Org Partners LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $644 Million distributed in 45738 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vox Royalty Corp. with a value of $30.4M, Ishares Core Total Usd Bond Ma with a value of $26.7M, Vanguard Index Fds S&P 500 ETF with a value of $25.5M, ETF Ser Solutions Aptus Collar with a value of $23.6M, and ETF Ser Solutions Aptus Define with a value of $21M.
Examining the 13F form we can see an increase of $596M in the current position value, from $47.5M to 644M.
Also it can be appreciated an additional of 1315 stocks purchases and 2 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
$644 Million
ETFs: $364 Million
Technology: $54.2 Million
Financial Services: $47.7 Million
Healthcare: $29.6 Million
Energy: $25.1 Million
Industrials: $24.3 Million
Consumer Cyclical: $22.3 Million
Consumer Defensive: $19.3 Million
Other: $25.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions