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
PTLCPacer Trendpilot Us Recent Activity Decreased -1.98%	0.87%	$6.392M 119,603 shares@ $53.45 avg price	Decreased -1.98%
GILDGilead Sciences Inc Recent Activity Increased 0.35%	0.84%	$6.126M 66,317 shares@ $92.37 avg price	Increased 0.35%
RWJInvesco S&p Smallcap 600 Recent Activity Increased 161.27%	0.8%	$5.893M 128,773 shares@ $45.76 avg price	Increased 161.27%
VONGVanguard Scottsdale Fds Vanguard Russell 1000 Growth Index Fd Etf Shs Isin#us92206c6802 Recent Activity Decreased -2.68%	0.7%	$5.147M 49,816 shares@ $103.33 avg price	Decreased -2.68%
PHYSSprott Physical Gold Etv Recent Activity Decreased -2.98%	0.66%	$4.852M 240,916 shares@ $20.14 avg price	Decreased -2.98%
VXUSVanguard Star Fds Vanguard Total Intl Stock Index Fd Etf Shs Recent Activity Increased 3.61%	0.64%	$4.692M 79,626 shares@ $58.93 avg price	Increased 3.61%
DGROIshares Tr Core Divid Growth Etf Recent Activity Decreased -4.97%	0.63%	$4.622M 75,337 shares@ $61.35 avg price	Decreased -4.97%
AMLPAlps Alerian Mlp Etf Recent Activity Increased 234.07%	0.62%	$4.521M 93,869 shares@ $48.17 avg price	Increased 234.07%
XOMExxon Mobil Corp Com Recent Activity Increased 2.59%	0.6%	$4.417M 41,016 shares@ $107.69 avg price	Increased 2.59%
THROIshares Us Thmatic Recent Activity Increased 201672.59%	0.58%	$4.2M 125,099 shares@ $33.57 avg price	Increased 201672.59%