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
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
580
+ 5.61%
$20.01 - $20.15 $11.6K - $11.7K
10.9K $219K
CLF
Cleveland Cliffs Inc.

Basic Materials
2.2K
+ 16.92%
$5.83 - $8.88 $12.8K - $19.5K
15.2K $115K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
380
+ 1.87%
$22.54 - $23.17 $8.57K - $8.8K
20.6K $474K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
300
+ 2.81%
$24.32 - $24.81 $7.3K - $7.44K
11K $272K
CMCSA
Comcast Corp

Communication Services
851
+ 4.63%
$32.84 - $36.72 $27.9K - $31.2K
19.2K $686K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
130
+ 2.79%
$43.06 - $44.41 $5.6K - $5.77K
4.79K $212K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
150
+ 1.05%
$25.27 - $27.01 $3.79K - $4.05K
14.5K $390K
WEC
Wec Energy Group, Inc.

Utilities
224
+ 6.49%
$102.24 - $109.76 $22.9K - $24.6K
3.68K $383K
IEMG
Ishares Inc

ETFs
104
+ 1.59%
N/A
6.66K $357K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
17
+ 0.13%
$49.73 - $51.44 $845 - $874
12.8K $658K
ABC
Amerisourcebergen Corp

Healthcare
32
+ 1.91%
N/A
1.71K $316K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
175
+ 0.47%
$22.57 - $23.23 $3.95K - $4.07K
37.3K $867K
EXR
Extra Space Storage Inc.

Real Estate
59
+ 1.85%
$126.61 - $152.99 $7.47K - $9.03K
3.24K $477K
HLN
Haleon PLC

Healthcare
365
+ 2.4%
$9.27 - $11.41 $3.38K - $4.16K
15.6K $161K
SO
Southern CO

Utilities
62
+ 0.79%
$84.91 - $92.56 $5.26K - $5.74K
7.95K $730K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
1.32K
+ 2.21%
$42.44 - $49.08 $56K - $64.8K
61.1K $2.92M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
115
+ 1.08%
$40.66 - $41.98 $4.68K - $4.83K
10.8K $450K
FSK
Fs Kkr Capital Corp

Financial Services
300
+ 1.78%
$17.95 - $21.5 $5.39K - $6.45K
17.2K $356K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
13
+ 0.11%
$40.64 - $47.27 $528 - $615
12K $560K
HYGW
Ishares Tr High Yield Corporat
146
+ 1.15%
N/A
12.8K $0
Ge Vernova Inc
1.37K
New
N/A
1.37K $0
Kenvue Inc
17.6K
+ 68.22%
N/A
43.3K $0
Two Hbrs Invt Corp
1.67K
+ 2.0%
N/A
84.9K $0
Ea Series Trust
1.93K
New
N/A
1.93K $0
Northern Lts Fd Tr Iv
1.7K
New
N/A
1.7K $0
Calamos ETF Tr
22.2K
New
N/A
22.2K $0
Coreweave Inc
1.69K
New
N/A
1.69K $0
First Tr Exchange Traded Fd
56.6K
+ 71.19%
N/A
136K $0
Arm Holdings PLC
1.62K
New
N/A
1.62K $0
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
1
+ 0.01%
$3.1 - $4.72 $3.1 - $4.72
15K $61K
Liberty Media Corp Del
226
+ 5.99%
N/A
4K $0
Super Micro Computer Inc
743
+ 8.63%
N/A
9.35K $0
Blackrock Inc
258
+ 17.74%
N/A
1.71K $0
Canadian Pacific Kansas City
10
+ 0.22%
N/A
4.49K $0
MO
Altria Group, Inc.

Consumer Defensive
252
+ 2.17%
$55.56 - $60.91 $14K - $15.3K
11.9K $696K
VZ
Verizon Communications Inc

Communication Services
1.77K
+ 4.69%
$41.67 - $45.62 $73.5K - $80.5K
39.4K $1.7M
ADC
Agree Realty Corp

Real Estate
323
+ 4.82%
$70.68 - $79.12 $22.8K - $25.6K
7.02K $513K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
217
+ 5.82%
$86.97 - $102.82 $18.9K - $22.3K
3.95K $378K
SHW
Sherwin Williams CO

Basic Materials
4
+ 0.44%
$313.51 - $363.51 $1.25K - $1.45K
916 $314K
SPG
Simon Property Group Inc

Real Estate
227
+ 2.71%
$140.37 - $171.44 $31.9K - $38.9K
8.62K $1.39M
UNIT
Uniti Group Inc.

Real Estate
2K
+ 8.66%
$4.06 - $5.24 $8.12K - $10.5K
25.1K $108K
TGT
Target Corp

Consumer Defensive
45
+ 1.8%
$88.76 - $105.77 $3.99K - $4.76K
2.55K $251K
RWT
Redwood Trust Inc

Real Estate
256
+ 0.39%
$4.95 - $6.22 $1.27K - $1.59K
66.7K $394K
TMUS
T Mobile Us, Inc.

Communication Services
626
+ 10.7%
$220.99 - $268.54 $138K - $168K
6.47K $1.54M
SNA
Snap On Inc

Industrials
98
+ 4.95%
$292.36 - $342.2 $28.7K - $33.5K
2.08K $646K
DSL
Double Line Income Solutions Fund

Financial Services
2.84K
+ 1.89%
$11.15 - $12.57 $31.7K - $35.7K
153K $1.87M
COP
Conocophillips

Energy
1.9K
+ 14.77%
$82.66 - $106.1 $157K - $201K
14.8K $1.32M
BP
Bp PLC

Energy
294
+ 3.19%
$26.11 - $33.81 $7.68K - $9.94K
9.51K $284K
PAYX
Paychex Inc

Industrials
254
+ 3.33%
$137.01 - $159.78 $34.8K - $40.6K
7.88K $1.15M
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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