Org Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Org Wealth Partners, LLC

Investment Activity

Org Wealth Partners, LLC has $324.15 million in total holdings as of December 31, 2024.
Org Wealth Partners, LLC owns shares of 620 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
Approximately 67.76% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Org Wealth Partners, LLC has purchased 578 new stocks and bought additional shares in 191 stocks.
Org Wealth Partners, LLC sold shares of 155 stocks and completely divested from 68 stocks this quarter.

Largest Holdings

CORE SCIENTIFIC INC NEW COM: $122,231,880
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1: $39,577,072
Berkshire Hathaway: $14,980,240
Annaly Capital Management: $14,396,884
Berkshire Hathaway: $7,587,907

Largest New Holdings this Quarter

Berkshire Hathaway: $14,980,240 Holding
RETURN STACKED US STK: $337,704 Holding
Realty Income: $308,153 Holding
Vanguard Tax-Exempt Bond ETF: $266,992 Holding
Dakota Gold: $201,599 Holding

Largest Purchases this Quarter

CORE SCIENTIFIC INC NEW COM: 8,413,172 shares (about $118.21M)
Berkshire Hathaway: 22 shares (about $14.98M)
Annaly Capital Management: 771,594 shares (about $14.12M)
Abbott Laboratories: 42,546 shares (about $4.81M)
Apple: 15,325 shares (about $3.84M)

