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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
0849⤦1 100 Berkshire Htwy A
Recent Activity
Exited
0%
$15.206M
2,200 shares@ $6911.8 avg price
VEAVanguard Intl Fd Ftse Developed Mkts Etf
Recent Activity
Exited
0%
$154,469
2,925 shares@ $52.81 avg price
CMGChipotle Mexican Grill I
Recent Activity
Exited
0%
$138,288
2,400 shares@ $57.62 avg price
GRMNGarmin Ltd F
Recent Activity
Exited
0%
$109,662
623 shares@ $176.03 avg price
DFHDream Finders Homes Inc
Recent Activity
Exited
0%
$104,864
2,896 shares@ $36.21 avg price
PKGPackaging Corp Amer
Recent Activity
Exited
0%
$92,619
430 shares@ $215.4 avg price
BSXBoston Scientific Corp
Recent Activity
Exited
0%
$89,246
1,065 shares@ $83.8 avg price
IPInterntnl Paper Co
Recent Activity
Exited
0%
$88,465
1,811 shares@ $48.85 avg price
FSLRFirst Solar Inc
Recent Activity
Exited
0%
$88,300
354 shares@ $249.44 avg price
GSGoldman Sachs Group Inc
Recent Activity
Exited
0%
$84,660
171 shares@ $495.09 avg price