Org Partners LLC

CIK Number: 0001979372

468.87M
Market Value
1,214
# of Holdings
5 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 21, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 GMAR First Trust Exc...
39.65
0.00% 516K +5.97K% 19.22M 37.2 4.73% Share
2 RDVY First Trust Ris...
65.38
-0.29% 234.45K +16.00% 13.78M 59.07 3.39% Share
3 FV First Trust Dor...
61.13
-0.57% 165.02K -11.3% 9.09M 58.8 2.24% Share
4 SPY SPDR S&P 500 ET...
644.93
+0.01% 16.12K -68.71% 9.04M 575.7 2.23% Share
5 AMLP Alerian MLP ETF
48.23
-0.41% 173.64K +84.98% 8.77M 49.77 2.16% Share
6 AAPL Apple Inc.
232.81
-0.22% 38.7K -18.22% 8.64M 215.48 2.13% Share
7 BRK-B Berkshire Hatha...
479.02
+0.36% 15.81K -23.67% 8.42M 400.38 2.07% Share
8 SCHD Schwab U.S. Div...
27.34
-0.46% 293.98K +8.51% 8.22M 26.02 2.02% Share
9 GILD Gilead Sciences...
119.00
-0.95% 66.02K -0.44% 7.35M 82.13 1.81% Share
10 QQQM Invesco NASDAQ ...
238.70
-0.09% 21.36K -63.19% 6.92M 207.07 1.70% Share
11 PTLC Pacer Trendpilo...
52.97
+0.08% 117.28K -1.94% 6.04M 49.88 1.49% Share
12 MSFT Microsoft Corpo...
522.28
+0.33% 15.02K -21.22% 5.74M 440.28 1.41% Share
13 AMZN Amazon.com, Inc...
230.94
+2.84% 27.48K -21.92% 5.28M 195.58 1.30% Share
14 NVDA NVIDIA Corporat...
182.02
+0.24% 46.49K -35.39% 5.13M 119.21 1.26% Share
15 IUSB iShares Core To...
46.20
-0.26% 97.93K -81.58% 4.5M 44.85 1.11% Share
16 VOO Vanguard S&P 50...
592.77
-0.01% 7.39K -85.99% 3.81M 502.31 0.94% Share
17 XOM Exxon Mobil Cor...
107.38
-0.21% 27.95K -31.85% 3.33M 114.59 0.82% Share
18 COST Costco Wholesal...
975.42
-0.35% 3.31K -2.93% 3.16M 844.42 0.78% Share
19 IWB iShares Russell...
354.15
-0.03% 10.19K -0.44% 3.14M 298.32 0.77% Share
20 PLTR Palantir Techno...
181.00
-1.83% 36.97K +4.58% 3.13M 29.4 0.77% Share
21 IGEB iShares Investm...
45.52
-0.25% 68.98K +58.73% 3.1M 44.37 0.76% Share
22 IEF iShares 7-10 Ye...
95.42
-0.32% 32.34K -14.06% 3.09M 94.91 0.76% Share
23 TFLO iShares Treasur...
50.55
-0.01% 57.28K -2.57% 2.89M 50.49 0.71% Share
24 THRO iShares U.S. Th...
36.81
-0.18% 85.33K -31.79% 2.72M 33.57 0.67% Share
25 MUB iShares Nationa...
104.03
-0.18% 25.34K -34.06% 2.67M 106.13 0.66% Share
26 VUG Vanguard Growth...
463.54
+0.15% 6.95K -28.02% 2.6M 383.03 0.64% Share
27 IVV iShares Core S&...
648.15
+0.01% 4.49K -83.86% 2.54M 551.72 0.62% Share
28 IDMO Invesco S&P Int...
52.85
+0.17% 58.04K +131.09% 2.49M 42.89 0.61% Share
29 VRIG Invesco Variabl...
