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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Core Scientific Inc
-
$106 Billion 35.32% of portfolio
-
Q3 2024 New
Core Scientific Inc New Wt Exp Tranche 1
-
$34.2 Billion 11.35% of portfolio
-
Q3 2024 New
$5.37B
$17.5 Billion 5.8% of portfolio
1,669,494
Q3 2024 New
1/100 Berkshire Htwy A
-
$15.2 Billion 5.05% of portfolio
-
Q3 2024 New
$614B
$12.7 Billion 4.23% of portfolio
27,671
Q3 2024 New
$58.9B
$5.52 Billion 1.83% of portfolio
343,843
Q3 2024 New
$206B
$4.67 Billion 1.55% of portfolio
40,956
Q3 2024 New
$508B
$4.23 Billion 1.41% of portfolio
36,097
Q3 2024 New
$3.69T
$3.57 Billion 1.19% of portfolio
15,303
Q3 2024 New
$0
$3.55 Billion 1.18% of portfolio
35,222
Q3 2024 New
$0
$3.52 Billion 1.17% of portfolio
74,603
Q3 2024 New
$2.01T
$3.2 Billion 1.06% of portfolio
17,161
Q3 2024 New
$354B
$2.81 Billion 0.93% of portfolio
23,156
Q3 2024 New
$3.11T
$2.65 Billion 0.88% of portfolio
6,162
Q3 2024 New
$313B
$2.57 Billion 0.85% of portfolio
12,996
Q3 2024 New
Hines Global Income Trus
-
$2.41 Billion 0.8% of portfolio
-
Q3 2024 New
$71.4B
$1.71 Billion 0.57% of portfolio
58,634
Q3 2024 New
Dir Daily 20 Year Trsry
-
$1.67 Billion 0.56% of portfolio
-
Q3 2024 New
$0
$1.66 Billion 0.55% of portfolio
17,369
Q3 2024 New
Blueprint Chesapk Mlt
-
$1.21 Billion 0.4% of portfolio
-
Q3 2024 New
$220B
$1.17 Billion 0.39% of portfolio
11,005
Q3 2024 New
$711B
$1.19 Billion 0.39% of portfolio
1,339
Q3 2024 New
$245B
$1.15 Billion 0.38% of portfolio
14,280
Q3 2024 New
$0
$1.15 Billion 0.38% of portfolio
10,584
Q3 2024 New
$101B
$951 Million 0.32% of portfolio
2,490
Q3 2024 New
$0
$929 Million 0.31% of portfolio
45,033
Q3 2024 New
$71B
$862 Million 0.29% of portfolio
7,711
Q3 2024 New
$0
$835 Million 0.28% of portfolio
13,318
Q3 2024 New
$0
$835 Million 0.28% of portfolio
32,125
Q3 2024 New
$210B
$856 Million 0.28% of portfolio
2,187
Q3 2024 New
$118B
$804 Million 0.27% of portfolio
2,788
Q3 2024 New
$127B
$816 Million 0.27% of portfolio
2,946
Q3 2024 New
$418B
$815 Million 0.27% of portfolio
4,706
Q3 2024 New
$0
$783 Million 0.26% of portfolio
7,338
Q3 2024 New
$200B
$747 Million 0.25% of portfolio
3,377
Q3 2024 New
$0
$763 Million 0.25% of portfolio
22,439
Q3 2024 New
$176B
$741 Million 0.25% of portfolio
4,360
Q3 2024 New
$22.5B
$736 Million 0.24% of portfolio
3,575
Q3 2024 New
$238B
$707 Million 0.24% of portfolio
1,366
Q3 2024 New
$0
$711 Million 0.24% of portfolio
3,966
Q3 2024 New
$214B
$698 Million 0.23% of portfolio
780
Q3 2024 New
$77.4B
$702 Million 0.23% of portfolio
2,322
Q3 2024 New
$17.6B
$696 Million 0.23% of portfolio
7,117
Q3 2024 New
$69.9B
$679 Million 0.23% of portfolio
2,657
Q3 2024 New
$24.9B
$694 Million 0.23% of portfolio
5,098
Q3 2024 New
$497B
$694 Million 0.23% of portfolio
1,404
Q3 2024 New
$0
$648 Million 0.22% of portfolio
23,027
Q3 2024 New
$61B
$648 Million 0.22% of portfolio
623
Q3 2024 New
$0
$654 Million 0.22% of portfolio
20,685
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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