Golden State Equity Partners Purchases in Q2 2025

Golden State Equity Partners

  • $522 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
1.4K
+ 4.27%
$60.98 - $80.12 $85.6K - $112K
34.3K $2.75M
AMD
Advanced Micro Devices Inc

Technology
258
+ 2.89%
$78.21 - $143.81 $20.2K - $37.1K
9.18K $1.3M
DHR
Danaher Corp

Healthcare
1.96K
New
$174.64 - $205.16 $342K - $401K
1.96K $386K
GPS
Gap Inc

Consumer Cyclical
19.1K
New
N/A
19.1K $385K
GOOG
Alphabet Inc.

Communication Services
1.56K
+ 30.96%
$146.58 - $180.01 $229K - $281K
6.61K $1.17M
RDVY
First Trust Rising Dividend Ac

ETFs
5.86K
New
$51.6 - $62.74 $302K - $367K
5.86K $367K
ED
Consolidated Edison Inc

Utilities
3.97K
+ 77.16%
$98.05 - $113.3 $389K - $449K
9.11K $913K
LLY
Eli Lilly & CO

Healthcare
582
+ 23.08%
$713.71 - $898.95 $415K - $523K
3.1K $2.42M
KMB
Kimberly Clark Corp

Consumer Defensive
2.88K
+ 93.3%
$126.84 - $145.22 $365K - $418K
5.97K $769K
PLD
Prologis, Inc.

Real Estate
3.08K
New
$89.76 - $112.34 $276K - $346K
3.08K $323K
C
Citigroup Inc

Financial Services
122
+ 0.57%
$58.13 - $85.12 $7.09K - $10.4K
21.6K $1.84M
IWF
Ishares Russell 1000 Gr ETF

ETFs
387
+ 15.57%
$320.42 - $421.7 $124K - $163K
2.87K $1.21M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.3K
New
$225.56 - $335.19 $294K - $437K
1.3K $309K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.94K
+ 23.51%
$81.46 - $94.63 $239K - $278K
15.4K $1.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.03K
+ 20.09%
$50.36 - $50.68 $304K - $306K
36.1K $1.83M
UBER
Uber Technologies, Inc

Technology
1.37K
+ 15.9%
$64.62 - $93.3 $88.6K - $128K
9.99K $932K
IESC
Ies Holdings, Inc.

Industrials
1.03K
New
$160.58 - $296.23 $165K - $304K
1.03K $303K
ACVF
ETF Opportunities Tr American

ETFs
6.43K
New
$38.25 - $47.16 $246K - $303K
6.43K $303K
MU
Micron Technology Inc

Technology
2.35K
New
$64.72 - $127.91 $152K - $301K
2.35K $289K
CSCO
Cisco Systems, Inc.

Technology
1.13K
+ 4.23%
$53.19 - $69.38 $60.1K - $78.3K
27.8K $1.93M
LHX
L3 Harris Technologies, Inc.

Industrials
1.13K
New
$200.21 - $256.99 $225K - $289K
1.13K $282K
KLAC
Kla Corp

Technology
242
+ 82.03%
$576.53 - $902.94 $140K - $219K
537 $481K
CTVA
Corteva, Inc.

Basic Materials
3.74K
New
$55.52 - $74.53 $208K - $279K
3.74K $278K
PANW
Palo Alto Networks Inc

Technology
620
+ 14.41%
$152.44 - $204.64 $94.5K - $127K
4.92K $1.01M
SPOT
Spotify Technology S.A.

Communication Services
357
New
$503.3 - $775.9 $180K - $277K
357 $273K
CDNS
Cadence Design Systems Inc

Technology
860
New
$231.64 - $323.08 $199K - $278K
860 $265K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.14K
+ 9.64%
$49.79 - $50.75 $256K - $261K
58.5K $2.97M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.18K
+ 4.66%
$22.27 - $29.21 $48.5K - $63.6K
49K $1.43M
APH
Amphenol Corp

Technology
2.58K
New
$59.09 - $98.75 $153K - $255K
2.58K $254K
DEO
Diageo PLC

Consumer Defensive
2.45K
New
$99.86 - $115.75 $245K - $284K
2.45K $247K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.18K
New
$39.43 - $49.34 $204K - $255K
5.18K $245K
KEY
Keycorp

Financial Services
13.7K
New
$13.23 - $17.42 $181K - $239K
13.7K $238K
XOM
Exxon Mobil Corp

Energy
4.38K
+ 20.75%
$99.93 - $119.04 $438K - $521K
25.5K $2.75M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.04K
New
$171.4 - $227.1 $179K - $237K
1.04K $236K
MCD
Mcdonalds Corp

Consumer Cyclical
1.41K
+ 15.82%
$285.55 - $321.23 $403K - $453K
10.3K $3.02M
PFE
Pfizer Inc

Healthcare
10.3K
+ 56.09%
$21.59 - $24.84 $223K - $257K
28.8K $698K
MCK
Mckesson Corp

Healthcare
257
+ 38.3%
$652.83 - $732.78 $168K - $188K
928 $680K
XLK
Technology Sector Spdr

ETFs
240
+ 6.86%
$179.73 - $253.23 $43.1K - $60.8K
3.74K $946K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
489
+ 17.89%
$180.84 - $240.32 $88.4K - $118K
3.22K $774K
SCHW
Schwab Charles Corp

Financial Services
619
+ 4.88%
$69.06 - $91.24 $42.7K - $56.5K
13.3K $1.21M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.19K
New
$58.52 - $71.7 $187K - $229K
3.19K $219K
PNQI
Invesco Nasdaq Internet ETF

ETFs
4.15K
New
$39.02 - $52.21 $162K - $217K
4.15K $216K
DELL
Dell Technologies Inc.

Technology
1.75K
New
$71.63 - $125.98 $125K - $220K
1.75K $214K
PSX
Phillips 66

Energy
1.76K
New
$92.87 - $125.73 $164K - $221K
1.76K $210K
IRM
Iron Mountain Inc

Real Estate
1.2K
+ 23.22%
$76.93 - $105.25 $92K - $126K
6.35K $650K
IBDV
Ishares Tr

Technology
9.35K
New
$21.28 - $21.98 $199K - $206K
9.35K $205K
IWM
Ishares Russell 2000 ETF

ETFs
948
New
$174.82 - $215.79 $166K - $205K
948 $204K
RRX
Regal Rexnord Corp

Industrials
1.41K
New
$94.06 - $147.0 $133K - $207K
1.41K $204K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
3.89K
New
$20.4 - $51.88 $79.4K - $202K
3.89K $202K
Activity Summary
Buys All Purchases 260 New Holdings 51 Increased Positions 209 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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