ORG WEALTH PARTNERS, LLC 13F Portfolio
ORG WEALTH PARTNERS, LLC runs ORG WEALTH PARTNERS, LLC and currently holds 719 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $672.72M. Their top holdings are CORZ, CORZW, VOXR, BRK-A, BRK-B. The top five represent 52.3% of reported portfolio weight. ORG WEALTH PARTNERS, LLC ranks #723 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ORG WEALTH PARTNERS, LLC initiated 2 new positions. They added to 95 existing positions. They trimmed 1 position. Their current best-performing preview position is SNDK with returns of +257.89%.
Portfolio Value
$672.72M
Alpha Score
36.0
#723 of 1000
Holdings
719
ORG WEALTH PARTNERS, LLC Current 13F Holdings
Reported holdings from ORG WEALTH PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
719 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CORZ CORE SCIENTIFIC INC NEW COM | 28.19% | $12.17 | $15.41 | +26.62% | Added +1.43% |
 CORZW CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 | 11.54% | $6.72 | $8.73 | +29.91% | Held |
 VOXR VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036 | 7.92% | $5.24 | $5.12 | -2.29% | Trimmed -5.18% |
 BRK-A BERKSHIRE HATHAWAY INC DEL CL A | 2.49% | $680,920.00 | $773,870.81 | +13.65% | Held |
 BRK-B BERKSHIRE HATHAWAY INC DEL CL B NEW | 2.12% | $500.19 | $515.44 | +3.05% | Added +18326.87% |
 NVDA NVIDIA CORP COM | 1.91% | $199.66 | $229.28 | +14.84% | Added +15009.00% |
 FRMI FERMI INC COM | 1.56% | $9.02 | $3.43 | -61.97% | Added +1918.45% |
 IVR INVESCO MTG CAP INC COM NEW | 1.55% | $7.90 | $5.70 | -27.85% | New Buy |
 AAPL APPLE INC COM | 1.48% | $289.15 | $336.68 | +16.44% | Added +27622.69% |
 ET ENERGY TRANSFER L P COM UNIT LTD PARTNERSHIP | 1.16% | $18.96 | $20.72 | +9.28% | Added +1543.26% |
Showing 1-10 of 719