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 19 of 38

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TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:175

Value:$9.7K

% of Portfolio:0.0% ($9.7K/$127.6M)

464288513

Shares:121

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$127.6M)

Bloom Energy Corp

BE|093712107

Shares:450

Value:$9.6K

% of Portfolio:0.0% ($9.6K/$127.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:10

Value:$9.5K

% of Portfolio:0.0% ($9.5K/$127.6M)

BILL Holdings, Inc.

BILL|090043100

Shares:200

Value:$9.2K

% of Portfolio:0.0% ($9.2K/$127.6M)

88636J816

Shares:413

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$127.6M)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:128

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$127.6M)

Accenture plc

ACN|G1151C101

Shares:29

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$127.6M)

389637109

Shares:135

Value:$9.1K

% of Portfolio:0.0% ($9.1K/$127.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:99

Value:$8.9K

% of Portfolio:0.0% ($8.9K/$127.6M)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:53

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$127.6M)

COHEN & STEERS QUALITY INCOME REALTY FUND INC

RQI|19247L106

Shares:698

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$127.6M)

922908363

VOO|922908363

Shares:17

Value:$8.8K

% of Portfolio:0.0% ($8.8K/$127.6M)

78468R705

Shares:36

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$127.6M)

BALL Corp

BALL|058498106

Shares:166

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$127.6M)

056823388

Shares:430

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$127.6M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:25

Value:$8.7K

% of Portfolio:0.0% ($8.7K/$127.6M)

592905509

Shares:953

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$127.6M)

41664T313

Shares:892

Value:$8.6K

% of Portfolio:0.0% ($8.6K/$127.6M)

893962134

Shares:863

Value:$8.5K

% of Portfolio:0.0% ($8.5K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	175	QoQ NEW(+175) YoY-	All Managers (Combined)	$9.7K	0.0% ($9.7K/$127.6M)	QoQ NEW(+$9.7K) YoY-
(cusip464288513)✕	121	QoQ +116.07% (+65) YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$127.6M)	QoQ +117.57% (+$5.2K) YoY-
Bloom Energy Corp(BEcusip093712107)	450	QoQ NEW(+450) YoY-	All Managers (Combined)	$9.6K	0.0% ($9.6K/$127.6M)	QoQ NEW(+$9.6K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	10	QoQ +25.00% (+2) YoY-	All Managers (Combined)	$9.5K	0.0% ($9.5K/$127.6M)	QoQ +29.01% (+$2.1K) YoY-
BILL Holdings, Inc.(BILLcusip090043100)	200	QoQ NEW(+200) YoY-	All Managers (Combined)	$9.2K	0.0% ($9.2K/$127.6M)	QoQ NEW(+$9.2K) YoY-
(cusip88636J816)✕	413	QoQ -21.33% (-112) YoY-	All Managers (Combined)	$9.1K	0.0% ($9.1K/$127.6M)	QoQ -27.28% (-$3.4K) YoY-
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	128	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$9.1K	0.0% ($9.1K/$127.6M)	QoQ -1.82% (-$169) YoY-
Accenture plc(ACNcusipG1151C101)	29	QoQ -14.70% (-5) YoY-	All Managers (Combined)	$9.1K	0.0% ($9.1K/$127.6M)	QoQ -23.97% (-$2.9K) YoY-
(cusip389637109)✕	135	QoQ -74.95% (-404) YoY-	All Managers (Combined)	$9.1K	0.0% ($9.1K/$127.6M)	QoQ -77.27% (-$30.8K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	99	QoQ +3200.00% (+96) YoY-	All Managers (Combined)	$8.9K	0.0% ($8.9K/$127.6M)	QoQ +2881.87% (+$8.6K) YoY-
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	53	QoQ NEW(+53) YoY-	All Managers (Combined)	$8.8K	0.0% ($8.8K/$127.6M)	QoQ NEW(+$8.8K) YoY-
COHEN & STEERS QUALITY INCOME REALTY FUND INC(RQIcusip19247L106)	698	QoQ -88.83% (-5.6K) YoY-	All Managers (Combined)	$8.8K	0.0% ($8.8K/$127.6M)	QoQ -88.47% (-$67.7K) YoY-
(VOOcusip922908363)	17	QoQ -85.08% (-97) YoY-	All Managers (Combined)	$8.8K	0.0% ($8.8K/$127.6M)	QoQ -85.67% (-$52.6K) YoY-
(cusip78468R705)✕	36	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$8.7K	0.0% ($8.7K/$127.6M)	QoQ -6.86% (-$643) YoY-
BALL Corp(BALLcusip058498106)	166	QoQ +492.85% (+138) YoY-	All Managers (Combined)	$8.7K	0.0% ($8.7K/$127.6M)	QoQ +463.70% (+$7.2K) YoY-
(cusip056823388)✕	430	QoQ NEW(+430) YoY-	All Managers (Combined)	$8.7K	0.0% ($8.7K/$127.6M)	QoQ NEW(+$8.7K) YoY-
HCA Healthcare, Inc.(HCAcusip40412C101)	25	QoQ NEW(+25) YoY-	All Managers (Combined)	$8.7K	0.0% ($8.7K/$127.6M)	QoQ NEW(+$8.7K) YoY-
(cusip592905509)✕	953	QoQ NEW(+953) YoY-	All Managers (Combined)	$8.6K	0.0% ($8.6K/$127.6M)	QoQ NEW(+$8.6K) YoY-
(cusip41664T313)✕	892	QoQ NEW(+892) YoY-	All Managers (Combined)	$8.6K	0.0% ($8.6K/$127.6M)	QoQ NEW(+$8.6K) YoY-
(cusip893962134)✕	863	QoQ NEW(+863) YoY-	All Managers (Combined)	$8.5K	0.0% ($8.5K/$127.6M)	QoQ NEW(+$8.5K) YoY-