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NICOLE GOFF

@Alphastar Capital Management, Llc

Latest period2024 - Q3ReportedManaged Assets$1.261BTotal holdings368
Assets growth rate16.45%Assets growth rate (2-Q avg)13.78%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Alphastar Capital Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 368 positions.

Assets under management

The assets under management (AUM) of Alphastar Capital Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.261B in assets, with a quarterly growth rate of 16.45% and a 2-quarter average growth rate of 13.78%. The portfolio is managed by NICOLE GOFF, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SWSmurfit Westrock Plc
Recent Activity
New Position
0.08%
$944,544
19,113 shares@ $49.42 avg price
MGCVanguard World Fd
Recent Activity
New Position
0.08%
$911,282
4,410 shares@ $206.64 avg price
SLYVSpdr Ser Tr
Recent Activity
New Position
0.07%
$833,748
9,603 shares@ $86.83 avg price
UTFCohen Steers Infrastructur
Recent Activity
New Position
0.07%
$826,453
31,750 shares@ $26.04 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.06%
$743,076
14,694 shares@ $50.58 avg price
HYDVaneck Etf Trust
Recent Activity
New Position
0.06%
$717,082
13,512 shares@ $53.08 avg price
MLNVaneck Etf Trust
Recent Activity
New Position
0.05%
$615,155
33,615 shares@ $18.31 avg price
SLVIshares Silver Tr
Recent Activity
New Position
0.05%
$607,974
21,400 shares@ $28.41 avg price
SJMSmucker J M Co
Recent Activity
New Position
0.05%
$597,973
4,938 shares@ $121.1 avg price
FABFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.05%
$568,771
6,264 shares@ $90.8 avg price