Org-Wealth-Partners
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "SE", "HOOD", null, "VRNS", "QRVO", "KTOS", null, null, "GDX", null, null, null, null, "NLY", "RJF", null, null, "EXAS", "AAXJ", "SMCI", "ONON", "MQT", "ARM", "SNOW", "MU", null, "MPLX", "ACN", "MMM", "ABNB", "ABT", "ABBV", "ADBE", "APD", "BABA", "PAA", null, "MTSI", "VONG", "ALL", "GOOGL", null, "RIG", null, null, null, "AXP", "AEG", "AIG", "ASML", null, "T", null, null, "CAT", "BUD", "AVGO", "APP", "LOW", "AVEM", "BRO", "CP.TO", "AUB", "BMA", "FMS", "BIT", "WRB", "RQI", "CRON", null, "COF", null, null, null, "DUK", "NUV", "EIM", "NICE", "NAD", "ROKU", "ESS", "PRLB", "ERJ", "EBAY", "UTG", "RGTI", 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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Org-Wealth-Partners
Data Enrichment
66% identified497 identified260 unidentified
Holdings
757 positions • $127.6M total value
Manager:
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Page 26 of 38
648018778
Shares:63
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$127.6M)
648018109
Shares:63
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$127.6M)
701769101
Shares:66
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$127.6M)
47803T627
Shares:135
Value:$3.9K
% of Portfolio:0.0% ($3.9K/$127.6M)
589619709
Shares:116
Value:$3.8K
% of Portfolio:0.0% ($3.8K/$127.6M)
000375204
Shares:72
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$127.6M)
4812C0803
Shares:575
Value:$3.7K
% of Portfolio:0.0% ($3.7K/$127.6M)
92835M463
Shares:334
Value:$3.6K
% of Portfolio:0.0% ($3.6K/$127.6M)
56166Y511
Shares:300
Value:$3.5K
% of Portfolio:0.0% ($3.5K/$127.6M)
12008A344
Shares:25
Value:$3.4K
% of Portfolio:0.0% ($3.4K/$127.6M)
81369Y704
Shares:25
Value:$3.3K
% of Portfolio:0.0% ($3.3K/$127.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 15 | QoQ NEW(+15) YoY- | All Managers (Combined) | $3.9K | 0.0% ($3.9K/$127.6M) | QoQ NEW(+$3.9K) YoY- | |
SHOPIFY INC.(SHOPcusip82509L107) | 40 | YoY- | All Managers (Combined) | $3.9K | 0.0% ($3.9K/$127.6M) | YoY- |
(cusip648018778)✕ | 63 | QoQ NEW(+63) YoY- | All Managers (Combined) | $3.9K | 0.0% ($3.9K/$127.6M) | QoQ NEW(+$3.9K) YoY- |
(cusip648018109)✕ | 63 | QoQ NEW(+63) YoY- | All Managers (Combined) | $3.9K | 0.0% ($3.9K/$127.6M) | QoQ NEW(+$3.9K) YoY- |
(cusip701769101)✕ | 66 | QoQ NEW(+66) YoY- | All Managers (Combined) | $3.9K | 0.0% ($3.9K/$127.6M) | QoQ NEW(+$3.9K) YoY- |
(cusip47803T627)✕ | 135 | QoQ NEW(+135) YoY- | All Managers (Combined) | $3.9K | 0.0% ($3.9K/$127.6M) | QoQ NEW(+$3.9K) YoY- |
(cusip589619709)✕ | 116 | QoQ NEW(+116) YoY- | All Managers (Combined) | $3.8K | 0.0% ($3.8K/$127.6M) | QoQ NEW(+$3.8K) YoY- |
GE Vernova Inc.(GEVcusip36828A101) | 12 | QoQ NEW(+12) YoY- | All Managers (Combined) | $3.8K | 0.0% ($3.8K/$127.6M) | QoQ NEW(+$3.8K) YoY- |
| 40 | YoY- | All Managers (Combined) | $3.8K | 0.0% ($3.8K/$127.6M) | YoY- | |
(cusip000375204)✕ | 72 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $3.7K | 0.0% ($3.7K/$127.6M) | YoY- |
(cusip4812C0803)✕ | 575 | QoQ NEW(+575) YoY- | All Managers (Combined) | $3.7K | 0.0% ($3.7K/$127.6M) | QoQ NEW(+$3.7K) YoY- |
| 14 | QoQ +180.00% (+9)YoY- | All Managers (Combined) | $3.6K | 0.0% ($3.6K/$127.6M) | YoY- | |
(cusip92835M463)✕ | 334 | QoQ NEW(+334) YoY- | All Managers (Combined) | $3.6K | 0.0% ($3.6K/$127.6M) | QoQ NEW(+$3.6K) YoY- |
| 1.5K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $3.6K | 0.0% ($3.6K/$127.6M) | YoY- | |
(cusip56166Y511)✕ | 300 | QoQ NEW(+300) YoY- | All Managers (Combined) | $3.5K | 0.0% ($3.5K/$127.6M) | QoQ NEW(+$3.5K) YoY- |
| 68 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $3.5K | 0.0% ($3.5K/$127.6M) | QoQ -0.17% (-$6)YoY- | |
(cusip12008A344)✕ | 25 | QoQ NEW(+25) YoY- | All Managers (Combined) | $3.4K | 0.0% ($3.4K/$127.6M) | QoQ NEW(+$3.4K) YoY- |
| 20 | QoQ -60.00% (-30)YoY- | All Managers (Combined) | $3.4K | 0.0% ($3.4K/$127.6M) | YoY- | |
STRYKER CORP(SYKcusip863667101) | 9 | QoQ NEW(+9) YoY- | All Managers (Combined) | $3.4K | 0.0% ($3.4K/$127.6M) | QoQ NEW(+$3.4K) YoY- |
(cusip81369Y704)✕ | 25 | QoQ -46.80% (-22)YoY- | All Managers (Combined) | $3.3K | 0.0% ($3.3K/$127.6M) | YoY- |