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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
EFVIshares Tr Msci Eafe Value Etf
Recent Activity
Increased 3.61%
1.12%
$8.226M
156,776 shares@ $52.48 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 55.67%
1.1%
$8.041M
19,064 shares@ $421.8 avg price
IJHIshares Core S&p Mid Cap
Recent Activity
Increased 103.42%
1.09%
$8.022M
128,732 shares@ $62.32 avg price
EFGIshares Tr Msci Eafe Growth Etf
Recent Activity
Increased 4.65%
1.08%
$7.892M
81,496 shares@ $96.85 avg price
OSCVOpus Small Cap Value
Recent Activity
Increased 6.13%
1.07%
$7.854M
212,329 shares@ $37.0 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 30.14%
1.05%
$7.723M
35,201 shares@ $219.39 avg price
SCHDSchwab Us Dividend
Recent Activity
Increased 199.42%
1.01%
$7.402M
270,934 shares@ $27.32 avg price
SGOVIshares Tr Ishares 0-3 Mnth Treas Bd Etf
Recent Activity
Increased 24.48%
0.88%
$6.448M
64,235 shares@ $100.39 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 0.35%
0.84%
$6.126M
66,317 shares@ $92.37 avg price
RWJInvesco S&p Smallcap 600
Recent Activity
Increased 161.27%
0.8%
$5.893M
128,773 shares@ $45.76 avg price