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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
WMTWalmart Inc
Recent Activity
Increased 24.53%
0.77%
$4.899M
60,626 shares@ $80.82 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -15.32%
0.71%
$4.489M
9,198 shares@ $488.07 avg price
GALSsga Active Etf Tr
Recent Activity
Increased 109.28%
0.69%
$4.419M
97,047 shares@ $45.54 avg price
USFRWisdomtree Tr
Recent Activity
Decreased -8.99%
0.69%
$4.413M
87,869 shares@ $50.23 avg price
ABBVAbbvie Inc
Recent Activity
Increased 34.63%
0.69%
$4.41M
22,318 shares@ $197.59 avg price
RTXRtx Corporation
Recent Activity
Increased 3.22%
0.68%
$4.319M
35,647 shares@ $121.17 avg price
AGGIshares Tr
Recent Activity
Increased 59.31%
0.67%
$4.257M
42,041 shares@ $101.27 avg price
IVVIshares Tr
Recent Activity
Increased 22.9%
0.63%
$4.012M
6,956 shares@ $576.81 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 50.75%
0.6%
$3.832M
32,672 shares@ $117.29 avg price
NULGNushares Etf Tr
Recent Activity
Increased 94.43%
0.6%
$3.816M
46,186 shares@ $82.64 avg price