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", "RL", "QS", null, "FUN", "TYG", "EOG", "QFIN", "EXPD", "FFIV", "TIGR", null, "NE", "TSEM", "PNR", "MMYT", "AGRO", null, "FCX", "FITB", "DDD", "GD", "GILD", "ATER", "BKKT", "HON", "HD", "HPQ", "IBN", null, null, null, "MCD", "INTU", null, null, null, null, "BEN", null, "UNP", "QCOM", "SCCO", "GROY", "ISRG", null, null, null, "HWM", "LEN", "ITW", "AMAT", "EMR", null, "BKNG", null, "MUB", "META", null, null, "VMO", "IQI", "NFE", null, "IVW", null, "PAM", "IJH", null, null, null, "SWK", "REAX", "TDW", "STEM", null, null, "IQV", "IONS", "IONQ", "PMM", "MYI", null, null, null, null, null, null, "ABAT", null, null, null, null, "KNSL", null, "KMI", null, "LHX", "ICF", "IWS", "LIN", null, null, null, null, "MPC", "NXP", "TNFA", null, "SYM", "MMC", "TLRY", null, "PWR", "MRVL", "SILA", null, null, null, null, null, "MA", null, null, null, "RTO", null, null, null, null, "MDT", null, null, "APA", null, null, null, null, null, "MSFT", "MUFG", "CORZ", "MS", "TMUS", "DUOL", "DXC", "NDAQ", "ERIE", "EQT", null, "FIS", "GE", "GPC", "GTLB", "NI", "HMY", "HIG", null, null, "TEVA", "ILMN", "MHF", "PCAR", "SMR", "BX", "HSY", "AMP", "FAST", "IJR", "EFG", "ANET", "KKR", "KLAC", "KR", "ORCL", "OKE", "MMU", null, null, null, null, "IWF", null, null, null, "PANW", "PYPL", "PEP", "IRM", "VGSH", null, "BSM", "PGR", "IEMG", null, "IVV", "UNH", "AAPL", "SPY", "ECL", "NVDA", "GS", "HPE", "LDOS", "OGN", "GEHC", "PLTR", "PFE", "LMT", "PG", "MRK", "VZ", "PSTG", "KEYS", null, "MKC", null, "AMGN", "KVUE", "MAS", null, "MSTR", "PPG", null, null, "IEFA", "SPGI", "RELX", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "NOW", null, null, null, null, "SHW", "SHOP", "SPG", "ROP", "O", "SHEL", "RTX", "GLD", "STX", "SAP", null, null, null, null, null, null, null, "SPYG", null, null, null, "AMT", null, null, "SPLG", null, "IBM", null, "STLD", "SYK", "SBUX", "SMFG", "ERIC", "CI", "TXN", "TGT", "TM", "TMO", "TJX", null, null, "TRV", "UBS", "UBER", null, null, null, null, null, null, null, null, null, null, null, "UPS", null, null, null, "VO", "LAZR", "MET", "PSFE", "VXF", "AGNC", "SOUN", "VOE", "SCHW", "PCT", null, null, "VWO", "VSS", null, null, "KYN", null, null, "VCIT", "TRMK", "VIG", "NVTS", null, null, "TXT", "EVN", "TSCO", "EOT", null, null, "NTNX", null, "IWO", "GKOS", "PTON", "SU", "IWN", "PATH", "SNY", "IEF", null, "TSM", "IT", "OHI", null, null, "PR", null, "ETR", "VYM", null, "GRAL", "K", "EW", "TT", "VNET", null, "GGAL", "RRC", "ATO", "ALGN", "ADSK", "AON", "VNOM", "WMG", "AMCR", "GM", "HAL", null, "TOL", "AFL", "APH", "AMD", "SONY", "SDY", "FI", "DOV", "WAB", "IP", "DLTR", "GNRC", "DECK", "FOX", "FTNT", "IR", "AIZ", null, null, null, null, "GSLC", "CAH", "AEP", "BKR", "FSTR", null, "ES", null, null, "IGIC", "KC", "KT", null, null, null, null, "AOS", "FDS", null, "NVO", null, "AMZN", null, "MSI", "NEA", "NIO", null, null, null, "LCID", "HCA", "LUV", null, null, null, null, "TPL", "AAON", null, null, null, null, "DKNG", "VUG", "VGK", "VAL", "VGLT", "VTEB", "BND", "VB", "VOO", "VRNA", "VLTO", "V", "VST", "WBD", "WMT", "WBA", "WDC", "WFC", "WST", "WELL", "WMB", "WDAY", "YPF", "ZG", "ZBRA", "IUSG", null, "DNN", "MTB", "AEM", "ET", "SOFI", "DVY", "CHKP", "MSCI", null, "NSC", "KEY", "LUMN", "NDSN", "JCI", "NXPI", null, "TER", "SJM", "TRMB", "TDOC", "OKTA", "PB", "SW", "PSX", "TCOM", "CRM", "RNR", "SWKS", "RBLX", null, "PSO", null, "SYY", "PACB