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Stephanie West

@Thurston, Springer, Miller, Herd & Titak, Inc.

Latest period2024 - Q4ReportedManaged Assets$494.663MTotal holdings1345
Assets growth rate36.32%Assets growth rate (2-Q avg)24.6%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Thurston, Springer, Miller, Herd & Titak, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 1345 positions.

Assets under management

The assets under management (AUM) of Thurston, Springer, Miller, Herd & Titak, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 494.663M in assets, with a quarterly growth rate of 36.32% and a 2-quarter average growth rate of 24.6%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TJXTjx Cos Inc New
Recent Activity
Decreased -31.67%
0.18%
$865,356
7,162 shares@ $120.83 avg price
OKEOneok Inc New
Recent Activity
Decreased -0.7%
0.17%
$821,005
8,175 shares@ $100.43 avg price
IWMIshares Etf
Recent Activity
Decreased -11.71%
0.15%
$721,362
3,262 shares@ $221.15 avg price
PFEPfizer Incorporated
Recent Activity
Decreased -2.44%
0.13%
$602,360
22,704 shares@ $26.54 avg price
XLEEnergy Select Etf
Recent Activity
Decreased -7.52%
0.1%
$466,498
5,446 shares@ $85.66 avg price
GRMNGarmin Ltd
Recent Activity
Decreased -1.17%
0.1%
$452,119
2,192 shares@ $206.26 avg price
INTCIntel Corp
Recent Activity
Decreased -35.36%
0.08%
$381,378
19,022 shares@ $20.05 avg price
SHELShell Plc Adr
Recent Activity
Decreased -44.57%
0.06%
$266,354
4,251 shares@ $62.66 avg price
UBERUber Technologies
Recent Activity
Decreased -2.23%
0.06%
$263,355
4,366 shares@ $60.32 avg price
NDMONuveen Dynamic Municipal
Recent Activity
Decreased -17.97%
0.05%
$228,589
22,813 shares@ $10.03 avg price