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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
FCXFreeport-mcmoran Inc
Recent Activity
Increased 26.03%
0.04%
$124,100
3,259 shares@ $38.08 avg price
PGRProgressive Corp Oh
Recent Activity
Increased 3.07%
0.04%
$120,759
504 shares@ $239.61 avg price
WABWabtec
Recent Activity
Increased 16.16%
0.04%
$114,508
604 shares@ $189.59 avg price
VBVanguard Index Fds Vanguard Small-cap Etf
Recent Activity
Increased 307.76%
0.04%
$113,651
473 shares@ $240.28 avg price
DPZDominos Pizza Inc
Recent Activity
Increased 21.3%
0.04%
$109,972
262 shares@ $419.75 avg price
TNADirexion Daily Small Cap
Recent Activity
Increased 26.06%
0.04%
$100,512
2,400 shares@ $41.88 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 43.94%
0.04%
$99,171
190 shares@ $521.96 avg price
APHAmphenol Corp New Cl A
Recent Activity
Increased 0.96%
0.03%
$87,641
1,262 shares@ $69.45 avg price
BITOProshares Bitcoin Etf
Recent Activity
Increased 0.81%
0.03%
$82,790
3,634 shares@ $22.79 avg price
TRVTravelers Cos Inc
Recent Activity
Increased 16.44%
0.03%
$81,902
340 shares@ $240.89 avg price