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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
CORZCore Scientific Inc New Com
| 38.96% | $126.262M 8.987M shares@ $14.05 avg price | Increased 0.3% |
NLYAnnaly Cap Mgmt Inc Com New
| 4.46% | $14.427M 788,336 shares@ $18.3 avg price | Increased 5113.52% |
ETEnergy Transfer L P Lp
| 2.21% | $7.155M 365,240 shares@ $19.6 avg price | Increased 6.23% |
ABTAbbott Labs Com
| 1.5% | $4.84M 42,784 shares@ $113.12 avg price | Increased 4.47% |
AAPLApple Inc Com
| 1.22% | $3.931M 15,696 shares@ $250.45 avg price | Increased 2.57% |
IEFIshares Tr 7-10 Yr Treas Bd Etf
| 1.02% | $3.298M 35,669 shares@ $92.45 avg price | Increased 1162.62% |
NVDANvidia Corp Com
| 0.99% | $3.179M 23,672 shares@ $134.29 avg price | Increased 2.23% |
MSFTMicrosoft Corp Com
| 0.85% | $2.744M 6,509 shares@ $421.55 avg price | Increased 5.64% |
ABBVAbbvie Inc Com
| 0.82% | $2.632M 14,808 shares@ $177.73 avg price | Increased 13.95% |
ZHGI⤦Hines Global Income Trus
| 0.75% | $2.405M 242,652 shares@ $9.92 avg price | Increased 1.08% |