Largest Sales this Quarter

Berkshire Hathaway: 16,848 shares (about $7.64M)
Berkshire Hathaway: 10,931 shares (about $4.95M)
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1: 268,342 shares (about $2.21M)
DIR DAILY 20 YEAR TRSRY: 28,928 shares (about $1.16M)
iShares Core Dividend Growth ETF: 12,931 shares (about $793.17K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CORE SCIENTIFIC INC NEW COM	$122,231,880	$118,205,066 ▲	2,935.4%	8,699,778	37.7%	Equity
CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1	$39,577,072	$2,205,771 ▼	-5.3%	4,814,729	12.2%	Equity
BRK.A Berkshire Hathaway	$14,980,240	$14,980,240 ▲	New Holding	22	4.6%	Finance
NLY Annaly Capital Management	$14,396,884	$14,120,170 ▲	5,102.8%	786,715	4.4%	Finance
BRK.B Berkshire Hathaway	$7,587,907	$4,954,804 ▼	-39.5%	16,740	2.3%	Finance
ET Energy Transfer	$7,155,066	$419,168 ▲	6.2%	365,240	2.2%	Oils/Energy
BRK.B Berkshire Hathaway	$4,905,843	$7,636,851 ▼	-60.9%	10,823	1.5%	Finance
ABT Abbott Laboratories	$4,825,934	$4,812,586 ▲	36,055.9%	42,664	1.5%	Medical
CORE SCIENTIFIC INC	$4,030,564	$3,751 ▲	0.1%	286,873	1.2%	COMMON STOCK
AAPL Apple	$3,882,432	$3,838,103 ▲	8,658.2%	15,502	1.2%	Computer and Technology
AMZN Amazon.com	$3,562,862	$3,538,949 ▲	14,799.1%	16,240	1.1%	Retail/Wholesale
XOM Exxon Mobil	$3,558,778	$3,544,470 ▲	24,772.9%	33,081	1.1%	Oils/Energy
IUSB iShares Core Total USD Bond Market ETF	$3,235,340	$136,683 ▼	-4.1%	71,579	1.0%	Manufacturing
NVDA NVIDIA	$3,133,919	$3,105,718 ▲	11,012.9%	23,337	1.0%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$2,822,272	$2,561,105 ▲	980.6%	30,528	0.9%	ETF
MSFT Microsoft	$2,704,212	$2,678,076 ▲	10,246.8%	6,415	0.8%	Computer and Technology
ABBV AbbVie	$2,629,494	$2,626,117 ▲	77,768.4%	14,795	0.8%	Medical
HINES GLOBAL INCOME TRUS	$2,404,746	$25,549 ▲	1.1%	242,652	0.7%	REAL ESTATE INVESTME
GOOG Alphabet	$2,315,601	$2,299,223 ▲	14,038.4%	12,159	0.7%	Computer and Technology
EPD Enterprise Products Partners	$1,681,735	$157,053 ▼	-8.5%	53,626	0.5%	Oils/Energy
MBB iShares MBS ETF	$1,576,893	$15,494 ▼	-1.0%	17,200	0.5%	ETF
LLY Eli Lilly and Company	$1,249,978	$1,245,346 ▲	26,883.3%	1,619	0.4%	Medical
WMT Walmart	$1,185,868	$1,164,722 ▲	5,508.1%	13,123	0.4%	Retail/Wholesale
BLUEPRINT CHESAPK MLT	$1,109,050	$1,015,406 ▲	1,084.3%	44,732	0.3%	UIT EXCHANGE TRADED
GOOGL Alphabet	$969,970	$939,871 ▲	3,122.6%	5,124	0.3%	Computer and Technology
BABA Alibaba Group	$931,501	$1,611 ▼	-0.2%	10,986	0.3%	Retail/Wholesale
KYN Kayne Anderson Energy Infrastructure Fund	$919,691	$405,523 ▲	78.9%	72,360	0.3%	Financial Services
CAT Caterpillar	$871,849	$848,992 ▲	3,714.3%	2,403	0.3%	Industrial Products
CTA Simplify Managed Futures Strategy ETF	$862,862	$810,626 ▲	1,551.8%	30,939	0.3%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$859,829	$797,111 ▲	1,271.0%	8,637	0.3%	ETF
CB Chubb	$850,246	$835,601 ▲	5,705.7%	3,077	0.3%	Finance
V Visa	$821,957	$808,679 ▲	6,090.5%	2,600	0.3%	Business Services
PTBD Pacer Trendpilot US Bond ETF	$815,355	$747,834 ▲	1,107.6%	40,767	0.3%	ETF
SHW Sherwin-Williams	$808,498	$793,872 ▲	5,427.9%	2,377	0.2%	Basic Materials
MA Mastercard	$800,776	$61,112 ▲	8.3%	1,520	0.2%	Business Services
FSTR L.B. Foster	$794,679		0.0%	29,542	0.2%	Basic Materials
MUB iShares National Muni Bond ETF	$772,372	$430,031 ▲	125.6%	7,249	0.2%	ETF
AFL Aflac	$763,983	$745,983 ▲	4,144.3%	7,385	0.2%	Finance
DGRO iShares Core Dividend Growth ETF	$731,789	$85,140 ▼	-10.4%	11,930	0.2%	ETF
PNR Pentair	$731,025	$712,603 ▲	3,868.3%	7,262	0.2%	Business Services
NOW ServiceNow	$724,040	$718,740 ▲	13,560.0%	683	0.2%	Computer and Technology
CRM Salesforce	$698,772	$691,751 ▲	9,852.4%	2,090	0.2%	Computer and Technology
SHOP Shopify	$681,555	$58,267 ▲	9.3%	6,410	0.2%	Computer and Technology
CINF Cincinnati Financial	$680,297	$663,196 ▲	3,878.2%	4,734	0.2%	Finance
IBM International Business Machines	$674,474	$658,426 ▲	4,102.7%	3,068	0.2%	Computer and Technology
NFLX Netflix	$672,919	$668,463 ▲	15,000.0%	755	0.2%	Consumer Discretionary
GWW W.W. Grainger	$636,870	$622,084 ▲	4,207.1%	603	0.2%	Industrial Products
QCOM QUALCOMM	$635,366	$634,444 ▲	68,833.3%	4,136	0.2%	Computer and Technology
