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Stephanie West

@Capital Market Strategies Llc

Latest period2024 - Q4ReportedManaged Assets$173.779MTotal holdings156
Assets growth rate4.71%Assets growth rate (2-Q avg)4.74%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Capital Market Strategies Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 156 positions.

Assets under management

The assets under management (AUM) of Capital Market Strategies Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 173.779M in assets, with a quarterly growth rate of 4.71% and a 2-quarter average growth rate of 4.74%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Increased 0.08%
9.37%
$16.273M
64,982 shares@ $250.43 avg price
FLOTIshares Tr
Recent Activity
Increased 18.28%
8.07%
$14.009M
275,329 shares@ $50.88 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.75%
7.57%
$13.145M
31,186 shares@ $421.5 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 8.27%
2.25%
$3.906M
51,645 shares@ $75.63 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Increased 0.95%
2.03%
$3.524M
94,170 shares@ $37.42 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 4.2%
1.75%
$3.025M
3,301 shares@ $916.28 avg price
VSLUEtf Opportunities Trust
Recent Activity
Increased 9.09%
1.71%
$2.956M
80,781 shares@ $36.59 avg price
LLYEli Lilly & Co
Recent Activity
Increased 1.39%
1.57%
$2.716M
3,518 shares@ $772.02 avg price
HDHome Depot Inc
Recent Activity
Increased 2.35%
1.42%
$2.465M
6,337 shares@ $389.0 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 8.22%
1.4%
$2.431M
12,311 shares@ $197.5 avg price