ORG Wealth Partners, LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Dallas, TX
CIK
0002032602
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
620
324,149
CORZ, CORZW, BRK-A, NLY
13F-HR
1/10/2025
000197937225000002
Q3 2024
587
300,906
CORZ, CORZW, AGNC, 1/100 BERKSHIRE HTWY A
13F-HR
10/11/2024
000197937224000005