Org-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 757
Total Value: 127591992
Accession Number: 0002032602-25-000001
Form Type: 13F-HR
CIK: org-wealth-partners
Manager Name: Org-Wealth-Partners

Data Enrichment

66% identified

497 identified260 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

757 positions • $127.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 38

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46436E718

Shares:237

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$127.6M)

46434V621

DGRO|46434V621

Shares:385

Value:$23.8K

% of Portfolio:0.0% ($23.8K/$127.6M)

MCDONALDS CORP

MCD|580135101

Shares:76

Value:$23.7K

% of Portfolio:0.0% ($23.7K/$127.6M)

KROGER CO

KR|501044101

Shares:347

Value:$23.6K

% of Portfolio:0.0% ($23.6K/$127.6M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:174

Value:$23.5K

% of Portfolio:0.0% ($23.5K/$127.6M)

922908736

VUG|922908736

Shares:63

Value:$23.4K

% of Portfolio:0.0% ($23.4K/$127.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:81

Value:$23.3K

% of Portfolio:0.0% ($23.3K/$127.6M)

92206C102

VGSH|92206C102

Shares:395

Value:$23.1K

% of Portfolio:0.0% ($23.1K/$127.6M)

00783V104

Shares:1.5K

Value:$22.9K

% of Portfolio:0.0% ($22.9K/$127.6M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:49

Value:$22.8K

% of Portfolio:0.0% ($22.8K/$127.6M)

47103U845

Shares:449

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$127.6M)

74933W460

Shares:454

Value:$22.7K

% of Portfolio:0.0% ($22.7K/$127.6M)

ICICI BANK LTD

IBN|45104G104

Shares:717

Value:$22.3K

% of Portfolio:0.0% ($22.3K/$127.6M)

46435G433

Shares:528

Value:$22.0K

% of Portfolio:0.0% ($22.0K/$127.6M)

Coterra Energy Inc.

CTRA|127097103

Shares:751

Value:$21.8K

% of Portfolio:0.0% ($21.8K/$127.6M)

903287209

Shares:822

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$127.6M)

DAVITA INC.

DVA|23918K108

Shares:142

Value:$21.6K

% of Portfolio:0.0% ($21.6K/$127.6M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:415

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$127.6M)

78468R663

Shares:234

Value:$21.4K

% of Portfolio:0.0% ($21.4K/$127.6M)

464289438

Shares:100

Value:$21.3K

% of Portfolio:0.0% ($21.3K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46436E718)✕	237	QoQ -53.71% (-275) YoY-	All Managers (Combined)	$23.8K	0.0% ($23.8K/$127.6M)	QoQ -53.59% (-$27.5K) YoY-
(DGROcusip46434V621)	385	QoQ -19.45% (-93) YoY-	All Managers (Combined)	$23.8K	0.0% ($23.8K/$127.6M)	QoQ -18.87% (-$5.5K) YoY-
MCDONALDS CORP(MCDcusip580135101)	76	QoQ -70.42% (-181) YoY-	All Managers (Combined)	$23.7K	0.0% ($23.7K/$127.6M)	QoQ -68.13% (-$50.8K) YoY-
KROGER CO(KRcusip501044101)	347	QoQ NEW(+347) YoY-	All Managers (Combined)	$23.6K	0.0% ($23.6K/$127.6M)	QoQ NEW(+$23.6K) YoY-
Leidos Holdings, Inc.(LDOScusip525327102)	174	QoQ +397.14% (+139) YoY-	All Managers (Combined)	$23.5K	0.0% ($23.5K/$127.6M)	QoQ +365.74% (+$18.4K) YoY-
(VUGcusip922908736)	63	QoQ +530.00% (+53) YoY-	All Managers (Combined)	$23.4K	0.0% ($23.4K/$127.6M)	QoQ +469.22% (+$19.3K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	81	QoQ +800.00% (+72) YoY-	All Managers (Combined)	$23.3K	0.0% ($23.3K/$127.6M)	QoQ +968.97% (+$21.1K) YoY-
(VGSHcusip92206C102)	395	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$23.1K	0.0% ($23.1K/$127.6M)	QoQ +0.56% (+$130) YoY-
(cusip00783V104)✕	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$22.9K	0.0% ($22.9K/$127.6M)	QoQ NEW(+$22.9K) YoY-
DOMINOS PIZZA INC(DPZcusip25754A201)	49	QoQ +880.00% (+44) YoY-	All Managers (Combined)	$22.8K	0.0% ($22.8K/$127.6M)	QoQ +987.13% (+$20.7K) YoY-
(cusip47103U845)✕	449	QoQ NEW(+449) YoY-	All Managers (Combined)	$22.7K	0.0% ($22.7K/$127.6M)	QoQ NEW(+$22.7K) YoY-
(cusip74933W460)✕	454	QoQ NEW(+454) YoY-	All Managers (Combined)	$22.7K	0.0% ($22.7K/$127.6M)	QoQ NEW(+$22.7K) YoY-
ICICI BANK LTD(IBNcusip45104G104)	717	QoQ +1891.66% (+681) YoY-	All Managers (Combined)	$22.3K	0.0% ($22.3K/$127.6M)	QoQ +1978.21% (+$21.2K) YoY-
(cusip46435G433)✕	528	QoQ NEW(+528) YoY-	All Managers (Combined)	$22.0K	0.0% ($22.0K/$127.6M)	QoQ NEW(+$22.0K) YoY-
Coterra Energy Inc.(CTRAcusip127097103)	751	QoQ NEW(+751) YoY-	All Managers (Combined)	$21.8K	0.0% ($21.8K/$127.6M)	QoQ NEW(+$21.8K) YoY-
(cusip903287209)✕	822	QoQ NEW(+822) YoY-	All Managers (Combined)	$21.6K	0.0% ($21.6K/$127.6M)	QoQ NEW(+$21.6K) YoY-
DAVITA INC.(DVAcusip23918K108)	142	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$21.6K	0.0% ($21.6K/$127.6M)	QoQ +1.57% (+$335) YoY-
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	415	QoQ NEW(+415) YoY-	All Managers (Combined)	$21.4K	0.0% ($21.4K/$127.6M)	QoQ NEW(+$21.4K) YoY-
(cusip78468R663)✕	234	QoQ +1362.50% (+218) YoY-	All Managers (Combined)	$21.4K	0.0% ($21.4K/$127.6M)	QoQ +1364.22% (+$19.9K) YoY-
(cusip464289438)✕	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$21.3K	0.0% ($21.3K/$127.6M)	QoQ NEW(+$21.3K) YoY-