ORG Wealth Partners, LLC Portfolio Holdings
Q3 2025•598 long positions•$461.9M portfolio value
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Holding698 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $130.8M 28.32% | +$2.3M Bought | 2.37% 7.3M shares | 7.2M → 7.3M +$2.3M | +1.79% | $5.5B Mid Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $53.0M 11.47% | -$2.9M Sold | — 4.6M shares | 4.8M → 4.6M −$2.9M | -5.2% | — — | Q3 2024 Held for 1y 2m | |
Insurance - Diversified Financial Services | $16.6M 3.59% | — | 0.002% 22.0 shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $13.7M 2.96% | +$457.5K Bought | 0.001% 27.2K shares | 26.3K → 27.2K +$457.5K | +3.46% | $1.08T Mega Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $10.2M 2.21% | +$997.5K Bought | 0.0% 54.6K shares | 49.3K → 54.6K +$997.5K | +10.84% | $4.54T Mega Cap | Q3 2024 Held for 1y 2m | |
Consumer Electronics Technology | $8.4M 1.82% | +$1.2M Bought | 0.0% 32.9K shares | 28.1K → 32.9K +$1.2M | +17.27% | $3.78T Mega Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Midstream Energy | $7.0M 1.51% | +$25.4K Bought | 0.012% 406.8K shares | 405.3K → 406.8K +$25.4K | +0.36% | $58.9B Large Cap | Q3 2024 Held for 1y 2m | |
Specialty Retail Consumer Cyclical | $6.1M 1.32% | +$480.4K Bought | 0.0% 27.8K shares | 25.6K → 27.8K +$480.4K | +8.54% | $2.34T Mega Cap | Q3 2024 Held for 1y 2m | |
Oil & Gas Integrated Energy | $6.1M 1.31% | +$329.5K Bought | 0.001% 53.8K shares | 50.9K → 53.8K +$329.5K | +5.74% | $480.68B Mega Cap | Q3 2024 Held for 1y 2m | |
Medical - Devices Healthcare | $5.9M 1.27% | +$277.1K Bought | 0.003% 43.8K shares | 41.8K → 43.8K +$277.1K | +4.95% | $233.12B Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $5.7M 1.23% | +$1.3M Bought | 0.0% 10.9K shares | 8.4K → 10.9K +$1.3M | +30.2% | $3.85T Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $5.6M 1.21% | -$327.4K Sold | 0.001% 30.6K shares | 32.4K → 30.6K −$327.4K | -5.54% | $432.76B Mega Cap | Q3 2024 Held for 1y 2m | |
Drug Manufacturers - General Healthcare | $5.1M 1.11% | +$627.8K Bought | 0.001% 22.1K shares | 19.4K → 22.1K +$627.8K | +13.98% | $409.03B Mega Cap | Q3 2024 Held for 1y 2m | |
REIT - Mortgage Real Estate | $4.7M 1.02% | +$4.7M New | 0.28% 315.0K shares | 0 → 315.0K +$4.7M | New | $1.7B Small Cap | Q3 2025 Held for 2 months | |
ETF ETF | $4.3M 0.924% | -$326.0K Sold | — 84.1K shares | 90.5K → 84.1K −$326.0K | -7.1% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.2M 0.906% | -$387.2K Sold | — 41.6K shares | 45.4K → 41.6K −$387.2K | -8.47% | — — | Q3 2024 Held for 1y 2m | |
Banks - Diversified Financial Services | $4.0M 0.871% | +$578.8K Bought | 0.0% 12.7K shares | 10.9K → 12.7K +$578.8K | +16.81% | $867.35B Mega Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $3.8M 0.814% | -$115.9K Sold | 0.0% 15.4K shares | 15.9K → 15.4K −$115.9K | -2.99% | $2.95T Mega Cap | Q3 2024 Held for 1y 2m | |
Aerospace & Defense Industrials | $3.6M 0.778% | -$212.5K Sold | 0.023% 39.3K shares | 41.6K → 39.3K −$212.5K | -5.59% | $15.4B Large Cap | Q1 2025 Held for 8 months | |
Auto - Manufacturers Consumer Cyclical | $3.2M 0.702% | +$117.4K Bought | 0.0% 7.3K shares | 7.0K → 7.3K +$117.4K | +3.76% | $1.48T Mega Cap | Q3 2024 Held for 1y 2m | |
Information Technology Services Technology | $3.1M 0.669% | +$49.8K Bought | 0.001% 10.9K shares | 10.8K → 10.9K +$49.8K | +1.64% | $262.84B Mega Cap | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $3.0M 0.652% | -$162.0K Sold | 0.002% 20.3K shares | 21.4K → 20.3K −$162.0K | -5.1% | $193.14B Large Cap | Q3 2024 Held for 1y 2m | |
Home Improvement Consumer Cyclical | $2.7M 0.581% | +$437.8K Bought | 0.001% 6.6K shares | 5.5K → 6.6K +$437.8K | +19.49% | $403.32B Mega Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $2.5M 0.538% | +$1.0M Bought | 0.0% 10.2K shares | 6.1K → 10.2K +$1.0M | +67.79% | $2.95T Mega Cap | Q3 2024 Held for 1y 2m | |
