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
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
100
+ 2.08%
$62.35 - $83.2 $6.24K - $8.32K
4.9K $407K
WELL
Welltower Inc.

Real Estate
331
+ 17.61%
$136.49 - $155.22 $45.2K - $51.4K
2.21K $339K
AIG
American International Group, Inc.

Financial Services
667
+ 13.8%
$77.56 - $87.72 $51.7K - $58.5K
5.5K $470K
WDAY
Workday, Inc.

Technology
146
+ 6.41%
$210.47 - $274.71 $30.7K - $40.1K
2.43K $582K
DFAE
Dimensional ETF Tr

ETFs
1
+ 0.01%
$22.87 - $28.95 $22.9 - $29
15.9K $461K
MBLY
Mobileye Global Inc.
388
+ 3.74%
$11.77 - $18.44 $4.57K - $7.15K
10.8K $197K
DE
Deere & CO

Industrials
58
+ 12.64%
$412.99 - $531.48 $24K - $30.8K
517 $262K
PEG
Public Service Enterprise Group Inc

Utilities
349
+ 3.7%
$77.13 - $84.18 $26.9K - $29.4K
9.78K $822K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
129
+ 2.09%
$54.28 - $67.95 $7K - $8.77K
6.29K $427K
MAR
Marriott International Inc

Consumer Cyclical
28
+ 2.67%
$211.12 - $274.14 $5.91K - $7.68K
1.08K $293K
HBAN
Huntington Bancshares Inc

Financial Services
351
+ 1.64%
$12.49 - $16.76 $4.38K - $5.88K
21.8K $365K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
993
+ 7.02%
$48.13 - $49.85 $47.8K - $49.5K
15.1K $742K
AEM
Agnico Eagle Mines LTD

Basic Materials
65
+ 2.16%
$99.48 - $124.46 $6.47K - $8.09K
3.08K $366K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
361
+ 3.36%
$6.88 - $12.61 $2.48K - $4.55K
11.1K $124K
NOC
Northrop Grumman Corp

Industrials
104
+ 8.78%
$456.3 - $540.39 $47.5K - $56.2K
1.29K $644K
DFAU
Dimensional ETF Tr

ETFs
97
+ 1.14%
$34.04 - $42.36 $3.3K - $4.11K
8.64K $366K
PAGP
Plains Gp Holdings LP

Energy
3K
+ 28.04%
$17.24 - $21.61 $51.7K - $64.8K
13.7K $266K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
142
+ 4.4%
$78.85 - $101.3 $11.2K - $14.4K
3.37K $332K
HEWJ
Ishares Currency Hedged Msci J

ETFs
250
+ 2.76%
$36.78 - $45.25 $9.2K - $11.3K
9.3K $416K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
871
+ 4.76%
$48.46 - $50.2 $42.2K - $43.7K
19.2K $951K
IHDG
Wisdomtree Tr

ETFs
56
+ 0.27%
$38.54 - $46.0 $2.16K - $2.58K
21.1K $952K
ORI
Old Republic International Corp

Financial Services
1.28K
+ 6.56%
$35.25 - $39.79 $44.9K - $50.7K
20.7K $796K
KMI
Kinder Morgan, Inc.

Energy
701
+ 4.36%
$25.21 - $29.4 $17.7K - $20.6K
16.8K $492K
ELV
Elevance Health, Inc.

Healthcare
208
+ 20.43%
$372.27 - $452.69 $77.4K - $94.2K
1.23K $476K
IR
Ingersoll Rand Inc.

Industrials
308
+ 11.2%
$66.75 - $84.94 $20.6K - $26.2K
3.06K $254K
VCIT
Vanguard Intermediate Term Cor

ETFs
294
+ 3.63%
$79.56 - $82.92 $23.4K - $24.4K
8.39K $695K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
275
+ 0.96%
$77.74 - $78.78 $21.4K - $21.7K
29K $2.28M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
640
+ 8.05%
$50.34 - $51.86 $32.2K - $33.2K
8.59K $440K
IWD
Ishares Russell 1000 Val ETF

ETFs
124
+ 9.88%
$166.82 - $194.23 $20.7K - $24.1K
1.38K $267K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
1.34K
+ 7.81%
$23.36 - $24.11 $31.3K - $32.3K
18.5K $440K
NEE
Nextera Energy Inc

Utilities
893
+ 3.91%
$64.11 - $75.0 $57.3K - $67K
23.7K $1.65M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
601
+ 7.2%
$68.13 - $74.77 $40.9K - $44.9K
8.95K $651K
TJX
Tjx Companies Inc

Consumer Cyclical
87
+ 1.11%
$119.13 - $135.03 $10.4K - $11.7K
7.96K $982K
SNY
Sanofi

Healthcare
1.14K
+ 25.64%
$47.62 - $55.44 $54.2K - $63.1K
5.58K $269K
AVTR
Avantor, Inc.

Basic Materials
3.78K
+ 35.75%
$11.94 - $16.29 $45.1K - $61.5K
14.3K $193K
AVB
Avalonbay Communities Inc

Real Estate
194
+ 11.68%
$187.23 - $215.61 $36.3K - $41.8K
1.86K $377K
IBN
Icici Bank LTD

Financial Services
125
+ 1.7%
$30.16 - $34.39 $3.77K - $4.3K
7.49K $251K
PSA
Public Storage

Real Estate
83
+ 10.64%
$266.31 - $309.77 $22.1K - $25.7K
863 $253K
LUV
Southwest Airlines CO

Industrials
919
+ 9.68%
$24.04 - $34.36 $22.1K - $31.6K
10.4K $337K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.05K
+ 6.75%
$32.56 - $35.71 $34.2K - $37.5K
16.6K $549K
WBD
Warner Bros. Discovery, Inc.

Communication Services
487
+ 2.96%
$7.69 - $11.46 $3.75K - $5.58K
16.9K $193K
AZN
Astrazeneca PLC

Healthcare
585
+ 9.06%
$64.87 - $75.0 $37.9K - $43.9K
7.04K $491K
TIP
Ishares Tr Tips Bd ETF

ETFs
194
+ 3.48%
$107.93 - $110.97 $20.9K - $21.5K
5.76K $634K
AMGN
Amgen Inc

Healthcare
661
+ 12.69%
$262.28 - $309.85 $173K - $205K
5.87K $1.64M
ENB
Enbridge Inc

Energy
147
+ 1.84%
$41.09 - $47.16 $6.04K - $6.93K
8.12K $368K
VLO
Valero Energy Corp

Energy
61
+ 2.87%
$104.69 - $141.77 $6.39K - $8.65K
2.19K $294K
PPL
Ppl Corp

Utilities
1K
+ 10.57%
$33.45 - $36.5 $33.6K - $36.6K
10.5K $355K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
100
+ 0.2%
$45.12 - $46.23 $4.51K - $4.62K
49.4K $2.28M
FDX
Fedex Corp

Industrials
134
+ 11.42%
$198.07 - $245.17 $26.5K - $32.9K
1.31K $297K
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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