Stephanie West

@Golden State Equity Partners

Latest period2024 - Q3

Reported2mo 21d ago

Managed Assets$640.532M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
TLTIshares Tr Recent Activity New Position	0.39%	$2.45M 24,979 shares@ $98.1 avg price	New Position
PFEPfizer Inc Recent Activity New Position	0.18%	$1.095M 37,846 shares@ $28.94 avg price	New Position
ADPAutomatic Data Processing In Recent Activity New Position	0.17%	$1.041M 3,762 shares@ $276.7 avg price	New Position
DELLDell Technologies Inc Recent Activity New Position	0.15%	$944,585 7,969 shares@ $118.54 avg price	New Position
EMBIshares Tr Recent Activity New Position	0.15%	$906,217 9,684 shares@ $93.58 avg price	New Position
EMREmerson Elec Co Recent Activity New Position	0.14%	$888,612 8,113 shares@ $109.53 avg price	New Position
CINFCincinnati Finl Corp Recent Activity New Position	0.14%	$881,969 6,480 shares@ $136.11 avg price	New Position
BWXSpdr Ser Tr Recent Activity New Position	0.14%	$854,299 36,571 shares@ $23.37 avg price	New Position
LQDIshares Tr Recent Activity New Position	0.14%	$850,626 7,529 shares@ $112.98 avg price	New Position
ESSEssex Ppty Tr Inc Recent Activity New Position	0.14%	$834,170 2,824 shares@ $295.39 avg price	New Position