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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
HDHome Depot Inc
Recent Activity
Increased 7.09%
0.3%
$3.767M
9,295 shares@ $405.22 avg price
SCHJSchwab Strategic Tr
Recent Activity
Increased 6.61%
0.29%
$3.611M
72,796 shares@ $49.62 avg price
MRKMerck Co Inc
Recent Activity
Increased 7.01%
0.29%
$3.605M
31,746 shares@ $113.57 avg price
TSLATesla Inc
Recent Activity
Increased 28.82%
0.29%
$3.593M
13,732 shares@ $261.63 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 24.8%
0.29%
$3.556M
181,808 shares@ $19.57 avg price
VVisa Inc
Recent Activity
Increased 19.56%
0.28%
$3.52M
12,802 shares@ $274.95 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 19.65%
0.28%
$3.476M
7,553 shares@ $460.23 avg price
DIASpdr Dow Jones Indl Average
Recent Activity
Increased 2.49%
0.28%
$3.441M
8,133 shares@ $423.14 avg price
JNJJohnson Johnson
Recent Activity
Increased 5.72%
0.28%
$3.407M
21,022 shares@ $162.07 avg price
SCHISchwab Strategic Tr
Recent Activity
Increased 6.14%
0.26%
$3.231M
70,002 shares@ $46.17 avg price