25.14
+0.02% 96.45K +100.00% 2.41M 25.08 0.59% Share
30 VTI Vanguard Total ...
317.25
-0.13% 8.71K +46.01% 2.4M 270.19 0.59% Share
31 NOCT Innovator Growt...
55.98
+0.09% 46.69K +100.00% 2.31M 49.71 0.57% Share
32 FLOT iShares Floatin...
50.98
+0.01% 44.6K -1.35% 2.27M 50.86 0.56% Share
33 OMFL Invesco Russell...
59.34
-0.01% 39.8K -45.69% 2.23M 52.85 0.55% Share
34 FDL First Trust Mor...
43.45
-0.31% 49.01K -0.01% 2.12M 40.64 0.52% Share
35 EMLP First Trust Nor...
38.02
-0.2% 54.42K -0.53% 2.05M 30.38 0.50% Share
36 DON WisdomTree U.S....
51.95
-0.99% 38.61K +159.41% 1.97M 50.1 0.48% Share
37 IJH iShares Core S&...
63.85
-1.31% 32.94K -74.42% 1.93M 61.09 0.47% Share
38 GOVT iShares U.S. Tr...
22.89
-0.26% 80.84K -0.02% 1.86M 22.42 0.46% Share
39 EVTR Eaton Vance Tot...
51.08
-0.25% 42.62K +100.00% 1.84M 50.63 0.45% Share
40 RSP Invesco S&P 500...
186.31
-0.66% 10.11K +756.61% 1.75M 173.45 0.43% Share
41 COWZ Pacer US Cash C...
56.69
-0.39% 31.88K -37.2% 1.74M 54.1 0.43% Share
42 AMGN Amgen Inc.
290.28
+0.33% 5.33K -40.61% 1.64M 264.67 0.40% Share
43 PIT VanEck Commodit...
51.46
+0.04% 32.16K -1.55% 1.64M 49.54 0.40% Share
44 GOOG Alphabet Inc.
203.77
+0.36% 10.26K -52.39% 1.63M 180.75 0.40% Share
45 EZU iShares MSCI Eu...
60.74
+0.50% 30.47K +100.00% 1.63M 53.25 0.40% Share
46 MTUM iShares MSCI US...
245.98
-0.11% 7.98K +13.60% 1.62M 201.42 0.40% Share
47 GLD SPDR Gold Share...
307.25
-0.63% 6.82K +2.31K% 1.62M 286.23 0.40% Share
48 SPGP Invesco S&P 500...
110.62
-0.61% 15.59K +12.34% 1.56M 102.37 0.38% Share
49 SHY iShares 1-3 Yea...
82.70
-0.11% 18.7K -50.39% 1.54M 82.1 0.38% Share
50 TAIL Cambria Tail Ri...
11.82
-0.43% 129.04K +39.37% 1.52M 11.71 0.37% Share
51 META Meta Platforms,...
781.96
+0.24% 2.54K -11.84% 1.49M 476.25 0.37% Share
52 VIG Vanguard Divide...
210.08
+0.06% 7.63K +87.77% 1.48M 195.09 0.36% Share
53 SPLV Invesco S&P 500...
73.55
-0.65% 19.46K +13.23K% 1.45M 74.64 0.36% Share
54 DGRW WisdomTree U.S....
87.19
-0.33% 17.39K +24.65% 1.39M 81.77 0.34% Share
55 TLT iShares 20+ Yea...
87.01
-0.75% 15.12K -4.64% 1.38M 87.94 0.34% Share
56 TSLA Tesla, Inc.
335.58
-1.12% 5.14K -81.25% 1.38M 214.17 0.34% Share
57 CVX Chevron Corpora...
155.20
-0.43% 8.9K -17.04% 1.38M 153.97 0.34% Share
58 PWS Pacer WealthShi...
31.39
-0.21% 44.38K +4.36% 1.37M 29.59 0.34% Share
59 BIL SPDR Bloomberg ...
91.58
+0.02% 14.88K -8.25% 1.36M 91.42 0.33% Share
