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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.81B
$195 Million 0.06% of portfolio
20,512
Q3 2024 New
$1.05B
$161 Million 0.05% of portfolio
3,728
Q3 2024 New
$1.63B
$138 Million 0.05% of portfolio
2,400
Q3 2024 New
$1.57B
$130 Million 0.04% of portfolio
3,104
Q3 2024 New
$1.29B
$88.6 Million 0.03% of portfolio
9,432
Q3 2024 New
$910M
$105 Million 0.03% of portfolio
2,896
Q3 2024 New
$1.76B
$29.9 Million 0.01% of portfolio
704
Q3 2024 New
$715M
$3.84 Million 0.0% of portfolio
153
Q3 2024 New
$1.78B
$3.43 Million 0.0% of portfolio
377
Q3 2024 New
$1.89B
$2.95 Million 0.0% of portfolio
200
Q3 2024 New
$372M
$1.58 Million 0.0% of portfolio
296
Q3 2024 New
$760M
$1.14 Million 0.0% of portfolio
522
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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