Org-Wealth-Partners

Filing Details

13F-HR2025-03-31
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% identified
497 identified260 unidentified

Holdings

757 positions • $127.6M total value
Manager:
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Page 30 of 38
SOUNDHOUND AI, INC.
Shares:250
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
649280823
Shares:25
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
Johnson Controls International plc
Shares:25
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
NICE Ltd.
Shares:13
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
Ingersoll Rand Inc.
Shares:25
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
Bank of New York Mellon Corp
Shares:24
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
CORNING INC /NY
Shares:44
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
QUALCOMM INC/DE
Shares:13
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
Paycom Software, Inc.
Shares:9
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
EMERSON ELECTRIC CO
Shares:18
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
831681101
Shares:31
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
ZILLOW GROUP, INC.
Shares:29
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
92206C680
Shares:21
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
464287465
Shares:24
Value:$2.0K
% of Portfolio:0.0% ($2.0K/$127.6M)
PEPSICO INC
Shares:13
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$127.6M)
54400N409
Shares:307
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$127.6M)
LENNAR CORP /NEW/
Shares:17
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$127.6M)
GRUPO FINANCIERO GALICIA SA
Shares:35
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$127.6M)
MERCADOLIBRE INC
Shares:1
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$127.6M)
IRON MOUNTAIN INC
Shares:22
Value:$1.9K
% of Portfolio:0.0% ($1.9K/$127.6M)