ORCL Oracle	$621,711	$617,379 ▲	14,250.0%	3,731	0.2%	Computer and Technology
ATO Atmos Energy	$610,114	$593,542 ▲	3,581.5%	4,381	0.2%	Utilities
BRO Brown & Brown	$608,952	$591,504 ▲	3,390.1%	5,968	0.2%	Finance
CTAS Cintas	$603,535	$588,182 ▲	3,831.0%	3,302	0.2%	Business Services
IUSG iShares Core S&P U.S. Growth ETF	$601,284	$21,738 ▼	-3.5%	4,315	0.2%	Manufacturing
IWF iShares Russell 1000 Growth ETF	$596,742	$563,411 ▲	1,690.4%	1,486	0.2%	ETF
ECL Ecolab	$583,737	$568,024 ▲	3,614.9%	2,489	0.2%	Basic Materials
DOV Dover	$574,497	$558,732 ▲	3,544.0%	3,061	0.2%	Industrial Products
KMLM KFA Mount Lucas Managed Futures Index Strategy ETF	$565,889	$505,729 ▲	840.6%	20,139	0.2%	ETF
UNP Union Pacific	$563,354	$561,757 ▲	35,185.7%	2,470	0.2%	Transportation
MUB iShares National Muni Bond ETF	$558,961	$216,616 ▲	63.3%	5,246	0.2%	ETF
ESS Essex Property Trust	$550,583	$534,314 ▲	3,284.2%	1,929	0.2%	Finance
PWS Pacer WealthShield ETF	$539,229	$472,703 ▲	710.6%	17,735	0.2%	ETF
ABNB Airbnb	$510,375	$153,086 ▲	42.8%	3,884	0.2%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$500,756	$16,068 ▼	-3.1%	2,088	0.2%	Finance
GD General Dynamics	$500,729	$487,552 ▲	3,700.0%	1,900	0.2%	Aerospace
CAH Cardinal Health	$498,808	$483,668 ▲	3,194.5%	4,217	0.2%	Medical
SPGI S&P Global	$493,099	$470,187 ▲	2,052.2%	990	0.2%	Business Services
DBMF iMGP DBi Managed Futures Strategy ETF	$484,890	$439,896 ▲	977.7%	18,536	0.1%	ETF
MSCI MSCI	$484,201	$39,600 ▲	8.9%	807	0.1%	Finance
TMO Thermo Fisher Scientific	$477,581	$469,777 ▲	6,020.0%	918	0.1%	Medical
IEF iShares 7-10 Year Treasury Bond ETF	$475,285	$214,114 ▲	82.0%	5,141	0.1%	ETF
ADBE Adobe	$474,897	$473,563 ▲	35,500.0%	1,068	0.1%	Computer and Technology
ACN Accenture	$471,694	$469,230 ▲	19,042.9%	1,340	0.1%	Computer and Technology
MCD McDonald's	$456,957	$441,000 ▲	2,763.6%	1,575	0.1%	Retail/Wholesale
KMI Kinder Morgan	$456,867	$30,113 ▲	7.1%	16,674	0.1%	Oils/Energy
PG Procter & Gamble	$452,223	$432,262 ▲	2,165.5%	2,696	0.1%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$451,444	$442,915 ▲	5,193.2%	3,917	0.1%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$444,489	$329,449 ▲	286.4%	2,496	0.1%	ETF
VTI Vanguard Total Stock Market ETF	$432,106	$18,258 ▲	4.4%	1,491	0.1%	ETF
TSLA Tesla	$429,279	$406,664 ▲	1,798.2%	1,063	0.1%	Auto/Tires/Trucks
WDAY Workday	$414,121	$34,833 ▲	9.2%	1,605	0.1%	Computer and Technology
ADP Automatic Data Processing	$412,928	$389,792 ▲	1,684.8%	1,410	0.1%	Business Services
VOOV Vanguard S&P 500 Value ETF	$408,134	$378,982 ▲	1,300.0%	2,212	0.1%	ETF
ILMN Illumina	$404,896	$163,963 ▲	68.1%	3,030	0.1%	Medical
FAST Fastenal	$385,273	$32,358 ▼	-7.7%	5,358	0.1%	Retail/Wholesale
CHENIERE ENERGY INC	$383,968	$321,227 ▲	512.0%	1,787	0.1%	COMMON STOCK
SPY SPDR S&P 500 ETF Trust	$378,599	$234,427 ▲	162.6%	646	0.1%	Finance
AOS A. O. Smith	$374,481	$362,815 ▲	3,109.9%	5,489	0.1%	Industrial Products
SWK Stanley Black & Decker	$369,215	$357,250 ▲	2,985.9%	4,598	0.1%	Industrial Products
NEE NextEra Energy	$354,649	$316,725 ▲	835.2%	4,947	0.1%	Utilities
HD Home Depot	$354,368	$342,698 ▲	2,936.7%	911	0.1%	Retail/Wholesale
CL Colgate-Palmolive	$350,372	$20,637 ▼	-5.6%	3,854	0.1%	Consumer Staples
PM Philip Morris International	$347,446	$37,549 ▲	12.1%	2,887	0.1%	Consumer Staples
KWEB KraneShares CSI China Internet ETF	$342,747	$313,361 ▼	-47.8%	11,722	0.1%	Manufacturing
MTUM iShares MSCI USA Momentum Factor ETF	$338,497	$291,736 ▲	623.9%	1,636	0.1%	ETF
RETURN STACKED US STK	$337,704	$337,704 ▲	New Holding	14,131	0.1%	UIT EXCHANGE TRADED
TGT Target	$336,983	$2,839 ▼	-0.8%	2,493	0.1%	Retail/Wholesale
ZTS Zoetis	$325,943	$14,179 ▼	-4.2%	2,000	0.1%	Medical
AMGN Amgen	$317,979	$28,931 ▲	10.0%	1,220	0.1%	Medical
ITW Illinois Tool Works	$316,662	$303,203 ▲	2,252.8%	1,247	0.1%	Industrial Products
O Realty Income	$308,153	$308,153 ▲	New Holding	5,770	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Org Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Org Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Org Wealth Partners, LLC Top Holdings and 13F Report (2025)

About Org Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOrg Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools