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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
8670⤦American General Life
Recent Activity
Exited
0%
$112,057
174,670 shares@ $0.65 avg price
6934⤦Pnc Financial Services
Recent Activity
Exited
0%
$106,885
105,000 shares@ $1.02 avg price
0553⤦Bfc Capital Trust Ii
Recent Activity
Exited
0%
$105,707
4,125 shares@ $25.63 avg price
8562⤦State Bank Of India Cd
Recent Activity
Exited
0%
$104,300
106,000 shares@ $0.99 avg price
0200⤦Ally Bank Cd
Recent Activity
Exited
0%
$101,133
101,000 shares@ $1.01 avg price
2767⤦Eastern Mi Univ Revs Gen
Recent Activity
Exited
0%
$100,673
100,000 shares@ $1.01 avg price
1598⤦Charles Schwab Bk Ssb Cd
Recent Activity
Exited
0%
$100,648
100,000 shares@ $1.01 avg price
0605⤦Bank Of America Na Cd
Recent Activity
Exited
0%
$100,101
100,000 shares@ $1.01 avg price
0605⤦Bank Of America Na Cd
Recent Activity
Exited
0%
$100,026
100,000 shares@ $1.01 avg price
SMCISuper Micro Computer Chg
Recent Activity
Exited
0%
$97,436
234 shares@ $416.4 avg price