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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
AAPLApple Inc
Recent Activity
Increased 10.18%
4.55%
$29.119M
124,972 shares@ $233.01 avg price
NVDANvidia Corporation
Recent Activity
Decreased -14.22%
4.1%
$26.234M
216,028 shares@ $121.44 avg price
DGRWWisdomtree Tr
Recent Activity
Increased 103.03%
3.87%
$24.779M
297,712 shares@ $83.24 avg price
WINNHarbor Etf Trust
Recent Activity
Increased 108.79%
2.89%
$18.479M
721,544 shares@ $25.61 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 4.64%
2.68%
$17.119M
39,783 shares@ $430.3 avg price
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 112.6%
1.71%
$10.892M
299,327 shares@ $36.39 avg price
HUSVFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 101.41%
1.58%
$10.059M
263,302 shares@ $38.21 avg price
HTRBHartford Fds Exchange Traded
Recent Activity
Increased 91.5%
1.56%
$9.98M
285,416 shares@ $34.97 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.77%
1.56%
$9.952M
53,412 shares@ $186.34 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 8.48%
1.44%
$9.208M
136,398 shares@ $67.51 avg price