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 9 of 38

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78468R556

Shares:209

Value:$27.7K

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

464287457

Shares:332

Value:$27.4K

% of Portfolio:0.0% ($27.4K/$127.6M)

AAON, INC.

AAON|000360206

Shares:342

Value:$27.1K

% of Portfolio:0.0% ($27.1K/$127.6M)

46641Q837

Shares:534

Value:$27.0K

% of Portfolio:0.0% ($27.0K/$127.6M)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:55

Value:$26.8K

% of Portfolio:0.0% ($26.8K/$127.6M)

313400301

Shares:4.7K

Value:$26.7K

% of Portfolio:0.0% ($26.7K/$127.6M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:155

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$127.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:171

Value:$26.4K

% of Portfolio:0.0% ($26.4K/$127.6M)

922908645

Shares:81

Value:$26.3K

% of Portfolio:0.0% ($26.3K/$127.6M)

81369Y886

Shares:330

Value:$26.1K

% of Portfolio:0.0% ($26.1K/$127.6M)

GENERAC HOLDINGS INC.

GNRC|368736104

Shares:206

Value:$26.0K

% of Portfolio:0.0% ($26.0K/$127.6M)

TRIMBLE INC.

TRMB|896239100

Shares:395

Value:$25.8K

% of Portfolio:0.0% ($25.8K/$127.6M)

Marathon Petroleum Corp

MPC|56585A102

Shares:176

Value:$25.8K

% of Portfolio:0.0% ($25.8K/$127.6M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:621

Value:$25.8K

% of Portfolio:0.0% ($25.8K/$127.6M)

M&T BANK CORP

MTB|55261F104

Shares:146

Value:$25.8K

% of Portfolio:0.0% ($25.8K/$127.6M)

Discover Financial Services

DFS|254709108

Shares:150

Value:$25.7K

% of Portfolio:0.0% ($25.7K/$127.6M)

AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:289

Value:$25.1K

% of Portfolio:0.0% ($25.1K/$127.6M)

81369Y308

Shares:305

Value:$24.9K

% of Portfolio:0.0% ($24.9K/$127.6M)

00162Q452

Shares:470

Value:$24.6K

% of Portfolio:0.0% ($24.6K/$127.6M)

018597500

Shares:3.8K

Value:$24.5K

% of Portfolio:0.0% ($24.5K/$127.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R556)✕	209	QoQ NEW(+209) YoY-	All Managers (Combined)	$27.7K	0.0% ($27.7K/$127.6M)	QoQ NEW(+$27.7K) YoY-
(cusip464287457)✕	332	QoQ +155.38% (+202) YoY-	All Managers (Combined)	$27.4K	0.0% ($27.4K/$127.6M)	QoQ +156.94% (+$16.7K) YoY-
AAON, INC.(AAONcusip000360206)	342	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$27.1K	0.0% ($27.1K/$127.6M)	QoQ -32.73% (-$13.2K) YoY-
(cusip46641Q837)✕	534	QoQ +246.75% (+380) YoY-	All Managers (Combined)	$27.0K	0.0% ($27.0K/$127.6M)	QoQ +247.49% (+$19.2K) YoY-
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	55	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.8K	0.0% ($26.8K/$127.6M)	QoQ +4.94% (+$1.3K) YoY-
(cusip313400301)✕	4.7K	QoQ NEW(+4.7K) YoY-	All Managers (Combined)	$26.7K	0.0% ($26.7K/$127.6M)	QoQ NEW(+$26.7K) YoY-
IQVIA HOLDINGS INC.(IQVcusip46266C105)	155	QoQ NEW(+155) YoY-	All Managers (Combined)	$26.5K	0.0% ($26.5K/$127.6M)	QoQ NEW(+$26.5K) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	171	QoQ -68.15% (-366) YoY-	All Managers (Combined)	$26.4K	0.0% ($26.4K/$127.6M)	QoQ -73.98% (-$75.2K) YoY-
(cusip922908645)✕	81	QoQ NEW(+81) YoY-	All Managers (Combined)	$26.3K	0.0% ($26.3K/$127.6M)	QoQ NEW(+$26.3K) YoY-
(cusip81369Y886)✕	330	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$26.1K	0.0% ($26.1K/$127.6M)	QoQ +4.44% (+$1.1K) YoY-
GENERAC HOLDINGS INC.(GNRCcusip368736104)	206	QoQ NEW(+206) YoY-	All Managers (Combined)	$26.0K	0.0% ($26.0K/$127.6M)	QoQ NEW(+$26.0K) YoY-
TRIMBLE INC.(TRMBcusip896239100)	395	QoQ NEW(+395) YoY-	All Managers (Combined)	$25.8K	0.0% ($25.8K/$127.6M)	QoQ NEW(+$25.8K) YoY-
Marathon Petroleum Corp(MPCcusip56585A102)	176	QoQ +291.11% (+131) YoY-	All Managers (Combined)	$25.8K	0.0% ($25.8K/$127.6M)	QoQ +311.24% (+$19.5K) YoY-
BANK OF AMERICA CORP /DE/(BACcusip060505104)	621	QoQ NEW(+621) YoY-	All Managers (Combined)	$25.8K	0.0% ($25.8K/$127.6M)	QoQ NEW(+$25.8K) YoY-
M&T BANK CORP(MTBcusip55261F104)	146	QoQ NEW(+146) YoY-	All Managers (Combined)	$25.8K	0.0% ($25.8K/$127.6M)	QoQ NEW(+$25.8K) YoY-
Discover Financial Services(DFScusip254709108)	150	QoQ NEW(+150) YoY-	All Managers (Combined)	$25.7K	0.0% ($25.7K/$127.6M)	QoQ NEW(+$25.7K) YoY-
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	289	QoQ +107.91% (+150) YoY-	All Managers (Combined)	$25.1K	0.0% ($25.1K/$127.6M)	QoQ +147.92% (+$15.0K) YoY-
(cusip81369Y308)✕	305	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$24.9K	0.0% ($24.9K/$127.6M)	QoQ +4.04% (+$969) YoY-
(cusip00162Q452)✕	470	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$24.6K	0.0% ($24.6K/$127.6M)	QoQ +8.51% (+$1.9K) YoY-
(cusip018597500)✕	3.8K	QoQ NEW(+3.8K) YoY-	All Managers (Combined)	$24.5K	0.0% ($24.5K/$127.6M)	QoQ NEW(+$24.5K) YoY-