60 CATY Cathay General ...
48.34
-0.19% 30.29K 0.00% 1.3M 36.94 0.32% Share
61 VGSH Vanguard Short-...
58.65
-0.1% 21.5K +110.24% 1.26M 58.24 0.31% Share
62 VWO Vanguard Emergi...
51.20
-1.15% 26.62K -11.23% 1.21M 44.03 0.30% Share
63 GOOGL Alphabet Inc.
202.88
+0.46% 7.75K -19.42% 1.21M 182.8 0.30% Share
64 LLY Eli Lilly and C...
684.46
+3.63% 1.45K -6.68% 1.17M 875.28 0.29% Share
65 PNC The PNC Financi...
194.55
+0.59% 6.6K +28.59% 1.15M 187.05 0.28% Share
66 MO Altria Group, I...
65.54
+0.06% 18.44K -7.3% 1.09M 45.6 0.27% Share
67 SCHX Schwab U.S. Lar...
25.52
-0.06% 47.23K 0.00% 1.05M 21.91 0.26% Share
68 ORCL Oracle Corporat...
244.93
+0.31% 7.17K +19.33% 1.02M 139.97 0.25% Share
69 FALN iShares Fallen ...
27.14
-0.18% 37.94K +4.10% 1.01M 26.72 0.25% Share
70 AIRR First Trust RBA...
90.80
-1.71% 11.41K -65.59% 1.01M 76.85 0.25% Share
71 SUB iShares Short-T...
106.85
-0.05% 9.34K -4.69% 985.9K 104.3 0.24% Share
72 SCHG Schwab U.S. Lar...
30.76
+0.13% 38.47K +72.46% 971.1K 26.36 0.24% Share
73 MSA MSA Safety Inco...
170.20
-2.14% 6.45K -5.49% 948.67K 165.77 0.23% Share
74 NOC Northrop Grumma...
583.89
+0.31% 1.83K -1.83% 940K 439.01 0.23% Share
75 USFR WisdomTree Floa...
50.40
+0.01% 18.06K +35.87% 908.76K 50.29 0.22% Share
76 AXON Axon Enterprise...
749.81
-2.05% 1.68K +100.00% 908.13K 525.95 0.22% Share
77 PG The Procter & G...
153.70
-1.1% 4.83K -13.99% 903.73K 162.19 0.22% Share
78 SGOV iShares 0-3 Mon...
100.53
+0.02% 9K -85.99% 903.23K 100.31 0.22% Share
79 VTV Vanguard Value ...
180.44
-0.2% 5.22K +10.60% 899.87K 161.37 0.22% Share
80 IEI iShares 3-7 Yea...
118.85
-0.21% 7.38K -1.36% 870.97K 119.57 0.21% Share
81 IJR iShares Core S&...
115.17
-1.4% 8.32K -55.69% 870.93K 105.98 0.21% Share
82 JPM JPMorgan Chase ...
294.09
+1.23% 3.52K -74.41% 859.08K 205.36 0.21% Share
83 PM Philip Morris I...
165.25
-0.38% 5.34K -13.03% 844.39K 99.25 0.21% Share
84 MUNI PIMCO Intermedi...
51.33
-0.1% 16.24K -5.68% 837.1K 51.78 0.21% Share
85 TJX The TJX Compani...
132.95
-0.86% 6.73K +175.68% 826.65K 118.62 0.20% Share
86 DGRO iShares Core Di...
66.23
-0.14% 13.13K -82.57% 810.72K 57.47 0.20% Share
87 SHLD Global X Defens...
62.69
+0.21% 17.05K +12.29% 802.34K 38.25 0.20% Share
88 EQL ALPS Equal Sect...
44.87
-0.32% 19.06K +243.17% 801.84K 44.15 0.20% Share
89 V Visa Inc.
345.40
+0.83% 2.21K -58.34% 766.24K 272.75 0.19% Share
90 DHR Danaher Corpora...
210.15
+0.48% 3.8K +37.08% 761.59K 223.73 0.19% Share
