Stephanie West

@Org Wealth Partners, Llc

Latest period2024 - Q4

Reported8d ago

Managed Assets$324.15M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CFGCitizens Finl Group Inc Recent Activity Exited	0%	$83,040 2,022 shares@ $41.07 avg price	Exited
WFCWells Fargo & Co Recent Activity Exited	0%	$80,778 1,430 shares@ $56.49 avg price	Exited
PRUPrudential Finl Inc Recent Activity Exited	0%	$80,770 667 shares@ $121.1 avg price	Exited
NWSNews Corp New Recent Activity Exited	0%	$80,046 2,864 shares@ $27.95 avg price	Exited
CCitigroup Inc Recent Activity Exited	0%	$79,562 1,271 shares@ $62.6 avg price	Exited
BACBank Of America Corp Recent Activity Exited	0%	$79,517 2,004 shares@ $39.68 avg price	Exited
NWSANews Corp New Recent Activity Exited	0%	$78,822 2,960 shares@ $26.63 avg price	Exited
DGDollar Gen Corp New Recent Activity Exited	0%	$56,911 673 shares@ $84.57 avg price	Exited
DEDeere & Co Recent Activity Exited	0%	$55,086 132 shares@ $417.32 avg price	Exited
APPApplovin Corp Recent Activity Exited	0%	$42,297 324 shares@ $130.55 avg price	Exited