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
CHKPCheck Point Software T F Recent Activity New Position	0.01%	$3,360 18 shares@ $186.67 avg price	New Position
TCOMTrip Com Group Ltd F Recent Activity New Position	0.01%	$2,952 43 shares@ $68.66 avg price	New Position
PROSYProsus N V F Recent Activity New Position	0.01%	$2,944 371 shares@ $7.94 avg price	New Position
SNPSSynopsys Inc Com Recent Activity New Position	0.01%	$2,911 6 shares@ $485.17 avg price	New Position
IAUIshares Gold Etf Recent Activity New Position	0.01%	$2,624 53 shares@ $49.51 avg price	New Position
VCITVanguard Intermediate Recent Activity New Position	0.01%	$2,568 32 shares@ $80.25 avg price	New Position
ANETArista Networks Inc Com New Recent Activity New Position	0.01%	$2,210 20 shares@ $110.5 avg price	New Position
FUTUFutu Hldgs Ltd F Recent Activity New Position	0.01%	$2,078 26 shares@ $79.93 avg price	New Position
IWMIshares Russell 2000 Recent Activity New Position	0.01%	$1,767 8 shares@ $220.88 avg price	New Position
HEWJIshares Currency Hedged Recent Activity New Position	0.01%	$1,704 40 shares@ $42.6 avg price	New Position