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
CRWDCrowdstrike Hldgs Inc Cl A Recent Activity New Position	0.01%	$4,789 14 shares@ $342.08 avg price	New Position
SESea Ltd F Recent Activity New Position	0.01%	$4,456 42 shares@ $106.1 avg price	New Position
UBERUber Technologies Inc Com Recent Activity New Position	0.01%	$4,222 70 shares@ $60.32 avg price	New Position
TSMTaiwan Semiconductor M F Recent Activity New Position	0.01%	$4,146 21 shares@ $197.43 avg price	New Position
TIGRUp Fintech Hldg Ltd F Recent Activity New Position	0.01%	$4,120 638 shares@ $6.46 avg price	New Position
TCEHYTencent Hldgs Ltd F Recent Activity New Position	0.01%	$3,881 73 shares@ $53.17 avg price	New Position
ERICEricsson F Recent Activity New Position	0.01%	$3,835 476 shares@ $8.06 avg price	New Position
MSMorgan Stanley Com New Recent Activity New Position	0.01%	$3,770 30 shares@ $125.67 avg price	New Position
INFYInfosys Ltd F Recent Activity New Position	0.01%	$3,726 170 shares@ $21.92 avg price	New Position
KTKt Corp F Recent Activity New Position	0.01%	$3,692 238 shares@ $15.52 avg price	New Position