Org Partners LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $588 Million distributed in 38398 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vox Royalty Corp. with a value of $32.7M, Vanguard Index Fds S&P 500 ETF with a value of $27.4M, ETF Ser Solutions Aptus Collar with a value of $27.3M, ETF Ser Solutions Aptus Define with a value of $25.1M, and Ishares Core Total Usd Bond Ma with a value of $23.7M.
Examining the 13F form we can see an decrease of $55.9M in the current position value, from $644M to 588M.
Also it can be appreciated an additional of 157 stocks purchases and 8 closed positions.
Org Partners LLC is based out at Roanoke, IN
Below you can find more details about Org Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$588 Million
ETFs: $387 Million
Technology: $39.9 Million
Financial Services: $30.3 Million
Healthcare: $19.6 Million
Consumer Cyclical: $17.7 Million
Industrials: $15 Million
Energy: $12.5 Million
Consumer Defensive: $12.5 Million
Other: $20.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
