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