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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
MARMarriott Intl Inc New
Recent Activity
Exited
0%
$8,949
36 shares@ $248.59 avg price
VTVVanguard Value Etf
Recent Activity
Exited
0%
$8,455
48 shares@ $176.15 avg price
TENTsakos Energy Navigati F
Recent Activity
Exited
0%
$3,840
153 shares@ $25.1 avg price
ASXAse Technology Hldg Co F
Recent Activity
Exited
0%
$3,786
388 shares@ $9.76 avg price
TMETencent Music Entmt Gr F
Recent Activity
Exited
0%
$3,421
284 shares@ $12.05 avg price
LOGILogitech Interntnl Sa F
Recent Activity
Exited
0%
$3,409
38 shares@ $89.72 avg price
NMRNomura Hldgs Inc F
Recent Activity
Exited
0%
$3,314
635 shares@ $5.22 avg price
BVNCompania De Minas Buen F
Recent Activity
Exited
0%
$2,919
211 shares@ $13.84 avg price
SNOWSnowflake Inc
Recent Activity
Exited
0%
$2,641
23 shares@ $114.83 avg price
HESAYHermes Intl Sca F
Recent Activity
Exited
0%
$2,468
10 shares@ $246.8 avg price