test

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
IEFIshares Tr 7-10 Yr Treas Bd Etf
Recent Activity
Increased 1162.62%
1.02%
$3.298M
35,669 shares@ $92.45 avg price
IUSBIshares Total Usd Bond
Recent Activity
Decreased -4.05%
1%
$3.235M
71,579 shares@ $45.2 avg price
NVDANvidia Corp Com
Recent Activity
Increased 2.23%
0.99%
$3.179M
23,672 shares@ $134.29 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 5.64%
0.85%
$2.744M
6,509 shares@ $421.55 avg price
ABBVAbbvie Inc Com
Recent Activity
Increased 13.95%
0.82%
$2.632M
14,808 shares@ $177.73 avg price
ZHGI⤦Hines Global Income Trus
Recent Activity
Increased 1.08%
0.75%
$2.405M
242,652 shares@ $9.92 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.22%
0.72%
$2.316M
12,159 shares@ $190.45 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
MUBIshares Tr Natl Mun Bd Etf Fd
Recent Activity
Increased 18.06%
0.42%
$1.331M
12,495 shares@ $106.55 avg price