test

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
ICFIshares Tr
Recent Activity
New Position
0.05%
$558,653
8,476 shares@ $65.91 avg price
TDIVFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.05%
$550,457
6,855 shares@ $80.31 avg price
VYMVanguard Whitehall Fds
Recent Activity
New Position
0.05%
$537,543
4,193 shares@ $128.21 avg price
SCHGSchwab Strategic Tr
Recent Activity
New Position
0.05%
$533,962
5,125 shares@ $104.19 avg price
GISGeneral Mls Inc
Recent Activity
New Position
0.05%
$530,675
7,186 shares@ $73.85 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.05%
$527,216
7,350 shares@ $71.74 avg price
VHTVanguard World Fd
Recent Activity
New Position
0.05%
$523,909
1,857 shares@ $282.13 avg price
RINGIshares Inc
Recent Activity
New Position
0.05%
$518,356
15,703 shares@ $33.01 avg price
USMVIshares Tr
Recent Activity
New Position
0.05%
$507,022
5,553 shares@ $91.31 avg price
KHCKraft Heinz Co
Recent Activity
New Position
0.05%
$506,666
14,431 shares@ $35.11 avg price