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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
VTVVanguard Index Fds
Recent Activity
Decreased -2.49%
0.54%
$6.784M
38,863 shares@ $174.58 avg price
METAMeta Platforms Inc
Recent Activity
Increased 17.76%
0.49%
$6.055M
10,578 shares@ $572.43 avg price
SOFISofi Technologies Inc
Recent Activity
New Position
0.47%
$5.919M
753,098 shares@ $7.86 avg price
ABBVAbbvie Inc
Recent Activity
Increased 6.71%
0.47%
$5.811M
29,426 shares@ $197.49 avg price
KLIPKraneshares Trust
Recent Activity
Increased 35.86%
0.47%
$5.803M
470,673 shares@ $12.33 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 408.49%
0.46%
$5.792M
29,243 shares@ $198.06 avg price
IBMInternational Business Machs
Recent Activity
Increased 9.64%
0.43%
$5.321M
24,070 shares@ $221.08 avg price
RYLDGlobal X Fds
Recent Activity
Increased 56.58%
0.4%
$4.991M
308,858 shares@ $16.16 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 10.94%
0.4%
$4.969M
92,656 shares@ $53.64 avg price
SMHVaneck Etf Trust
Recent Activity
Increased 154.2%
0.39%
$4.864M
19,817 shares@ $245.46 avg price