Stephanie West

@Org Wealth Partners, Llc

Latest period2024 - Q4

Reported9d 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
METMetlife Inc Recent Activity New Position	0.03%	$74,589 911 shares@ $81.88 avg price	New Position
CDWCdw Corp Recent Activity New Position	0.03%	$69,264 398 shares@ $174.04 avg price	New Position
SKWDSkyward Specialty Ins Gr Recent Activity New Position	0.02%	$61,456 1,216 shares@ $50.54 avg price	New Position
IGICInterntnl Gen Ins Hldg F Recent Activity New Position	0.02%	$60,231 2,535 shares@ $23.76 avg price	New Position
MLMMartin Marietta Matls In Recent Activity New Position	0.02%	$56,813 110 shares@ $516.49 avg price	New Position
CRLCharles Riv Laboratories Recent Activity New Position	0.02%	$55,563 301 shares@ $184.6 avg price	New Position
MSTRMicrostrategy Inc Recent Activity New Position	0.02%	$50,682 175 shares@ $289.62 avg price	New Position
FUNSix Flags Entmt Corp Recent Activity New Position	0.02%	$49,680 1,031 shares@ $48.19 avg price	New Position
ALABAstera Labs Inc Recent Activity New Position	0.02%	$42,251 319 shares@ $132.45 avg price	New Position
RCLRoyal Caribbean Group F Recent Activity New Position	0.02%	$40,138 174 shares@ $230.68 avg price	New Position