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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
NVDANvidia Corp
Recent Activity
Increased 135.15%
6.29%
$31.091M
231,520 shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 35.05%
5%
$24.703M
58,599 shares@ $421.56 avg price
OUSAAlps Etf Tr Etf
Recent Activity
Increased 87.44%
4.82%
$23.805M
448,143 shares@ $53.12 avg price
AAPLApple Inc
Recent Activity
Increased 26.31%
2.89%
$14.267M
56,966 shares@ $250.45 avg price
SPYSpdr S&p 500 Trust Etf
Recent Activity
Increased 287.84%
2.66%
$13.123M
22,386 shares@ $586.2 avg price
LLYEli Lilly & Co
Recent Activity
Increased 25.3%
2.05%
$10.104M
13,085 shares@ $772.18 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 69.81%
1.95%
$9.643M
43,953 shares@ $219.39 avg price
OUSMAlps Etf Tr Etf
Recent Activity
Increased 33.71%
1.61%
$7.939M
181,594 shares@ $43.72 avg price
QQQInvesco Qqq Tr Etf
Recent Activity
Increased 139.71%
1.38%
$6.789M
13,275 shares@ $511.38 avg price
ORCLOracle Corporation
Recent Activity
Increased 0.5%
1.24%
$6.13M
36,783 shares@ $166.64 avg price