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
PSNParsons Corp Del Recent Activity New Position	0.01%	$25,828 280 shares@ $92.25 avg price	New Position
ATIAti Inc Recent Activity New Position	0.01%	$25,317 460 shares@ $55.04 avg price	New Position
MDYSpdr S&p Midcap 400 Etf Recent Activity New Position	0.01%	$24,491 43 shares@ $569.56 avg price	New Position
ONTOOnto Innovation Inc Recent Activity New Position	0.01%	$23,665 142 shares@ $166.66 avg price	New Position
BLDTopbuild Corp Recent Activity New Position	0.01%	$17,744 57 shares@ $311.3 avg price	New Position
NLRVaneck Uranium And Recent Activity New Position	0.01%	$7,481 92 shares@ $81.32 avg price	New Position
IJHIshares Core S&p Mid Cap Recent Activity New Position	0.01%	$6,916 111 shares@ $62.31 avg price	New Position
IRENIren Ltd F Recent Activity New Position	0.01%	$6,390 651 shares@ $9.82 avg price	New Position
MSIMotorola Solutions Inc Com New Recent Activity New Position	0.01%	$6,007 13 shares@ $462.08 avg price	New Position
VXUSVanguard Total Recent Activity New Position	0.01%	$5,185 88 shares@ $58.93 avg price	New Position