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Lisa Snider

@West Oak Capital, Llc

Latest period2024 - Q4ReportedManaged Assets$2.827MTotal holdings314
Assets growth rate-47.45%Assets growth rate (2-Q avg)-72.64%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in West Oak Capital, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 314 positions.

Assets under management

The assets under management (AUM) of West Oak Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.827M in assets, with a quarterly growth rate of -47.45% and a 2-quarter average growth rate of -72.64%. The portfolio is managed by Lisa Snider, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NTRSNorthern Trust
Recent Activity
Decreased -0.27%
0.6%
$16,733
16,325 shares@ $1.03 avg price
IPGInterpublic Group Of Cos
Recent Activity
Increased 0.79%
0.56%
$15,578
55,595 shares@ $0.29 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -2.47%
0.55%
$15,430
8,683 shares@ $1.78 avg price
7612⤦Target Corporation
Recent Activity
Increased 0.82%
0.55%
$15,377
11,375 shares@ $1.36 avg price
ASMLAsml Holding Nv
Recent Activity
Decreased -12.88%
0.54%
$14,991
2,163 shares@ $6.94 avg price
VZVerizon Communications
Recent Activity
Increased 0.61%
0.51%
$14,234
35,595 shares@ $0.4 avg price
RSPInvesco S&p 500 Equal Weight Etf
Recent Activity
Increased 75.66%
0.46%
$12,897
7,360 shares@ $1.76 avg price
IVEIshares S&p 500 Value
Recent Activity
Increased 6.25%
0.45%
$12,505
6,551 shares@ $1.91 avg price
SCHYSchwab Int'l High Div Stocks
Recent Activity
Decreased -2.05%
0.44%
$12,302
53,208 shares@ $0.24 avg price
FISFidelity Natl Info Svcs
Recent Activity
0.42%
$11,792
14,600 shares@ $0.81 avg price