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Stephanie West

@Org Partners Llc

Latest period2024 - Q4ReportedManaged Assets$736.712MTotal holdings1347
Assets growth rate17.9%Assets growth rate (2-Q avg)-2.19%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Org Partners Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1347 positions.

Assets under management

The assets under management (AUM) of Org Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 736.712M in assets, with a quarterly growth rate of 17.9% and a 2-quarter average growth rate of -2.19%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOXRVox Royalty Corp Registered Shs Isin#ca92919f1036
Recent Activity
Decreased -8.22%
3.9%
$28.665M
12.25M shares@ $2.34 avg price
QUALIshares Tr Msci Usa Quality Factor Etf
Recent Activity
Decreased -1.48%
1.05%
$7.709M
43,284 shares@ $178.11 avg price
PTLCPacer Trendpilot Us
Recent Activity
Decreased -1.98%
0.87%
$6.392M
119,603 shares@ $53.45 avg price
VONGVanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802
Recent Activity
Decreased -2.68%
0.7%
$5.147M
49,816 shares@ $103.33 avg price
PHYSSprott Physical Gold Etv
Recent Activity
Decreased -2.98%
0.66%
$4.852M
240,916 shares@ $20.14 avg price
DGROIshares Tr Core Divid Growth Etf
Recent Activity
Decreased -4.97%
0.63%
$4.622M
75,337 shares@ $61.35 avg price
WMTWalmart Inc
Recent Activity
Decreased -4.2%
0.56%
$4.072M
45,064 shares@ $90.36 avg price
USMVIshares Msci Usa Min Vol
Recent Activity
Decreased -0.07%
0.43%
$3.106M
34,968 shares@ $88.82 avg price
TFLOIshares Treasury Floatng
Recent Activity
Decreased -3.1%
0.41%
$2.967M
58,793 shares@ $50.47 avg price
PLTRPalantir Technologies In
Recent Activity
Decreased -7.75%
0.37%
$2.674M
35,355 shares@ $75.63 avg price