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

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GENERAL ELECTRIC CO

GE|369604301

Shares:16

Value:$3.2K

% of Portfolio:0.0% ($3.2K/$127.6M)

464285204

Shares:53

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$127.6M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:11

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$127.6M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:28

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$127.6M)

GRAIL, Inc.

GRAL|384747101

Shares:123

Value:$3.1K

% of Portfolio:0.0% ($3.1K/$127.6M)

464287655

IWM|464287655

Shares:15

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$127.6M)

ERICSSON LM TELEPHONE CO

ERIC|294821608

Shares:381

Value:$3.0K

% of Portfolio:0.0% ($3.0K/$127.6M)

88636J873

Shares:130

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$127.6M)

78464A854

SPLG|78464A854

Shares:44

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$127.6M)

GARTNER INC

IT|366651107

Shares:7

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$127.6M)

New Fortress Energy Inc.

NFE|644393100

Shares:377

Value:$2.9K

% of Portfolio:0.0% ($2.9K/$127.6M)

MSCI Inc.

MSCI|55354G100

Shares:5

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$127.6M)

MORGAN STANLEY

MS|617446448

Shares:24

Value:$2.8K

% of Portfolio:0.0% ($2.8K/$127.6M)

464288810

Shares:44

Value:$2.6K