Golden State Equity Partners Purchases in Q3 2024

Golden State Equity Partners

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
33.2K
+ 25.07%
$75.88 - $83.21 $2.52M - $2.76M
165K $13.8M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
82.7K
+ 25.9%
$25.49 - $25.49 $2.11M - $2.11M
402K $10.3M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
36.9K
+ 513.63%
$44.56 - $50.18 $1.64M - $1.85M
44.1K $2.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
34.3K
+ 25.9%
$32.65 - $36.69 $1.12M - $1.26M
167K $6.07M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
26.9K
+ 25.83%
$35.73 - $39.48 $960K - $1.06M
131K $5.12M
BIBL
Northern Lts Fd Tr Iv

ETFs
22.9K
New
$36.61 - $40.67 $837K - $930K
22.9K $930K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
24.9K
+ 26.2%
$28.41 - $32.11 $709K - $801K
120K $3.79M
WSO
Watsco Inc

Industrials
1.44K
New
$448.73 - $519.89 $647K - $749K
1.44K $708K
PEG
Public Service Enterprise Group Inc

Utilities
7.33K
New
$73.58 - $89.21 $539K - $654K
7.33K $653K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.48K
+ 254.76%
$87.56 - $95.49 $567K - $619K
9.03K $861K
ARES
Ares Management Corp

Financial Services
3.49K
New
$133.73 - $158.05 $467K - $552K
3.49K $544K
ORI
Old Republic International Corp

Financial Services
15.2K
New
$29.89 - $35.9 $454K - $545K
15.2K $537K
LEN
Lennar Corp

Consumer Cyclical
2.83K
+ 176.04%
$142.5 - $192.45 $403K - $544K
4.44K $831K
HTRB
Hartford Fds Total Return Bd E

ETFs
14.7K
+ 10.87%
$33.29 - $35.33 $490K - $520K
150K $5.25M
CMI
Cummins Inc

Industrials
1.58K
New
$266.63 - $326.4 $422K - $517K
1.58K $512K
LAMR
Lamar Advertising CO

Real Estate
3.82K
New
$110.9 - $135.58 $424K - $518K
3.82K $510K
CME
Cme Group Inc.

Financial Services
2.29K
New
$193.43 - $220.62 $442K - $504K
2.29K $504K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.4K
New
$175.46 - $203.3 $422K - $489K
2.4K $487K
UL
Unilever PLC

Consumer Defensive
7.01K
New
$54.7 - $65.59 $383K - $460K
7.01K $455K
CHE
Chemed Corp

Healthcare
749
New
$527.82 - $600.97 $395K - $450K
749 $450K
GAL
Ssga Active ETF Tr

ETFs
9.86K
+ 22.62%
$42.41 - $45.61 $418K - $450K
53.5K $2.43M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
12.3K
+ 25.92%
$31.15 - $35.67 $382K - $437K
59.6K $2.09M
EXR
Extra Space Storage Inc.

Real Estate
2.38K
New
$151.92 - $183.06 $362K - $436K
2.38K $429K
SNA
Snap On Inc

Industrials
1.48K
New
$255.35 - $289.77 $377K - $428K
1.48K $427K
CSL
Carlisle Companies Inc

Industrials
944
New
$376.5 - $449.34 $355K - $424K
944 $424K
TXN
Texas Instruments Inc

Technology
2.17K
+ 61.57%
$194.6 - $194.6 $422K - $422K
5.7K $1.11M
PAAS
Pan American Silver Corp

Basic Materials
20K
New
$18.58 - $24.18 $372K - $484K
20K $417K
MS
Morgan Stanley

Financial Services
3.87K
+ 54.51%
$92.07 - $106.96 $356K - $414K
11K $1.14M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.12K
+ 11.52%
$90.01 - $95.32 $371K - $393K
39.9K $3.77M
FHB
First Hawaiian, Inc.

Financial Services
16.8K
New
$20.52 - $26.1 $345K - $439K
16.8K $389K
DRI
Darden Restaurants Inc

Consumer Cyclical
2.33K
New
$138.06 - $172.74 $322K - $403K
2.33K $383K
TPHD
Timothy Plan High Divid Stk Et

ETFs
10.1K
New
$34.67 - $37.7 $349K - $379K
10.1K $379K
TFC
Truist Financial Corp

Financial Services
8.84K
New
$38.22 - $44.94 $338K - $397K
8.84K $377K
WDAY
Workday, Inc.

Technology
1.53K
New
$207.75 - $264.68 $317K - $404K
1.53K $373K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
9.77K
New
$31.95 - $38.02 $312K - $371K
9.77K $365K
TPL
Texas Pacific Land Corp

Energy
411
+ 153.36%
$724.86 - $952.13 $298K - $391K
679 $600K
URI
United Rentals, Inc.

Industrials
448
+ 165.31%
$627.41 - $814.1 $281K - $365K
719 $582K
GPI
Group 1 Automotive Inc

Consumer Cyclical
932
New
$280.92 - $391.73 $262K - $365K
932 $357K
SPGI
S&P Global Inc.

Financial Services
652
+ 117.9%
$446.32 - $527.38 $291K - $344K
1.21K $622K
BR
Broadridge Financial Solutions, Inc.

Technology
1.5K
New
$196.56 - $218.55 $295K - $328K
1.5K $322K
ROP
Roper Technologies Inc

Industrials
570
+ 131.03%
$515.25 - $576.55 $294K - $329K
1.01K $559K
FNF
Fidelity National Financial, Inc.

Financial Services
5.06K
New
$48.08 - $62.04 $243K - $314K
5.06K $314K
NXPI
Nxp Semiconductors N.V.

Technology
1.26K
New
$225.14 - $290.78 $284K - $367K
1.26K $303K
HOLX
Hologic Inc

Healthcare
3.64K
New
$73.48 - $83.64 $267K - $304K
3.64K $296K
VO
Vanguard Mid Cap ETF

ETFs
1.12K
New
$237.84 - $263.83 $267K - $296K
1.12K $296K
PM
Philip Morris International Inc.

Consumer Defensive
2.43K
New
$101.25 - $127.45 $246K - $309K
2.43K $294K
PNR
Pentair PLC

Industrials
3K
+ 57.02%
$74.39 - $97.79 $223K - $293K
8.25K $807K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.54K
+ 16.61%
$73.86 - $84.2 $262K - $298K
24.9K $2.05M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.59K
+ 22.58%
$60.73 - $63.8 $279K - $293K
24.9K $1.58M
Activity Summary
Buys All Purchases 623 New Holdings 560 Increased Positions 63 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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