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
AWIArmstrong World Inds Inc Recent Activity New Position	0.01%	$31,514 223 shares@ $141.32 avg price	New Position
LYFTLyft Inc Recent Activity New Position	0.01%	$30,868 2,393 shares@ $12.9 avg price	New Position
PRPermian Res Corp Recent Activity New Position	0.01%	$30,671 2,133 shares@ $14.38 avg price	New Position
ITTItt Inc Recent Activity New Position	0.01%	$29,574 207 shares@ $142.87 avg price	New Position
XUnited Sts Stl Corp New Recent Activity New Position	0.01%	$29,535 869 shares@ $33.99 avg price	New Position
AYIAcuity Brands Inc Recent Activity New Position	0.01%	$28,626 98 shares@ $292.11 avg price	New Position
STLDSteel Dynamics Inc Recent Activity New Position	0.01%	$28,060 246 shares@ $114.07 avg price	New Position
NGXXFNgex Minerals Ltd F Recent Activity New Position	0.01%	$27,563 2,948 shares@ $9.35 avg price	New Position
MASMasco Corp Recent Activity New Position	0.01%	$27,212 375 shares@ $72.57 avg price	New Position
URIUnited Rentals Inc Recent Activity New Position	0.01%	$26,062 37 shares@ $704.38 avg price	New Position