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

Page 5 of 38

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936793827

Shares:14.4K

Value:$79.2K

% of Portfolio:0.1% ($79.2K/$127.6M)

MPLX LP

MPLX|55336V100

Shares:1.5K

Value:$78.3K

% of Portfolio:0.1% ($78.3K/$127.6M)

464288885

EFG|464288885

Shares:780

Value:$78.0K

% of Portfolio:0.1% ($78.0K/$127.6M)

001317205

Shares:2.5K

Value:$77.6K

% of Portfolio:0.1% ($77.6K/$127.6M)

46434V613

Shares:1.7K

Value:$77.4K

% of Portfolio:0.1% ($77.4K/$127.6M)

001419654

Shares:9.0K

Value:$76.5K

% of Portfolio:0.1% ($76.5K/$127.6M)

46435U853

Shares:2.0K

Value:$74.0K

% of Portfolio:0.1% ($74.0K/$127.6M)

CENTENE CORP

CNC|15135B101

Shares:1.2K

Value:$72.5K

% of Portfolio:0.1% ($72.5K/$127.6M)

CONOCOPHILLIPS

COP|20825C104

Shares:687

Value:$72.4K

% of Portfolio:0.1% ($72.4K/$127.6M)

33738D101

Shares:1.9K

Value:$71.6K

% of Portfolio:0.1% ($71.6K/$127.6M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:487

Value:$71.2K

% of Portfolio:0.1% ($71.2K/$127.6M)

92206C847

VGLT|92206C847

Shares:1.2K

Value:$70.9K

% of Portfolio:0.1% ($70.9K/$127.6M)

International General Insurance Holdings Ltd.

IGIC|G4809J106

Shares:2.5K

Value:$67.1K

% of Portfolio:0.1% ($67.1K/$127.6M)

921908604

Shares:1.9K

Value:$66.6K

% of Portfolio:0.1% ($66.6K/$127.6M)

74347G440

Shares:3.6K

Value:$66.2K

% of Portfolio:0.1% ($66.2K/$127.6M)

46138E354

Shares:848

Value:$63.4K

% of Portfolio:0.0% ($63.4K/$127.6M)

46432F396

MTUM|46432F396

Shares:305

Value:$61.6K

% of Portfolio:0.0% ($61.6K/$127.6M)

RENAISSANCERE HOLDINGS LTD

RNR|G7496G103

Shares:250

Value:$61.3K

% of Portfolio:0.0% ($61.3K/$127.6M)

433243706

Shares:6.2K

Value:$60.9K

% of Portfolio:0.0% ($60.9K/$127.6M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:253

Value:$60.0K

% of Portfolio:0.0% ($60.0K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip936793827)✕	14.4K	QoQ NEW(+14.4K) YoY-	All Managers (Combined)	$79.2K	0.1% ($79.2K/$127.6M)	QoQ NEW(+$79.2K) YoY-
MPLX LP(MPLXcusip55336V100)	1.5K	QoQ +372.49% (+1.2K) YoY-	All Managers (Combined)	$78.3K	0.1% ($78.3K/$127.6M)	QoQ +429.67% (+$63.5K) YoY-
(EFGcusip464288885)	780	QoQ +5900.00% (+767) YoY-	All Managers (Combined)	$78.0K	0.1% ($78.0K/$127.6M)	QoQ +6100.31% (+$76.7K) YoY-
(cusip001317205)✕	2.5K	QoQ NEW(+2.5K) YoY-	All Managers (Combined)	$77.6K	0.1% ($77.6K/$127.6M)	QoQ NEW(+$77.6K) YoY-
(cusip46434V613)✕	1.7K	QoQ +1256.45% (+1.6K) YoY-	All Managers (Combined)	$77.4K	0.1% ($77.4K/$127.6M)	QoQ +1281.85% (+$71.8K) YoY-
(cusip001419654)✕	9.0K	QoQ NEW(+9.0K) YoY-	All Managers (Combined)	$76.5K	0.1% ($76.5K/$127.6M)	QoQ NEW(+$76.5K) YoY-
(cusip46435U853)✕	2.0K	QoQ +4386.66% (+2.0K) YoY-	All Managers (Combined)	$74.0K	0.1% ($74.0K/$127.6M)	QoQ +4373.89% (+$72.4K) YoY-
CENTENE CORP(CNCcusip15135B101)	1.2K	QoQ NEW(+1.2K) YoY-	All Managers (Combined)	$72.5K	0.1% ($72.5K/$127.6M)	QoQ NEW(+$72.5K) YoY-
CONOCOPHILLIPS(COPcusip20825C104)	687	QoQ -1.00% (-7) YoY-	All Managers (Combined)	$72.4K	0.1% ($72.4K/$127.6M)	QoQ +5.22% (-$3.6K) YoY-
(cusip33738D101)✕	1.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$71.6K	0.1% ($71.6K/$127.6M)	QoQ +5.72% (+$3.9K) YoY-
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	487	QoQ NEW(+487) YoY-	All Managers (Combined)	$71.2K	0.1% ($71.2K/$127.6M)	QoQ NEW(+$71.2K) YoY-
(VGLTcusip92206C847)	1.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$70.9K	0.1% ($70.9K/$127.6M)	QoQ +4.49% (+$3.1K) YoY-
International General Insurance Holdings Ltd.(IGICcusipG4809J106)	2.5K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$67.1K	0.1% ($67.1K/$127.6M)	QoQ +11.36% (+$6.8K) YoY-
(cusip921908604)✕	1.9K	QoQ NEW(+1.9K) YoY-	All Managers (Combined)	$66.6K	0.1% ($66.6K/$127.6M)	QoQ NEW(+$66.6K) YoY-
(cusip74347G440)✕	3.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$66.2K	0.1% ($66.2K/$127.6M)	QoQ -18.83% (-$15.4K) YoY-
(cusip46138E354)✕	848	QoQ -(+848) YoY-	All Managers (Combined)	$63.4K	0.0% ($63.4K/$127.6M)	QoQ +218389.65% (+$63.3K) YoY-
(MTUMcusip46432F396)	305	QoQ +30400.00% (+304) YoY-	All Managers (Combined)	$61.6K	0.0% ($61.6K/$127.6M)	QoQ +29826.69% (+$61.4K) YoY-
RENAISSANCERE HOLDINGS LTD(RNRcusipG7496G103)	250	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$61.3K	0.0% ($61.3K/$127.6M)	QoQ -1.53% (-$952) YoY-
(cusip433243706)✕	6.2K	QoQ -24.03% (-2.0K) YoY-	All Managers (Combined)	$60.9K	0.0% ($60.9K/$127.6M)	QoQ -24.95% (-$20.3K) YoY-
NORFOLK SOUTHERN CORP(NSCcusip655844108)	253	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$60.0K	0.0% ($60.0K/$127.6M)	QoQ +0.81% (+$484) YoY-