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ORG Partners

Latest statistics and disclosures from ORG Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are ET, GILD, 1/100 Berkshire Htwy Cla 100, PHYS, BRK.B, and represent 40.88% of ORG Partners's stock portfolio.
Added to shares of these 10 stocks: ET (+$5.6M), PHYS, EPD, CATY, RQI, BABA, BTI, RHHBY, TSM, MHF.
Started 246 new stock positions in PSA.PH, PSBXP, OLLI, E, UWMC, VMO, ERH, OLED, RELX, Fs Specialty Lending Fun.
Reduced shares in these 10 stocks: VOXR (-$26M), IUSB (-$22M), VOO (-$22M), DRSK (-$18M), ACIO (-$17M), BRK.B (-$16M), 1/100 Berkshire Htwy Cla 100 (-$15M), VEA (-$13M), IVV (-$12M), JUCY (-$10M).
Sold out of its positions in AAON, EQL, OGIG, OUSA, OUSM, AMLP, SBIO, AMC, YAFIX, YACKX.
ORG Partners was a net seller of stock by $-545M.
ORG Partners has $53M in assets under management (AUM), dropping by -91.02%.
Central Index Key (CIK): 0001979372

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Portfolio Holdings for ORG Partners

ORG Partners holds 547 positions in its portfolio as reported in the March 2024 quarterly 13F filing

ORG Partners has 547 total positions. Only the first 250 positions are shown.

Sign up to view all of the ORG Partners March 31, 2024 positions
Download the ORG Partners March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Energy Transfer Limited Partnershp (ET)	10.7	$5.6M	NEW	358k	15.69	View chart
Gilead Sciences Common Stock (GILD)	8.8	$4.6M	-6%	63k	72.88	View chart
1/100 Berkshire Htwy Common Stock	8.5	$4.4M	-77%	700.00	6340.30	View chart
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)	7.7	$4.0M	NEW	232k	17.47	View chart
Berkshire Hathaway Common Stock (BRK.B)	5.2	$2.7M	-85%	6.5k	420.17	View chart
Enterprise Prods Part Limited Partnershp (EPD)	3.3	$1.7M	NEW	58k	29.37	View chart
Amgen Common Stock (AMGN)	2.6	$1.4M	-36%	4.9k	283.04	View chart
Cathay General Banco Common Stock (CATY)	1.9	$982k	NEW	27k	36.91	View chart
Cohen Steers Qual Income Closed End Mutl Fund (RQI)	1.6	$859k	NEW	72k	11.90	View chart
Alibaba Group Hldg Ltd F American Depository (BABA)	1.5	$812k	+52685%	11k	73.25	View chart
Nvidia Corp Common Stock (NVDA)	1.5	$795k	-89%	880.00	903.00	View chart
Amazon.com Common Stock (AMZN)	1.4	$740k	-89%	4.1k	180.86	View chart
Brit Amer Tobacco F American Depository (BTI)	1.4	$731k	NEW	24k	30.33	View chart
Apple Common Stock (AAPL)	1.3	$690k	-92%	4.1k	170.06	View chart
Roche Hldg Ag F American Depository (RHHBY)	1.3	$688k	NEW	22k	31.92	View chart
Tesla Common Stock (TSLA)	1.2	$621k	-85%	3.6k	175.00	View chart
Taiwan Semiconductr F American Depository (TSM)	1.0	$510k	+180150%	3.6k	141.49	View chart
Abbott Laboratories Common Stock (ABT)	0.9	$486k	-91%	4.3k	112.00	View chart
Western Asset Municipal Closed End Mutl Fund (MHF)	0.9	$460k	NEW	68k	6.78	View chart
Calamos Strategic Total Closed End Mutl Fund (CSQ)	0.8	$399k	NEW	24k	16.35	View chart
