Org Partners LLC has filed its 13F form on May 06, 2024 for Q1 2024 where it was disclosed a total value porftolio of $47.5 Million distributed in 69228 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Energy Transfer LP with a value of $5.63M, Gilead Sciences, Inc. with a value of $4.65M, Sprott Physical Gold Trust with a value of $4M, Berkshire Hathaway Inc Class B with a value of $2.74M, and Enterprise Products Partners L.P. with a value of $1.7M.
Examining the 13F form we can see an decrease of $474M in the current position value, from $522M to 47.5M.
Also it can be appreciated an additional of 247 stocks purchases and 5 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
$47.5 Million
Financial Services: $13.3 Million
Healthcare: $9.27 Million
Energy: $9.18 Million
Technology: $4.43 Million
Consumer Cyclical: $3.53 Million
Consumer Defensive: $3.52 Million
Industrials: $2.22 Million
Communication Services: $1.22 Million
Other: $811,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions