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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
GOOGAlphabet Inc
Recent Activity
Increased 2.22%
0.72%
$2.316M
12,159 shares@ $190.45 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
LLYLilly Eli & Co Com
Recent Activity
Increased 21.74%
0.39%
$1.258M
1,630 shares@ $772.07 avg price
GOOGLAlphabet Inc Cl A
Recent Activity
Increased 88.63%
0.31%
$998,365
5,274 shares@ $189.3 avg price
PTBDPacer Fds Tr Trendpilot U S Bd Etf
Recent Activity
Increased 4.08%
0.29%
$937,395
46,869 shares@ $20.01 avg price
KYNKayne Anderson Energy In
Recent Activity
Increased 78.87%
0.29%
$919,691
72,360 shares@ $12.71 avg price
CTASimplify Exchange Traded Fds Simplify Managed Futures Strategy Etf Etf
Recent Activity
Increased 2.22%
0.29%
$915,769
32,836 shares@ $27.89 avg price
CATCaterpillar Ins Com
Recent Activity
Increased 11.8%
0.28%
$887,084
2,445 shares@ $362.82 avg price
CBChubb Ltd Com Isin#ch0044328745
Recent Activity
Increased 12.09%
0.27%
$863,508
3,125 shares@ $276.33 avg price
NOBLProshares S&p 500 Div
Recent Activity
Increased 17.71%
0.27%
$859,829
8,637 shares@ $99.56 avg price