Alphabet Common Stock (GOOG)	0.7	$352k	-93%	2.3k	156.50	View chart
Altria Group Common Stock (MO)	0.7	$348k	-85%	8.1k	43.22	View chart
Kayne Anderson Energy In Closed End Mutl Fund (KYN)	0.6	$329k	NEW	33k	9.95	View chart
Philip Morris Intl Common Stock (PM)	0.6	$313k	-82%	3.4k	91.43	View chart
Totalenergies Se F American Depository (TTE)	0.6	$308k	NEW	4.4k	69.74	View chart
Lvmh Moet Hennessy Lou F American Depository (LVMUY)	0.6	$304k	+6945%	1.7k	179.94	View chart
Microsoft Corp Common Stock (MSFT)	0.6	$303k	-96%	700.00	433.28	View chart
Meta Platforms Common Stock (META)	0.6	$303k	-71%	617.00	491.00	View chart
Thermo Fisher Scntfc Common Stock (TMO)	0.6	$299k	-43%	518.00	577.00	View chart
Nestle S A F American Depository (NSRGY)	0.5	$283k	+15617%	2.7k	105.95	View chart
Lowes Companies Common Stock (LOW)	0.5	$274k	-79%	1.1k	249.00	View chart
Schneider Electric Sa F American Depository (SBGSY)	0.5	$265k	NEW	5.9k	45.05	View chart
Rivernorth Doublline Str Closed End Mutl Fund (OPP)	0.5	$261k	NEW	31k	8.55	View chart
Abbvie Common Stock (ABBV)	0.5	$258k	-95%	1.4k	181.51	View chart
Novo-nordisk As Vormal F American Depository (NVO)	0.5	$251k	NEW	2.0k	127.55	View chart
Blackrock Ny Municipal I Closed End Mutl Fund (BNY)	0.5	$244k	NEW	23k	10.54	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.5	$243k	-91%	1.2k	199.15	View chart
MPLX Limited Partnershp (MPLX)	0.5	$242k	NEW	5.8k	41.39	View chart
Caterpillar Common Stock (CAT)	0.4	$231k	-85%	634.00	363.69	View chart
Black Stone Minerals Limited Partnershp (BSM)	0.4	$224k	NEW	14k	16.09	View chart
Ibm Corp Common Stock (IBM)	0.4	$222k	-92%	1.2k	189.80	View chart
Flowstone Opportunity Fu Closed End Mutl Fund	0.4	$215k	NEW	13k	16.78	View chart
Asml Holding N V F American Depository (ASML)	0.4	$201k	+3266%	202.00	992.94	View chart
Costco Wholesale Common Stock (COST)	0.4	$198k	-87%	275.00	721.20	View chart
Exxon Mobil Corp Common Stock (XOM)	0.4	$196k	-97%	1.7k	116.99	View chart
Shell Plc F American Depository (SHEL)	0.4	$195k	NEW	2.9k	67.91	View chart
Visa Common Stock (V)	0.4	$188k	-85%	676.00	278.00	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$169k	-88%	604.00	280.19	View chart
Newmont Corp Common Stock (NEM)	0.3	$166k	-48%	4.6k	36.39	View chart
Eaton Vnce Mgd Glbl Buy Closed End Mutl Fund (ETW)	0.3	$161k	NEW	20k	8.15	View chart
Honeywell Intl Common Stock (HON)	0.3	$158k	-87%	767.00	206.40	View chart
Chevron Corp Common Stock (CVX)	0.3	$151k	-92%	949.00	159.08	View chart
Intel Corp Common Stock (INTC)	0.3	$150k	-88%	3.4k	44.52	View chart
L Oreal S A F American Depository (LRLCY)	0.3	$146k	NEW	1.6k	94.25	View chart
Mckesson Corp Common Stock (MCK)	0.3	$145k	-44%	271.00	536.49	View chart
First Trust Abrdn Globl Closed End Mutl Fund (FAM)	0.3	$140k	NEW	21k	6.52	View chart
Northrop Grumman Common Stock (NOC)	0.3	$136k	+134%	288.00	472.27	View chart
Verizon Communicatn Common Stock (VZ)	0.3	$135k	-91%	3.2k	42.27	View chart
