Stephanie West

@Org Partners Llc

Latest period2024 - Q4

Reported9d 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
NWNNorthwest Nat Hldg Co Recent Activity Exited	0%	$3,755 92 shares@ $40.82 avg price	Exited
3899⤦Grayscale Bitcoin Mini Recent Activity Exited	0%	$2,645 470 shares@ $5.63 avg price	Exited
TDVProshrs S P Tech Dv Arst Recent Activity Exited	0%	$2,479 32 shares@ $77.47 avg price	Exited
TIPXSpdr Bloomberg 1 10 Yr Recent Activity Exited	0%	$1,705 90 shares@ $18.95 avg price	Exited
2546⤦Drxn Dly Gld Mns Inx Br Recent Activity Exited	0%	$1,602 300 shares@ $5.34 avg price	Exited
TQQQProshares Ultrapro Qqq Recent Activity Exited	0%	$1,449 20 shares@ $72.45 avg price	Exited
ASANAsana Inc Recent Activity Exited	0%	$1,159 100 shares@ $11.59 avg price	Exited
ICFIshares Cohen And Steers Recent Activity Exited	0%	$1,054 16 shares@ $65.88 avg price	Exited
OAOFYTatneft Pjsc F Recent Activity Exited	0%	$760 80 shares@ $9.5 avg price	Exited
SBRSabine Rty Tr Recent Activity Exited	0%	$677 11 shares@ $61.55 avg price	Exited