Org-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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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 8 of 38

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46137V738

Shares:583

Value:$34.6K

% of Portfolio:0.0% ($34.6K/$127.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:757

Value:$34.4K

% of Portfolio:0.0% ($34.4K/$127.6M)

BlackRock Multi-Sector Income Trust

BIT|09258A107

Shares:2.4K

Value:$34.1K

% of Portfolio:0.0% ($34.1K/$127.6M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:200

Value:$33.7K

% of Portfolio:0.0% ($33.7K/$127.6M)

552981805

Shares:1.7K

Value:$33.4K

% of Portfolio:0.0% ($33.4K/$127.6M)

PureCycle Technologies, Inc.

PCT|74623V103

Shares:4.8K

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$127.6M)

38141W638

Shares:1.1K

Value:$33.1K

% of Portfolio:0.0% ($33.1K/$127.6M)

Lumen Technologies, Inc.

LUMN|550241103

Shares:8.4K

Value:$32.2K

% of Portfolio:0.0% ($32.2K/$127.6M)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:212

Value:$31.8K

% of Portfolio:0.0% ($31.8K/$127.6M)

Warner Music Group Corp.

WMG|934550203

Shares:1.0K

Value:$31.8K

% of Portfolio:0.0% ($31.8K/$127.6M)

46138E222

Shares:705

Value:$31.4K

% of Portfolio:0.0% ($31.4K/$127.6M)

AMAZON COM INC

AMZN|023135106

Shares:164

Value:$31.2K

% of Portfolio:0.0% ($31.2K/$127.6M)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

Shares:858

Value:$31.0K

% of Portfolio:0.0% ($31.0K/$127.6M)

Amcor plc

AMCR|G0250X107

Shares:3.1K

Value:$30.6K

% of Portfolio:0.0% ($30.6K/$127.6M)

464288281

Shares:330

Value:$29.9K

% of Portfolio:0.0% ($29.9K/$127.6M)

256219106

Shares:112

Value:$29.4K

% of Portfolio:0.0% ($29.4K/$127.6M)

HP INC

HPQ|40434L105

Shares:1.0K

Value:$28.5K

% of Portfolio:0.0% ($28.5K/$127.6M)

AppLovin Corp

APP|03831W108

Shares:100

Value:$28.3K

% of Portfolio:0.0% ($28.3K/$127.6M)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:273

Value:$28.1K

% of Portfolio:0.0% ($28.1K/$127.6M)

741479109

Shares:288

Value:$27.7K

% of Portfolio:0.0% ($27.7K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46137V738)✕	583	QoQ NEW(+583) YoY-	All Managers (Combined)	$34.6K	0.0% ($34.6K/$127.6M)	QoQ NEW(+$34.6K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	757	QoQ NEW(+757) YoY-	All Managers (Combined)	$34.4K	0.0% ($34.4K/$127.6M)	QoQ NEW(+$34.4K) YoY-
BlackRock Multi-Sector Income Trust(BITcusip09258A107)	2.4K	QoQ NEW(+2.4K) YoY-	All Managers (Combined)	$34.1K	0.0% ($34.1K/$127.6M)	QoQ NEW(+$34.1K) YoY-
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	200	QoQ +1233.33% (+185) YoY-	All Managers (Combined)	$33.7K	0.0% ($33.7K/$127.6M)	QoQ +1038.69% (+$30.8K) YoY-
(cusip552981805)✕	1.7K	QoQ NEW(+1.7K) YoY-	All Managers (Combined)	$33.4K	0.0% ($33.4K/$127.6M)	QoQ NEW(+$33.4K) YoY-
PureCycle Technologies, Inc.(PCTcusip74623V103)	4.8K	QoQ +36.83% (-1.3K) YoY-	All Managers (Combined)	$33.1K	0.0% ($33.1K/$127.6M)	QoQ -8.82% (-$3.2K) YoY-
(cusip38141W638)✕	1.1K	QoQ NEW(+1.1K) YoY-	All Managers (Combined)	$33.1K	0.0% ($33.1K/$127.6M)	QoQ NEW(+$33.1K) YoY-
Lumen Technologies, Inc.(LUMNcusip550241103)	8.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$32.2K	0.0% ($32.2K/$127.6M)	QoQ -27.68% (-$12.3K) YoY-
Keysight Technologies, Inc.(KEYScusip49338L103)	212	QoQ NEW(+212) YoY-	All Managers (Combined)	$31.8K	0.0% ($31.8K/$127.6M)	QoQ NEW(+$31.8K) YoY-
Warner Music Group Corp.(WMGcusip934550203)	1.0K	QoQ +88.31% (+476) YoY-	All Managers (Combined)	$31.8K	0.0% ($31.8K/$127.6M)	QoQ +90.25% (+$15.1K) YoY-
(cusip46138E222)✕	705	QoQ NEW(+705) YoY-	All Managers (Combined)	$31.4K	0.0% ($31.4K/$127.6M)	QoQ NEW(+$31.4K) YoY-
AMAZON COM INC(AMZNcusip023135106)	164	QoQ -21.15% (-44) YoY-	All Managers (Combined)	$31.2K	0.0% ($31.2K/$127.6M)	QoQ -31.62% (-$14.4K) YoY-
Six Flags Entertainment Corporation/NEW(FUNcusip83001C108)	858	QoQ +4415.78% (+839) YoY-	All Managers (Combined)	$31.0K	0.0% ($31.0K/$127.6M)	QoQ +3286.88% (+$30.1K) YoY-
Amcor plc(AMCRcusipG0250X107)	3.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$30.6K	0.0% ($30.6K/$127.6M)	QoQ +4.25% (+$1.2K) YoY-
(cusip464288281)✕	330	QoQ NEW(+330) YoY-	All Managers (Combined)	$29.9K	0.0% ($29.9K/$127.6M)	QoQ NEW(+$29.9K) YoY-
(cusip256219106)✕	112	QoQ NEW(+112) YoY-	All Managers (Combined)	$29.4K	0.0% ($29.4K/$127.6M)	QoQ NEW(+$29.4K) YoY-
HP INC(HPQcusip40434L105)	1.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$28.5K	0.0% ($28.5K/$127.6M)	QoQ -14.83% (-$5.0K) YoY-
AppLovin Corp(APPcusip03831W108)	100	QoQ NEW(+100) YoY-	All Managers (Combined)	$28.3K	0.0% ($28.3K/$127.6M)	QoQ NEW(+$28.3K) YoY-
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	273	QoQ NEW(+273) YoY-	All Managers (Combined)	$28.1K	0.0% ($28.1K/$127.6M)	QoQ NEW(+$28.1K) YoY-
(cusip741479109)✕	288	QoQ NEW(+288) YoY-	All Managers (Combined)	$27.7K	0.0% ($27.7K/$127.6M)	QoQ NEW(+$27.7K) YoY-