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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
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
QQQInvesco Qqq Tr
Recent Activity
Increased 1.37%
1.38%
$2.383M
4,662 shares@ $511.26 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 13.8%
1.35%
$2.346M
10,692 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 2.02%
1.21%
$2.101M
11,096 shares@ $189.31 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.85%
1.1%
$1.898M
10,679 shares@ $177.7 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.23%
1.07%
$1.845M
7,960 shares@ $231.83 avg price
AXONAxon Enterprise Inc
Recent Activity
Increased 1.04%
0.97%
$1.68M
2,826 shares@ $594.32 avg price