91 EMB iShares J.P. Mo...
93.93
-0.22% 8.42K -10.07% 761.05K 87.94 0.19% Share
92 ABBV AbbVie Inc.
204.72
+1.61% 4.07K -66.39% 761.05K 171.29 0.19% Share
93 LQDH iShares Interes...
93.13
+0.08% 8.16K +100.00% 753.28K 92.27 0.19% Share
94 MDLZ Mondelez Intern...
61.42
-1.24% 11.08K +365.20% 750.38K 66.96 0.18% Share
95 FBND Fidelity Total ...
45.83
-0.31% 16.33K -62.29% 746.68K 46.43 0.18% Share
96 IGLB iShares 10+ Yea...
50.40
-0.45% 14.8K -1.66% 743.68K 49.4 0.18% Share
97 MOAT VanEck Mornings...
98.08
-0.73% 8.38K +100.00% 733.95K 88 0.18% Share
98 XLP Consumer Staple...
81.89
-0.9% 8.53K +24.08% 695.75K 82.55 0.17% Share
99 SHV iShares Short T...
110.26
0.00% 6.29K -7.67% 691.99K 110.05 0.17% Share
100 BSCR Invesco BulletS...
19.71
-0.15% 34.87K +35.55% 683.07K 19.3 0.17% Share
101 AGG iShares Core U....
99.10
-0.27% 6.85K -47.94% 677.91K 96.41 0.17% Share
102 IBM International B...
237.04
-1.26% 2.69K -73.81% 673.19K 172.29 0.17% Share
103 IBIT iShares Bitcoin...
67.03
-4.02% 13.98K +36.97% 672K 48.6 0.17% Share
104 UNH UnitedHealth Gr...
271.50
-0.11% 1.17K -45.3% 665.02K 496.07 0.16% Share
105 QQQ Invesco QQQ Tru...
579.86
-0.08% 1.41K -13.8% 664.76K 484.54 0.16% Share
106 LH Labcorp Holding...
271.32
-0.45% 2.84K +23.50% 660.36K 229.97 0.16% Share
107 EPS WisdomTree U.S....
66.71
+0.09% 11.06K +202.57% 656.97K 59.91 0.16% Share
108 NOBL ProShares S&P 5...
104.33
-0.96% 6.35K -4.84% 648.5K 95.1 0.16% Share
109 IWF iShares Russell...
450.40
+0.11% 1.78K +45.27% 646.2K 365.91 0.16% Share
110 VXF Vanguard Extend...
200.85
-1.21% 3.67K +0.03% 636.1K 167.67 0.16% Share
111 PAVE Global X U.S. I...
46.42
-1.45% 16.77K +100.00% 634.56K 37.73 0.16% Share
112 TDY Teledyne Techno...
542.17
-1.45% 1.24K +100.00% 615.43K 497.71 0.15% Share
113 BOND PIMCO Active Bo...
92.14
-0.28% 6.5K -3.42% 601.16K 90.19 0.15% Share
114 GBIL Goldman Sachs A...
100.00
+0.01% 5.9K -1.77% 589.05K 99.71 0.14% Share
115 IGV iShares Expande...
108.36
-1.07% 6.47K +100.00% 584.82K 88.99 0.14% Share
116 IUSG iShares Core S&...
158.04
+0.04% 4.59K +1.89% 584.69K 128.39 0.14% Share
117 MNST Monster Beverag...
64.18
+0.05% 9.82K +3.04K% 579.7K 58.27 0.14% Share
118 CTA Simplify Manage...
26.92
-0.77% 19.35K +64.09% 574.53K 28.02 0.14% Share
119 NEM Newmont Corpora...
68.44
-0.18% 11.75K -55.9% 568.8K 41.69 0.14% Share
120 FTV Fortive Corpora...
47.81
-1.89% 7.65K +127.33K% 561.98K 73.19 0.14% Share
