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ORG Wealth Partners, LLC13F | |
| ORG Wealth Partners, LLC | |
| Last update 2025-07-16 | 679 Stocks (56 new) |
| Value $415.00 Mil | Turnover 6 % |
ORG Wealth Partners, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CORZ | Core Scientific Inc | 7,162,197 | 122,260.9 | -17.79% | 29.470 | -3.68% | 2.360 | +81.79% | -2.57% | 4,157.6 | Software | |
CORZW | Core Scientific Inc | 4,806,829 | 52,106.0 | 0% | 12.560 | 0% | - | - | - | 0 | Software | |
BRK.A | Berkshire Hathaway Inc | 22 | 16,033.6 | 0% | 3.870 | 0% | 0.000 | -8.96% | +6.58% | 1,044,459.9 | Insurance | |
BRK.B | Berkshire Hathaway Inc | 26,296 | 12,807.1 | -3.18% | 3.090 | -0.15% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
NVDA | NVIDIA Corp | 49,301 | 7,560.2 | +7.74% | 1.820 | +0.13% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
ET | Energy Transfer LP | 405,284 | 7,218.2 | -0.84% | 1.740 | -0.02% | 0.010 | +2.67% | -6.31% | 60,811.1 | Oil & Gas | |
AAPL | Apple Inc | 28,091 | 5,840.1 | +14.02% | 1.410 | +0.17% | 0.000 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
ABT | Abbott Laboratories | 41,770 | 5,691.9 | -9.50% | 1.370 | -0.19% | 0.000 | -2.45% | +12.68% | 218,593.1 | Medical Devices & Instruments | |
AMZN | Amazon.com Inc | 25,618 | 5,647.7 | -3.89% | 1.360 | -0.07% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
XOM | Exxon Mobil Corp | 50,894 | 5,563.1 | -7.20% | 1.340 | -0.15% | 0.000 | +2.93% | +4.87% | 477,464.9 | Oil & Gas |
ORG Wealth Partners, LLC's Historical Top Holdings Breakdowns
ORG Wealth Partners, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CORZ | Core Scientific Inc | 2025-06-30 | Reduce Reduce | -3.68% | 6.39 ($9.96) 17.07 | $13.69 | 37.45% | Reduce -17.79% | 7,162,197 | -1,549,626 | |
WMT | Walmart Inc | 2025-06-30 | Reduce Reduce | -0.97% | 81.79 ($95.16) 99.98 | $96.60 | 1.51% | Reduce -69.41% | 14,666 | -33,274 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.29% | 67.83 ($79.31) 84.09 | $84.87 | 7.01% | Add 184.76% | 21,972 | 14,256 | |
CFIT | Cambria Fixed Income Trend ETF | 2025-06-30 | Add Add | +0.28% | 24.2 ($24.44) 25.12 | $24.70 | 1.08% | Add 40.77% | 163,646 | 47,397 | |
VG | Venture Global Inc | 2025-06-30 | Add Add | +0.25% | 7 ($11.55) 19.01 | $14.46 | 25.19% | Add 1139.4% | 74,364 | 68,364 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Reduce Reduce | -0.24% | 50.36 ($50.51) 50.68 | $50.61 | 0.20% | Reduce -13.9% | 90,486 | -14,614 | |
MUB | iShares National Muni Bond ETF | 2025-06-30 | Reduce Reduce | -0.23% | 102.31 ($103.99) 105.8 | $103.49 | -0.48% | Reduce -54.39% | 5,696 | -6,792 | |
ABBV | AbbVie Inc | 2025-06-30 | Reduce Reduce | -0.23% | 170.16 ($186.22) 209.52 | $190.83 | 2.48% | Reduce -15.11% | 19,374 | -3,449 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-06-30 | New Buy New Buy | +0.20% | 50.08 ($58.16) 63.14 | $63.95 | 9.96% | New holding | 12,832 | 12,832 | |
SOXX |
iShares PHLX SOX Semiconductor Sector Index Fund
iShares PHLX SOX Semiconductor Sector Index Fund
| 2025-06-30 | Reduce Reduce | -0.19% | 154.86 ($200.2) 239.07 | $241.46 | 20.61% | Reduce -90.45% | 332 | -3,144 |
ORG Wealth Partners, LLC Total Holding History ($B)
ORG Wealth Partners, LLC's Asset Allocation
ORG Wealth Partners, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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ORG Wealth Partners, LLC's Hypothetical Growth since 2025-06-30
ORG Wealth Partners, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ORG Wealth Partners, LLC's Holdings Heat Map
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ORG Wealth Partners, LLC's Holdings Bubble Chart
ORG Wealth Partners, LLC News
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