Golden State Equity Partners Purchases in Q4 2024

Golden State Equity Partners

  • $510 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
108K
+ 1230.69%
$221.69 - $259.02 $24M - $28M
117K $29.3M
NVDA
Nvidia Corp

Technology
185K
+ 1197.71%
$117.0 - $148.88 $21.6M - $27.5M
200K $26.9M
MSFT
Microsoft Corp

Technology
36K
+ 1179.48%
$406.35 - $454.46 $14.6M - $16.4M
39K $16.5M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
148K
+ 59282.0%
$66.77 - $71.52 $9.9M - $10.6M
148K $10.2M
AMZN
Amazon Com Inc

Consumer Cyclical
37K
+ 311.75%
$180.88 - $232.93 $6.7M - $8.63M
48.9K $10.7M
JPM
Jpmorgan Chase & CO

Financial Services
30.5K
+ 1400.23%
$205.18 - $250.29 $6.25M - $7.63M
32.6K $7.83M
GOOGL
Alphabet Inc.

Communication Services
36K
+ 558.43%
$161.86 - $196.66 $5.83M - $7.08M
42.5K $8.04M
AVGO
Broadcom Inc.

Technology
27.5K
+ 356.33%
$159.67 - $250.0 $4.38M - $6.86M
35.2K $8.15M
CRM
Salesforce, Inc.

Technology
18.7K
+ 884.0%
$270.87 - $367.87 $5.06M - $6.87M
20.8K $6.95M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13.8K
+ 1578.6%
$442.29 - $483.08 $6.1M - $6.67M
14.7K $6.65M
TSLA
Tesla, Inc.

Consumer Cyclical
11.2K
+ 6229.05%
$213.65 - $479.86 $2.38M - $5.35M
11.3K $4.58M
RTX
Raytheon Technologies Corp

Industrials
34.3K
+ 3578.62%
$114.45 - $127.21 $3.93M - $4.37M
35.3K $4.08M
JEPI
J P Morgan Exchange Traded Fd

ETFs
67.7K
+ 39615.79%
$57.53 - $60.83 $3.9M - $4.12M
67.9K $3.91M
MRK
Merck & Co., Inc.

Healthcare
39.2K
+ 5302.97%
$96.31 - $114.76 $3.78M - $4.5M
40K $3.98M
USFR
Wisdomtree Floating Rate Treas

ETFs
75.7K
New
$50.23 - $50.46 $3.8M - $3.82M
75.7K $3.81M
NFLX
Netflix Inc

Communication Services
4.22K
+ 4539.78%
$687.65 - $936.56 $2.9M - $3.95M
4.32K $3.85M
WMT
Walmart Inc.

Consumer Defensive
39.2K
+ 347.8%
$79.1 - $95.7 $3.1M - $3.75M
50.4K $4.56M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
44.1K
New
$81.68 - $82.93 $3.6M - $3.66M
44.1K $3.62M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
87.5K
New
$39.5 - $41.38 $3.46M - $3.62M
87.5K $3.52M
V
Visa Inc.

Financial Services
10K
+ 697.49%
$273.87 - $320.91 $2.74M - $3.21M
11.4K $3.62M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
116K
New
$26.93 - $84.95 $3.13M - $9.88M
116K $3.18M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
73K
New
$42.79 - $44.9 $3.12M - $3.28M
73K $3.13M
META
Meta Platforms, Inc.

Communication Services
5.1K
+ 1917.67%
$554.08 - $632.68 $2.83M - $3.23M
5.37K $3.17M
HD
Home Depot, Inc.

Consumer Cyclical
7.58K
+ 508.93%
$385.02 - $431.37 $2.92M - $3.27M
9.07K $3.53M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27.9K
New
$100.16 - $100.7 $2.79M - $2.81M
27.9K $2.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.08K
+ 109.56%
$521.84 - $558.82 $2.65M - $2.84M
9.72K $5.23M
COST
Costco Wholesale Corp

Consumer Defensive
2.98K
+ 1262.29%
$873.59 - $994.69 $2.6M - $2.96M
3.22K $2.95M
BAC
Bank Of America Corp

Financial Services
59.5K
+ 700.68%
$39.22 - $47.77 $2.33M - $2.84M
68K $2.99M
ABBV
Abb Vie Inc.

Healthcare
14.8K
+ 255.98%
$164.99 - $203.87 $2.44M - $3.01M
20.6K $3.65M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
174K
New
$14.28 - $14.81 $2.49M - $2.58M
174K $2.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
48.4K
New
$50.62 - $50.97 $2.45M - $2.47M
48.4K $2.46M
MCD
Mcdonalds Corp

Consumer Cyclical
8.48K
+ 1957.97%
$288.47 - $316.54 $2.45M - $2.68M
8.91K $2.58M
VGIT
Vanguard Intermediate Term Tre

ETFs
42.1K
New
$57.78 - $60.4 $2.43M - $2.55M
42.1K $2.44M
WFC
Wells Fargo & Company

Financial Services
32.5K
+ 8723.32%
$54.98 - $77.35 $1.79M - $2.52M
32.9K $2.31M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23.8K
+ 136.9%
$96.64 - $101.23 $2.3M - $2.41M
41.3K $4M
IEF
Ishares Barclays

ETFs
24.1K
New
$92.08 - $98.18 $2.22M - $2.37M
24.1K $2.23M
CVX
Chevron Corp

Energy
15.3K
+ 476.34%
$141.15 - $162.53 $2.16M - $2.48M
18.5K $2.68M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
27.4K
+ 30808.99%
$77.02 - $78.58 $2.11M - $2.15M
27.5K $2.13M
JNJ
Johnson & Johnson

Healthcare
15K
+ 440.45%
$143.34 - $165.86 $2.15M - $2.48M
18.4K $2.66M
SRLN
Ssga Active Trust

ETFs
49.5K
+ 353757.12%
$41.48 - $42.08 $2.05M - $2.08M
49.5K $2.07M
IBM
International Business Machines Corp

Technology
9.24K
+ 352.46%
$204.9 - $238.04 $1.89M - $2.2M
11.9K $2.61M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
39.3K
+ 304.07%
$50.73 - $51.08 $1.99M - $2M
52.2K $2.65M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
42.3K
+ 2047.8%
$44.33 - $49.55 $1.88M - $2.1M
44.4K $1.99M
QCOM
Qualcomm Inc

Technology
12.2K
+ 1434.98%
$150.4 - $178.04 $1.83M - $2.17M
13K $2M
DSL
Double Line Income Solutions Fund

Financial Services
148K
New
$12.32 - $13.0 $1.82M - $1.92M
148K $1.85M
LLY
Eli Lilly & CO

Healthcare
2.39K
+ 2514.74%
$727.2 - $932.06 $1.74M - $2.23M
2.48K $1.92M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
63.5K
New
$28.56 - $30.02 $1.81M - $1.91M
63.5K $1.82M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
17.3K
New
$99.2 - $108.47 $1.72M - $1.88M
17.3K $1.72M
HYG
Ishares Tr

ETFs
20.2K
New
$78.09 - $80.04 $1.58M - $1.61M
20.2K $1.59M
Activity Summary
Buys All Purchases 376 New Holdings 113 Increased Positions 263 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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