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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
BRK.ABerkshire Hathaway Inc Del Cl A
Recent Activity
New Position
4.63%
$14.98M
22 shares@ $680920.0 avg price
RSSTTidal Tr Ii Return Stacked U S Stks & Managed Futures Etf
Recent Activity
New Position
0.11%
$347,598
14,545 shares@ $23.9 avg price
ORealty Income Corp
Recent Activity
New Position
0.1%
$308,153
5,770 shares@ $53.41 avg price
VTEBVanguard Muni Bnd Tax
Recent Activity
New Position
0.09%
$266,992
5,326 shares@ $50.13 avg price
DCDakota Gold Corp
Recent Activity
New Position
0.07%
$201,599
91,636 shares@ $2.2 avg price
ODVOsisko Dev Corp F
Recent Activity
New Position
0.06%
$188,637
115,729 shares@ $1.63 avg price
CSGPCostar Group Inc
Recent Activity
New Position
0.06%
$178,024
2,487 shares@ $71.59 avg price
VUGVanguard Index Fds Vanguard Growth Etf
Recent Activity
New Position
0.05%
$142,821
348 shares@ $410.41 avg price
ZVIAZevia Pbc
Recent Activity
New Position
0.04%
$128,524
30,674 shares@ $4.19 avg price
SOCSable Offshore Corp
Recent Activity
New Position
0.04%
$105,523
4,608 shares@ $22.9 avg price