ORG Wealth Partners, LLC
Top Portfolio Positions
383 positions ·
$291,888,142 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CORZ |
Core Scientific, Inc./tx
Technology
|
7,282,018 | $106,026,181 | 36.32% |
| NVDA |
Nvidia Corp
Technology
|
49,636 | $9,257,089 | 3.17% |
| AAPL |
Apple Inc.
Technology
|
32,510 | $8,838,117 | 3.03% |
| XOM |
Exxon Mobil Corp
Energy
|
55,959 | $6,734,034 | 2.31% |
| ET |
Energy Transfer LP
Energy
|
396,083 | $6,531,400 | 2.24% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,169 | $6,501,897 | 2.23% |
| ARR |
Armour Residential REIT, Inc.
Real Estate
|
315,000 | $5,572,350 | 1.91% |
| ABBV |
AbbVie Inc.
Healthcare
|
24,071 | $5,499,890 | 1.88% |
| MSFT |
Microsoft Corp
Technology
|
10,909 | $5,275,774 | 1.81% |
| ABT |
Abbott Laboratories
Healthcare
|
41,885 | $5,247,716 | 1.80% |
Portfolio Trend
Holdings in STEM
Export CSVShares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $105 | 7 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $122 | 7 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $43 | 7 | Shares | Sole | 2025-07-16 | |
| No quarters match your search. | ||||||