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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
FLOTIshares Floating Rate
Recent Activity
Decreased -0.84%
0.32%
$2.3M
45,210 shares@ $50.88 avg price
IBMInternational Business Machs Corp Com
Recent Activity
Decreased -3.18%
0.31%
$2.264M
10,275 shares@ $220.39 avg price
MBBIshares Mbs Etf
Recent Activity
Decreased -1.22%
0.28%
$2.044M
22,295 shares@ $91.7 avg price
IGEBIshares Invest Grd Sys
Recent Activity
Decreased -0.65%
0.27%
$1.928M
43,459 shares@ $44.36 avg price
VMIValmont Inds Inc
Recent Activity
Decreased -0.99%
0.26%
$1.901M
6,198 shares@ $306.67 avg price
DIVOAmplify Cwp Enhanced Div
Recent Activity
Decreased -5.81%
0.24%
$1.734M
42,798 shares@ $40.52 avg price
VTIVanguard Index Fds Vanguard Total Stk Mkt Etf
Recent Activity
Decreased -1.22%
0.24%
$1.728M
5,964 shares@ $289.81 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -0.97%
0.22%
$1.593M
7,030 shares@ $226.6 avg price
CVXChevron Corp New
Recent Activity
Decreased -30.83%
0.22%
$1.556M
10,730 shares@ $144.97 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -3.13%
0.19%
$1.385M
5,968 shares@ $232.1 avg price