ORG Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OW ORG Wealth Partners, LLC | Institutional Filer | ▲ 19.39% | $508.1M | 679 |
Current Portfolio Holdings
Showing all 679 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CORZ | Core Scientific, Inc. | Technology | 7.3M | $108.9M | 21.44% |
| 2 | VOXR | Vox Royalty Corp. | Basic Materials | 11.7M | $61.2M | 12.04% |
| 3 | CORZW | CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 | — | 4.1M | $35.5M | 6.98% |
| 4 | BRKA | BERKSHIRE HATHAWAY INC DEL CL A | — | 22 | $15.8M | 3.11% |
| 5 | BRKB | BERKSHIRE HATHAWAY CLASS B | — | 28K | $13.7M | 2.69% |
| 6 | NVDA | NVIDIA Corporation | Technology | 62K | $10.7M | 2.11% |
| 7 | XOM | Exxon Mobil Corporation | Energy | 58K | $9.9M | 1.94% |
| 8 | AAPL | Apple Inc. | Technology | 32K | $8.0M | 1.58% |
| 9 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | — | 153K | $7.7M | 1.52% |
| 10 | ET | Energy Transfer LP | Energy | 398K | $7.7M | 1.51% |
| 11 | CFIT | CAMBRIA FIXED INCOME TREND ETF | — | 241K | $6.0M | 1.18% |
| 12 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 28K | $5.9M | 1.17% |
| 13 | ARR | ARMOUR Residential REIT, Inc. | Real Estate | 355K | $5.9M | 1.17% |
| 14 | ABBV | AbbVie Inc. | Healthcare | 24K | $5.3M | 1.04% |
| 15 | GOOG | Alphabet Inc. | Technology | 15K | $4.3M | 0.85% |
Showing 1 to 15 of 679 holdings