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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
CEIXConsol Energy Inc New
Recent Activity
New Position
0.04%
$102,732
963 shares@ $106.68 avg price
OSCROscar Health Inc
Recent Activity
New Position
0.04%
$99,912
7,434 shares@ $13.44 avg price
APOApollo Global Mgmt Inc N
Recent Activity
New Position
0.03%
$96,618
585 shares@ $165.16 avg price
VOEVanguard Mid Cap Value
Recent Activity
New Position
0.03%
$85,252
527 shares@ $161.77 avg price
PHParker-hannifin Corp
Recent Activity
New Position
0.03%
$83,317
131 shares@ $636.01 avg price
ACWIIshares Msci Acwi Etf
Recent Activity
New Position
0.03%
$82,601
703 shares@ $117.5 avg price
DELLDell Technologies Inc Cl C
Recent Activity
New Position
0.03%
$81,702
709 shares@ $115.24 avg price
AIGAmerican Intl Group Inc
Recent Activity
New Position
0.03%
$77,021
1,058 shares@ $72.8 avg price
RQICohen Steers Qual Income
Recent Activity
New Position
0.03%
$76,500
6,250 shares@ $12.24 avg price
PCARPaccar Inc
Recent Activity
New Position
0.03%
$76,139
732 shares@ $104.02 avg price