Golden State Equity Partners Incresed Positions in Q2 2025

Golden State Equity Partners

  • $522 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
620
+ 14.41%
$152.44 - $204.64 $94.5K - $127K
4.92K $1.01M
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
XOM
Exxon Mobil Corp

Energy
4.38K
+ 20.75%
$99.93 - $119.04 $438K - $521K
25.5K $2.75M
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
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.13K
+ 90.99%
$91.43 - $91.74 $195K - $196K
4.48K $410K
STX
Seagate Technology Holdings PLC

Technology
186
+ 7.63%
$66.54 - $144.33 $12.4K - $26.8K
2.62K $378K
TTD
Trade Desk, Inc.

Technology
323
+ 3.86%
$45.27 - $79.4 $14.6K - $25.6K
8.7K $626K
DIS
Walt Disney CO

Communication Services
233
+ 4.28%
$81.72 - $124.01 $19K - $28.9K
5.68K $704K
HON
Honeywell International Inc

Industrials
311
+ 6.95%
$182.86 - $232.88 $56.9K - $72.4K
4.78K $1.11M
ARES
Ares Management Corp

Financial Services
264
+ 5.88%
$118.04 - $175.83 $31.2K - $46.4K
4.75K $822K
HEFA
Ishares Currency Hedged Msci E

ETFs
2.49K
+ 6.32%
$32.11 - $38.21 $79.8K - $95K
41.8K $1.59M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.35K
+ 50.54%
$63.54 - $68.5 $150K - $161K
7.01K $472K
VTI
Vanguard Total Stock Market Et

ETFs
286
+ 12.25%
$243.75 - $303.93 $69.7K - $86.9K
2.62K $796K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
164
+ 4.18%
$376.48 - $440.65 $61.7K - $72.3K
4.09K $1.8M
TXN
Texas Instruments Inc

Technology
781
+ 10.74%
N/A
8.05K $1.57M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.61K
+ 12.22%
$51.16 - $62.02 $82.5K - $100K
14.8K $917K
LNG
Cheniere Energy, Inc.

Energy
151
+ 1.71%
$197.25 - $244.33 $29.8K - $36.9K
8.98K $2.19M
FCX
Freeport Mcmoran Inc

Basic Materials
1.59K
+ 11.64%
$29.15 - $44.46 $46.4K - $70.8K
15.3K $661K
JCI
Johnson Controls International PLC

Industrials
447
+ 11.96%
$71.14 - $105.62 $31.8K - $47.2K
4.19K $442K
IEFA
Ishares Tr

ETFs
527
+ 4.43%
$67.83 - $84.09 $35.7K - $44.3K
12.4K $1.04M
CME
Cme Group Inc.

Financial Services
359
+ 10.15%
$252.37 - $290.71 $90.6K - $104K
3.9K $1.07M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.47K
+ 3.72%
$82.21 - $83.12 $121K - $122K
40.9K $3.39M
HD
Home Depot, Inc.

Consumer Cyclical
329
+ 3.62%
$335.24 - $380.78 $110K - $125K
9.42K $3.45M
STWD
Starwood Property Trust, Inc.

Real Estate
5.24K
+ 15.33%
$17.28 - $20.41 $90.5K - $107K
39.4K $791K
TQQQ
Proshares Ultrapro Qqq

ETFs
87
+ 2.0%
$38.9 - $83.0 $3.38K - $7.22K
4.44K $361K
HWM
Howmet Aerospace Inc.

Industrials
77
+ 4.42%
$112.33 - $186.13 $8.65K - $14.3K
1.82K $338K
GD
General Dynamics Corp

Industrials
92
+ 2.07%
$247.68 - $291.66 $22.8K - $26.8K
4.53K $1.32M
PM
Philip Morris International Inc.

Consumer Defensive
94
+ 2.41%
$149.23 - $184.95 $14K - $17.4K
4K $727K
SPY
Spdr S&P 500 ETF Trust

ETFs
67
+ 6.06%
$496.48 - $617.85 $33.3K - $41.4K
1.17K $724K
CTRE
Care Trust Reit, Inc.

Real Estate
880
+ 2.3%
$26.65 - $30.69 $23.5K - $27K
39.1K $1.2M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
178
+ 12.34%
$201.28 - $266.34 $35.8K - $47.4K
1.62K $431K
ADBE
Adobe Inc.

Technology
246
+ 23.1%
$340.0 - $420.68 $83.6K - $103K
1.31K $507K
SAP
Sap Se

Technology
112
+ 6.25%
$237.53 - $309.8 $26.6K - $34.7K
1.9K $578K
MA
Mastercard Inc

Financial Services
126
+ 6.78%
$479.92 - $590.74 $60.5K - $74.4K
1.99K $1.12M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
689
+ 5.66%
$116.93 - $119.39 $80.6K - $82.3K
12.9K $1.53M
AR
Antero Resources Corp

Energy
2.53K
+ 5.12%
$31.92 - $43.78 $80.7K - $111K
51.9K $2.09M
ISRG
Intuitive Surgical Inc

Healthcare
54
+ 4.47%
$451.58 - $565.94 $24.4K - $30.6K
1.26K $686K
ADI
Analog Devices Inc

Technology
78
+ 4.07%
$164.6 - $238.02 $12.8K - $18.6K
1.99K $474K
AXP
American Express CO

Financial Services
100
+ 9.41%
$231.39 - $318.98 $23.1K - $31.9K
1.16K $370K
DRI
Darden Restaurants Inc

Consumer Cyclical
196
+ 5.76%
$186.58 - $225.78 $36.6K - $44.3K
3.6K $784K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
179
+ 1.45%
$81.62 - $95.83 $14.6K - $17.2K
12.5K $1.2M
T
At&T Inc.

Communication Services
1.21K
+ 2.09%
$26.33 - $28.94 $31.9K - $35.1K
59.2K $1.71M
UL
Unilever PLC

Consumer Defensive
869
+ 6.77%
$57.9 - $65.43 $50.3K - $56.9K
13.7K $838K
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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