Palo Alto Networks Common Stock (PANW)	0.3	$134k	-48%	481.00	279.00	View chart
Pepsico Common Stock (PEP)	0.3	$133k	-92%	771.00	172.98	View chart
Goldman Sachs Group Common Stock (GS)	0.3	$132k	-78%	320.00	413.44	View chart
BP PLC F American Depository (BP)	0.2	$120k	NEW	3.0k	39.70	View chart
Oracle Corp Common Stock (ORCL)	0.2	$116k	-85%	928.00	125.00	View chart
General Mills Common Stock (GIS)	0.2	$112k	+75%	1.6k	70.00	View chart
Guggenheim Strategic Opp Closed End Mutl Fund (GOF)	0.2	$110k	NEW	7.7k	14.25	View chart
Fresenius Med Care Ag F American Depository (FMS)	0.2	$110k	NEW	5.8k	19.08	View chart
Sap Se F American Depository (SAP)	0.2	$110k	+1265%	560.00	196.03	View chart
Nintendo Ltd F American Depository (NTDOY)	0.2	$110k	NEW	8.1k	13.45	View chart
Procter & Gamble Common Stock (PG)	0.2	$107k	-94%	664.00	160.50	View chart
Walmart Common Stock (WMT)	0.2	$105k	-91%	1.8k	60.00	View chart
Williams Cos Common Stock (WMB)	0.2	$104k	-68%	2.7k	38.87	View chart
Sprott Physical Silver E Closed End Mutl Fund (PSLV)	0.2	$102k	NEW	12k	8.35	View chart
Anheuser Busch Inbev S F American Depository (BUD)	0.2	$101k	NEW	1.7k	61.10	View chart
Home Depot Common Stock (HD)	0.2	$101k	-95%	273.00	368.00	View chart
Clorox Common Stock (CLX)	0.2	$97k	-22%	637.00	151.64	View chart
Kimberly Clark Corp Common Stock (KMB)	0.2	$95k	-72%	739.00	128.75	View chart
Colgate-palmolive Common Stock (CL)	0.2	$94k	-74%	1.1k	89.06	View chart
Centene Corp Common Stock (CNC)	0.2	$93k		1.2k	77.75	View chart
Starbucks Corp Common Stock (SBUX)	0.2	$86k	-74%	944.00	91.53	View chart
Kinder Morgan Common Stock (KMI)	0.2	$86k	-88%	4.7k	18.41	View chart
Allsrping Utlts And Hgh Closed End Mutl Fund (ERH)	0.2	$86k	NEW	9.1k	9.42	View chart
Sherwin Williams Common Stock (SHW)	0.2	$84k	-91%	249.00	338.14	View chart
Nuveen Municipal Value C Closed End Mutl Fund (NUV)	0.2	$84k	NEW	9.6k	8.69	View chart
Advanced Drainage Sy Common Stock (WMS)	0.2	$84k	+15%	490.00	170.40	View chart
S&p Global Common Stock (SPGI)	0.2	$82k	-87%	192.00	427.00	View chart
Abrdn Asia Pacific Incom Closed End Mutl Fund (FAX)	0.2	$81k	NEW	29k	2.78	View chart
Novartis Ag F American Depository (NVS)	0.2	$81k	NEW	847.00	95.86	View chart
Lockheed Martin Corp Common Stock (LMT)	0.2	$81k	-92%	178.00	452.00	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$80k	-95%	506.00	157.78	View chart
Hershey Common Stock (HSY)	0.2	$80k	-55%	402.00	198.00	View chart
Travelers Companies Common Stock (TRV)	0.1	$78k	-46%	343.00	228.16	View chart
Reaves Utility Income Closed End Mutl Fund (UTG)	0.1	$78k	NEW	2.9k	27.00	View chart
Campbell Soup Common Stock (CPB)	0.1	$77k	+5%	1.7k	44.57	View chart
Akamai Technologies Common Stock (AKAM)	0.1	$77k		700.00	109.33	View chart
Ecolab Common Stock (ECL)	0.1	$76k	-88%	333.00	227.92	View chart
Stanley Black & Deck Common Stock (SWK)	0.1	$75k	-91%	790.00	95.44	View chart
Unitedhealth Grp Common Stock (UNH)	0.1	$74k	-92%	152.00	489.00	View chart
