ORG PARTNERS LLC

PrivateCIK: 1979372
Location

ROANOKE, IN

1742
Positions
$568.00M
Total AUM (reported)
24.46M
Total Shares

Allocation by class

TOTAL AUM$568.00M1742 positions
UIT EXCHANGE TRADED$310.29M54.6%
COMMON STOCK$227.05M40.0%
CLOSED END MUTL FUND$10.06M1.8%
PREFERRED STOCK$8.98M1.6%
REAL ESTATE INVESTME$3.96M0.7%
FOREIGN ORDINARIES$2.91M0.5%
AMERICAN DEPOSITORY$2.65M0.5%

Portfolio Concentration

Top 315.5%4–1012.1%11–2515.1%Rest57.3%TOP 1027.7%0%100%
Top 3$88.28M15.5%
4–10$68.88M12.1%
11–25$85.60M15.1%
Rest$325.25M57.3%

Top 3 weight

15.5%

Top 10 weight

27.7%

Voting Authority Distribution

Total shares with voting rights: 24.46M

Sole

Full voting authority

24.46M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole1742
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1742
Rows:

VOX ROYALTY CORP REGISTERED SHS ISIN#CA92919F1036

SOLE
COMMON STOCK
Shares11.76M
TypeSH
Market value$55.73M
9.81%
Sole
11.76M
Shared
0.00
None
0.00

SPDR S&P 500 ETF

SOLE
UIT EXCHANGE TRADED
Shares27.73K
TypeSH
Market value$18.92M
3.33%
Sole
27.73K
Shared
0.00
None
0.00

FT RISING DIVIDEND

SOLE
UIT EXCHANGE TRADED
Shares196.19K
TypeSH
Market value$13.63M
2.40%
Sole
196.19K
Shared
0.00
None
0.00

APPLE INC

SOLE
COMMON STOCK
Shares42.65K
TypeSH
Market value$11.60M
2.04%
Sole
42.65K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COMMON STOCK
Shares22.77K
TypeSH
Market value$11.01M
1.94%
Sole
22.77K
Shared
0.00
None
0.00

INVSC S P INTERNATIONL

SOLE
UIT EXCHANGE TRADED
Shares195.27K
TypeSH
Market value$10.85M
1.91%
Sole
195.27K
Shared
0.00
None
0.00

NVIDIA CORP

SOLE
COMMON STOCK
Shares55.57K
TypeSH
Market value$10.37M
1.82%
Sole
55.57K
Shared
0.00
None
0.00

INVESCO NASDAQ 100 ETF

SOLE
UIT EXCHANGE TRADED
Shares34.05K
TypeSH
Market value$8.61M
1.52%
Sole
34.05K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY

SOLE
COMMON STOCK
Shares16.42K
TypeSH
Market value$8.25M
1.45%
Sole
16.42K
Shared
0.00
None
0.00

GILEAD SCIENCES INC

SOLE
COMMON STOCK
Shares66.69K
TypeSH
Market value$8.19M
1.44%
Sole
66.69K
Shared
0.00
None
0.00

ISHS US EQTY FACTR

SOLE
UIT EXCHANGE TRADED
Shares131.37K
TypeSH
Market value$7.99M
1.41%
Sole
131.37K
Shared
0.00
None
0.00

WISDOMTREE FLOATING RATE

SOLE
UIT EXCHANGE TRADED
Shares153.99K
TypeSH
Market value$7.75M
1.36%
Sole
153.99K
Shared
0.00
None
0.00

SCHWAB US DIVIDEND

SOLE
UIT EXCHANGE TRADED
Shares279.65K
TypeSH
Market value$7.67M
1.35%
Sole
279.65K
Shared
0.00
None
0.00

AMAZON.COM INC

SOLE
COMMON STOCK
Shares29.04K
TypeSH
Market value$6.70M
1.18%
Sole
29.04K
Shared
0.00
None
0.00

ALPS ALERIAN MLP ETF

SOLE
UIT EXCHANGE TRADED
Shares134.52K
TypeSH
Market value$6.33M
1.11%
Sole
134.52K
Shared
0.00
None
0.00

ISHARES CORE S&P 500

SOLE
UIT EXCHANGE TRADED
Shares8.72K
TypeSH
Market value$5.98M
1.05%
Sole
8.72K
Shared
0.00
None
0.00

FIRST TRST DORSEY WRIGHT

SOLE
UIT EXCHANGE TRADED
Shares91.92K
TypeSH
Market value$5.78M
1.02%
Sole
91.92K
Shared
0.00
None
0.00

PACER TRENDPILOT US

SOLE
UIT EXCHANGE TRADED
Shares102.31K
TypeSH
Market value$5.69M
1.00%
Sole
102.31K
Shared
0.00
None
0.00

FIRST TRST STOXX EUR SEL

SOLE
UIT EXCHANGE TRADED
Shares286.05K
TypeSH
Market value$5.01M
0.88%
Sole
286.05K
Shared
0.00
None
0.00

VANGUARD S&P 500 ETF

SOLE
UIT EXCHANGE TRADED
Shares7.36K
TypeSH
Market value$4.62M
0.81%
Sole
7.36K
Shared
0.00
None
0.00

ISHARES US THMATIC

SOLE
UIT EXCHANGE TRADED
Shares116.40K
TypeSH
Market value$4.49M
0.79%
Sole
116.40K
Shared
0.00
None
0.00

VANGUARD GROWTH ETF

SOLE
UIT EXCHANGE TRADED
Shares9.10K
TypeSH
Market value$4.45M
0.78%
Sole
9.10K
Shared
0.00
None
0.00

ISHARES MSCI USA QLTY

SOLE
UIT EXCHANGE TRADED
Shares22.23K
TypeSH
Market value$4.42M
0.78%
Sole
22.23K
Shared
0.00
None
0.00

PALANTIR TECHNOLOGIES IN

SOLE
COMMON STOCK
Shares24.83K
TypeSH
Market value$4.41M
0.78%
Sole
24.83K
Shared
0.00
None
0.00

SPROTT PHYSICAL GOLD ETV

SOLE
CLOSED END MUTL FUND
Shares130.78K
TypeSH
Market value$4.32M
0.76%
Sole
130.78K
Shared
0.00
None
0.00
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