ORG Partners LLC
CIK 1979372 · Holdings on Dec 31, 2023 · First reported Jan 29, 2024
Top ten holdings
Q4 2023- VOXR4.28%
- IUSB3.70%
- VOO3.61%
- DRSK2.99%
- 0849901752.81%
- ACIO2.79%
- BRK.B2.64%
- VEA2.12%
- IVV2.03%
- AAPL1.82%
Share classes counted separately28.79%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOXRVOX ROYALTY CORPCOMMON STOCK View history and evidence | $25.58M | 4.28% | 12.42M shares | — | ↗▾ | |
| 02 | IUSBISHR CR UNVRSE USD BD ETF-UIUIT EXCHANGE TRADED View history and evidence | $22.11M | 3.70% | 480.00K shares | — | ↗▾ | |
| 03 | VOOVANGUARD S&P 500 ETFUIT EXCHANGE TRADED View history and evidence | $21.59M | 3.61% | 49.43K shares | — | ↗▾ | |
| 04 | DRSKAPTUS DEFINED RISK ETFUIT EXCHANGE TRADED View history and evidence | $17.88M | 2.99% | 709.34K shares | — | ↗▾ | |
| 05 | 0849901751/100 BERKSHIRE HTWYCOMMON STOCK View history and evidence | $16.82M | 2.81% | 3.10K shares | — | ↗▾ | |
| 06 | ACIOAPTUS COLLARED INVEST OPPUIT EXCHANGE TRADED View history and evidence | $16.71M | 2.79% | 504.00K shares | — | ↗▾ | |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCOMMON STOCK View history and evidence | $15.82M | 2.64% | 44.34K shares | — | ↗▾ | |
| 08 | VEAVANGUARD FTSE DEVELOPED ETFUIT EXCHANGE TRADED View history and evidence | $12.67M | 2.12% | 264.44K shares | — | ↗▾ | |
| 09 | IVVISHARES CORE S&P 500 ETFUIT EXCHANGE TRADED View history and evidence | $12.17M | 2.03% | 25.45K shares | — | ↗▾ | |
| 10 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $10.91M | 1.82% | 56.67K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 508
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SGIIX FIRST EAGLE GLOBAL-I | Non-derivative | — | — | SEC filing ↗ | |
| TSTIX TRANSAM SHRT-TRM BND-I | Non-derivative | — | — | SEC filing ↗ | |
| ET ENERGY TRANSFER LP | Non-derivative | — | — | SEC filing ↗ |
3 / 508 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1979372 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-29
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 598680399
}Research all 1,124 reported holdings.
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