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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
VVisa Inc Com Cl A
Recent Activity
Increased 9.81%
0.26%
$835,862
2,644 shares@ $316.14 avg price
MAMastercard Inc
Recent Activity
Increased 8.27%
0.25%
$800,776
1,520 shares@ $526.83 avg price
PNRPentair Plc Shs Isin#ie00bls09m33
Recent Activity
Increased 4.05%
0.23%
$745,416
7,405 shares@ $100.67 avg price
SHOPShopify Inc F
Recent Activity
Increased 9.35%
0.22%
$681,555
6,410 shares@ $106.33 avg price
NFLXNetflix Inc Com
Recent Activity
Increased 5.85%
0.21%
$677,375
760 shares@ $891.29 avg price
ORCLOracle Corp Com
Recent Activity
Increased 22.1%
0.2%
$624,377
3,747 shares@ $166.64 avg price
ATOAtmos Energy Corp Com
Recent Activity
Increased 127.01%
0.2%
$624,041
4,481 shares@ $139.27 avg price
IWFIshares Russell 1000
Recent Activity
Increased 1690.37%
0.19%
$596,742
1,486 shares@ $401.58 avg price
UNPUnion Pac Corp
Recent Activity
Increased 1.19%
0.18%
$563,354
2,470 shares@ $228.08 avg price
IJRIshares Tr Core S&p Small-cap Etf
Recent Activity
Increased 13.74%
0.17%
$519,999
4,512 shares@ $115.25 avg price