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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
HLTCNational Healthcare Prop
Recent Activity
New Position
0.24%
$1.761M
33,853 shares@ $52.01 avg price
MSAMsa Safety Inc
Recent Activity
New Position
0.16%
$1.131M
6,825 shares@ $165.77 avg price
IGLBIshrs 10 Yr Invest Grade
Recent Activity
New Position
0.11%
$743,632
15,055 shares@ $49.4 avg price
6378⤦Ntnl Storage Aff 6 Pfd
Recent Activity
New Position
0.08%
$548,803
25,669 shares@ $21.38 avg price
LHLabcorp Hldgs Inc
Recent Activity
New Position
0.08%
$526,833
2,298 shares@ $229.26 avg price
GJUNFt Vest Us Eqt Modrt Bfr
Recent Activity
New Position
0.06%
$414,000
11,500 shares@ $36.0 avg price
FRBPFranklin Bsp Capital Cor
Recent Activity
New Position
0.05%
$359,879
24,918 shares@ $14.45 avg price
GOCTFt Vest Us Eqty Mod Bufr
Recent Activity
New Position
0.05%
$349,900
10,000 shares@ $34.99 avg price
FGDFst Tst Dow Jns Glbl Sel
Recent Activity
New Position
0.05%
$344,297
15,481 shares@ $22.24 avg price
RDVIFt Vest Rising Div
Recent Activity
New Position
0.05%
$339,360
14,000 shares@ $24.24 avg price