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
GDDYGodaddy Inc Recent Activity Exited	0%	$29,786 190 shares@ $156.77 avg price	Exited
KEXKirby Corp Recent Activity Exited	0%	$29,748 243 shares@ $122.42 avg price	Exited
TWTradeweb Mkts Inc Recent Activity Exited	0%	$29,556 239 shares@ $123.67 avg price	Exited
PPCPilgrims Pride Corp New Recent Activity Exited	0%	$29,240 635 shares@ $46.05 avg price	Exited
NVTNvent Elec Plc F Recent Activity Exited	0%	$29,226 416 shares@ $70.26 avg price	Exited
ELANElanco Animal Health Inc Recent Activity Exited	0%	$29,114 1,982 shares@ $14.69 avg price	Exited
KDKyndryl Hldgs Inc Recent Activity Exited	0%	$28,585 1,244 shares@ $22.98 avg price	Exited
ZIONZions Bancorp N A Recent Activity Exited	0%	$28,188 597 shares@ $47.22 avg price	Exited
XPOXpo Inc Recent Activity Exited	0%	$25,478 237 shares@ $107.51 avg price	Exited
MMCMarsh & Mclennan Cos Inc Recent Activity Exited	0%	$14,500 65 shares@ $223.08 avg price	Exited