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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
MOAltria Group Inc
Recent Activity
Increased 0.29%
0.1%
$297,757
5,694 shares@ $52.3 avg price
SPEMSpdr Index Shs Fds S&p Emerging Mkts Etf
Recent Activity
Increased 27.81%
0.1%
$297,152
7,745 shares@ $38.37 avg price
PYPLPaypal Hldgs Inc
Recent Activity
Increased 50.97%
0.1%
$292,493
3,427 shares@ $85.35 avg price
TOLToll Bros Inc
Recent Activity
Increased 10.2%
0.09%
$273,587
2,172 shares@ $125.97 avg price
PCTPurecycle Technologies I
Recent Activity
Increased 27.78%
0.09%
$268,641
26,209 shares@ $10.25 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 0.45%
0.09%
$262,892
449 shares@ $585.51 avg price
VWOVanguard Intl Equity Index Fds Ftse Emerging Mkts Etf
Recent Activity
Increased 103.18%
0.09%
$259,378
5,890 shares@ $44.04 avg price
PAYCPaycom Software Inc
Recent Activity
Increased 11.63%
0.08%
$236,101
1,152 shares@ $204.95 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 83.01%
0.07%
$221,779
2,401 shares@ $92.37 avg price
ROIVRoivant Sciences Ltd F
Recent Activity
Increased 85.69%
0.07%
$215,779
18,240 shares@ $11.83 avg price