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
LLYLilly Eli & Co Com Recent Activity Increased 21.74%	0.39%	$1.258M 1,630 shares@ $772.07 avg price	Increased 21.74%
TFPNTidal Tr Ii Blueprint Chesapeake Multi-asset Trend Etf Recent Activity Decreased -0.29%	0.38%	$1.208M 48,738 shares@ $24.8 avg price	Decreased -0.29%
WMTWalmart Inc Com Recent Activity Decreased -6.91%	0.38%	$1.201M 13,293 shares@ $90.37 avg price	Decreased -6.91%
GOOGLAlphabet Inc Cl A Recent Activity Increased 88.63%	0.31%	$998,365 5,274 shares@ $189.3 avg price	Increased 88.63%
PTBDPacer Fds Tr Trendpilot U S Bd Etf Recent Activity Increased 4.08%	0.29%	$937,395 46,869 shares@ $20.01 avg price	Increased 4.08%
BABAAlibaba Group Hldg Ltd F Recent Activity Decreased -0.17%	0.29%	$931,501 10,986 shares@ $84.79 avg price	Decreased -0.17%
KYNKayne Anderson Energy In Recent Activity Increased 78.87%	0.29%	$919,691 72,360 shares@ $12.71 avg price	Increased 78.87%
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	Increased 2.22%
CATCaterpillar Ins Com Recent Activity Increased 11.8%	0.28%	$887,084 2,445 shares@ $362.82 avg price	Increased 11.8%
CBChubb Ltd Com Isin#ch0044328745 Recent Activity Increased 12.09%	0.27%	$863,508 3,125 shares@ $276.33 avg price	Increased 12.09%