ORG Wealth Partners, LLC
Q4 2024 13F Holdings
- Locationdallas, TX
- Num holdings
620
- Value ($000)
$324,150
- Date Filed01/10/2025
- Form type13F-HR
- CIK0002032602
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
CORZ CORE SCIENTIFIC INC NEW COM | EQUITY | 21874A106 | $122.23M | 38 % | 8,699,778 | ||
CORZW CORE SCIENTIFIC INC NEW WT EXP TRANCHE 1 | EQUITY | 21874A114 | $39.58M | 12 % | 4,814,729 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL CL A | EQUITY | 084670108 | $14.98M | 5 % | 22 | ||
NLY ANNALY CAP MGMT INC COM NEW | EQUITY | 035710839 | $14.40M | 4 % | 786,715 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW | EQUITY | 084670702 | $7.59M | 2 % | 16,740 | ||
ET ENERGY TRANSFER L P LP | LIMITED PARTNERSHP | 29273V100 | $7.16M | 2 % | 365,240 | ||
BRK.B BERKSHIRE HATHAWAY | COMMON STOCK | 084670702 | $4.91M | 2 % | 10,823 | ||
ABT ABBOTT LABS | COMMON STOCK | 002824100 | $4.83M | 2 % | 42,664 | ||
CORZ CORE SCIENTIFIC INC | COMMON STOCK | 21874A106 | $4.03M | 1 % | 286,873 | ||
AAPL APPLE INC | COMMON STOCK | 037833100 | $3.88M | 1 % | 15,502 |
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