ORG WEALTH PARTNERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WELL | 967 | $172.25K |
 | ESS | 954 | $255.34K |
 | CB | 951 | $268.52K |
 | STRK | 938 | $86.01K |
 | COF | 931 | $197.90K |
 | LMT | 923 | $460.87K |
 | FANG | 913 | $130.70K |
 | MSCI | 912 | $517.45K |
 | ANET | 904 | $131.72K |
 | AON | 895 | $319.12K |
 | META | 895 | $657.50K |
 | STZ | 866 | $116.62K |
 | NXP | 788 | $11.39K |
 | LOW | 773 | $194.51K |
 | GS | 758 | $604.56K |
 | CTRA | 751 | $17.76K |
 | KMB | 750 | $93.35K |
 | PAA | 730 | $12.45K |
 | IBN | 717 | $21.67K |
 | GE | 716 | $215.40K |
Welltower Inc.
WELL
Shares Held
967
Value
$172.25K
Essex Property Trust, Inc.
ESS
Shares Held
954
Value
$255.34K
Chubb Limited
CB
Shares Held
951
Value
$268.52K
MicroStrategy Incorporated
STRK
Shares Held
938
Value
$86.01K
Capital One Financial Corporation
COF
Shares Held
931
Value
$197.90K
Lockheed Martin Corporation
LMT
Shares Held
923
Value
$460.87K
Diamondback Energy, Inc.
FANG
Shares Held
913
Value
$130.70K
MSCI Inc.
MSCI
Shares Held
912
Value
$517.45K
Arista Networks, Inc.
ANET
Shares Held
904
Value
$131.72K
Aon plc
AON
Shares Held
895
Value
$319.12K
Meta Platforms, Inc.
META
Shares Held
895
Value
$657.50K
Constellation Brands, Inc.
STZ
Shares Held
866
Value
$116.62K
Nuveen Select Tax-Free Income Portfolio
NXP
Shares Held
788
Value
$11.39K
Lowe's Companies, Inc.
LOW
Shares Held
773
Value
$194.51K
The Goldman Sachs Group, Inc.
GS
Shares Held
758
Value
$604.56K
Coterra Energy Inc.
CTRA
Shares Held
751
Value
$17.76K
Kimberly-Clark Corporation
KMB
Shares Held
750
Value
$93.35K
Plains All American Pipeline, L.P.
PAA
Shares Held
730
Value
$12.45K
ICICI Bank Limited
IBN
Shares Held
717
Value
$21.67K
GE Aerospace
GE
Shares Held
716
Value
$215.40K