ORG Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OP ORG Partners LLC | Institutional Filer | ▲ 3.54% | $568.0M | 1708 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1708)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOXR | Vox Royalty Corp. | Basic Materials | 11.8M | $55.7M | 9.81% |
| 2 | SPY | SPDR S&P 500 ETF Trust | — | 28K | $19.1M | 3.36% |
| 3 | RDVY | FT RISING DIVIDEND | — | 196K | $13.6M | 2.40% |
| 4 | AAPL | Apple Inc. | Technology | 43K | $11.6M | 2.04% |
| 5 | MSFT | Microsoft Corporation | Technology | 23K | $11.0M | 1.94% |
| 6 | IDMO | INVSC S P INTERNATIONL | — | 195K | $10.9M | 1.91% |
| 7 | NVDA | NVIDIA Corporation | Technology | 56K | $10.4M | 1.82% |
| 8 | QQQM | INVESCO NASDAQ 100 ETF | — | 34K | $8.6M | 1.52% |
| 9 | BRKB | BERKSHIRE HATHAWAY | — | 16K | $8.3M | 1.45% |
| 10 | GILD | Gilead Sciences, Inc. | Healthcare | 67K | $8.2M | 1.44% |
| 11 | DYNF | ISHS US EQTY FACTR | — | 131K | $8.0M | 1.41% |
| 12 | USFR | WISDOMTREE FLOATING RATE | — | 154K | $7.7M | 1.36% |
| 13 | SCHD | SCHWAB US DIVIDEND | — | 280K | $7.7M | 1.35% |
| 14 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 29K | $6.7M | 1.18% |
| 15 | AMLP | ALPS ALERIAN MLP ETF | — | 135K | $6.3M | 1.11% |
Showing 1 to 15 of 1000 holdings