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 11 of 38

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PACCAR INC

PCAR|693718108

Shares:214

Value:$21.0K

% of Portfolio:0.0% ($21.0K/$127.6M)

00141L103

Shares:1.4K

Value:$20.8K

% of Portfolio:0.0% ($20.8K/$127.6M)

Marvell Technology, Inc.

MRVL|573874104

Shares:329

Value:$20.6K

% of Portfolio:0.0% ($20.6K/$127.6M)

Aon plc

AON|G0403H108

Shares:51

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$127.6M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:43

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$127.6M)

464287291

Shares:266

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$127.6M)

PROCTER & GAMBLE Co

PG|742718109

Shares:119

Value:$20.3K

% of Portfolio:0.0% ($20.3K/$127.6M)

09260B382

Shares:2.1K

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$127.6M)

Cigna Group

CI|125523100

Shares:61

Value:$20.2K

% of Portfolio:0.0% ($20.2K/$127.6M)

CATERPILLAR INC

CAT|149123101

Shares:61

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$127.6M)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:188

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$127.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:169

Value:$20.1K

% of Portfolio:0.0% ($20.1K/$127.6M)

CONSOLIDATED EDISON INC

ED|209115104

Shares:181

Value:$20.0K

% of Portfolio:0.0% ($20.0K/$127.6M)

Snowflake Inc.

SNOW|833445109

Shares:132

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$127.6M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:143

Value:$19.7K

% of Portfolio:0.0% ($19.7K/$127.6M)

Chubb Ltd

CB|H1467J104

Shares:65

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$127.6M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:72

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$127.6M)

85207H104

Shares:812

Value:$19.6K

% of Portfolio:0.0% ($19.6K/$127.6M)

BROWN & BROWN, INC.

BRO|115236101

Shares:156

Value:$19.4K

% of Portfolio:0.0% ($19.4K/$127.6M)

REAVES UTILITY INCOME FUND

UTG|756158101

Shares:581

Value:$19.1K

% of Portfolio:0.0% ($19.1K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PACCAR INC(PCARcusip693718108)	214	QoQ +872.72% (+192) YoY-	All Managers (Combined)	$21.0K	0.0% ($21.0K/$127.6M)	QoQ +819.31% (+$18.7K) YoY-
(cusip00141L103)✕	1.4K	QoQ NEW(+1.4K) YoY-	All Managers (Combined)	$20.8K	0.0% ($20.8K/$127.6M)	QoQ NEW(+$20.8K) YoY-
Marvell Technology, Inc.(MRVLcusip573874104)	329	QoQ +765.78% (+291) YoY-	All Managers (Combined)	$20.6K	0.0% ($20.6K/$127.6M)	QoQ +391.25% (+$16.4K) YoY-
Aon plc(AONcusipG0403H108)	51	QoQ NEW(+51) YoY-	All Managers (Combined)	$20.3K	0.0% ($20.3K/$127.6M)	QoQ NEW(+$20.3K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	43	QoQ +115.00% (+23) YoY-	All Managers (Combined)	$20.3K	0.0% ($20.3K/$127.6M)	QoQ +98.80% (+$10.1K) YoY-
(cusip464287291)✕	266	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$20.3K	0.0% ($20.3K/$127.6M)	QoQ -9.92% (-$2.2K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	119	QoQ +340.74% (+92) YoY-	All Managers (Combined)	$20.3K	0.0% ($20.3K/$127.6M)	QoQ +348.05% (+$15.8K) YoY-
(cusip09260B382)✕	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$20.2K	0.0% ($20.2K/$127.6M)	QoQ NEW(+$20.2K) YoY-
Cigna Group(CIcusip125523100)	61	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$20.2K	0.0% ($20.2K/$127.6M)	QoQ +19.87% (+$3.3K) YoY-
CATERPILLAR INC(CATcusip149123101)	61	QoQ +916.66% (+55) YoY-	All Managers (Combined)	$20.1K	0.0% ($20.1K/$127.6M)	QoQ +824.49% (+$17.9K) YoY-
ARM HOLDINGS PLC /UK(ARMcusip042068205)	188	QoQ NEW(+188) YoY-	All Managers (Combined)	$20.1K	0.0% ($20.1K/$127.6M)	QoQ NEW(+$20.1K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	169	QoQ -97.39% (-6.3K) YoY-	All Managers (Combined)	$20.1K	0.0% ($20.1K/$127.6M)	QoQ -97.11% (-$676.7K) YoY-
CONSOLIDATED EDISON INC(EDcusip209115104)	181	QoQ -0.54% (-1) YoY-	All Managers (Combined)	$20.0K	0.0% ($20.0K/$127.6M)	QoQ +23.25% (-$3.8K) YoY-
Snowflake Inc.(SNOWcusip833445109)	132	QoQ NEW(+132) YoY-	All Managers (Combined)	$19.7K	0.0% ($19.7K/$127.6M)	QoQ NEW(+$19.7K) YoY-
CARDINAL HEALTH INC(CAHcusip14149Y108)	143	QoQ -7.14% (-11) YoY-	All Managers (Combined)	$19.7K	0.0% ($19.7K/$127.6M)	QoQ +8.16% (-$1.5K) YoY-
Chubb Ltd(CBcusipH1467J104)	65	QoQ +1200.00% (+60) YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$127.6M)	QoQ +1321.36% (+$18.2K) YoY-
GENERAL DYNAMICS CORP(GDcusip369550108)	72	QoQ +278.94% (+53) YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$127.6M)	QoQ +292.02% (+$14.6K) YoY-
(cusip85207H104)✕	812	QoQ -21.92% (-228) YoY-	All Managers (Combined)	$19.6K	0.0% ($19.6K/$127.6M)	QoQ -6.41% (-$1.3K) YoY-
BROWN & BROWN, INC.(BROcusip115236101)	156	QoQ +27.86% (+34) YoY-	All Managers (Combined)	$19.4K	0.0% ($19.4K/$127.6M)	QoQ +55.92% (+$7.0K) YoY-
REAVES UTILITY INCOME FUND(UTGcusip756158101)	581	QoQ NEW(+581) YoY-	All Managers (Combined)	$19.1K	0.0% ($19.1K/$127.6M)	QoQ NEW(+$19.1K) YoY-