Instuitional Investor - Org Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Org Wealth Partners, Llc
Portfolio Value $508,372,175
Filing Period:
No. Security Ticker Shares Value % Port
1. CORZ 7,277,778 $108,875,558 21.43%
2. VOXR 11,678,143 $61,193,469 12.04%
3. CORZ 4,056,829 $35,456,685 6.98%
4. BRK-B 22 $15,799,080 3.11%
5. XOM 52,850 $8,966,735 1.76%