Org-Wealth-Partners

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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 16 of 38

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024071102

Shares:407

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$127.6M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:127

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$127.6M)

46138J619

Shares:256

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$127.6M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:28

Value:$13.5K

% of Portfolio:0.0% ($13.5K/$127.6M)

027681824

Shares:238

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$127.6M)

771195104

Shares:325

Value:$13.4K

% of Portfolio:0.0% ($13.4K/$127.6M)

STERIS plc

STE|G8473T100

Shares:59

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$127.6M)

500767835

Shares:830

Value:$13.3K

% of Portfolio:0.0% ($13.3K/$127.6M)

78464A656

Shares:504

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$127.6M)

464287556

Shares:106

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$127.6M)

46435G342

Shares:589

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$127.6M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:62

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$127.6M)

92647K770

Shares:451

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$127.6M)

78464A763

SDY|78464A763

Shares:94

Value:$12.8K

% of Portfolio:0.0% ($12.8K/$127.6M)

399874106

Shares:180

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$127.6M)

922042874

VGK|922042874

Shares:179

Value:$12.6K

% of Portfolio:0.0% ($12.6K/$127.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:200

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$127.6M)

05606L100

Shares:125

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$127.6M)

OMEGA HEALTHCARE INVESTORS INC

OHI|681936100

Shares:324

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$127.6M)

115233702

Shares:758

Value:$12.3K

% of Portfolio:0.0% ($12.3K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip024071102)✕	407	QoQ NEW(+407) YoY-	All Managers (Combined)	$14.0K	0.0% ($14.0K/$127.6M)	QoQ NEW(+$14.0K) YoY-
AGNICO EAGLE MINES LTD(AEMcusip008474108)	127	QoQ NEW(+127) YoY-	All Managers (Combined)	$13.7K	0.0% ($13.7K/$127.6M)	QoQ NEW(+$13.7K) YoY-
(cusip46138J619)✕	256	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.7K	0.0% ($13.7K/$127.6M)	QoQ -1.23% (-$171) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	28	QoQ -80.28% (-114) YoY-	All Managers (Combined)	$13.5K	0.0% ($13.5K/$127.6M)	QoQ -81.69% (-$60.3K) YoY-
(cusip027681824)✕	238	QoQ NEW(+238) YoY-	All Managers (Combined)	$13.4K	0.0% ($13.4K/$127.6M)	QoQ NEW(+$13.4K) YoY-
(cusip771195104)✕	325	QoQ NEW(+325) YoY-	All Managers (Combined)	$13.4K	0.0% ($13.4K/$127.6M)	QoQ NEW(+$13.4K) YoY-
STERIS plc(STEcusipG8473T100)	59	QoQ NEW(+59) YoY-	All Managers (Combined)	$13.3K	0.0% ($13.3K/$127.6M)	QoQ NEW(+$13.3K) YoY-
(cusip500767835)✕	830	QoQ -46.03% (-708) YoY-	All Managers (Combined)	$13.3K	0.0% ($13.3K/$127.6M)	QoQ -39.15% (-$8.5K) YoY-
(cusip78464A656)✕	504	QoQ +1020.00% (+459) YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$127.6M)	QoQ +1059.84% (+$12.1K) YoY-
(cusip464287556)✕	106	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$127.6M)	QoQ -5.87% (-$824) YoY-
(cusip46435G342)✕	589	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$13.2K	0.0% ($13.2K/$127.6M)	QoQ +4.73% (+$595) YoY-
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	62	QoQ NEW(+62) YoY-	All Managers (Combined)	$13.1K	0.0% ($13.1K/$127.6M)	QoQ NEW(+$13.1K) YoY-
(cusip92647K770)✕	451	QoQ NEW(+451) YoY-	All Managers (Combined)	$12.9K	0.0% ($12.9K/$127.6M)	QoQ NEW(+$12.9K) YoY-
(SDYcusip78464A763)	94	QoQ -10.47% (-11) YoY-	All Managers (Combined)	$12.8K	0.0% ($12.8K/$127.6M)	QoQ -7.40% (-$1.0K) YoY-
(cusip399874106)✕	180	QoQ NEW(+180) YoY-	All Managers (Combined)	$12.7K	0.0% ($12.7K/$127.6M)	QoQ NEW(+$12.7K) YoY-
(VGKcusip922042874)	179	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.6K	0.0% ($12.6K/$127.6M)	QoQ +10.89% (+$1.2K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	200	QoQ -81.60% (-887) YoY-	All Managers (Combined)	$12.4K	0.0% ($12.4K/$127.6M)	QoQ -80.79% (-$52.0K) YoY-
(cusip05606L100)✕	125	QoQ NEW(+125) YoY-	All Managers (Combined)	$12.3K	0.0% ($12.3K/$127.6M)	QoQ NEW(+$12.3K) YoY-
OMEGA HEALTHCARE INVESTORS INC(OHIcusip681936100)	324	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$12.3K	0.0% ($12.3K/$127.6M)	QoQ +0.57% (+$71) YoY-
(cusip115233702)✕	758	QoQ NEW(+758) YoY-	All Managers (Combined)	$12.3K	0.0% ($12.3K/$127.6M)	QoQ NEW(+$12.3K) YoY-