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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
ILMNIllumina Inc
Recent Activity
Increased 68.06%
0.13%
$404,896
3,030 shares@ $133.63 avg price
MTUMIshares Tr Msci Usa Momentum Factor Etf
Recent Activity
Increased 37.18%
0.13%
$389,399
1,882 shares@ $206.91 avg price
LNGCheniere Energy Inc
Recent Activity
Increased 511.99%
0.12%
$383,968
1,787 shares@ $214.87 avg price
SWKStanley Black & Decker Inc Com
Recent Activity
Increased 108.75%
0.12%
$379,492
4,726 shares@ $80.3 avg price
EFVIshares Tr Msci Eafe Value Etf
Recent Activity
Increased 34.11%
0.12%
$370,330
7,058 shares@ $52.47 avg price
NEENextera Energy Inc
Recent Activity
Increased 835.17%
0.11%
$354,649
4,947 shares@ $71.69 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 12.12%
0.11%
$347,446
2,887 shares@ $120.35 avg price
ITWIllinois Tool Wks Inc Com
Recent Activity
Increased 12.85%
0.11%
$330,100
1,300 shares@ $253.93 avg price
AMGNAmgen Inc Com
Recent Activity
Increased 10.65%
0.1%
$319,803
1,227 shares@ $260.64 avg price
VSSVanguard Intl Equity Index Fds Ftse All-world Ex Usa Small Cap Index
Recent Activity
Increased 31.6%
0.1%
$308,945
2,699 shares@ $114.47 avg price