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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
VNDAVanda Pharmaceuticals In
Recent Activity
Exited
0%
$39,719
8,469 shares@ $4.69 avg price
VSTVistra Corp
Recent Activity
Exited
0%
$39,591
334 shares@ $118.54 avg price
MCKMckesson Corp
Recent Activity
Exited
0%
$39,551
80 shares@ $494.39 avg price
VRTVertiv Hldgs Co
Recent Activity
Exited
0%
$36,411
366 shares@ $99.49 avg price
EVREvercore Inc
Recent Activity
Exited
0%
$33,439
132 shares@ $253.33 avg price
OWLBlue Owl Cap Inc
Recent Activity
Exited
0%
$31,614
1,633 shares@ $19.36 avg price
KKRKkr & Co Inc
Recent Activity
Exited
0%
$30,815
236 shares@ $130.58 avg price
DKSDicks Sporting Goods Inc
Recent Activity
Exited
0%
$30,468
146 shares@ $208.69 avg price
THCTenet Healthcare Corp
Recent Activity
Exited
0%
$30,246
182 shares@ $166.19 avg price
TNDMTandem Diabetes Care Inc
Recent Activity
Exited
0%
$29,854
704 shares@ $42.41 avg price