Rental & Leasing Services Industrials | $2.5M 0.532% | +$134.7K Bought | 0.004% 2.6K shares | 2.4K → 2.6K +$134.7K | +5.8% | $61.4B Large Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $2.3M 0.503% | +$641.8K Bought | — 187.9K shares | 136.0K → 187.9K +$641.8K | +38.14% | — — | Q3 2024 Held for 1y 2m | |
Discount Stores Consumer Defensive | $2.1M 0.455% | +$340.7K Bought | 0.001% 2.3K shares | 1.9K → 2.3K +$340.7K | +19.34% | $410.27B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.1M 0.451% | +$22.5K Bought | — 21.6K shares | 21.4K → 21.6K +$22.5K | +1.09% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $2.1M 0.45% | +$158.2K Bought | — 23.8K shares | 22.0K → 23.8K +$158.2K | +8.24% | — — | Q1 2025 Held for 8 months | |
Oil & Gas Midstream Energy | $2.1M 0.447% | +$9.9K Bought | 0.003% 65.9K shares | 65.6K → 65.9K +$9.9K | +0.48% | $67.7B Large Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $2.1M 0.445% | +$7.7K Bought | — 69.3K shares | 69.1K → 69.3K +$7.7K | +0.38% | — — | Q3 2024 Held for 1y 2m | |
Discount Stores Consumer Defensive | $2.0M 0.439% | +$513.7K Bought | 0.0% 19.7K shares | 14.7K → 19.7K +$513.7K | +33.98% | $821.68B Mega Cap | Q3 2024 Held for 1y 2m | |
Unknown Unknown | $2.0M 0.431% | +$26.8K Bought | — 11.1K shares | 11.0K → 11.1K +$26.8K | +1.37% | — — | Q3 2024 Held for 1y 2m | |
Copper Basic Materials | $1.9M 0.41% | +$30.6K Bought | 0.002% 15.6K shares | 15.3K → 15.6K +$30.6K | +1.64% | $98.6B Large Cap | Q1 2025 Held for 8 months | |
Computer Hardware Technology | $1.9M 0.409% | +$1.8M Bought | 0.01% 30.7K shares | 650.0 → 30.7K +$1.8M | +4,625.08% | $19.9B Large Cap | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $1.8M 0.399% | +$137.3K Bought | 0.001% 3.8K shares | 3.5K → 3.8K +$137.3K | +8.05% | $123.06B Large Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.8M 0.386% | +$164.0K Bought | 0.0% 6.3K shares | 5.8K → 6.3K +$164.0K | +10.12% | $801.76B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.7M 0.377% | -$279.3K Sold | — 37.3K shares | 43.3K → 37.3K −$279.3K | -13.81% | — — | Q3 2024 Held for 1y 2m | |
Oil & Gas Exploration & Production Energy | $1.7M 0.376% | +$724.0K Bought | 0.005% 31.9K shares | 18.6K → 31.9K +$724.0K | +71.35% | $34.0B Large Cap | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $1.7M 0.37% | +$62.9K Bought | 0.001% 6.0K shares | 5.8K → 6.0K +$62.9K | +3.82% | $151.93B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.7M 0.364% | -$13.7K Sold | — 37.7K shares | 38.0K → 37.7K −$13.7K | -0.81% | — — | Q1 2025 Held for 8 months | |
Drug Manufacturers - General Healthcare | $1.6M 0.351% | -$356.9 Sold | 0.001% 63.6K shares | 63.6K → 63.6K −$356.9 | -0.02% | $144.87B Large Cap | Q3 2024 Held for 1y 2m | |
Semiconductors Technology | $1.6M 0.347% | +$1.1M Bought | 0.0% 4.9K shares | 1.4K → 4.9K +$1.1M | +236.12% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $1.6M 0.343% | +$427.3K Bought | 0.0% 4.6K shares | 3.4K → 4.6K +$427.3K | +36.88% | $662.60B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.333% | +$1.3M Bought | — 14.9K shares | 2.6K → 14.9K +$1.3M | +465.11% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.5M 0.332% | +$7.0K Bought | — 11.6K shares | 11.5K → 11.6K +$7.0K | +0.46% | — — | Q1 2025 Held for 8 months | |
Conglomerates Industrials | $1.5M 0.328% | +$73.0K Bought | 0.001% 7.2K shares | 6.8K → 7.2K +$73.0K | +5.06% | $133.65B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $1.5M 0.327% | -$64.2K Sold | — 15.9K shares | 16.6K → 15.9K −$64.2K | -4.08% | — — | Q3 2024 Held for 1y 2m | |
Software - Application Technology | $1.5M 0.326% | -$30.9K Sold | 0.002% 6.7K shares | 6.8K → 6.7K −$30.9K | -2.01% | $76.4B Large Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.3M 0.289% | +$110.8K Bought | — 11.2K shares | 10.3K → 11.2K +$110.8K | +9.05% | — — | Q3 2024 Held for 1y 2m |
