Org Wealth Partners, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $221 Million distributed in 9568 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $17.6M, Berkshire Hathaway Inc Class B with a value of $14.5M, Energy Transfer LP with a value of $7.6M, Exxon Mobil Corp with a value of $6.52M, and Abbott Laboratories with a value of $6.12M.
Examining the 13F form we can see an increase of $81.8M in the current position value, from $139M to 221M.
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
$221 Million
Financial Services: $50.7 Million
ETFs: $42.7 Million
Technology: $34.4 Million
Energy: $23.4 Million
Healthcare: $19.4 Million
Consumer Cyclical: $12.8 Million
Industrials: $11.8 Million
Consumer Defensive: $10.5 Million
Other: $14.8 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
