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 23 of 38

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NISOURCE INC.

NI|65473P105

Shares:148

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$127.6M)

Veralto Corp

VLTO|92338C103

Shares:61

Value:$6.0K

% of Portfolio:0.0% ($6.0K/$127.6M)

Sila Realty Trust, Inc.

SILA|146280508

Shares:222

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$127.6M)

Gitlab Inc.

GTLB|37637K108

Shares:124

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$127.6M)

Uber Technologies, Inc

UBER|90353T100

Shares:81

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$127.6M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:25

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$127.6M)

893509224

Shares:262

Value:$5.8K

% of Portfolio:0.0% ($5.8K/$127.6M)

72201M669

Shares:614

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$127.6M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:79

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$127.6M)

46432F339

QUAL|46432F339

Shares:33

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$127.6M)

464287200

IVV|464287200

Shares:10

Value:$5.6K

% of Portfolio:0.0% ($5.6K/$127.6M)

Sony Group Corp

SONY|835699307

Shares:220

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$127.6M)

INTUIT INC.

INTU|461202103

Shares:9

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$127.6M)

544004849

Shares:771

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$127.6M)

464287630

IWN|464287630

Shares:36

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$127.6M)

Macro Bank Inc.

BMA|05961W105

Shares:70

Value:$5.4K

% of Portfolio:0.0% ($5.4K/$127.6M)

HARMONY GOLD MINING CO LTD

HMY|413216300

Shares:354

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$127.6M)

KKR & Co. Inc.

KKR|48251W104

Shares:46

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$127.6M)

ORACLE CORP

ORCL|68389X105

Shares:38

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$127.6M)

92189F700

Shares:77

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NISOURCE INC.(NIcusip65473P105)	148	QoQ NEW(+148) YoY-	All Managers (Combined)	$6.0K	0.0% ($6.0K/$127.6M)	QoQ NEW(+$6.0K) YoY-
Veralto Corp(VLTOcusip92338C103)	61	QoQ NEW(+61) YoY-	All Managers (Combined)	$6.0K	0.0% ($6.0K/$127.6M)	QoQ NEW(+$6.0K) YoY-
Sila Realty Trust, Inc.(SILAcusip146280508)	222	QoQ NEW(+222) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$127.6M)	QoQ NEW(+$5.9K) YoY-
Gitlab Inc.(GTLBcusip37637K108)	124	QoQ NEW(+124) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$127.6M)	QoQ NEW(+$5.9K) YoY-
Uber Technologies, Inc(UBERcusip90353T100)	81	QoQ +1925.00% (+77) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$127.6M)	QoQ +2348.54% (+$5.7K) YoY-
Cheniere Energy, Inc.(LNGcusip16411R208)	25	QoQ -78.44% (-91) YoY-	All Managers (Combined)	$5.9K	0.0% ($5.9K/$127.6M)	QoQ -76.36% (-$19.0K) YoY-
(cusip893509224)✕	262	QoQ NEW(+262) YoY-	All Managers (Combined)	$5.8K	0.0% ($5.8K/$127.6M)	QoQ NEW(+$5.8K) YoY-
(cusip72201M669)✕	614	QoQ NEW(+614) YoY-	All Managers (Combined)	$5.7K	0.0% ($5.7K/$127.6M)	QoQ NEW(+$5.7K) YoY-
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	79	QoQ NEW(+79) YoY-	All Managers (Combined)	$5.7K	0.0% ($5.7K/$127.6M)	QoQ NEW(+$5.7K) YoY-
(QUALcusip46432F339)	33	QoQ +135.71% (+19) YoY-	All Managers (Combined)	$5.6K	0.0% ($5.6K/$127.6M)	QoQ +126.19% (+$3.1K) YoY-
(IVVcusip464287200)	10	QoQ NEW(+10) YoY-	All Managers (Combined)	$5.6K	0.0% ($5.6K/$127.6M)	QoQ NEW(+$5.6K) YoY-
Sony Group Corp(SONYcusip835699307)	220	QoQ NEW(+220) YoY-	All Managers (Combined)	$5.5K	0.0% ($5.5K/$127.6M)	QoQ NEW(+$5.5K) YoY-
INTUIT INC.(INTUcusip461202103)	9	QoQ +125.00% (+5) YoY-	All Managers (Combined)	$5.5K	0.0% ($5.5K/$127.6M)	QoQ +119.76% (+$3.0K) YoY-
(cusip544004849)✕	771	QoQ NEW(+771) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$127.6M)	QoQ NEW(+$5.4K) YoY-
(IWNcusip464287630)	36	QoQ NEW(+36) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$127.6M)	QoQ NEW(+$5.4K) YoY-
Macro Bank Inc.(BMAcusip05961W105)	70	QoQ +169.23% (+44) YoY-	All Managers (Combined)	$5.4K	0.0% ($5.4K/$127.6M)	QoQ +113.43% (+$2.9K) YoY-
HARMONY GOLD MINING CO LTD(HMYcusip413216300)	354	QoQ +176.56% (+226) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$127.6M)	QoQ +409.04% (+$4.3K) YoY-
KKR & Co. Inc.(KKRcusip48251W104)	46	QoQ NEW(+46) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$127.6M)	QoQ NEW(+$5.3K) YoY-
ORACLE CORP(ORCLcusip68389X105)	38	QoQ +65.21% (+15) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$127.6M)	QoQ +38.62% (+$1.5K) YoY-
(cusip92189F700)✕	77	QoQ NEW(+77) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$127.6M)	QoQ NEW(+$5.3K) YoY-