Instuitional Investor - Org Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Org Wealth Partners, Llc
Portfolio Value $470,305,595
Filing Period:
No. Security Ticker Shares Value % Port
1. CORZ 7,277,778 $130,563,337 27.76%
2. CORZ 4,556,829 $52,995,921 11.27%
3. BRK.A 22 $16,592,400 3.53%
4. NVDA 50,090 $9,346,452 1.99%
5. BRK.A 17,635 $8,865,819 1.89%