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 17 of 38

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WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:200

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$127.6M)

lululemon athletica inc.

LULU|550021109

Shares:43

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$127.6M)

140193103

Shares:166

Value:$12.0K

% of Portfolio:0.0% ($12.0K/$127.6M)

Edwards Lifesciences Corp

EW|28176E108

Shares:166

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$127.6M)

360802821

Shares:151

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$127.6M)

315920850

Shares:1.0K

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$127.6M)

GENUINE PARTS CO

GPC|372460105

Shares:100

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$127.6M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:62

Value:$11.8K

% of Portfolio:0.0% ($11.8K/$127.6M)

HOME DEPOT, INC.

HD|437076102

Shares:32

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$127.6M)

Rigetti Computing, Inc.

RGTI|76655K103

Shares:1.5K

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$127.6M)

BLACKROCK MUNIVEST FUND, INC.

MVF|09253R105

Shares:1.6K

Value:$11.5K

% of Portfolio:0.0% ($11.5K/$127.6M)

NUVEEN SELECT TAX FREE INCOME PORTFOLIO

NXP|67062F100

Shares:788

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$127.6M)

46136E208

Shares:25

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$127.6M)

464287432

Shares:123

Value:$11.3K

% of Portfolio:0.0% ($11.3K/$127.6M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:330

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$127.6M)

92828N593

Shares:375

Value:$11.2K

% of Portfolio:0.0% ($11.2K/$127.6M)

831681820

Shares:170

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$127.6M)

23320G281

Shares:294

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$127.6M)

Invesco Municipal Opportunity Trust

VMO|46132C107

Shares:1.2K

Value:$11.0K

% of Portfolio:0.0% ($11.0K/$127.6M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:100

Value:$10.9K

% of Portfolio:0.0% ($10.9K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	200	QoQ +31.57% (+48) YoY-	All Managers (Combined)	$12.1K	0.0% ($12.1K/$127.6M)	QoQ +47.26% (+$3.9K) YoY-
lululemon athletica inc.(LULUcusip550021109)	43	QoQ +2050.00% (+41) YoY-	All Managers (Combined)	$12.0K	0.0% ($12.0K/$127.6M)	QoQ +1473.82% (+$11.3K) YoY-
(cusip140193103)✕	166	QoQ NEW(+166) YoY-	All Managers (Combined)	$12.0K	0.0% ($12.0K/$127.6M)	QoQ NEW(+$12.0K) YoY-
Edwards Lifesciences Corp(EWcusip28176E108)	166	QoQ NEW(+166) YoY-	All Managers (Combined)	$11.9K	0.0% ($11.9K/$127.6M)	QoQ NEW(+$11.9K) YoY-
(cusip360802821)✕	151	QoQ NEW(+151) YoY-	All Managers (Combined)	$11.9K	0.0% ($11.9K/$127.6M)	QoQ NEW(+$11.9K) YoY-
(cusip315920850)✕	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$11.9K	0.0% ($11.9K/$127.6M)	QoQ NEW(+$11.9K) YoY-
GENUINE PARTS CO(GPCcusip372460105)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$11.8K	0.0% ($11.8K/$127.6M)	QoQ NEW(+$11.8K) YoY-
NXP Semiconductors N.V.(NXPIcusipN6596X109)	62	QoQ -29.54% (-26) YoY-	All Managers (Combined)	$11.8K	0.0% ($11.8K/$127.6M)	QoQ -35.59% (-$6.5K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	32	QoQ +166.66% (+20) YoY-	All Managers (Combined)	$11.7K	0.0% ($11.7K/$127.6M)	QoQ +151.27% (+$7.1K) YoY-
Rigetti Computing, Inc.(RGTIcusip76655K103)	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$11.7K	0.0% ($11.7K/$127.6M)	QoQ NEW(+$11.7K) YoY-
BLACKROCK MUNIVEST FUND, INC.(MVFcusip09253R105)	1.6K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$11.5K	0.0% ($11.5K/$127.6M)	QoQ +0.85% (+$97) YoY-
NUVEEN SELECT TAX FREE INCOME PORTFOLIO(NXPcusip67062F100)	788	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$11.3K	0.0% ($11.3K/$127.6M)	QoQ -4.95% (-$591) YoY-
(cusip46136E208)✕	25	QoQ NEW(+25) YoY-	All Managers (Combined)	$11.3K	0.0% ($11.3K/$127.6M)	QoQ NEW(+$11.3K) YoY-
(cusip464287432)✕	123	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$11.3K	0.0% ($11.3K/$127.6M)	QoQ +4.76% (+$512) YoY-
BAXTER INTERNATIONAL INC(BAXcusip071813109)	330	QoQ -67.80% (-695) YoY-	All Managers (Combined)	$11.2K	0.0% ($11.2K/$127.6M)	QoQ -62.44% (-$18.7K) YoY-
(cusip92828N593)✕	375	QoQ NEW(+375) YoY-	All Managers (Combined)	$11.2K	0.0% ($11.2K/$127.6M)	QoQ NEW(+$11.2K) YoY-
(cusip831681820)✕	170	QoQ NEW(+170) YoY-	All Managers (Combined)	$11.1K	0.0% ($11.1K/$127.6M)	QoQ NEW(+$11.1K) YoY-
(cusip23320G281)✕	294	QoQ NEW(+294) YoY-	All Managers (Combined)	$11.0K	0.0% ($11.0K/$127.6M)	QoQ NEW(+$11.0K) YoY-
Invesco Municipal Opportunity Trust(VMOcusip46132C107)	1.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$11.0K	0.0% ($11.0K/$127.6M)	QoQ -1.85% (-$207) YoY-
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$10.9K	0.0% ($10.9K/$127.6M)	QoQ NEW(+$10.9K) YoY-