test

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
NFLXNetflix Inc
Recent Activity
Decreased -17.21%
0.09%
$604,300
678 shares@ $891.3 avg price
COPConocophillips
Recent Activity
Decreased -1.38%
0.09%
$600,649
6,054 shares@ $99.22 avg price
GBILGoldman Sachs Acces
Recent Activity
Decreased -0.84%
0.09%
$599,887
6,005 shares@ $99.9 avg price
SHLDGlobal X Defense Tech
Recent Activity
Decreased -3.06%
0.08%
$568,125
15,187 shares@ $37.41 avg price
MTSIMacom Technology Solutio
Recent Activity
Decreased -0.18%
0.08%
$566,277
4,359 shares@ $129.91 avg price
XJQCXNuveen Credit Strategies
Recent Activity
Decreased -16.31%
0.08%
$551,209
96,877 shares@ $5.69 avg price
XLPSpdr Fund Consumer
Recent Activity
Decreased -1.93%
0.08%
$540,722
6,878 shares@ $78.62 avg price
IVWIshares S&p 500 Growth
Recent Activity
Decreased -10.75%
0.07%
$514,418
5,063 shares@ $101.61 avg price
LTCLtc Pptys Inc
Recent Activity
Decreased -3%
0.07%
$510,939
14,792 shares@ $34.55 avg price
MRKMerck & Co. Inc.
Recent Activity
Decreased -33.65%
0.07%
$474,267
4,766 shares@ $99.52 avg price