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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
SHOPShopify Inc F
Recent Activity
Decreased -3.06%
0.19%
$1.355M
12,744 shares@ $106.33 avg price
VZVerizon Communications I
Recent Activity
Decreased -7.46%
0.18%
$1.309M
32,680 shares@ $40.05 avg price
PWSPacer Fds Tr Wealthshield Etf
Recent Activity
Decreased -1.96%
0.18%
$1.293M
42,520 shares@ $30.42 avg price
EOGEog Res Inc
Recent Activity
Decreased -5.36%
0.16%
$1.149M
9,346 shares@ $122.91 avg price
TAILCambria Tail Risk Etf
Recent Activity
Decreased -9.11%
0.15%
$1.037M
92,584 shares@ $11.2 avg price
SUBIshares Short Term Ntnl
Recent Activity
Decreased -1.36%
0.15%
$1.034M
9,798 shares@ $105.51 avg price
JEPIJpmorgan Equity Premium
Recent Activity
Decreased -16.75%
0.13%
$947,559
16,441 shares@ $57.64 avg price
MUNIPimco Intrmediate Muni
Recent Activity
Decreased -1.74%
0.13%
$890,654
17,215 shares@ $51.74 avg price
NOCNorthrop Grumman Corp
Recent Activity
Decreased -3.82%
0.12%
$876,359
1,862 shares@ $470.66 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -0.24%
0.12%
$872,231
5,673 shares@ $153.76 avg price