Roper Technologies Common Stock (ROP)	0.1	$74k	-86%	134.00	553.56	View chart
Danone F American Depository (DANOY)	0.1	$74k	NEW	5.7k	12.93	View chart
Hitachi Ltd F American Depository (HTHIY)	0.1	$73k	NEW	414.00	177.03	View chart
Sanofi S A F American Depository (SNY)	0.1	$73k	NEW	1.5k	48.28	View chart
Nuveen Nasdaq 100 Dynami Closed End Mutl Fund (QQQX)	0.1	$72k	NEW	3.0k	24.11	View chart
Royal Gold Common Stock (RGLD)	0.1	$72k	NEW	589.00	122.25	View chart
Cintas Corp Common Stock (CTAS)	0.1	$72k	-92%	105.00	680.50	View chart
Pfizer Common Stock (PFE)	0.1	$71k	-92%	2.6k	27.72	View chart
Grayscale Ethereum Tr Et Closed End Mutl Fund (ETHE)	0.1	$70k	NEW	2.8k	25.43	View chart
Eog Resources Common Stock (EOG)	0.1	$70k	-93%	536.00	129.75	View chart
Abrdn Total Dynamic Divi Closed End Mutl Fund (AOD)	0.1	$69k	NEW	8.4k	8.23	View chart
Salesforce Common Stock (CRM)	0.1	$69k	-96%	227.00	302.00	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$68k	-67%	1.3k	52.83	View chart
Aflac Common Stock (AFL)	0.1	$66k	-84%	770.00	85.19	View chart
Astrazeneca Plc F American Depository (AZN)	0.1	$65k	NEW	968.00	67.32	View chart
Applied Materials Common Stock (AMAT)	0.1	$65k	+98%	312.00	208.50	View chart
Ww Grainger Common Stock (GWW)	0.1	$65k	-81%	64.00	1009.60	View chart
Broadcom Common Stock (AVGO)	0.1	$63k	-92%	46.00	1361.68	View chart
Pioneer Natural Res Common Stock (PXD)	0.1	$63k	-96%	226.00	277.00	View chart
Coca-cola Femsa S A B F American Depository (KOF)	0.1	$63k	NEW	651.00	96.09	View chart
Allianz Se F American Depository (ALIZY)	0.1	$61k	NEW	2.0k	29.77	View chart
Cardinal Health Common Stock (CAH)	0.1	$60k	-88%	531.00	112.04	View chart
Nucor Corp Common Stock (NUE)	0.1	$59k	-80%	296.00	200.00	View chart
Walt Disney Common Stock (DIS)	0.1	$59k	-91%	482.00	121.52	View chart
Kellanova Common Stock (K)	0.1	$57k	-42%	1.0k	57.00	View chart
Church & Dwight Co Inc I Common Stock (CHD)	0.1	$57k	+783%	539.00	105.00	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$57k	-94%	213.00	265.20	View chart
Eaton Vance Tax Adv Glbl Closed End Mutl Fund (ETG)	0.1	$56k	NEW	3.1k	18.13	View chart
West Pharm Srvc Common Stock (WST)	0.1	$55k	+820%	138.00	395.92	View chart
Brown & Brown Common Stock (BRO)	0.1	$55k	+111%	633.00	86.31	View chart
Smith A O Common Stock (AOS)	0.1	$55k	+665%	612.00	89.07	View chart
Icici Bank Ltd F American Depository (IBN)	0.1	$54k	NEW	2.1k	25.96	View chart
Fs Specialty Lending Fun Closed End Mutl Fund	0.1	$54k	NEW	16k	3.43	View chart
Mercadolibre Common Stock (MELI)	0.1	$54k	-10%	35.00	1528.94	View chart
General Electric Common Stock (GE)	0.1	$53k	-75%	302.00	175.36	View chart
Nutanix Common Stock (NTNX)	0.1	$53k	-94%	842.00	62.31	View chart
Blackrock Multi Sector I Closed End Mutl Fund (BIT)	0.1	$51k	NEW	3.3k	15.74	View chart
Expeditors Intl Wash Common Stock (EXPD)	0.1	$51k	+752%	426.00	119.05	View chart
Eaton Vance Tax Man Gl D Closed End Mutl Fund (EXG)	0.1	$51k	NEW	6.2k	8.10	View chart
