Org Wealth Partners, LLC Portfolio Holdings

Org Wealth Partners, LLC

  • $301 Billion
  • Q3 2024

Org Wealth Partners, LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $301 Billion distributed in 5928 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Core Scientific Inc with a value of $106B, Core Scientific Inc New Wt Exp Tranche 1 with a value of $34.2B, Agnc Investment Corp. with a value of $17.5B, 1/100 Berkshire Htwy A with a value of $15.2B, and Berkshire Hathaway Inc Class B with a value of $12.7B.

Examining the 13F form we can see an increase of $301B in the current position value.

Org Wealth Partners, LLC is based out at Dallas, TX

Below you can find more details about Org Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $301 Billion
ETFs: $25 Billion
Financial Services: $21.5 Billion
Real Estate: $18.2 Billion
Technology: $16.8 Billion
Healthcare: $13.6 Billion
Energy: $13.2 Billion
Industrials: $10.9 Billion
Consumer Cyclical: $7.61 Billion
Other: $11.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$520B
$454 Million 0.15% of portfolio
776
Q3 2024 New
$90.1B
$408 Million 0.14% of portfolio
2,087
Q3 2024 New
$49B
$432 Million 0.14% of portfolio
741
Q3 2024 New
$44.1B
$415 Million 0.14% of portfolio
5,808
Q3 2024 New
$84.7B
$424 Million 0.14% of portfolio
4,081
Q3 2024 New
$231B
$419 Million 0.14% of portfolio
1,375
Q3 2024 New
$74B
$392 Million 0.13% of portfolio
2,514
Q3 2024 New
$425B
$400 Million 0.13% of portfolio
986
Q3 2024 New
$174B
$357 Million 0.12% of portfolio
1,109
Q3 2024 New
$49.2B
$359 Million 0.12% of portfolio
1,470
Q3 2024 New
$53.2B
$345 Million 0.11% of portfolio
2,719
Q3 2024 New
$175B
$344 Million 0.11% of portfolio
1,270
Q3 2024 New
$41.9B
$324 Million 0.11% of portfolio
639
Q3 2024 New
$55.7B
$344 Million 0.11% of portfolio
15,575
Q3 2024 New
$187B
$313 Million 0.1% of portfolio
2,575
Q3 2024 New
$266B
$313 Million 0.1% of portfolio
2,632
Q3 2024 New
$693B
$289 Million 0.1% of portfolio
1,104
Q3 2024 New
$17.6B
$305 Million 0.1% of portfolio
1,971
Q3 2024 New
$89.5B
$290 Million 0.1% of portfolio
5,678
Q3 2024 New
$19.9B
$274 Million 0.09% of portfolio
1,974
Q3 2024 New
$1.32T
$256 Million 0.09% of portfolio
447
Q3 2024 New
$119B
$234 Million 0.08% of portfolio
2,594
Q3 2024 New
$172B
$231 Million 0.08% of portfolio
447
Q3 2024 New
$37.4B
$251 Million 0.08% of portfolio
2,407
Q3 2024 New
$23.2B
$235 Million 0.08% of portfolio
1,803
Q3 2024 New
$19.9B
$239 Million 0.08% of portfolio
1,821
Q3 2024 New
$429B
$226 Million 0.08% of portfolio
1,397
Q3 2024 New
$69B
$240 Million 0.08% of portfolio
996
Q3 2024 New
$38.3B
$251 Million 0.08% of portfolio
3,214
Q3 2024 New
$59B
$242 Million 0.08% of portfolio
434
Q3 2024 New
$20.1B
$251 Million 0.08% of portfolio
1,538
Q3 2024 New
$207B
$247 Million 0.08% of portfolio
909
Q3 2024 New
$15.8B
$249 Million 0.08% of portfolio
2,264
Q3 2024 New
$44.4B
$240 Million 0.08% of portfolio
5,390
Q3 2024 New
$25.4B
$223 Million 0.07% of portfolio
2,125
Q3 2024 New
$7.99B
$211 Million 0.07% of portfolio
239
Q3 2024 New
$14.7B
$216 Million 0.07% of portfolio
821
Q3 2024 New
$54.1B
$197 Million 0.07% of portfolio
2,352
Q3 2024 New
$21.5B
$167 Million 0.06% of portfolio
558
Q3 2024 New
$1.59B
$195 Million 0.06% of portfolio
20,512
Q3 2024 New
$289B
$182 Million 0.06% of portfolio
1,232
Q3 2024 New
$110B
$195 Million 0.06% of portfolio
2,005
Q3 2024 New
$18.5B
$170 Million 0.06% of portfolio
4,483
Q3 2024 New
$39B
$167 Million 0.06% of portfolio
1,108
Q3 2024 New
$112B
$192 Million 0.06% of portfolio
562
Q3 2024 New
$9.9B
$172 Million 0.06% of portfolio
1,032
Q3 2024 New
$92B
$177 Million 0.06% of portfolio
2,270
Q3 2024 New
$113B
$136 Million 0.05% of portfolio
1,312
Q3 2024 New
$90.8B
$141 Million 0.05% of portfolio
927
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 5,928
  • Current Value $301 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 11, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 481 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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