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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
CAHCardinal Health Inc Com
Recent Activity
Decreased -1.83%
0.16%
$513,591
4,342 shares@ $118.29 avg price
GDGeneral Dynamics Corp Com
Recent Activity
Decreased -16.23%
0.16%
$512,586
1,945 shares@ $263.55 avg price
ABNBAirbnb Inc
Recent Activity
Increased 42.85%
0.16%
$510,375
3,884 shares@ $131.41 avg price
SPGIS&p Global Inc Com
Recent Activity
Increased 127.52%
0.16%
$506,545
1,017 shares@ $498.08 avg price
JPMJpmorgan Chase & Co
Recent Activity
Decreased -3.1%
0.16%
$500,756
2,088 shares@ $239.83 avg price
QUALIshares Tr Msci Usa Quality Factor Etf
Recent Activity
Decreased -29.5%
0.16%
$497,913
2,796 shares@ $178.09 avg price
MSCIMsci Inc
Recent Activity
Increased 8.91%
0.15%
$484,201
807 shares@ $600.01 avg price
TMOThermo Fisher Scientific
Recent Activity
Decreased -5.06%
0.15%
$477,581
918 shares@ $520.25 avg price
ADBEAdobe Sys Inc Com
Recent Activity
Decreased -21.52%
0.15%
$476,675
1,072 shares@ $444.66 avg price
MCDMcdonalds Corp Com
Recent Activity
Increased 18.77%
0.15%
$473,770
1,633 shares@ $290.13 avg price