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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
IQDGWisdomtree Tr
Recent Activity
Increased 117.06%
1.44%
$9.196M
234,831 shares@ $39.17 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 5.78%
1.19%
$7.616M
45,919 shares@ $165.85 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 6.17%
1.13%
$7.189M
34,095 shares@ $210.87 avg price
BONDPimco Etf Tr
Recent Activity
Increased 93.5%
1.12%
$7.165M
75,664 shares@ $94.7 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.65%
1.09%
$6.919M
15,032 shares@ $460.26 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1042.24%
1.07%
$6.798M
39,407 shares@ $172.5 avg price
HDMVFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 112.16%
1.06%
$6.77M
215,395 shares@ $31.43 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 87.93%
1.05%
$6.722M
148,524 shares@ $45.26 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.25%
0.95%
$6.074M
22,193 shares@ $273.72 avg price
VOOVanguard Index Fds
Recent Activity
Increased 50.78%
0.93%
$5.904M
11,189 shares@ $527.67 avg price