Netease Inc F American Depository (NTES)	0.1	$50k	NEW	504.00	98.71	View chart
Dover Corp Common Stock (DOV)	0.1	$49k	+620%	281.00	175.53	View chart
United Parcel Srvc Common Stock (UPS)	0.1	$49k	-87%	331.00	147.61	View chart
Universal Corp Va Common Stock (UVV)	0.1	$46k	-84%	907.00	51.04	View chart
Coinbase Global Common Stock (COIN)	0.1	$46k	NEW	183.00	252.08	View chart
Siemens Healthineers F American Depository (SMMNY)	0.1	$46k	+528%	1.5k	30.27	View chart
Vistra Energy Corp Common Stock (VST)	0.1	$46k	NEW	641.00	71.53	View chart
Williams Sonoma Common Stock (WSM)	0.1	$45k	NEW	142.00	314.89	View chart
Advanced Micro Device In Common Stock (AMD)	0.1	$44k	-77%	241.00	183.32	View chart
Informatica Common Stock (INFA)	0.1	$43k	NEW	1.2k	35.19	View chart
Applovin Corp Common Stock (APP)	0.1	$43k	+212%	624.00	69.13	View chart
Calamos Convertible Oppo Closed End Mutl Fund (CHI)	0.1	$43k	NEW	3.8k	11.17	View chart
Aia Group Ltd F American Depository (AAGIY)	0.1	$42k	NEW	1.6k	27.05	View chart
Eaton Vance Risk Man Div Closed End Mutl Fund (ETJ)	0.1	$42k	NEW	5.0k	8.35	View chart
Eaton Vance Tax Advant Closed End Mutl Fund (EVT)	0.1	$41k	NEW	1.7k	23.52	View chart
Micron Technology Common Stock (MU)	0.1	$40k	-86%	324.00	124.30	View chart
Nokia Oyj F American Depository (NOK)	0.1	$40k	NEW	12k	3.50	View chart
Blackrock Enhanced Inter Closed End Mutl Fund (BGY)	0.1	$40k	NEW	7.3k	5.45	View chart
Pultegroup Common Stock (PHM)	0.1	$39k	-15%	333.00	118.40	View chart
Core & Main Common Stock (CNM)	0.1	$38k	NEW	671.00	57.27	View chart
Southern Common Stock (SO)	0.1	$38k	-82%	538.00	71.10	View chart
Gap Common Stock (GPS)	0.1	$38k	NEW	1.4k	27.24	View chart
Netflix Common Stock (NFLX)	0.1	$38k	-95%	62.00	614.29	View chart
A T & T Common Stock (T)	0.1	$38k	-88%	2.2k	17.50	View chart
Flaherty Crumrine Total Closed End Mutl Fund (FLC)	0.1	$37k	NEW	2.4k	15.37	View chart
Wayfair Common Stock (W)	0.1	$37k	NEW	560.00	65.82	View chart
Knot Offshore Partner Limited Partnershp (KNOP)	0.1	$37k	NEW	7.2k	5.11	View chart
Vertiv Holdings Common Stock (VRT)	0.1	$37k	NEW	457.00	80.39	View chart
Doordash Common Stock (DASH)	0.1	$37k	+2108%	265.00	138.25	View chart
Toll Brothers Common Stock (TOL)	0.1	$36k	-92%	284.00	128.00	View chart
Xpo Common Stock (XPO)	0.1	$36k	NEW	294.00	121.79	View chart
Mastercard Common Stock (MA)	0.1	$35k	-98%	74.00	478.39	View chart
Vontier Corp Common Stock (VNT)	0.1	$35k	NEW	779.00	45.25	View chart
Esab Corp Common Stock (ESAB)	0.1	$35k	NEW	318.00	110.53	View chart
Azek Common Stock (AZEK)	0.1	$35k	NEW	709.00	49.14	View chart
Auto Data Processing Common Stock (ADP)	0.1	$34k	-96%	140.00	245.00	View chart
Western Digital Corp Common Stock (WDC)	0.1	$34k	-81%	482.00	70.83	View chart
Northwest Natural Holdin Common Stock (NWN)	0.1	$34k	-88%	916.00	37.15	View chart
Netapp Common Stock (NTAP)	0.1	$34k	+8%	321.00	105.00	View chart
Entegris Common Stock (ENTG)	0.1	$33k	NEW	236.00	140.57	View chart
Csx Corp Common Stock (CSX)	0.1	$33k	-65%	900.00	36.78	View chart
