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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
QQQMInvesco Nasdaq 100 Etf
Recent Activity
Increased 184.33%
1.66%
$12.213M
58,031 shares@ $210.45 avg price
JUCYAptus Enhanced Yield
Recent Activity
Increased 5.66%
1.64%
$12.062M
529,717 shares@ $22.77 avg price
RDVYFt Rising Dividend
Recent Activity
Increased 259.3%
1.63%
$11.953M
202,120 shares@ $59.15 avg price
AAPLApple Inc Com
Recent Activity
Increased 6.41%
1.61%
$11.857M
47,326 shares@ $250.55 avg price
ITOTIshares Total Us Stock
Recent Activity
Increased 1.01%
1.56%
$11.482M
89,269 shares@ $128.63 avg price
TSLATesla Inc
Recent Activity
Increased 2.35%
1.51%
$11.081M
27,440 shares@ $403.84 avg price
FVFirst Trst Dorsey Wright
Recent Activity
Increased 206.62%
1.5%
$10.988M
186,049 shares@ $59.06 avg price
NVDANvidia Corp Com
Recent Activity
Increased 23.46%
1.32%
$9.664M
71,958 shares@ $134.31 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 8.75%
1.28%
$9.389M
20,714 shares@ $453.28 avg price
IEMGIshares Inc Core Msci Emerging Mkts Etf
Recent Activity
Increased 5.18%
1.14%
$8.346M
159,804 shares@ $52.23 avg price