Golden State Equity Partners Incresed Positions in Q3 2025

Golden State Equity Partners

  • $569 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VNLA
Janus Henderson Short Duration

ETFs
4.25K
+ 34.26%
$48.99 - $49.29 $208K - $209K
16.6K $820K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
598
+ 18.56%
$236.25 - $257.69 $141K - $154K
3.82K $979K
AVAV
Aero Vironment Inc

Industrials
11
+ 0.16%
$226.08 - $314.89 $2.49K - $3.46K
6.73K $2.12M
MO
Altria Group, Inc.

Consumer Defensive
1.73K
+ 14.54%
$57.75 - $67.68 $99.8K - $117K
13.6K $899K
BA
Boeing CO

Industrials
737
+ 16.84%
$209.79 - $237.38 $155K - $175K
5.11K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.09K
+ 14.12%
$62.09 - $66.51 $130K - $139K
16.9K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
212
+ 4.8%
$215.01 - $273.02 $45.6K - $57.9K
4.63K $1.16M
MCD
Mcdonalds Corp

Consumer Cyclical
193
+ 1.87%
$291.67 - $316.99 $56.3K - $61.2K
10.5K $3.2M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.8K
+ 18.41%
$85.01 - $90.35 $153K - $163K
11.6K $1.04M
APH
Amphenol Corp

Technology
853
+ 33.04%
$97.39 - $125.4 $83.1K - $107K
3.44K $425K
WFC
Wells Fargo & Company

Financial Services
461
+ 1.35%
$77.05 - $85.16 $35.5K - $39.3K
34.7K $2.91M
COP
Conocophillips

Energy
989
+ 6.7%
$91.0 - $98.99 $90K - $97.9K
15.7K $1.49M
DHR
Danaher Corp

Healthcare
812
+ 41.49%
$181.46 - $212.2 $147K - $172K
2.77K $548K
NOC
Northrop Grumman Corp

Industrials
32
+ 2.48%
$498.9 - $609.32 $16K - $19.5K
1.32K $804K
KLAC
Kla Corp

Technology
50
+ 9.31%
$843.9 - $1078.6 $42.2K - $53.9K
587 $633K
AMT
American Tower Corp

Real Estate
928
+ 82.78%
$192.32 - $232.35 $178K - $216K
2.05K $394K
IWF
Ishares Russell 1000 Gr ETF

ETFs
25
+ 0.87%
$420.11 - $472.68 $10.5K - $11.8K
2.9K $1.36M
BDX
Becton Dickinson & CO

Healthcare
608
+ 31.49%
$172.41 - $199.66 $105K - $121K
2.54K $475K
IBDV
Ishares Tr

Technology
6.25K
+ 66.84%
$21.75 - $22.22 $136K - $139K
15.6K $345K
MSI
Motorola Solutions, Inc.

Technology
190
+ 13.83%
$408.73 - $490.3 $77.7K - $93.2K
1.56K $715K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.48K
+ 6.58%
$26.38 - $27.95 $91.8K - $97.3K
56.4K $1.54M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
89
+ 2.18%
$435.72 - $463.74 $38.8K - $41.3K
4.18K $1.94M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.81K
+ 17.53%
$25.21 - $25.99 $121K - $125K
32.3K $834K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
2.71K
+ 5.91%
$32.29 - $34.3 $87.4K - $92.9K
48.6K $1.65M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.37K
+ 13.55%
$73.94 - $78.51 $101K - $107K
11.5K $890K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.1K
+ 13.85%
$48.5 - $50.19 $102K - $105K
17.2K $862K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
6.23K
+ 11.47%
$15.99 - $17.02 $99.6K - $106K
60.5K $992K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.8K
+ 10.93%
$47.56 - $49.7 $85.6K - $89.5K
18.3K $903K
PHM
Pultegroup Inc

Consumer Cyclical
376
+ 14.47%
$108.0 - $141.42 $40.6K - $53.2K
2.97K $392K
AZN
Astrazeneca PLC

Healthcare
855
+ 12.14%
$68.72 - $82.11 $58.8K - $70.2K
7.9K $605K
AMZN
Amazon Com Inc

Consumer Cyclical
470
+ 0.82%
$211.65 - $238.24 $99.5K - $112K
58K $12.7M
VZ
Verizon Communications Inc

Communication Services
1.97K
+ 5.0%
$40.84 - $45.06 $80.5K - $88.8K
41.4K $1.82M
LEN
Lennar Corp

Consumer Cyclical
334
+ 7.29%
$107.73 - $142.4 $36K - $47.6K
4.92K $619K
SCHW
Schwab Charles Corp

Financial Services
559
+ 4.2%
$91.03 - $98.69 $50.9K - $55.2K
13.9K $1.32M
ORI
Old Republic International Corp

Financial Services
583
+ 2.81%
$35.74 - $42.47 $20.8K - $24.8K
21.3K $904K
UNP
Union Pacific Corp

Industrials
337
+ 7.38%
$214.91 - $237.16 $72.4K - $79.9K
4.9K $1.16M
ALL
Allstate Corp

Financial Services
287
+ 8.45%
$192.0 - $214.65 $55.1K - $61.6K
3.68K $790K
GM
General Motors CO

Consumer Cyclical
571
+ 9.8%
$48.89 - $61.24 $27.9K - $35K
6.4K $390K
BP
Bp PLC

Energy
1.69K
+ 17.78%
$30.25 - $35.69 $51.2K - $60.4K
11.2K $386K
VNQ
Vanguard Specialized Funds Van

ETFs
920
+ 14.72%
$88.47 - $93.24 $81.4K - $85.8K
7.17K $655K
GE
General Electric CO

Industrials
137
+ 11.24%
$244.75 - $305.63 $33.5K - $41.9K
1.36K $407K
LAMR
Lamar Advertising CO

Real Estate
703
+ 13.94%
$114.98 - $128.82 $80.8K - $90.6K
5.75K $703K
VLO
Valero Energy Corp

Energy
58
+ 2.65%
$131.77 - $175.63 $7.64K - $10.2K
2.25K $382K
IEFA
Ishares Tr

ETFs
452
+ 3.64%
$81.7 - $87.53 $36.9K - $39.6K
12.9K $1.12M
GLD
Spdr Gold Trust

ETFs
85
+ 7.59%
$300.96 - $355.47 $25.6K - $30.2K
1.21K $428K
GUG
Guggenheim Active Allocation Fund

ETFs
5.61K
+ 14.11%
$15.2 - $16.25 $85.2K - $91.1K
45.3K $707K
T
At&T Inc.

Communication Services
4.51K
+ 7.62%
$26.94 - $29.62 $121K - $133K
63.7K $1.8M
CME
Cme Group Inc.

Financial Services
394
+ 10.11%
$258.83 - $287.1 $102K - $113K
4.29K $1.16M
JCI
Johnson Controls International PLC

Industrials
604
+ 14.43%
$103.24 - $111.73 $62.4K - $67.5K
4.79K $526K
Activity Summary
Buys All Purchases 274 New Holdings 51 Increased Positions 223 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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