Sage Group Plc F American Depository (SGPYY)	0.1	$33k	+172%	510.00	64.60	View chart
Builders Firstsource Common Stock (BLDR)	0.1	$33k	NEW	159.00	205.40	View chart
Service Now Common Stock (NOW)	0.1	$32k	-93%	42.00	768.35	View chart
Owens Corning Fiberglas Common Stock (OC)	0.1	$31k	NEW	183.00	168.73	View chart
Watsco Common Stock (WSO)	0.1	$31k	NEW	71.00	434.00	View chart
Kyndryl Hldgs Common Stock (KD)	0.1	$31k	+622%	1.4k	21.55	View chart
Newmarket Corporatn Common Stock (NEU)	0.1	$30k	NEW	48.00	633.33	View chart
Transdigm Group Common Stock (TDG)	0.1	$30k	NEW	25.00	1213.50	View chart
Diamondback Energy Common Stock (FANG)	0.1	$30k	-97%	151.00	199.43	View chart
Revvity Common Stock (RVTY)	0.1	$30k		290.00	103.27	View chart
Jabil Common Stock (JBL)	0.1	$29k	NEW	215.00	135.54	View chart
First Citizens Bksh Common Stock (FCNCA)	0.1	$29k	NEW	18.00	1606.00	View chart
Guidewire Software Common Stock (GWRE)	0.1	$29k	NEW	248.00	116.00	View chart
C S L Limited F American Depository (CSLLY)	0.1	$29k	+702%	305.00	93.50	View chart
Ollies Bargain Outlet Ho Common Stock (OLLI)	0.1	$28k	NEW	377.00	74.22	View chart
Marriott Intl Common Stock (MAR)	0.1	$28k	-11%	111.00	251.00	View chart
Uipath Common Stock (PATH)	0.1	$28k	+875%	1.2k	22.19	View chart
Universal Display Common Stock (OLED)	0.1	$28k	NEW	165.00	166.40	View chart
Dominion Energy Common Stock (D)	0.1	$27k	-70%	558.00	49.16	View chart
Sofi Technologies Common Stock (SOFI)	0.1	$27k	NEW	3.7k	7.22	View chart
Uwm Holdings Corp Common Stock (UWMC)	0.1	$27k	NEW	4.0k	6.56	View chart
Imperial Brands Plc F American Depository (IMBBY)	0.0	$26k	NEW	1.1k	22.50	View chart
Take Two Interactv Common Stock (TTWO)	0.0	$25k	+5533%	169.00	150.00	View chart
Gen Digital Common Stock (GEN)	0.0	$25k		1.1k	22.31	View chart
Airbnb Common Stock (ABNB)	0.0	$25k	-90%	151.00	163.37	View chart
Expedia Group Common Stock (EXPE)	0.0	$25k	+4525%	185.00	133.18	View chart
Komatsu Ltd F American Depository (KMTUY)	0.0	$24k	NEW	825.00	29.32	View chart
Affirm Hldgs Common Stock (AFRM)	0.0	$24k	NEW	689.00	34.81	View chart
Nuveen Select Tax-free I Closed End Mutl Fund (NXP)	0.0	$23k	NEW	1.6k	14.43	View chart
Dell Technologies Common Stock (DELL)	0.0	$23k	-77%	193.00	119.89	View chart
Workday Common Stock (WDAY)	0.0	$23k	-97%	84.00	272.41	View chart
Alphabet Common Stock (GOOGL)	0.0	$22k	-98%	144.00	155.40	View chart
Duke Energy Corp Common Stock (DUK)	0.0	$22k	-82%	229.00	96.04	View chart
Sotera Health Common Stock (SHC)	0.0	$22k	NEW	1.9k	11.69	View chart
Adobe Common Stock (ADBE)	0.0	$22k	-97%	43.00	502.05	View chart
Ntnl Grid Plc F American Depository (NGG)	0.0	$22k	NEW	318.00	67.83	View chart
Rtx Corp Common Stock (RTX)	0.0	$22k	-92%	220.00	97.76	View chart
General Dynamics Common Stock (GD)	0.0	$21k	-97%	69.00	303.00	View chart
Cohen And Steers Infrast Closed End Mutl Fund (UTF)	0.0	$21k	NEW	869.00	23.74	View chart
