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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
7434⤦Proshares Short S&p 500
Recent Activity
Exited
0%
$1.973M
181,838 shares@ $10.85 avg price
TRTootsie Roll Inds Inc
Recent Activity
Exited
0%
$654,451
21,136 shares@ $30.97 avg price
VUSBVan Ultra Shrt Bnd
Recent Activity
Exited
0%
$612,488
12,267 shares@ $49.93 avg price
SOXXIshares Semiconductor
Recent Activity
Exited
0%
$140,659
610 shares@ $230.59 avg price
BSCOInvsc Bulletshar 2024
Recent Activity
Exited
0%
$109,694
5,194 shares@ $21.12 avg price
LRCXLam Resh Corp
Recent Activity
Exited
0%
$106,905
131 shares@ $816.07 avg price
IBMMIshars Ibnd Dec 2024 Trm
Recent Activity
Exited
0%
$100,224
3,840 shares@ $26.1 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$79,419
83 shares@ $956.86 avg price
GTGoodyear Tire & Rubr Co
Recent Activity
Exited
0%
$57,303
6,475 shares@ $8.85 avg price
ANETArista Networks Inc
Recent Activity
Exited
0%
$54,861
143 shares@ $383.65 avg price