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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
EFGIshares Tr Msci Eafe Growth Etf
Recent Activity
Increased 32.48%
0.07%
$213,395
2,203 shares@ $96.87 avg price
BENFranklin Res Inc Com
Recent Activity
Increased 59.48%
0.07%
$203,842
10,047 shares@ $20.29 avg price
OKEOneok Inc New
Recent Activity
Increased 68.22%
0.07%
$196,079
1,953 shares@ $100.4 avg price
WSTWest Pharmaceutical Svcs Inc Com
Recent Activity
Increased 5.02%
0.06%
$191,948
586 shares@ $327.56 avg price
WRBBerkley W R Corp
Recent Activity
Increased 16.75%
0.06%
$178,310
3,047 shares@ $58.52 avg price
PWRQuanta Svcs Inc
Recent Activity
Increased 71.88%
0.06%
$173,825
550 shares@ $316.05 avg price
KNSLKinsale Cap Group Inc
Recent Activity
Increased 450.91%
0.05%
$140,934
303 shares@ $465.13 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Increased 4.13%
0.05%
$137,493
1,818 shares@ $75.63 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 28.5%
0.05%
$130,995
451 shares@ $290.46 avg price
SCHWCharles Schwab Corp
Recent Activity
Increased 173.79%
0.04%
$129,068
1,744 shares@ $74.01 avg price