121 WMT Walmart Inc.
100.84
-0.15% 6.3K -86.02% 559.89K 67.02 0.14% Share
122 BSCP Invesco BulletS...
20.72
-0.02% 26.39K +5.33% 545.93K 20.48 0.13% Share
123 IVW iShares S&P 500...
115.82
+0.14% 5.82K +14.97% 544.26K 93.18 0.13% Share
124 BSCQ Invesco BulletS...
19.57
+0.03% 27.88K +3.76% 543.29K 19.21 0.13% Share
125 KMLM KFA Mount Lucas...
26.55
+0.78% 19.93K +50.40% 543.1K 28.64 0.13% Share
126 EFV iShares MSCI EA...
66.96
+0.13% 9.17K -94.15% 541.05K 53.3 0.13% Share
127 NEAR iShares Short M...
51.04
-0.12% 10.56K +100.00% 535.62K 50.87 0.13% Share
128 VEA Vanguard Develo...
58.60
-0.18% 10.44K -96.63% 533.16K 49.42 0.13% Share
129 AVGO Broadcom Inc.
311.19
+0.68% 3K -49.66% 526.1K 158.77 0.13% Share
130 LTC LTC Properties,...
35.49
-0.92% 14.57K -1.52% 517.84K 36.69 0.13% Share
131 CGIC Capital Group I...
29.99
-0.1% 21.95K +100.00% 511.04K 25.98 0.13% Share
132 BAC Bank of America...
47.70
+0.97% 12.23K -1.94% 507.31K 40.01 0.12% Share
133 TSM Taiwan Semicond...
240.97
-0.19% 2.98K -26.27% 503.03K 144.93 0.12% Share
134 CI The Cigna Group
290.40
+1.15% 1.51K +0.67% 500.14K 326.25 0.12% Share
135 APH Amphenol Corpor...
110.75
+0.84% 7.42K +0.87% 486.9K 67.5 0.12% Share
136 SPHQ Invesco S&P 500...
72.51
-0.6% 7.3K -8.95% 483.19K 66.87 0.12% Share
137 AMD Advanced Micro ...
180.97
-1.87% 4.52K +189.93% 464.52K 120.24 0.11% Share
138 HD The Home Depot,...
400.32
-1.68% 1.23K -75.44% 450.55K 337.9 0.11% Share
139 PTBD Pacer Trendpilo...
19.80
-0.23% 22.31K -21.8% 447.98K 20 0.11% Share
140 SCHP Schwab U.S. TIP...
26.70
-0.26% 16.5K +1.06% 442.37K 25.86 0.11% Share
141 HAL Halliburton Com...
21.35
+0.71% 17.22K +13.68K% 439.83K 25.43 0.11% Share
142 IWD iShares Russell...
198.66
-0.29% 2.32K +82.48% 436.64K 182.35 0.11% Share
143 STIP iShares 0-5 Yea...
103.11
-0.07% 4.1K -0.19% 421.14K 99.15 0.10% Share
144 XLU Utilities Selec...
85.85
-0.72% 5.32K -7.74% 420.51K 67.7 0.10% Share
145 JNJ Johnson & Johns...
174.72
+0.17% 3.19K -12.62% 414.39K 147.64 0.10% Share
146 QDEC FT Cboe Vest Na...
30.45
+0.23% 15.71K +100.00% 414.38K 26.15 0.10% Share
147 MPLX MPLX Lp
50.16
+0.94% 7.61K +365.85% 409.89K 51.06 0.10% Share
148 USMF WisdomTree U.S....
50.95
-0.69% 8.19K +135.91% 408.33K 49.65 0.10% Share
149 GOLD Barrick Gold Co...
21.16
+1.37% 20.74K +2.8K% 407.58K 19.35 0.10% Share
150 GJUN First Trust Exc...
38.31
+0.03% 11.5K 0.00% 406.01K 36 0.10% Share