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
MTSIMacom Technology Solutio Recent Activity New Position	0.02%	$36,243 279 shares@ $129.91 avg price	New Position
DASHDoordash Inc Recent Activity New Position	0.02%	$35,561 212 shares@ $167.75 avg price	New Position
ESABEsab Corp Recent Activity New Position	0.02%	$34,420 287 shares@ $119.94 avg price	New Position
CVNACarvana Co Recent Activity New Position	0.02%	$34,366 169 shares@ $203.35 avg price	New Position
CIThe Cigna Group Recent Activity New Position	0.02%	$34,239 124 shares@ $276.13 avg price	New Position
APGApi Group Corp Recent Activity New Position	0.02%	$33,523 932 shares@ $35.97 avg price	New Position
TPGTpg Inc Recent Activity New Position	0.02%	$33,366 531 shares@ $62.84 avg price	New Position
LENLennar Corp Recent Activity New Position	0.01%	$31,772 233 shares@ $136.37 avg price	New Position
VNOVornado Rlty Tr Recent Activity New Position	0.01%	$31,655 753 shares@ $42.04 avg price	New Position
INFAInformatica Inc Recent Activity New Position	0.01%	$31,555 1,217 shares@ $25.93 avg price	New Position