", "SKWD", "SPOT", null, null, "MTUM", null, null, null, "GEV", "MELI", "ZM", "DGRO", "SPYV", "GWW", "NTAP", "NUE", "NRG", "PAYC", null, null, "STE", "KMB", "LULU", "ADP", "AVTR", "BALL", "BAC", "BBVA", "BCS", "BK", "BRK-A", "BRK-B", "BAX", "BDX", "BILL", "MVF", "BE", "BA", "BMY", "BRCC", "CHRW", "CDNS", "CDW", "LEU", "CNC", "CHEF", "CRL", "CVX", "CIM", "LNG", "CINF", "CB", "CMG", "CHD", "CTAS", "CSCO", "NET", "C", "CLX", "KOF", "CME", "KO", "CL", "CMC", "COP", "STZ", "CEG", "ED", "CTRA", "COST", "GLW", "CSGP", "CRSP", "CRWD", "CVS", "CYBR", "DDOG", "DVA", "DELL", "FANG", "DAL", "DXCM", "DFS", "DLR", "DOCU", "DPZ", "RSP", "EWJ", "EFA", "USMV", "NEE", "NKE", "STT", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", null, "MO", "MLM", "XLK", "ITOT", "URI", "VTI", "JPM", "QUAL", "ZTS" ]
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:
Search and click to pin securities to the top
Page 29 of 38
132061763
Shares:88
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$127.6M)
Shares:12
Value:$2.2K
% of Portfolio:0.0% ($2.2K/$127.6M)
389638107
Shares:135
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$127.6M)
46428Q109
Shares:70
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$127.6M)
46141T372
Shares:210
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$127.6M)
140543828
Shares:32
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$127.6M)
36118L106
Shares:20
Value:$2.1K
% of Portfolio:0.0% ($2.1K/$127.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip132061763)✕ | 88 | QoQ NEW(+88) YoY- | All Managers (Combined) | $2.2K | 0.0% ($2.2K/$127.6M) | QoQ NEW(+$2.2K) YoY- |
| 12 | QoQ -7.69% (-1)YoY- | All Managers (Combined) | $2.2K | 0.0% ($2.2K/$127.6M) | YoY- | |
| 26 | QoQ -31.57% (-12)YoY- | All Managers (Combined) | $2.2K | 0.0% ($2.2K/$127.6M) | YoY- | |
| 7 | YoY- | All Managers (Combined) | $2.2K | 0.0% ($2.2K/$127.6M) | YoY- | |
| 20 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $2.2K | 0.0% ($2.2K/$127.6M) | YoY- | |
| 8 | QoQ NEW(+8) YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | QoQ NEW(+$2.1K) YoY- | |
TIDEWATER INC(TDWcusip88642R109) | 50 | QoQ NEW(+50) YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | QoQ NEW(+$2.1K) YoY- |
(cusip389638107)✕ | 135 | QoQ -5.59% (-8)YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- |
(cusip46428Q109)✕ | 70 | QoQ NEW(+70) YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | QoQ NEW(+$2.1K) YoY- |
KEYCORP /NEW/(KEYcusip493267108) | 135 | YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- |
| 32 | YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- | |
| 27 | YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- | |
| 13 | QoQ +30.00% (+3)YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- | |
| 54 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- | |
AbbVie Inc.(ABBVcusip00287Y109) | 10 | QoQ -82.14% (-46)YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- |
(cusip46141T372)✕ | 210 | QoQ NEW(+210) YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | QoQ NEW(+$2.1K) YoY- |
(cusip140543828)✕ | 32 | QoQ NEW(+32) YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | QoQ NEW(+$2.1K) YoY- |
| 10 | QoQ +42.85% (+3)YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- | |
(cusip36118L106)✕ | 20 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- |
| 8 | QoQ +14.28% (-1)YoY- | All Managers (Combined) | $2.1K | 0.0% ($2.1K/$127.6M) | YoY- |