CIK 2032602
ORG Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
621
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 621
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DOV | DOVER CORP COM | 112 | $15K–$50K | SH |
| BKR | BAKER HUGHES CO. A | 476 | $15K–$50K | SH |
| SPGI | S&P GLOBAL INC | 41 | $15K–$50K | SH |
| IBN | ICICI BK LTD F | 717 | $15K–$50K | SH |
| TWLO | TWILIO INC | 150 | $15K–$50K | SH |
| FTCB | FIRST TRUST CRE INVSMNT | 990 | $15K–$50K | SH |
| EBAY | EBAY INC | 239 | $15K–$50K | SH |
| ARM | ARM HLDGS PLC EQUITY A F | 188 | $15K–$50K | SH |
| MHF | WESTERN ASSET MUNICIPAL | 3K | $15K–$50K | SH |
| COWZ | PACER US CASH COWS 100 | 340 | $15K–$50K | SH |
| TDY | TELEDYNE TECHNOLOGIES IN | 40 | $15K–$50K | SH |
| NDSN | NORDSON CORP COM | 83 | $15K–$50K | SH |
| ED | CONSOLIDATED EDISON INC | 198 | $15K–$50K | SH |
| IP | INTERNTNL PAPER CO | 493 | $15K–$50K | SH |
| NOC | NORTHROP GRUMMAN CORP | 34 | $15K–$50K | SH |
| MMM | 3M CO | 121 | $15K–$50K | SH |
| DDOG | DATADOG INC | 142 | $15K–$50K | SH |
| XMVM | INVESCO S & P MIDCAP | 300 | $15K–$50K | SH |
| WST | WEST PHARMACEUTICAL SVCS INC COM | 70 | $15K–$50K | SH |
| SCCO | SOUTHERN COPPER CORP | 133 | $15K–$50K | SH |
| GWW | GRAINGER W W INC COM | 19 | $15K–$50K | SH |
| IEFA | ISHARES CORE MSCI EAFE | 214 | $15K–$50K | SH |
| SWK | STANLEY BLACK & DECKER INC COM | 257 | $15K–$50K | SH |
| BDX | BECTON DICKINSON & CO COM | 98 | $15K–$50K | SH |
| SPWR | SUNPOWER INC | 12K | $15K–$50K | SH |
| JEPI | JPMORGAN EQUITY PREMIUM | 326 | $15K–$50K | SH |
| PANW | PALO ALTO NETWORKS INC | 101 | $15K–$50K | SH |
| OKTA | OKTA INC | 214 | $15K–$50K | SH |
| VYM | VANGUARD HIGH DIVIDEND | 128 | $15K–$50K | SH |
| FFIV | F5 INC | 71 | $15K–$50K | SH |
| EVN | EATON VANCE MUNICIPAL IN | 2K | $15K–$50K | SH |
| IBB | ISHARES BIOTECHNOLOGY | 106 | $15K–$50K | SH |
| PTBD | PACER TRENDPILOT US BOND | 915 | $15K–$50K | SH |
| NAD | NUVEEN QUALITY MUNICIPAL | 1K | $15K–$50K | SH |
| NEA | NUVEEN AMT FREE QUALITY | 2K | $15K–$50K | SH |
| PLTR | PALANTIR TECHNOLOGIES IN | 99 | $15K–$50K | SH |
| SCHV | SCHWAB US LARGE CAP | 591 | $15K–$50K | SH |
| FTSM | FIRST TRST ENHNCD SHRT | 292 | $15K–$50K | SH |
| ENB | ENBRIDGE INC F | 365 | $15K–$50K | SH |
| TMO | THERMO FISHER SCIENTIFIC | 30 | $15K–$50K | SH |
| AOS | SMITH A O CORP COM | 258 | $15K–$50K | SH |
| PMM | PUTNAM MANAGED MUNICIPAL | 3K | $15K–$50K | SH |
| IWS | ISHARES RUSSELL MID CAP | 121 | $15K–$50K | SH |
| IQI | INVESCO QLTY MUN INCM TR | 2K | $15K–$50K | SH |
| NBIS | NEBIUS GROUP N V A F | 204 | $15K–$50K | SH |
| MMU | WESTERN ASST MNGD MUNCPL | 2K | $15K–$50K | SH |
| XLE | STATE STRET ENRGY SLECT | 366 | $15K–$50K | SH |
| BKNG | BOOKING HLDGS INC | 3 | $15K–$50K | SH |
| IVW | ISHARES S&P 500 GROWTH | 129 | $15K–$50K | SH |
| EIM | EATON VANCE MUNICIPAL BN | 2K | $15K–$50K | SH |