Org Wealth Partners, LLC
CIK Number: 0002032602
Main Sectors:
Top Industries:
Filing Date: Jul 16, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CORZ | Core Scientific... | 17.82 | -1.55% | 7.16M | -17.79% | 122.26M | 11.87 | 29.25% | Share |
| 2 | CORZW | Core Scientific... | 11.45 | -1.89% | 4.81M | 0.00% | 52.11M | 6.72 | 12.47% | Share |
| 3 | BRK-A | Berkshire Hatha... | 748969.99 | +0.58% | 22 | 0.00% | 16.03M | 680920 | 3.84% | Share |
| 4 | BRK-B | Berkshire Hatha... | 499.02 | +0.63% | 26.3K | -3.18% | 12.81M | 460.26 | 3.06% | Share |
| 5 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 49.3K | +7.74% | 7.56M | 118.35 | 1.81% | Share |
| 6 | ET | Energy Transfer... | 16.80 | -0.68% | 405.28K | -0.84% | 7.22M | 16.51 | 1.73% | Share |
| 7 | AAPL | Apple Inc. | 258.02 | +0.35% | 28.09K | +14.02% | 5.84M | 226.36 | 1.40% | Share |
| 8 | ABT | Abbott Laborato... | 134.58 | +1.20% | 41.77K | -9.5% | 5.69M | 115.34 | 1.36% | Share |
| 9 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 25.62K | -3.89% | 5.65M | 187.85 | 1.35% | Share |
| 10 | XOM | Exxon Mobil Cor... | 113.26 | +1.77% | 50.89K | -7.2% | 5.56M | 117.9 | 1.33% | Share |
| 11 | JPST | JPMorgan Ultra-... | 50.60 | +0.05% | 90.49K | -13.9% | 4.57M | 50.63 | 1.09% | Share |
| 12 | SGOV | iShares 0-3 Mon... | 100.42 | +0.03% | 45.4K | +2.43% | 4.56M | 100.67 | 1.09% | Share |
| 13 | PLTR | Palantir Techno... | 173.07 | -7.47% | 32.37K | -4.1% | 4.23M | 81.94 | 1.01% | Share |
| 14 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 8.4K | +2.05% | 4.14M | 420.02 | 0.99% | Share |
| 15 | ABBV | AbbVie Inc. | 233.87 | -1.14% | 19.37K | -15.11% | 3.69M | 200.14 | 0.88% | Share |
| 16 | JPM | JPMorgan Chase ... | 310.01 | +0.80% | 10.89K | -0.68% | 3.17M | 238.74 | 0.76% | Share |
| 17 | IBM | International B... | 288.36 | +0.57% | 10.76K | -2.4% | 3.14M | 240.82 | 0.75% | Share |
| 18 | GOOG | Alphabet Inc. | 246.45 | +0.01% | 15.9K | +16.86% | 2.81M | 168.05 | 0.67% | Share |
| 19 | SHOP | Shopify Inc. | 161.14 | +6.50% | 21.36K | +5.96% | 2.41M | 92.67 | 0.58% | Share |
| 20 | TSLA | Tesla, Inc. | 429.83 | -1.42% | 7.03K | +46.59% | 2.11M | 278.14 | 0.51% | Share |
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