Stephanie West

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

Latest period2024 - Q4

Reported5d ago

Managed Assets$494.663M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
3908⤦Great Nations Bank Cd Recent Activity Exited	0%	$250,047 250,000 shares@ $1.01 avg price	Exited
5977⤦Midland States Bank Cd Recent Activity Exited	0%	$250,035 250,000 shares@ $1.01 avg price	Exited
1598⤦Charles Schwab Bk Ssb Cd Recent Activity Exited	0%	$250,027 250,000 shares@ $1.01 avg price	Exited
7434⤦Promiseone Bank Cd Recent Activity Exited	0%	$250,017 250,000 shares@ $1.01 avg price	Exited
8354⤦Sonata Bank Cd Recent Activity Exited	0%	$250,002 250,000 shares@ $1.01 avg price	Exited
0055⤦Adams Community Bank Cd Recent Activity Exited	0%	$249,975 250,000 shares@ $1.0 avg price	Exited
2546⤦Discover Bank Cd Recent Activity Exited	0%	$247,787 250,000 shares@ $1.0 avg price	Exited
8935⤦Transamerica Life Ins Co Recent Activity Exited	0%	$244,457 279,031 shares@ $0.88 avg price	Exited
3563⤦Freedom Bk Of Virgini Cd Recent Activity Exited	0%	$220,424 220,000 shares@ $1.01 avg price	Exited
9128⤦Us Treasury Recent Activity Exited	0%	$202,328 205,000 shares@ $0.99 avg price	Exited