Org Wealth Partners, LLC Portfolio Holdings

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$455B
$17.6 Million 7.96% of portfolio
22
Q4 2024 New
$694B
$14.5 Million 6.56% of portfolio
27,159
Q1 2025 Reduced 1.47%
$55.5B
$7.6 Million 3.44% of portfolio
408,712
Q1 2025 Added 11.9%
$453B
$6.52 Million 2.96% of portfolio
54,845
Q1 2025 Added 65.23%
$234B
$6.12 Million 2.78% of portfolio
46,155
Q1 2025 Added 7.88%
$3.4T
$5.47 Million 2.48% of portfolio
24,637
Q1 2025 Added 56.96%
$2.09T
$5.07 Million 2.3% of portfolio
26,656
Q1 2025 Added 62.87%
$336B
$4.96 Million 2.25% of portfolio
45,759
Q1 2025 Added 93.3%
$321B
$4.78 Million 2.17% of portfolio
22,823
Q1 2025 Added 54.13%
$262B
$4.21 Million 1.91% of portfolio
47,940
Q1 2025 Added 260.64%
$3.38T
$3.09 Million 1.4% of portfolio
8,233
Q1 2025 Added 26.49%
$252B
$2.85 Million 1.29% of portfolio
33,758
Q1 2025 Added 1,756.88%
$239B
$2.74 Million 1.24% of portfolio
11,023
Q1 2025 Added 251.95%
$785B
$2.69 Million 1.22% of portfolio
10,968
Q1 2025 Added 425.29%
$70.2B
$2.23 Million 1.01% of portfolio
65,328
Q1 2025 Added 21.82%
$1.01T
$2.13 Million 0.96% of portfolio
13,607
Q1 2025 Added 11.91%
$388B
$1.9 Million 0.86% of portfolio
5,172
Q1 2025 Added 458.53%
$447B
$1.82 Million 0.83% of portfolio
1,925
Q1 2025 Added 1,080.98%
$145B
$1.72 Million 0.78% of portfolio
5,506
Q1 2025 Added 348.74%
$149B
$1.52 Million 0.69% of portfolio
7,166
Q1 2025 New
$127B
$1.5 Million 0.68% of portfolio
59,226
Q1 2025 Added 2,701.61%
$0
$1.46 Million 0.66% of portfolio
60,690
Q1 2025 Added 5,735.58%
$328B
$1.45 Million 0.66% of portfolio
10,986
Q4 2024 Reduced 0.17%
$171B
$1.4 Million 0.63% of portfolio
9,102
Q1 2025 Added 119.43%
$18.9B
$1.34 Million 0.61% of portfolio
12,727
Q1 2025 New
$55.2B
$1.32 Million 0.6% of portfolio
5,650
Q1 2025 Added 252.02%
$4.33B
$1.32 Million 0.6% of portfolio
44,584
Q1 2025 New
$0
$1.28 Million 0.58% of portfolio
99,426
Q1 2025 Added 37.4%
$49.4B
$1.25 Million 0.57% of portfolio
1,994
Q1 2025 Added 5,289.19%
$71.3B
$1.25 Million 0.57% of portfolio
13,395
Q1 2025 New
$67.9B
$1.24 Million 0.56% of portfolio
9,671
Q1 2025 Added 7,171.43%
$5.01B
$1.23 Million 0.56% of portfolio
128,127
Q1 2025 Added 1,590.78%
$1.08T
$1.24 Million 0.56% of portfolio
4,795
Q1 2025 Added 336.31%
$592B
$1.17 Million 0.53% of portfolio
3,351
Q1 2025 Added 26.74%
$278B
$1.09 Million 0.49% of portfolio
6,486
Q1 2025 Added 438.26%
$92.8B
$1.05 Million 0.47% of portfolio
2,969
Q1 2025 Added 21,107.14%
$183B
$1.04 Million 0.47% of portfolio
22,975
Q1 2025 New
$39.8B
$992,000 0.45% of portfolio
7,203
Q1 2025 Added 65.89%
$524B
$999,000 0.45% of portfolio
1,072
Q1 2025 Added 41.05%
$0
$999,000 0.45% of portfolio
79,570
Q1 2025 Added 1,173.12%
$231B
$912,000 0.41% of portfolio
2,922
Q1 2025 Added 78.93%
$58.6B
$877,000 0.4% of portfolio
6,007
Q1 2025 New
$697B
$891,000 0.4% of portfolio
1,080
Q1 2025 Reduced 33.74%
$555B
$858,000 0.39% of portfolio
1,567
Q1 2025 Added 3.09%
$18.6B
$839,000 0.38% of portfolio
12,019
Q1 2025 Added 2,535.75%
$66.8B
$843,000 0.38% of portfolio
7,584
Q1 2025 Added 1.03%
$957B
$837,000 0.38% of portfolio
5,419
Q1 2025 Added 2.75%
$23.8B
$814,000 0.37% of portfolio
5,517
Q1 2025 Added 14.13%
$121B
$794,000 0.36% of portfolio
2,630
Q1 2025 Reduced 15.84%

Summary

  • Portfolio
  • No. of Stocks 9,568
  • Current Value $221 Million
  • Prior Value $139 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 328 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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