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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
CINFCincinnati Finl Corp Com
Recent Activity
Decreased -5.17%
0.22%
$694,667
4,834 shares@ $143.71 avg price
IBMInternational Business Machs Corp Com
Recent Activity
Decreased -7.25%
0.22%
$688,543
3,132 shares@ $219.85 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
GWWGrainger W W Inc Com
Recent Activity
Decreased -0.96%
0.21%
$651,626
617 shares@ $1056.12 avg price
QCOMQualcomm Inc Com
Recent Activity
Decreased -4.86%
0.2%
$637,209
4,148 shares@ $153.62 avg price
KMLMKraneshares Tr Mount Lucas Managed Futures Index Strategy Etf
Recent Activity
Decreased -0.56%
0.2%
$629,760
22,412 shares@ $28.1 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
BROBrown & Brown Inc Com
Recent Activity
Decreased -6.21%
0.2%
$622,316
6,099 shares@ $102.04 avg price