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Stephanie West

@Org Wealth Partners, Llc

Latest period2024 - Q4ReportedManaged Assets$324.15MTotal holdings510
Assets growth rate7.73%Assets growth rate (2-Q avg)3.87%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Org Wealth Partners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 510 positions.

Assets under management

The assets under management (AUM) of Org Wealth 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 324.15M in assets, with a quarterly growth rate of 7.73% and a 2-quarter average growth rate of 3.87%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CORZWCore Scientific Inc New Wt Exp Tranche 1
Recent Activity
Decreased -5.27%
12.21%
$39.577M
4.815M shares@ $8.22 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -0.39%
3.86%
$12.494M
27,563 shares@ $453.28 avg price
AMZNAmazon Com Inc Com
Recent Activity
Decreased -4.63%
1.11%
$3.591M
16,366 shares@ $219.39 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -8.04%
1.11%
$3.571M
33,194 shares@ $107.58 avg price
IUSBIshares Total Usd Bond
Recent Activity
Decreased -4.05%
1%
$3.235M
71,579 shares@ $45.2 avg price
EPDEnterprise Prods Part Lp
Recent Activity
Decreased -8.54%
0.52%
$1.682M
53,626 shares@ $31.37 avg price
MBBIshares Mbs Etf
Recent Activity
Decreased -0.97%
0.49%
$1.577M
17,200 shares@ $91.68 avg price
TFPNTidal Tr Ii Blueprint Chesapeake Multi-asset Trend Etf
Recent Activity
Decreased -0.29%
0.38%
$1.208M
48,738 shares@ $24.8 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -6.91%
0.38%
$1.201M
13,293 shares@ $90.37 avg price
BABAAlibaba Group Hldg Ltd F
Recent Activity
Decreased -0.17%
0.29%
$931,501
10,986 shares@ $84.79 avg price