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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
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.13%
$777,478
15,374 shares@ $50.58 avg price
VCITVanguard Scottsdale Fds
Recent Activity
New Position
0.12%
$751,494
8,973 shares@ $83.76 avg price
HYGIshares Tr
Recent Activity
New Position
0.09%
$566,242
7,052 shares@ $80.3 avg price
GEHCGe Healthcare Technologies I
Recent Activity
New Position
0.09%
$550,989
5,871 shares@ $93.85 avg price
ULUnilever Plc
Recent Activity
New Position
0.08%
$455,268
7,009 shares@ $64.96 avg price
NEMNewmont Corp
Recent Activity
New Position
0.07%
$443,466
8,297 shares@ $53.45 avg price
EXRExtra Space Storage Inc
Recent Activity
New Position
0.07%
$429,529
2,384 shares@ $180.18 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.07%
$405,777
15,547 shares@ $26.11 avg price
DRIDarden Restaurants Inc
Recent Activity
New Position
0.06%
$383,041
2,334 shares@ $164.12 avg price
AZNAstrazeneca Plc
Recent Activity
New Position
0.06%
$369,348
4,741 shares@ $77.91 avg price