Stephanie West

@Org Partners Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$736.712M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CGGRCapital Group Growth Recent Activity New Position	0.04%	$289,141 7,779 shares@ $37.17 avg price	New Position
DFUVDimensional Us Recent Activity New Position	0.04%	$247,975 6,060 shares@ $40.92 avg price	New Position
EPSWisdomtree Us Largecap Recent Activity New Position	0.04%	$223,673 3,656 shares@ $61.18 avg price	New Position
BLKBlackrock Inc New Recent Activity New Position	0.03%	$219,107 213 shares@ $1028.68 avg price	New Position
FTGSFirst Trust Growth Recent Activity New Position	0.03%	$188,400 6,000 shares@ $31.4 avg price	New Position
MDIVFt Multi Asset Diversif Recent Activity New Position	0.03%	$177,650 11,000 shares@ $16.15 avg price	New Position
QMMYFt Vest Nasdaq 100 Modrt Recent Activity New Position	0.03%	$172,961 8,000 shares@ $21.63 avg price	New Position
USMFWisdomtree Us Recent Activity New Position	0.03%	$172,534 3,473 shares@ $49.68 avg price	New Position
NEUNewmarket Corp Recent Activity New Position	0.03%	$158,505 300 shares@ $528.35 avg price	New Position
AEOAmerican Eagle Outfitter Recent Activity New Position	0.02%	$146,679 8,799 shares@ $16.67 avg price	New Position