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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DECKERS OUTDOOR CORP

DECK|243537107

Shares:75

Value:$8.5K

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

14214M872

Shares:368

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$127.6M)

74933W452

Shares:167

Value:$8.3K

% of Portfolio:0.0% ($8.3K/$127.6M)

RANGE RESOURCES CORP

RRC|75281A109

Shares:204

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$127.6M)

TOWER SEMICONDUCTOR LTD

TSEM|M87915274

Shares:225

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$127.6M)

Duolingo, Inc.

DUOL|26603R106

Shares:25

Value:$8.2K

% of Portfolio:0.0% ($8.2K/$127.6M)

233203827

Shares:161

Value:$8.1K

% of Portfolio:0.0% ($8.1K/$127.6M)

Warner Bros. Discovery, Inc.

WBD|934423104

Shares:786

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$127.6M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:500

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$127.6M)

Alphabet Inc.

GOOG|02079K107

Shares:48

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$127.6M)

TARGET CORP

TGT|87612E106

Shares:73

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$127.6M)

30051E104

Shares:102

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$127.6M)

502441306

Shares:61

Value:$7.6K

% of Portfolio:0.0% ($7.6K/$127.6M)

Duke Energy CORP

DUK|26441C204

Shares:62

Value:$7.5K