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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
4659⤦Jp Morgan Chase Bk Na Cd
Recent Activity
Exited
0%
$94,953
95,000 shares@ $1.0 avg price
3815⤦Goldman Sachs Grp Inc
Recent Activity
Exited
0%
$94,467
100,000 shares@ $0.95 avg price
0605⤦Bank Of America Na Cd
Recent Activity
Exited
0%
$94,000
94,000 shares@ $1.0 avg price
9508⤦Wesbanco Inc 6.75 Pfd
Recent Activity
Exited
0%
$90,036
3,600 shares@ $25.01 avg price
1355⤦Canadian Cnty Ok Efa Edl
Recent Activity
Exited
0%
$89,470
90,000 shares@ $1.0 avg price
ETEnergy Transfer Lp
Recent Activity
Exited
0%
$87,471
5,450 shares@ $16.05 avg price
3033⤦First Trust Portflios Lp
Recent Activity
Exited
0%
$87,463
8,155 shares@ $10.73 avg price
5722⤦Marshall Cnty Ok Efa Edl
Recent Activity
Exited
0%
$85,494
85,000 shares@ $1.01 avg price
EPDEnterprise Products
Recent Activity
Exited
0%
$83,408
2,864 shares@ $29.13 avg price
4223⤦Heartland Fin Usa 7 Pfd
Recent Activity
Exited
0%
$82,467
3,300 shares@ $24.99 avg price