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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
GSGoldman Sachs Group Inc
Recent Activity
Decreased -0.67%
0.12%
$841,686
1,468 shares@ $573.36 avg price
RQICohen Steers Qual Income
Recent Activity
Decreased -11.44%
0.12%
$824,958
67,372 shares@ $12.25 avg price
CATCaterpillar Inc
Recent Activity
Decreased -0.4%
0.11%
$803,116
2,212 shares@ $363.08 avg price
TSMTaiwan Semiconductor Mfg Co Sponsored Adr Isin#us8740391003
Recent Activity
Decreased -0.34%
0.11%
$799,008
4,046 shares@ $197.49 avg price
SHVIshares Short Treasury
Recent Activity
Decreased -63.52%
0.11%
$749,622
6,809 shares@ $110.1 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -1.01%
0.11%
$739,221
6,138 shares@ $120.44 avg price
VXFVanguard Extended Market
Recent Activity
Decreased -15.35%
0.1%
$697,746
3,672 shares@ $190.02 avg price
NOBLProshares Tr S&p 500 Divid Aristocrats Etf
Recent Activity
Decreased -41.56%
0.1%
$665,008
6,677 shares@ $99.6 avg price
IUSGIshares Tr Core S&p U S Growth Etf
Recent Activity
Decreased -14.11%
0.09%
$627,822
4,502 shares@ $139.46 avg price
NTNXNutanix Inc
Recent Activity
Decreased -13.71%
0.09%
$611,721
9,999 shares@ $61.18 avg price