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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
SPYSpdr S&p 500 Etf Tr Tr Unit
Recent Activity
Increased 139.65%
4.1%
$30.194M
51,504 shares@ $586.26 avg price
VOOVanguard Index Fds S&p 500 Etf Shs New
Recent Activity
Increased 1.45%
3.86%
$28.423M
52,737 shares@ $538.95 avg price
ACIOAptus Collared Inv
Recent Activity
Increased 1.89%
3.83%
$28.145M
699,439 shares@ $40.25 avg price
DRSKAptus Defined Risk Etf
Recent Activity
Increased 4.17%
3.45%
$25.346M
924,028 shares@ $27.43 avg price
IUSBIshares Tr Core Total Usd Bd Mkt Etf
Recent Activity
Increased 5.77%
3.27%
$24.028M
531,589 shares@ $45.21 avg price
IVVIshares Core S&p 500
Recent Activity
Increased 8.97%
2.23%
$16.382M
27,810 shares@ $589.06 avg price
VEAVanguard Ftse Developed
Recent Activity
Increased 5.39%
2.02%
$14.826M
310,020 shares@ $47.83 avg price
JPSTJpmorgan Ultra Short
Recent Activity
Increased 464.44%
1.87%
$13.752M
272,980 shares@ $50.38 avg price
ADMEAptus Drawdown Managed
Recent Activity
Increased 3.3%
1.75%
$12.855M
275,185 shares@ $46.72 avg price
GSEWGldmn Sch Eql Wght Us
Recent Activity
Increased 3.97%
1.73%
$12.744M
165,022 shares@ $77.23 avg price