Org Wealth Partners, LLC Top Holdings and 13F Report (2025) About Org Wealth Partners, LLCInvestment ActivityOrg 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 $122,231,880CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 $39,577,072Berkshire Hathaway $14,980,240Annaly Capital Management $14,396,884Berkshire Hathaway $7,587,907 Largest New Holdings this Quarter Berkshire Hathaway $14,980,240 HoldingRETURN STACKED US STK $337,704 HoldingRealty Income $308,153 HoldingVanguard Tax-Exempt Bond ETF $266,992 HoldingDakota 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 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$122,231,880$118,205,066 ▲2,935.4%8,699,77837.7%EquityCORE SCIENTIFIC INC NEW WT EXP TRANCHE 1$39,577,072$2,205,771 ▼-5.3%4,814,72912.2%EquityBRK.ABerkshire Hathaway$14,980,240$14,980,240 ▲New Holding224.6%FinanceNLYAnnaly Capital Management$14,396,884$14,120,170 ▲5,102.8%786,7154.4%FinanceBRK.BBerkshire Hathaway$7,587,907$4,954,804 ▼-39.5%16,7402.3%FinanceETEnergy Transfer$7,155,066$419,168 ▲6.2%365,2402.2%EnergyBRK.BBerkshire Hathaway$4,905,843$7,636,851 ▼-60.9%10,8231.5%FinanceABTAbbott Laboratories$4,825,934$4,812,586 ▲36,055.9%42,6641.5%MedicalCORE SCIENTIFIC INC$4,030,564$3,751 ▲0.1%286,8731.2%COMMON STOCKAAPLApple$3,882,432$3,838,103 ▲8,658.2%15,5021.2%Computer and TechnologyAMZNAmazon.com$3,562,862$3,538,949 ▲14,799.1%16,2401.1%Retail/WholesaleXOMExxon Mobil$3,558,778$3,544,470 ▲24,772.9%33,0811.1%EnergyIUSBiShares Core Total USD Bond Market ETF$3,235,340$136,683 ▼-4.1%71,5791.0%ManufacturingNVDANVIDIA$3,133,919$3,105,718 ▲11,012.9%23,3371.0%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$2,822,272$2,561,105 ▲980.6%30,5280.9%ETFMSFTMicrosoft$2,704,212$2,678,076 ▲10,246.8%6,4150.8%Computer and TechnologyABBVAbbVie$2,629,494$2,626,117 ▲77,768.4%14,7950.8%MedicalHINES GLOBAL INCOME TRUS$2,404,746$25,549 ▲1.1%242,6520.7%REAL ESTATE INVESTMEGOOGAlphabet$2,315,601$2,299,223 ▲14,038.4%12,1590.7%Computer and TechnologyEPDEnterprise Products Partners$1,681,735$157,053 ▼-8.5%53,6260.5%EnergyMBBiShares MBS ETF$1,576,893$15,494 ▼-1.0%17,2000.5%ETFLLYEli Lilly and Company$1,249,978$1,245,346 ▲26,883.3%1,6190.4%MedicalWMTWalmart$1,185,868$1,164,722 ▲5,508.1%13,1230.4%Retail/WholesaleBLUEPRINT CHESAPK MLT$1,109,050$1,015,406 ▲1,084.3%44,7320.3%UIT EXCHANGE TRADEDGOOGLAlphabet$969,970$939,871 ▲3,122.6%5,1240.3%Computer and TechnologyBABAAlibaba Group$931,501$1,611 ▼-0.2%10,9860.3%Retail/WholesaleKYNKayne Anderson Energy Infrastructure Fund$919,691$405,523 ▲78.9%72,3600.3%Financial ServicesCATCaterpillar$871,849$848,992 ▲3,714.3%2,4030.3%IndustrialsCTASimplify Managed Futures Strategy ETF$862,862$810,626 ▲1,551.8%30,9390.3%ETFNOBLProShares S&P 500 Aristocrats ETF$859,829$797,111 ▲1,271.0%8,6370.3%ETFCBChubb$850,246$835,601 ▲5,705.7%3,0770.3%FinanceVVisa$821,957$808,679 ▲6,090.5%2,6000.3%Business ServicesPTBDPacer Trendpilot US Bond ETF$815,355$747,834 ▲1,107.6%40,7670.3%ETFSHWSherwin-Williams$808,498$793,872 ▲5,427.9%2,3770.2%Basic MaterialsMAMastercard$800,776$61,112 ▲8.3%1,5200.2%Business ServicesFSTRL.B. Foster$794,6790.0%29,5420.2%Basic MaterialsMUBiShares National Muni Bond ETF$772,372$430,031 ▲125.6%7,2490.2%ETFAFLAflac$763,983$745,983 ▲4,144.3%7,3850.2%FinanceDGROiShares Core Dividend Growth ETF$731,789$85,140 ▼-10.4%11,9300.2%ETFPNRPentair$731,025$712,603 ▲3,868.3%7,2620.2%Business ServicesNOWServiceNow$724,040$718,740 ▲13,560.0%6830.2%Computer and TechnologyCRMSalesforce$698,772$691,751 ▲9,852.4%2,0900.2%Computer and TechnologySHOPShopify$681,555$58,267 ▲9.3%6,4100.2%Computer and TechnologyCINFCincinnati Financial$680,297$663,196 ▲3,878.2%4,7340.2%FinanceIBMInternational Business Machines$674,474$658,426 ▲4,102.7%3,0680.2%Computer