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
MKC
Mccormick & CO Inc

Consumer Defensive
16
New
$69.44 - $84.76 $1.11K - $1.36K
16 $1K
FNDF
Schwab Fundamental Intl Large

ETFs
33
New
$33.67 - $37.71 $1.11K - $1.24K
33 $1K
FNDX
Schwab Fundamental U S Large C

ETFs
20
New
$65.36 - $71.76 $1.31K - $1.44K
20 $1K
MHK
Mohawk Industries Inc

Consumer Cyclical
10
New
$108.83 - $162.7 $1.09K - $1.63K
10 $1K
DOCS
Doximity, Inc.

Healthcare
24
New
$25.5 - $43.57 $612 - $1.05K
24 $1K
KOS
Kosmos Energy Ltd.

Energy
285
New
$3.7 - $5.84 $1.05K - $1.66K
285 $1K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16
New
$75.47 - $83.18 $1.21K - $1.33K
16 $1K
CATH
Global X Fds Global X S&P 500

ETFs
13
+ 0.4%
$62.26 - $69.39 $809 - $902
3.3K $228K
KPTI
Karyopharm Therapeutics Inc.

Healthcare
1.8K
New
$0.7 - $1.06 $1.26K - $1.91K
1.8K $1K
DOCU
Docusign, Inc.

Technology
18
New
$49.73 - $62.53 $895 - $1.13K
18 $1K
PNW
Pinnacle West Capital Corp

Utilities
17
New
$75.52 - $91.31 $1.28K - $1.55K
17 $1K
MAA
Mid America Apartment Communities Inc.

Real Estate
10
New
$138.8 - $166.65 $1.39K - $1.67K
10 $1K
QRVO
Qorvo, Inc.

Technology
11
New
$99.78 - $129.21 $1.1K - $1.42K
11 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
52
New
$28.13 - $32.83 $1.46K - $1.71K
52 $1K
MRO
Marathon Oil Corp

Energy
46
New
$25.87 - $29.26 $1.19K - $1.35K
46 $1K
REG
Regency Centers Corp

Real Estate
20
New
$61.64 - $75.18 $1.23K - $1.5K
20 $1K
RGEN
Repligen Corp

Healthcare
13
New
$119.79 - $167.35 $1.56K - $2.18K
13 $1K
FTS
Fortis Inc.

Utilities
43
New
$38.61 - $45.65 $1.66K - $1.96K
43 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
6
New
$233.4 - $302.36 $1.4K - $1.81K
6 $1K
ON
On Semiconductor Corp

Technology
18
New
$66.39 - $78.74 $1.2K - $1.42K
18 $1K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
36
New
$36.99 - $40.84 $1.33K - $1.47K
36 $1K
INVH
Invitation Homes Inc.

Real Estate
36
New
$33.2 - $37.28 $1.2K - $1.34K
36 $1K
IDA
Idacorp Inc

Utilities
13
New
$92.02 - $104.62 $1.2K - $1.36K
13 $1K
EPAM
Epam Systems, Inc.

Technology
6
New
$185.58 - $185.58 $1.11K - $1.11K
6 $1K
CHK
Chesapeake Energy Corp

Energy
19
New
$70.32 - $83.77 $1.34K - $1.59K
19 $1K
EXPD
Expeditors International Of Washington Inc

Industrials
11
New
$116.1 - $131.42 $1.28K - $1.45K
11 $1K
RE
Everest Re Group LTD

Financial Services
3
New
N/A
3 $1K
BXP
Boston Properties Inc

Real Estate
20
New
$60.3 - $82.49 $1.21K - $1.65K
20 $1K
INFY
Infosys LTD

Technology
55
New
$18.76 - $23.28 $1.03K - $1.28K
55 $1K
PODD
Insulet Corp

Healthcare
8
New
$180.69 - $239.01 $1.45K - $1.91K
8 $1K
FRT
Federal Realty Investment Trust

Real Estate
12
New
$100.42 - $117.38 $1.21K - $1.41K
12 $1K
SNOW
Snowflake Inc.

Technology
12
New
$108.56 - $143.02 $1.3K - $1.72K
12 $1K
OXY
Occidental Petroleum Corp

Energy
21
New
$49.91 - $63.73 $1.05K - $1.34K
21 $1K
MDB
Mongo Db, Inc.

Technology
4
New
$221.5 - $296.69 $886 - $1.19K
4 $1K
CF
Cf Industries Holdings, Inc.

Basic Materials
18
New
$69.38 - $85.8 $1.25K - $1.54K
18 $1K
FSLR
First Solar, Inc.

Technology
7
New
$205.36 - $255.78 $1.44K - $1.79K
7 $1K
Ferguson Enterprises Inc
62
New
N/A
62 $0
HUSV
First Tr ETF Iii Horizon Manag
30.1K
+ 25.8%
N/A
147K $0
FYX
First Tr Small Cap Core Alphad

ETFs
0
New
$89.32 - $100.62 $0 - $0
0 $0
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
0
New
$47.95 - $49.61 $0 - $0
0 $0
FAF
First American Financial Corp

Financial Services
11
New
$52.48 - $67.02 $577 - $737
11 $0
NOK
Nokia Corp

Technology
10
New
$3.62 - $4.48 $36.2 - $44.8
10 $0
Annaly Capital Management In
1.67K
New
N/A
1.67K $0
Invesco Exch Traded Fd Tr Ii
222
New
N/A
222 $0
Veralto Corp
1.25K
New
N/A
1.25K $0
Net Lease Office Properties
13
New
N/A
13 $0
HAIN
Hain Celestial Group Inc

Consumer Defensive
45
New
$6.14 - $8.63 $276 - $388
45 $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
7
New
$104.5 - $114.97 $732 - $805
7 $0
IGF
Ishares Global Infrastructure

ETFs
14
New
$47.97 - $54.56 $672 - $764
14 $0
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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