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Stephanie West

@Golden State Equity Partners

Latest period2024 - Q3ReportedManaged Assets$640.532MTotal holdings918
Assets growth rate33.41%Assets growth rate (2-Q avg)25%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Golden State Equity Partners's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 918 positions.

Assets under management

The assets under management (AUM) of Golden State Equity Partners 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 - Q3, they manage 640.532M in assets, with a quarterly growth rate of 33.41% and a 2-quarter average growth rate of 25%. The portfolio is managed by Stephanie West, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
NVDANvidia Corporation
Recent Activity
Decreased -14.22%
4.1%
$26.234M
216,028 shares@ $121.44 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.65%
1.09%
$6.919M
15,032 shares@ $460.26 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -15.32%
0.71%
$4.489M
9,198 shares@ $488.07 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -8.99%
0.69%
$4.413M
87,869 shares@ $50.23 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -13.93%
0.45%
$2.853M
9,370 shares@ $304.52 avg price
PTYPimco Corporate & Income Opp
Recent Activity
Decreased -3.81%
0.4%
$2.51M
174,393 shares@ $14.4 avg price
SHYIshares Tr
Recent Activity
Decreased -6.02%
0.38%
$2.377M
28,592 shares@ $83.15 avg price
AGGYWisdomtree Tr
Recent Activity
Decreased -8.79%
0.37%
$2.368M
52,907 shares@ $44.75 avg price
LOWLowes Cos Inc
Recent Activity
Decreased -2.92%
0.34%
$2.123M
7,838 shares@ $270.84 avg price
DSLDoubleline Income Solutions
Recent Activity
Decreased -7.41%
0.3%
$1.908M
146,992 shares@ $12.98 avg price