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
1598⤦Charles Schwab Bk Ssb Cd Recent Activity Exited	0%	$201,414 200,000 shares@ $1.01 avg price	Exited
SHYIshares Etf Recent Activity Exited	0%	$196,400 2,362 shares@ $83.15 avg price	Exited
9234⤦Veritex Cmnty Bk Na Cd Recent Activity Exited	0%	$190,661 190,000 shares@ $1.01 avg price	Exited
5342⤦Lincoln Natl Choice Plus Recent Activity Exited	0%	$188,947 400,000 shares@ $0.48 avg price	Exited
TEVATeva Pharmaceutical Recent Activity Exited	0%	$173,311 9,618 shares@ $18.02 avg price	Exited
2003⤦Comerica Bank Cd Recent Activity Exited	0%	$143,978 143,000 shares@ $1.01 avg price	Exited
9234⤦Veritex Cmnty Bk Na Cd Recent Activity Exited	0%	$139,118 139,000 shares@ $1.01 avg price	Exited
2700⤦Eaglemark Svgs Bk Cd Recent Activity Exited	0%	$128,037 128,000 shares@ $1.01 avg price	Exited
6788⤦Oklahoma Cnty Ok Indpt Recent Activity Exited	0%	$122,038 125,000 shares@ $0.98 avg price	Exited
6785⤦Oklahoma City Ok G O B E Recent Activity Exited	0%	$120,001 120,000 shares@ $1.01 avg price	Exited