.2%Computer and TechnologyMAMastercard$693,6511,4040.2%Business ServicesNOWServiceNow$693,1337750.2%Computer and TechnologyGDGeneral Dynamics$686,7242,2720.2%AerospacePNRPentair$678,1396,9340.2%Business ServicesCINFCincinnati Financial$677,7594,9790.2%FinanceECLEcolab$661,7592,5900.2%Basic MaterialsBROBrown & Brown$656,0566,3320.2%FinanceVVisa$650,7312,3660.2%Business ServicesGWWW.W. Grainger$633,8136090.2%Industrial ProductsLINDE PLC F$613,6991,2860.2%FOREIGN ORDINARIESAOSA. O. Smith$612,4546,8170.2%Industrial ProductsDOVDover$606,9993,1650.2%Industrial ProductsFSTRL.B. Foster$603,54329,5420.2%Basic MaterialsUNPUnion Pacific$600,0192,4340.2%TransportationDBMFiMGP DBi Managed Futures Strategy ETF$599,35921,3070.2%ETFKMLMKFA Mount Lucas Managed Futures Index Strategy ETF$596,23620,3990.2%ETFQUALiShares MSCI USA Quality Factor ETF$595,2733,3200.2%ETFIUSGiShares Core S&P U.S. Growth ETF$589,7574,4710.2%ManufacturingTMOThermo Fisher Scientific$588,8879520.2%MedicalESSEssex Property Trust$588,7401,9930.2%FinancePWSPacer WealthShield ETF$584,48718,4970.2%ETFCRMSalesforce$572,0692,0900.2%Computer and TechnologyORCLOracle$518,5123,0430.2%Computer and TechnologyNFLXNetflix$505,6867130.2%Consumer DiscretionaryCAHCardinal Health$474,7414,2950.2%MedicalSHOPShopify$469,7625,8620.2%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$455,4193,8930.2%ETFJPMJPMorgan Chase & Co.$454,6842,1550.2%FinanceKYNKayne Anderson Energy Infrastructure Fund$445,00140,4540.1%Financial ServicesUNHUnitedHealth Group$444,1887590.1%MedicalEMREmerson Electric$443,0334,0510.1%Industrial ProductsGOOGLAlphabet$437,3432,6370.1%Computer and TechnologyACNAccenture$434,7291,2290.1%Computer and TechnologyMSCIMSCI$431,9317410.1%Computer and TechnologyCLColgate-Palmolive$423,6574,0810.1%Consumer StaplesFASTFastenal$414,7865,8080.1%Retail/WholesaleZTSZoetis$407,8462,0870.1%MedicalVTIVanguard Total Stock Market ETF$404,3521,4280.1%ETFMCDMcDonald's$402,4811,3200.1%Retail/WholesaleTGTTarget$391,8112,5140.1%Retail/WholesaleHDHome Depot$387,3709560.1%Retail/WholesaleOMFLInvesco Russell 1000 Dynamic Multifactor ETF$368,1236,9480.1%ETFWDAYWorkday$359,2611,4700.1%Computer and TechnologyAMGNAmgen$357,3261,1090.1%MedicalMUBiShares National Muni Bond ETF$349,0283,2130.1%ETFABNBAirbnb$344,7762,7190.1%Consumer DiscretionaryKMIKinder Morgan$344,05015,5750.1%Oils/EnergyLOWLowe's Companies$327,8091,2090.1%Retail/WholesaleITGartner$323,7986390.1%Business ServicesNVONovo Nordisk A/S$313,3712,6320.1%MedicalPMPhilip Morris International$312,6022,5750.1%Consumer StaplesTOLToll Brothers$304,5341,9710.1%ConstructionNLYAnnaly Capital Management$303,47715,1210.1%FinanceVOOVanguard S&P 500 ETF$290,2185500.1%ETFMOAltria Group$289,8195,6780.1%Consumer StaplesITWIllinois Tool Works$288,6961,0990.1%Industrial ProductsEFViShares MSCI EAFE Value ETF$287,6064,9990.1%ETFIEFiShares 7-10 Year Treasury Bond ETF$277,1892,8250.1%ETFTSLATesla$274,1831,0480.1%Auto/Tires/TrucksShowing 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. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
