Golden State Equity Partners Incresed Positions in Q4 2024

Golden State Equity Partners

  • $510 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
7.59K
+ 192.05%
$81.5 - $94.15 $618K - $714K
11.5K $949K
PAYX
Paychex Inc

Industrials
4.08K
+ 117.57%
$135.86 - $148.73 $554K - $607K
7.55K $1.06M
SHV
Ishares Tr

ETFs
5.36K
+ 4659.13%
$109.92 - $110.57 $589K - $592K
5.47K $602K
TJX
Tjx Companies Inc

Consumer Cyclical
4.68K
+ 135.35%
$112.15 - $127.2 $524K - $595K
8.13K $982K
MS
Morgan Stanley

Financial Services
2.7K
+ 24.61%
$104.42 - $134.99 $282K - $365K
13.7K $1.72M
SAP
Sap Se

Technology
2.27K
+ 2664.71%
$218.13 - $255.54 $494K - $579K
2.35K $578K
MU
Micron Technology Inc

Technology
6.75K
+ 1115.04%
$84.16 - $113.41 $568K - $765K
7.35K $618K
MO
Altria Group, Inc.

Consumer Defensive
10.5K
+ 1717.38%
$49.06 - $57.74 $514K - $605K
11.1K $579K
SPGI
S&P Global Inc.

Financial Services
1.11K
+ 92.12%
$480.36 - $529.17 $533K - $587K
2.32K $1.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.53K
+ 1588.54%
$275.15 - $388.2 $420K - $592K
1.62K $554K
WMB
Williams Companies, Inc.

Energy
9.17K
+ 319.88%
$46.37 - $59.74 $425K - $548K
12K $651K
DIS
Walt Disney CO

Communication Services
4.46K
+ 441.05%
$92.39 - $117.6 $412K - $524K
5.47K $609K
FSLR
First Solar, Inc.

Technology
2.89K
+ 41342.86%
$175.88 - $240.66 $509K - $696K
2.9K $511K
PINS
Pinterest, Inc.

Communication Services
17.5K
+ 23687.84%
$28.24 - $34.15 $495K - $599K
17.6K $510K
COP
Conocophillips

Energy
5.35K
+ 79.09%
$95.12 - $114.72 $509K - $613K
12.1K $1.2M
ABT
Abbott Laboratories

Healthcare
4.19K
+ 609.3%
$111.93 - $119.39 $469K - $500K
4.88K $551K
VEA
Vanguard Ftse Developed Market

ETFs
9.89K
+ 2258.68%
$47.57 - $52.44 $471K - $519K
10.3K $494K
VTI
Vanguard Total Stock Market Et

ETFs
1.58K
+ 346.93%
$280.04 - $302.45 $443K - $478K
2.04K $590K
DSI
Ishares Msci Kld 400 Social Et

ETFs
4.16K
+ 717.93%
$107.41 - $115.71 $447K - $482K
4.74K $523K
ATO
Atmos Energy Corp

Utilities
3.18K
+ 28909.09%
$136.41 - $151.43 $434K - $482K
3.19K $444K
AR
Antero Resources Corp

Energy
12.3K
+ 820.33%
$25.54 - $35.52 $314K - $437K
13.8K $483K
KMI
Kinder Morgan, Inc.

Energy
15.8K
+ 2507.94%
$22.59 - $28.54 $357K - $451K
16.4K $450K
PFE
Pfizer Inc

Healthcare
16.4K
+ 922.95%
$24.8 - $30.19 $407K - $495K
18.2K $482K
PG
Procter & Gamble CO

Consumer Defensive
2.7K
+ 49.61%
$161.05 - $179.7 $435K - $486K
8.15K $1.37M
KMB
Kimberly Clark Corp

Consumer Defensive
3.19K
+ 12772.0%
$130.37 - $146.09 $416K - $466K
3.22K $421K
GS
Goldman Sachs Group Inc

Financial Services
586
+ 57.56%
$486.1 - $608.57 $285K - $357K
1.6K $918K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
340
+ 223.68%
$1146.59 - $1270.6 $390K - $432K
492 $583K
DHI
Horton D R Inc

Consumer Cyclical
3.17K
+ 435.58%
$137.24 - $194.56 $435K - $617K
3.9K $545K
KO
Coca Cola CO

Consumer Defensive
7.53K
+ 113.41%
$61.74 - $71.71 $465K - $540K
14.2K $881K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17.1K
+ 68480.0%
$23.29 - $23.93 $399K - $410K
17.1K $402K
STWD
Starwood Property Trust, Inc.

Real Estate
21.5K
+ 346.04%
$18.95 - $20.37 $407K - $438K
27.7K $525K
ADBE
Adobe Inc.

Technology
902
+ 688.55%
$437.39 - $552.96 $395K - $499K
1.03K $459K
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.36K
+ 37.6%
$174.22 - $187.62 $412K - $444K
8.65K $1.52M
RWT
Redwood Trust Inc

Real Estate
60.8K
+ 633.78%
$6.44 - $7.7 $392K - $468K
70.4K $459K
FCX
Freeport Mcmoran Inc

Basic Materials
11.3K
+ 291.86%
$38.08 - $50.82 $430K - $574K
15.2K $577K
HUBS
Hubspot Inc

Technology
531
+ 7585.71%
$514.07 - $757.4 $273K - $402K
538 $374K
ISRG
Intuitive Surgical Inc

Healthcare
658
+ 165.74%
$471.27 - $550.62 $310K - $362K
1.06K $550K
APO
Apollo Global Management, Inc.

Financial Services
1.66K
+ 89.3%
$131.36 - $178.61 $218K - $296K
3.52K $581K
HBAN
Huntington Bancshares Inc

Financial Services
21.3K
+ 1280.13%
$14.18 - $18.2 $302K - $387K
22.9K $372K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.55K
+ 76.17%
$61.68 - $67.87 $343K - $377K
12.8K $800K
UBER
Uber Technologies, Inc

Technology
5.94K
+ 754.76%
$59.93 - $86.34 $356K - $513K
6.73K $405K
TXN
Texas Instruments Inc

Technology
1.77K
+ 31.02%
N/A
7.46K $1.45M
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.87K
+ 441.69%
$123.8 - $167.8 $355K - $482K
3.52K $443K
AVB
Avalonbay Communities Inc

Real Estate
1.52K
+ 1761.63%
$216.28 - $237.81 $328K - $360K
1.6K $352K
FIS
Fidelity National Information Services, Inc.

Technology
4.08K
+ 3287.1%
$80.14 - $90.95 $327K - $371K
4.2K $339K
SPMD
Spdr Portfolio

ETFs
6K
+ 14641.46%
$54.13 - $59.56 $325K - $358K
6.04K $330K
SQ
Block, Inc.

Technology
3.86K
+ 48200.0%
$65.06 - $98.92 $251K - $381K
3.86K $328K
SWK
Stanley Black & Decker, Inc.

Industrials
4.11K
+ 5957.97%
$79.07 - $109.36 $325K - $450K
4.18K $335K
BDX
Becton Dickinson & CO

Healthcare
1.44K
+ 801.11%
$220.02 - $243.75 $317K - $351K
1.62K $367K
Activity Summary
Buys All Purchases 376 New Holdings 113 Increased Positions 263 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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