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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
IVVIshares Core S&p 500 Etf
| 0.23% | $6,364 1,081 shares@ $5.89 avg price | |
VVisa Inc Cl A
| 0.23% | $6,226 1,970 shares@ $3.17 avg price | |
VIGVanguard Dividend
| 0.22% | $6,120 3,125 shares@ $1.96 avg price | Decreased -3.84% |
SCHFSchwab International Equities Etf
| 0.22% | $6,042 32,660 shares@ $0.19 avg price | Increased 93.42% |
GOOGLAlphabet Inc Class A
| 0.21% | $5,878 3,105 shares@ $1.9 avg price | |
MSMorgan Stanley
| 0.21% | $5,676 4,515 shares@ $1.26 avg price | |
EOGE O G Resources Inc
| 0.2% | $5,394 4,400 shares@ $1.23 avg price | Decreased -1.45% |
CRMSalesforce Com
| 0.18% | $4,998 1,495 shares@ $3.35 avg price | |
ECLEcolab Inc
| 0.18% | $4,808 2,052 shares@ $2.35 avg price | |
CBChubb Ltd
| 0.17% | $4,794 1,735 shares@ $2.77 avg price |