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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
PEPPepsico Inc
Recent Activity
Decreased -3.28%
0.05%
$367,126
2,412 shares@ $152.21 avg price
MAMastercard Inc
Recent Activity
Decreased -0.88%
0.05%
$353,055
669 shares@ $527.74 avg price
DYNFIshs Us Eqty Factr
Recent Activity
Decreased -13.55%
0.05%
$349,208
6,813 shares@ $51.26 avg price
ESGUIshares Esg Aware Msci
Recent Activity
Decreased -0.44%
0.05%
$346,431
2,686 shares@ $128.98 avg price
FVDFirst Trust Value
Recent Activity
Decreased -1.27%
0.05%
$338,034
7,746 shares@ $43.64 avg price
VGITVanguard Intrmdiat Trm
Recent Activity
Decreased -5.5%
0.05%
$336,400
5,800 shares@ $58.0 avg price
BRBroadridge Finl Solution
Recent Activity
Decreased -0.33%
0.05%
$336,198
1,485 shares@ $226.4 avg price
OUNZVaneck Merk Gold Etf
Recent Activity
Decreased -17.06%
0.05%
$332,311
13,135 shares@ $25.3 avg price
CTASimplify Exchange Traded Fds Simplify Managed Futures Strategy Etf Etf
Recent Activity
Decreased -3.99%
0.05%
$329,215
11,792 shares@ $27.92 avg price
IYWIshares Us Technology
Recent Activity
Decreased -7.29%
0.05%
$316,675
1,982 shares@ $159.78 avg price