Roku I N C Common Stock (ROKU)	0.0	$20k	+5183%	317.00	64.16	View chart
Deutsche Telekom Ag F American Depository (DTEGY)	0.0	$20k	NEW	825.00	24.24	View chart
Cincinnati Finl Common Stock (CINF)	0.0	$20k	-91%	155.00	126.80	View chart
Abrdn Global Dynamic Div Closed End Mutl Fund (AGD)	0.0	$19k	NEW	2.0k	9.60	View chart
Abb Ltd F American Depository (ABBNY)	0.0	$19k	NEW	412.00	46.25	View chart
Broadridge Finl Solu Common Stock (BR)	0.0	$19k	-91%	92.00	203.23	View chart
Vector Group Common Stock (VGR)	0.0	$18k	-70%	1.7k	10.71	View chart
Zoetis Common Stock (ZTS)	0.0	$18k	-90%	108.00	167.02	View chart
First Trust High Income Closed End Mutl Fund (FSD)	0.0	$18k	NEW	1.5k	11.74	View chart
Sysco Corp Common Stock (SYY)	0.0	$18k	-96%	217.00	81.62	View chart
Autodesk Common Stock (ADSK)	0.0	$17k	-92%	66.00	259.43	View chart
Alliancebernstein Ntnl M Closed End Mutl Fund (AFB)	0.0	$17k	NEW	1.6k	10.89	View chart
HP Common Stock (HPQ)	0.0	$17k	-82%	561.00	30.38	View chart
Eaton Vance Municipal In Closed End Mutl Fund (EVN)	0.0	$17k	NEW	1.7k	10.11	View chart
Fiserv Common Stock (FI)	0.0	$17k	-96%	106.00	158.53	View chart
Western Asst Mngd Muncpl Closed End Mutl Fund (MMU)	0.0	$17k	NEW	1.6k	10.32	View chart
U S Bancorp Common Stock (USB)	0.0	$17k	-65%	380.00	43.95	View chart
Nuveen Quality Municipal Closed End Mutl Fund (NAD)	0.0	$17k	NEW	1.5k	11.33	View chart
Nuveen Amt Free Quality Closed End Mutl Fund (NEA)	0.0	$17k	NEW	1.5k	10.96	View chart
Eaton Vance Municipal Bn Closed End Mutl Fund (EIM)	0.0	$17k	NEW	1.6k	10.17	View chart
Putnam Managed Municipal Closed End Mutl Fund (PMM)	0.0	$17k	NEW	2.7k	5.99	View chart
Plains All American P Limited Partnershp (PAA)	0.0	$17k	NEW	930.00	17.70	View chart
Invesco Qlty Mun Incm Tr Closed End Mutl Fund (IQI)	0.0	$16k	NEW	1.7k	9.57	View chart
Metlife Common Stock (MET)	0.0	$16k		222.00	73.75	View chart
Kla Corp Common Stock (KLAC)	0.0	$16k	-4%	22.00	727.95	View chart
H & E Equipment Serv Common Stock (HEES)	0.0	$16k	NEW	254.00	62.97	View chart
Nike Common Stock (NKE)	0.0	$16k	-96%	173.00	92.33	View chart
Eli Lilly And Common Stock (LLY)	0.0	$16k	-99%	21.00	760.40	View chart
Blackrock Common Stock (BLK)	0.0	$16k	-65%	19.00	826.73	View chart
Principal Finl Common Stock (PFG)	0.0	$16k	-76%	181.00	86.44	View chart
Amer Electric Pwr Common Stock (AEP)	0.0	$16k	-89%	185.00	84.55	View chart
Atmos Energy Corp Common Stock (ATO)	0.0	$16k	-93%	128.00	122.00	View chart
Copart Common Stock (CPRT)	0.0	$15k	-92%	259.00	58.06	View chart
Becton Dickinson&co Common Stock (BDX)	0.0	$15k	-97%	59.00	249.50	View chart

Past Filings by ORG Partners

SEC 13F filings are viewable for ORG Partners going back to 2023

ORG Partners 2024 Q1 filed May 6, 2024
ORG Partners 2023 Q4 filed Jan. 29, 2024
ORG Partners 2023 Q3 restated filed Nov. 13, 2023
ORG Partners 2023 Q3 filed Nov. 3, 2023
ORG Partners 2023 Q2 filed July 25, 2023
ORG Partners 2023 Q1 filed June 1, 2023

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