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:

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Meta Platforms, Inc.

META|30303M102

Shares:33

Value:$19.0K

% of Portfolio:0.0% ($19.0K/$127.6M)

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:39

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$127.6M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:157

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$127.6M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:32

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$127.6M)

ATMOS ENERGY CORP

ATO|049560105

Shares:122

Value:$18.9K

% of Portfolio:0.0% ($18.9K/$127.6M)

COMMERCIAL METALS Co

CMC|201723103

Shares:401

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$127.6M)

AFLAC INC

AFL|001055102

Shares:169

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$127.6M)

Super Micro Computer, Inc.

SMCI|86800U302

Shares:535

Value:$18.8K

% of Portfolio:0.0% ($18.8K/$127.6M)

74347X864

Shares:250

Value:$18.7K

% of Portfolio:0.0% ($18.7K/$127.6M)

LINDE PLC

LIN|G54950103

Shares:40

Value:$18.6K