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 24 of 38

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55273E848

Shares:106

Value:$5.3K

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

REALTY INCOME CORP

O|756109104

Shares:92

Value:$5.3K

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

EOG RESOURCES INC

EOG|26875P101

Shares:40

Value:$5.3K

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

TRUSTMARK CORP

TRMK|898402102

Shares:150

Value:$5.2K

% of Portfolio:0.0% ($5.2K/$127.6M)

Pampa Energy Inc.

PAM|697660207

Shares:65

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$127.6M)

92646A427

Shares:112

Value:$5.1K

% of Portfolio:0.0% ($5.1K/$127.6M)

66538B578

Shares:505

Value:$5.0K

% of Portfolio:0.0% ($5.0K/$127.6M)

81369Y209

Shares:34

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$127.6M)

GLAUKOS Corp

GKOS|377322102

Shares:50

Value:$4.9K

% of Portfolio:0.0% ($4.9K/$127.6M)

Smurfit Westrock plc

SW|G8267P108

Shares:106

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$127.6M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:17

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$127.6M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:305

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$127.6M)

33738D788

Shares:225

Value:$4.8K

% of Portfolio:0.0% ($4.8K/$127.6M)

09260B630

Shares:670

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$127.6M)

25400Q105

Shares:233

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$127.6M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:16

Value:$4.7K

% of Portfolio:0.0% ($4.7K/$127.6M)

Blackstone Inc.

BX|09260D107

Shares:33

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$127.6M)

Booking Holdings Inc.

BKNG|09857L108

Shares:1

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$127.6M)

NetApp, Inc.

NTAP|64110D104

Shares:51

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$127.6M)

78468R622

Shares:48

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip55273E848)✕	106	QoQ NEW(+106) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$127.6M)	QoQ NEW(+$5.3K) YoY-
REALTY INCOME CORP(Ocusip756109104)	92	QoQ -68.05% (-196) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$127.6M)	QoQ -65.82% (-$10.1K) YoY-
EOG RESOURCES INC(EOGcusip26875P101)	40	QoQ -69.92% (-93) YoY-	All Managers (Combined)	$5.3K	0.0% ($5.3K/$127.6M)	QoQ -67.79% (-$11.1K) YoY-
TRUSTMARK CORP(TRMKcusip898402102)	150	QoQ NEW(+150) YoY-	All Managers (Combined)	$5.2K	0.0% ($5.2K/$127.6M)	QoQ NEW(+$5.2K) YoY-
Pampa Energy Inc.(PAMcusip697660207)	65	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$5.1K	0.0% ($5.1K/$127.6M)	QoQ -10.42% (-$596) YoY-
(cusip92646A427)✕	112	QoQ NEW(+112) YoY-	All Managers (Combined)	$5.1K	0.0% ($5.1K/$127.6M)	QoQ NEW(+$5.1K) YoY-
(cusip66538B578)✕	505	QoQ NEW(+505) YoY-	All Managers (Combined)	$5.0K	0.0% ($5.0K/$127.6M)	QoQ NEW(+$5.0K) YoY-
(cusip81369Y209)✕	34	QoQ -95.77% (-770) YoY-	All Managers (Combined)	$4.9K	0.0% ($4.9K/$127.6M)	QoQ -95.59% (-$105.7K) YoY-
GLAUKOS Corp(GKOScusip377322102)	50	QoQ NEW(+50) YoY-	All Managers (Combined)	$4.9K	0.0% ($4.9K/$127.6M)	QoQ NEW(+$4.9K) YoY-
Smurfit Westrock plc(SWcusipG8267P108)	106	QoQ -83.46% (-535) YoY-	All Managers (Combined)	$4.8K	0.0% ($4.8K/$127.6M)	QoQ -85.99% (-$29.7K) YoY-
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	17	QoQ NEW(+17) YoY-	All Managers (Combined)	$4.8K	0.0% ($4.8K/$127.6M)	QoQ NEW(+$4.8K) YoY-
Hewlett Packard Enterprise Co(HPEcusip42824C109)	305	QoQ -69.25% (-687) YoY-	All Managers (Combined)	$4.8K	0.0% ($4.8K/$127.6M)	QoQ -77.47% (-$16.4K) YoY-
(cusip33738D788)✕	225	QoQ NEW(+225) YoY-	All Managers (Combined)	$4.8K	0.0% ($4.8K/$127.6M)	QoQ NEW(+$4.8K) YoY-
(cusip09260B630)✕	670	QoQ NEW(+670) YoY-	All Managers (Combined)	$4.7K	0.0% ($4.7K/$127.6M)	QoQ NEW(+$4.7K) YoY-
(cusip25400Q105)✕	233	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.7K	0.0% ($4.7K/$127.6M)	QoQ -40.59% (-$3.2K) YoY-
Air Products & Chemicals, Inc.(APDcusip009158106)	16	QoQ -95.07% (-309) YoY-	All Managers (Combined)	$4.7K	0.0% ($4.7K/$127.6M)	QoQ -95.02% (-$89.7K) YoY-
Blackstone Inc.(BXcusip09260D107)	33	QoQ +1000.00% (+30) YoY-	All Managers (Combined)	$4.6K	0.0% ($4.6K/$127.6M)	QoQ +792.06% (+$4.1K) YoY-
Booking Holdings Inc.(BKNGcusip09857L108)	1	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$4.6K	0.0% ($4.6K/$127.6M)	QoQ -7.28% (-$362) YoY-
NetApp, Inc.(NTAPcusip64110D104)	51	QoQ +168.42% (+32) YoY-	All Managers (Combined)	$4.6K	0.0% ($4.6K/$127.6M)	QoQ +106.93% (+$2.4K) YoY-
(cusip78468R622)✕	48	QoQ +433.33% (+39) YoY-	All Managers (Combined)	$4.6K	0.0% ($4.6K/$127.6M)	QoQ +430.84% (+$3.7K) YoY-