and TechnologyNFLXNetflix$672,919$668,463 ▲15,000.0%7550.2%Consumer DiscretionaryGWWW.W. Grainger$636,870$622,084 ▲4,207.1%6030.2%IndustrialsQCOMQUALCOMM$635,366$634,444 ▲68,833.3%4,1360.2%Computer and TechnologyORCLOracle$621,711$617,379 ▲14,250.0%3,7310.2%Computer and TechnologyATOAtmos Energy$610,114$593,542 ▲3,581.5%4,3810.2%UtilitiesBROBrown & Brown$608,952$591,504 ▲3,390.1%5,9680.2%FinanceCTASCintas$603,535$588,182 ▲3,831.0%3,3020.2%Business ServicesIUSGiShares Core S&P U.S. Growth ETF$601,284$21,738 ▼-3.5%4,3150.2%ManufacturingIWFiShares Russell 1000 Growth ETF$596,742$563,411 ▲1,690.4%1,4860.2%ETFECLEcolab$583,737$568,024 ▲3,614.9%2,4890.2%Basic MaterialsDOVDover$574,497$558,732 ▲3,544.0%3,0610.2%IndustrialsKMLMKFA Mount Lucas Managed Futures Index Strategy ETF$565,889$505,729 ▲840.6%20,1390.2%ETFUNPUnion Pacific$563,354$561,757 ▲35,185.7%2,4700.2%TransportationMUBiShares National Muni Bond ETF$558,961$216,616 ▲63.3%5,2460.2%ETFESSEssex Property Trust$550,583$534,314 ▲3,284.2%1,9290.2%FinancePWSPacer WealthShield ETF$539,229$472,703 ▲710.6%17,7350.2%ETFABNBAirbnb$510,375$153,086 ▲42.8%3,8840.2%Consumer DiscretionaryJPMJPMorgan Chase & Co.$500,756$16,068 ▼-3.1%2,0880.2%FinanceGDGeneral Dynamics$500,729$487,552 ▲3,700.0%1,9000.2%AerospaceCAHCardinal Health$498,808$483,668 ▲3,194.5%4,2170.2%MedicalSPGIS&P Global$493,099$470,187 ▲2,052.2%9900.2%Business ServicesDBMFiMGP DBi Managed Futures Strategy ETF$484,890$439,896 ▲977.7%18,5360.1%ETFMSCIMSCI$484,201$39,600 ▲8.9%8070.1%FinanceTMOThermo Fisher Scientific$477,581$469,777 ▲6,020.0%9180.1%MedicalIEFiShares 7-10 Year Treasury Bond ETF$475,285$214,114 ▲82.0%5,1410.1%ETFADBEAdobe$474,897$473,563 ▲35,500.0%1,0680.1%Computer and TechnologyACNAccenture$471,694$469,230 ▲19,042.9%1,3400.1%Computer and TechnologyMCDMcDonald's$456,957$441,000 ▲2,763.6%1,5750.1%Retail/WholesaleKMIKinder Morgan$456,867$30,113 ▲7.1%16,6740.1%EnergyPGProcter & Gamble$452,223$432,262 ▲2,165.5%2,6960.1%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$451,444$442,915 ▲5,193.2%3,9170.1%ETFQUALiShares MSCI USA Quality Factor ETF$444,489$329,449 ▲286.4%2,4960.1%ETFVTIVanguard Total Stock Market ETF$432,106$18,258 ▲4.4%1,4910.1%ETFTSLATesla$429,279$406,664 ▲1,798.2%1,0630.1%Auto/Tires/TrucksWDAYWorkday$414,121$34,833 ▲9.2%1,6050.1%Computer and TechnologyADPAutomatic Data Processing$412,928$389,792 ▲1,684.8%1,4100.1%Business ServicesVOOVVanguard S&P 500 Value ETF$408,134$378,982 ▲1,300.0%2,2120.1%ETFILMNIllumina$404,896$163,963 ▲68.1%3,0300.1%MedicalFASTFastenal$385,273$32,358 ▼-7.7%5,3580.1%Retail/WholesaleCHENIERE ENERGY INC$383,968$321,227 ▲512.0%1,7870.1%COMMON STOCKSPYSPDR S&P 500 ETF Trust$378,599$234,427 ▲162.6%6460.1%FinanceAOSA. O. Smith$374,481$362,815 ▲3,109.9%5,4890.1%IndustrialsSWKStanley Black & Decker$369,215$357,250 ▲2,985.9%4,5980.1%IndustrialsNEENextEra Energy$354,649$316,725 ▲835.2%4,9470.1%UtilitiesHDHome Depot$354,368$342,698 ▲2,936.7%9110.1%Retail/WholesaleCLColgate-Palmolive$350,372$20,637 ▼-5.6%3,8540.1%Consumer StaplesPMPhilip Morris International$347,446$37,549 ▲12.1%2,8870.1%Consumer StaplesKWEBKraneShares CSI China Internet ETF$342,747$313,361 ▼-47.8%11,7220.1%ManufacturingMTUMiShares MSCI USA Momentum Factor ETF$338,497$291,736 ▲623.9%1,6360.1%ETFRETURN STACKED US STK$337,704$337,704 ▲New Holding14,1310.1%UIT EXCHANGE TRADEDTGTTarget$336,983$2,839 ▼-0.8%2,4930.1%Retail/WholesaleZTSZoetis$325,943$14,179 ▼-4.2%2,0000.1%MedicalAMGNAmgen$317,979$28,931 ▲10.0%1,2200.1%MedicalITWIllinois Tool Works$316,662$303,203 ▲2,252.8%1,2470.1%IndustrialsORealty Income$308,153$308,153 ▲New Holding5,7700.1%FinanceShowing 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. 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