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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
EMXCIshares Msci Emerging
Recent Activity
Decreased -78.32%
0.04%
$262,844
4,739 shares@ $55.47 avg price
SPYGSpdr S&p 500 Growth Etf
Recent Activity
Decreased -0.23%
0.04%
$260,869
2,967 shares@ $87.93 avg price
CBChubb Ltd F
Recent Activity
Decreased -2.88%
0.04%
$260,194
941 shares@ $276.51 avg price
BNDXVanguard Total
Recent Activity
Decreased -14.92%
0.04%
$258,536
5,267 shares@ $49.09 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -0.99%
0.04%
$251,559
796 shares@ $316.03 avg price
CHEChemed Corp New
Recent Activity
Decreased -3.09%
0.04%
$249,054
469 shares@ $531.04 avg price
ABTAbbott Labs
Recent Activity
Decreased -1.85%
0.04%
$245,935
2,174 shares@ $113.13 avg price
ALLAllstate Corp
Recent Activity
Decreased -0.63%
0.04%
$242,967
1,259 shares@ $192.99 avg price
ETHOAmplify Etho Climate Ldr
Recent Activity
Decreased -0.44%
0.04%
$242,546
4,059 shares@ $59.76 avg price
BROBrown & Brown Inc
Recent Activity
Decreased -3.94%
0.04%
$238,417
2,337 shares@ $102.02 avg price