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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
AGGYWisdomtree Yield Enhnc U
Recent Activity
New Position
0.02%
$127,083
2,961 shares@ $42.92 avg price
GFEBFt Vest Us Eqty Mod Bufr
Recent Activity
New Position
0.02%
$121,387
3,250 shares@ $37.35 avg price
DLNWisdomtree Us Largecap
Recent Activity
New Position
0.02%
$116,685
1,500 shares@ $77.79 avg price
CGUSCapital Group Core
Recent Activity
New Position
0.02%
$104,699
2,994 shares@ $34.97 avg price
QMAGFt Vest Nasdaq 100 Modrt
Recent Activity
New Position
0.02%
$104,550
5,000 shares@ $20.91 avg price
VGTVanguard Information
Recent Activity
New Position
0.02%
$104,460
168 shares@ $621.79 avg price
ABRArbor Rlty Tr Inc
Recent Activity
New Position
0.02%
$103,875
7,500 shares@ $13.85 avg price
BCDFHorizon Kinetics Blockch
Recent Activity
New Position
0.02%
$96,320
3,471 shares@ $27.75 avg price
PDECInnovator Us Eqy Power
Recent Activity
New Position
0.02%
$96,050
2,500 shares@ $38.42 avg price
LRCXLam Resh Corp
Recent Activity
New Position
0.02%
$94,621
1,310 shares@ $72.23 avg price