Golden State Equity Partners Incresed Positions in Q1 2025

Golden State Equity Partners

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.41K
+ 12.19%
$40.03 - $46.81 $217K - $253K
49.8K $2.03M
VLO
Valero Energy Corp

Energy
125
+ 6.24%
$121.76 - $142.99 $15.2K - $17.9K
2.13K $280K
IEMG
Ishares Inc

ETFs
646
+ 10.93%
N/A
6.56K $351K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
606
+ 13.49%
$45.92 - $47.58 $27.8K - $28.8K
5.1K $242K
VO
Vanguard Mid Cap ETF

ETFs
156
+ 10.0%
$251.87 - $277.95 $39.3K - $43.4K
1.72K $443K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
898
+ 24.6%
$51.45 - $58.51 $46.2K - $52.5K
4.55K $235K
XLV
Select Sector Spdr Fund Health

ETFs
113
+ 7.45%
$137.61 - $149.68 $15.5K - $16.9K
1.63K $237K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.05K
+ 7.91%
$26.64 - $27.14 $28K - $28.5K
14.3K $383K
PEG
Public Service Enterprise Group Inc

Utilities
590
+ 6.68%
$78.2 - $90.39 $46.1K - $53.3K
9.43K $775K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
594
+ 3.36%
$49.69 - $50.76 $29.5K - $30.2K
18.3K $914K
BIBL
Northern Lts Fd Tr Iv

ETFs
945
+ 3.68%
$37.55 - $41.94 $35.5K - $39.6K
26.6K $1.02M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
205
+ 16.56%
$221.78 - $273.45 $45.5K - $56.1K
1.44K $328K
IBN
Icici Bank LTD

Financial Services
367
+ 5.25%
$27.55 - $31.67 $10.1K - $11.6K
7.36K $231K
PHM
Pultegroup Inc

Consumer Cyclical
356
+ 15.75%
$101.09 - $118.51 $36K - $42.2K
2.62K $269K
META
Meta Platforms, Inc.

Communication Services
159
+ 2.96%
$576.36 - $736.67 $91.6K - $117K
5.53K $3.18M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
151
+ 5.85%
$196.12 - $229.48 $29.6K - $34.7K
2.73K $552K
BDX
Becton Dickinson & CO

Healthcare
42
+ 2.59%
$222.79 - $249.08 $9.36K - $10.5K
1.66K $381K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
454
+ 13.24%
$69.32 - $78.69 $31.5K - $35.7K
3.88K $270K
ABC
Amerisourcebergen Corp

Healthcare
58
+ 3.58%
N/A
1.68K $310K
ORCC
Owl Rock Capital Corp

Financial Services
742
+ 1.65%
N/A
45.7K $611K
PFF
Ishares Trust Ishares Pfd And

ETFs
523
+ 5.62%
$30.73 - $32.26 $16.1K - $16.9K
9.82K $301K
VIG
Vanguard Dividend Appreciation

ETFs
44
+ 3.87%
N/A
1.18K $214K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
960
+ 9.56%
$14.21 - $15.67 $13.6K - $15K
11K $156K
ASML
Asml Holding Nv

Technology
56
+ 5.16%
$662.63 - $776.99 $37.1K - $43.5K
1.14K $756K
WBD
Warner Bros. Discovery, Inc.

Communication Services
313
+ 1.94%
$9.47 - $11.46 $2.96K - $3.59K
16.4K $176K
AVB
Avalonbay Communities Inc

Real Estate
60
+ 3.75%
$207.86 - $228.08 $12.5K - $13.7K
1.66K $356K
DFAU
Dimensional ETF Tr

ETFs
477
+ 5.91%
$37.84 - $42.29 $18K - $20.2K
8.55K $328K
VMC
Vulcan Materials CO

Basic Materials
129
+ 11.0%
$220.9 - $277.54 $28.5K - $35.8K
1.3K $303K
GS
Goldman Sachs Group Inc

Financial Services
80
+ 4.99%
$524.81 - $672.19 $42K - $53.8K
1.68K $919K
Kenvue Inc
82
+ 0.32%
N/A
25.7K $0
Linde PLC
47
+ 2.02%
N/A
2.38K $0
Lam Research Corp
310
+ 10.79%
N/A
3.18K $0
Capital Group Core Balanced
8.06K
+ 107.45%
N/A
15.6K $0
LAMR
Lamar Advertising CO

Real Estate
311
+ 6.94%
$110.65 - $132.9 $34.4K - $41.3K
4.79K $545K
Liberty Media Corp Del
95
+ 2.58%
N/A
3.77K $0
Arista Networks Inc
556
+ 24.25%
N/A
2.85K $0
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
407
+ 4.05%
$29.68 - $32.59 $12.1K - $13.3K
10.5K $312K
IR
Ingersoll Rand Inc.

Industrials
279
+ 11.3%
$79.44 - $94.23 $22.2K - $26.3K
2.75K $220K
GM
General Motors CO

Consumer Cyclical
700
+ 11.94%
$45.22 - $54.92 $31.7K - $38.4K
6.56K $308K
VBK
Vanguard Small Cap Growth ETF

ETFs
246
+ 10.23%
$247.97 - $296.33 $61K - $72.9K
2.65K $667K
TMO
Thermo Fisher Scientific Inc.

Healthcare
22
+ 2.32%
$497.6 - $606.74 $10.9K - $13.3K
971 $483K
PRU
Prudential Financial Inc

Financial Services
7
+ 0.37%
$105.04 - $122.33 $735 - $856
1.88K $209K
PFE
Pfizer Inc

Healthcare
261
+ 1.44%
$25.01 - $27.13 $6.53K - $7.08K
18.4K $467K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
436
+ 4.49%
$507.05 - $563.67 $221K - $246K
10.2K $5.22M
FHB
First Hawaiian, Inc.

Financial Services
254
+ 1.58%
$24.13 - $28.18 $6.13K - $7.16K
16.3K $399K
GOOS
Canada Goose Holdings Inc.

Consumer Cyclical
282
+ 2.69%
$7.95 - $11.79 $2.24K - $3.32K
10.8K $85K
CMI
Cummins Inc

Industrials
138
+ 7.51%
$312.92 - $386.07 $43.2K - $53.3K
1.98K $619K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.25%
$302.31 - $337.54 $1.21K - $1.35K
1.63K $500K
WDAY
Workday, Inc.

Technology
113
+ 5.22%
$233.53 - $277.82 $26.4K - $31.4K
2.28K $532K
Activity Summary
Buys All Purchases 226 New Holdings 45 Increased Positions 181 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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