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

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 4 of 38

Sort by:

922042718

VSS|922042718

Shares:827

Value:$95.6K

% of Portfolio:0.1% ($95.6K/$127.6M)

922908652

VXF|922908652

Shares:550

Value:$95.2K

% of Portfolio:0.1% ($95.2K/$127.6M)

641069406

Shares:934

Value:$95.2K

% of Portfolio:0.1% ($95.2K/$127.6M)

ILLUMINA, INC.

ILMN|452327109

Shares:1.2K

Value:$92.8K

% of Portfolio:0.1% ($92.8K/$127.6M)

AT&T INC.

T|00206R102

Shares:3.3K

Value:$92.6K

% of Portfolio:0.1% ($92.6K/$127.6M)

Viper Energy, Inc.

VNOM|927959106

Shares:2.0K

Value:$92.2K

% of Portfolio:0.1% ($92.2K/$127.6M)

TEXTRON INC

TXT|883203101

Shares:1.3K

Value:$91.8K

% of Portfolio:0.1% ($91.8K/$127.6M)

648018828

Shares:1.5K

Value:$91.0K

% of Portfolio:0.1% ($91.0K/$127.6M)

Sanofi

SNY|80105N105

Shares:1.7K

Value:$90.6K

% of Portfolio:0.1% ($90.6K/$127.6M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:340

Value:$89.9K

% of Portfolio:0.1% ($89.9K/$127.6M)

46432F842

IEFA|46432F842

Shares:1.2K

Value:$87.9K

% of Portfolio:0.1% ($87.9K/$127.6M)

023375827

Shares:2.1K

Value:$86.7K

% of Portfolio:0.1% ($86.7K/$127.6M)

78464A870

Shares:1.1K

Value:$86.6K

% of Portfolio:0.1% ($86.6K/$127.6M)

69374H840

Shares:2.8K

Value:$86.5K

% of Portfolio:0.1% ($86.5K/$127.6M)

On Holding AG

ONON|H5919C104

Shares:2.0K

Value:$85.0K

% of Portfolio:0.1% ($85.0K/$127.6M)

53700T827

Shares:3.4K

Value:$84.9K

% of Portfolio:0.1% ($84.9K/$127.6M)

922908512

VOE|922908512

Shares:527

Value:$84.7K

% of Portfolio:0.1% ($84.7K/$127.6M)

80687P106

Shares:1.8K

Value:$83.4K

% of Portfolio:0.1% ($83.4K/$127.6M)

502117203

Shares:1.1K

Value:$80.9K

% of Portfolio:0.1% ($80.9K/$127.6M)

78464A409

SPYG|78464A409

Shares:995

Value:$80.6K

% of Portfolio:0.1% ($80.6K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VSScusip922042718)	827	QoQ +4494.44% (+809) YoY-	All Managers (Combined)	$95.6K	0.1% ($95.6K/$127.6M)	QoQ +4540.82% (+$93.5K) YoY-
(VXFcusip922908652)	550	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$95.2K	0.1% ($95.2K/$127.6M)	QoQ -8.84% (-$9.2K) YoY-
(cusip641069406)✕	934	QoQ NEW(+934) YoY-	All Managers (Combined)	$95.2K	0.1% ($95.2K/$127.6M)	QoQ NEW(+$95.2K) YoY-
ILLUMINA, INC.(ILMNcusip452327109)	1.2K	QoQ +120.89% (+648) YoY-	All Managers (Combined)	$92.8K	0.1% ($92.8K/$127.6M)	QoQ +29.58% (+$21.2K) YoY-
AT&T INC.(Tcusip00206R102)	3.3K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$92.6K	0.1% ($92.6K/$127.6M)	QoQ +25.07% (+$18.6K) YoY-
Viper Energy, Inc.(VNOMcusip927959106)	2.0K	QoQ NEW(+2.0K) YoY-	All Managers (Combined)	$92.2K	0.1% ($92.2K/$127.6M)	QoQ NEW(+$92.2K) YoY-
TEXTRON INC(TXTcusip883203101)	1.3K	QoQ NEW(+1.3K) YoY-	All Managers (Combined)	$91.8K	0.1% ($91.8K/$127.6M)	QoQ NEW(+$91.8K) YoY-
(cusip648018828)✕	1.5K	QoQ NEW(+1.5K) YoY-	All Managers (Combined)	$91.0K	0.1% ($91.0K/$127.6M)	QoQ NEW(+$91.0K) YoY-
Sanofi(SNYcusip80105N105)	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$90.6K	0.1% ($90.6K/$127.6M)	QoQ NEW(+$90.6K) YoY-
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	340	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$89.9K	0.1% ($89.9K/$127.6M)	QoQ +9.81% (+$8.0K) YoY-
(IEFAcusip46432F842)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$87.9K	0.1% ($87.9K/$127.6M)	QoQ NEW(+$87.9K) YoY-
(cusip023375827)✕	2.1K	QoQ NEW(+2.1K) YoY-	All Managers (Combined)	$86.7K	0.1% ($86.7K/$127.6M)	QoQ NEW(+$86.7K) YoY-
(cusip78464A870)✕	1.1K	QoQ +392.44% (+883) YoY-	All Managers (Combined)	$86.6K	0.1% ($86.6K/$127.6M)	QoQ +327.38% (+$66.3K) YoY-
(cusip69374H840)✕	2.8K	QoQ +3364.19% (+2.7K) YoY-	All Managers (Combined)	$86.5K	0.1% ($86.5K/$127.6M)	QoQ +3412.38% (+$84.0K) YoY-
On Holding AG(ONONcusipH5919C104)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$85.0K	0.1% ($85.0K/$127.6M)	QoQ -22.03% (-$24.0K) YoY-
(cusip53700T827)✕	3.4K	QoQ +95.52% (+1.6K) YoY-	All Managers (Combined)	$84.9K	0.1% ($84.9K/$127.6M)	QoQ +88.79% (+$40.0K) YoY-
(VOEcusip922908512)	527	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$84.7K	0.1% ($84.7K/$127.6M)	QoQ -0.70% (-$600) YoY-
(cusip80687P106)✕	1.8K	QoQ NEW(+1.8K) YoY-	All Managers (Combined)	$83.4K	0.1% ($83.4K/$127.6M)	QoQ NEW(+$83.4K) YoY-
(cusip502117203)✕	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$80.9K	0.1% ($80.9K/$127.6M)	QoQ NEW(+$80.9K) YoY-
(SPYGcusip78464A409)	995	QoQ +5136.84% (+976) YoY-	All Managers (Combined)	$80.6K	0.1% ($80.6K/$127.6M)	QoQ +4723.59% (+$78.9K) YoY-