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 2 of 38

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25459W565

Shares:9.8K

Value:$252.4K

% of Portfolio:0.2% ($252.4K/$127.6M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:481

Value:$235.2K

% of Portfolio:0.2% ($235.2K/$127.6M)

Alibaba Group Holding Ltd

BABA|01609W102

Shares:1.7K

Value:$225.6K

% of Portfolio:0.2% ($225.6K/$127.6M)

02630R609

Shares:11.8K

Value:$224.7K

% of Portfolio:0.2% ($224.7K/$127.6M)

21255V406

Shares:3.9K

Value:$216.0K

% of Portfolio:0.2% ($216.0K/$127.6M)

Toll Brothers, Inc.

TOL|889478103

Shares:2.0K

Value:$208.2K

% of Portfolio:0.2% ($208.2K/$127.6M)

922907746

VTEB|922907746

Shares:4.0K

Value:$198.7K

% of Portfolio:0.2% ($198.7K/$127.6M)

HERSHEY CO

HSY|427866108

Shares:1.1K

Value:$190.8K

% of Portfolio:0.1% ($190.8K/$127.6M)

464288588

Shares:2.0K

Value:$187.1K

% of Portfolio:0.1% ($187.1K/$127.6M)

RTX Corp

RTX|75513E101

Shares:1.4K

Value:$180.3K

% of Portfolio:0.1% ($180.3K/$127.6M)

Chefs' Warehouse, Inc.

CHEF|163086101

Shares:3.1K

Value:$171.2K

% of Portfolio:0.1% ($171.2K/$127.6M)

69374H642

Shares:8.4K

Value:$169.3K

% of Portfolio:0.1% ($169.3K/$127.6M)

313586109

Shares:25.2K

Value:$166.4K

% of Portfolio:0.1% ($166.4K/$127.6M)

464288760

Shares:1.0K

Value:$156.5K

% of Portfolio:0.1% ($156.5K/$127.6M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:1.3K

Value:$146.0K

% of Portfolio:0.1% ($146.0K/$127.6M)

464287804

IJR|464287804

Shares:1.3K

Value:$137.0K

% of Portfolio:0.1% ($137.0K/$127.6M)

Permian Resources Corp

PR|71424F105

Shares:9.2K

Value:$126.4K

% of Portfolio:0.1% ($126.4K/$127.6M)

922908751

VB|922908751

Shares:568

Value:$126.0K

% of Portfolio:0.1% ($126.0K/$127.6M)

46429B598

Shares:2.4K

Value:$124.7K

% of Portfolio:0.1% ($124.7K/$127.6M)

464288877

Shares:2.1K

Value:$124.7K

% of Portfolio:0.1% ($124.7K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip25459W565)✕	9.8K	QoQ NEW(+9.8K) YoY-	All Managers (Combined)	$252.4K	0.2% ($252.4K/$127.6M)	QoQ NEW(+$252.4K) YoY-
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	481	QoQ NEW(+481) YoY-	All Managers (Combined)	$235.2K	0.2% ($235.2K/$127.6M)	QoQ NEW(+$235.2K) YoY-
Alibaba Group Holding Ltd(BABAcusip01609W102)	1.7K	QoQ -67.44% (-3.5K) YoY-	All Managers (Combined)	$225.6K	0.2% ($225.6K/$127.6M)	QoQ -49.05% (-$217.2K) YoY-
(cusip02630R609)✕	11.8K	QoQ NEW(+11.8K) YoY-	All Managers (Combined)	$224.7K	0.2% ($224.7K/$127.6M)	QoQ NEW(+$224.7K) YoY-
(cusip21255V406)✕	3.9K	QoQ NEW(+3.9K) YoY-	All Managers (Combined)	$216.0K	0.2% ($216.0K/$127.6M)	QoQ NEW(+$216.0K) YoY-
Toll Brothers, Inc.(TOLcusip889478103)	2.0K	QoQ +1120.37% (+1.8K) YoY-	All Managers (Combined)	$208.2K	0.2% ($208.2K/$127.6M)	QoQ +920.61% (+$187.8K) YoY-
(VTEBcusip922907746)	4.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$198.7K	0.2% ($198.7K/$127.6M)	QoQ -0.89% (-$1.8K) YoY-
HERSHEY CO(HSYcusip427866108)	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$190.8K	0.1% ($190.8K/$127.6M)	QoQ NEW(+$190.8K) YoY-
(cusip464288588)✕	2.0K	QoQ -30.14% (-861) YoY-	All Managers (Combined)	$187.1K	0.1% ($187.1K/$127.6M)	QoQ -28.53% (-$74.7K) YoY-
RTX Corp(RTXcusip75513E101)	1.4K	QoQ +531.16% (+1.1K) YoY-	All Managers (Combined)	$180.3K	0.1% ($180.3K/$127.6M)	QoQ +624.78% (+$155.4K) YoY-
Chefs' Warehouse, Inc.(CHEFcusip163086101)	3.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$171.2K	0.1% ($171.2K/$127.6M)	QoQ +11.86% (+$18.2K) YoY-
(cusip69374H642)✕	8.4K	QoQ +371.56% (+6.7K) YoY-	All Managers (Combined)	$169.3K	0.1% ($169.3K/$127.6M)	QoQ +372.97% (+$133.5K) YoY-
(cusip313586109)✕	25.2K	QoQ NEW(+25.2K) YoY-	All Managers (Combined)	$166.4K	0.1% ($166.4K/$127.6M)	QoQ NEW(+$166.4K) YoY-
(cusip464288760)✕	1.0K	QoQ NEW(+1.0K) YoY-	All Managers (Combined)	$156.5K	0.1% ($156.5K/$127.6M)	QoQ NEW(+$156.5K) YoY-
GILEAD SCIENCES, INC.(GILDcusip375558103)	1.3K	QoQ +20.47% (+223) YoY-	All Managers (Combined)	$146.0K	0.1% ($146.0K/$127.6M)	QoQ +45.14% (+$45.4K) YoY-
(IJRcusip464287804)	1.3K	QoQ +11809.09% (+1.3K) YoY-	All Managers (Combined)	$137.0K	0.1% ($137.0K/$127.6M)	QoQ +10711.83% (+$135.7K) YoY-
Permian Resources Corp(PRcusip71424F105)	9.2K	QoQ +433.23% (+7.4K) YoY-	All Managers (Combined)	$126.4K	0.1% ($126.4K/$127.6M)	QoQ +411.79% (+$101.7K) YoY-
(VBcusip922908751)	568	QoQ +992.30% (+516) YoY-	All Managers (Combined)	$126.0K	0.1% ($126.0K/$127.6M)	QoQ +908.11% (+$113.5K) YoY-
(cusip46429B598)✕	2.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$124.7K	0.1% ($124.7K/$127.6M)	QoQ -3.01% (-$3.9K) YoY-
(cusip464288877)✕	2.1K	QoQ +2448.19% (+2.0K) YoY-	All Managers (Combined)	$124.7K	0.1% ($124.7K/$127.6M)	QoQ +2762.41% (+$120.3K) YoY-