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
VTV
Vanguard Value ETF

ETFs
2.01K
+ 62.89%
$168.32 - $181.87 $338K - $366K
5.21K $881K
SGMO
Sangamo Therapeutics, Inc

Healthcare
314K
+ 2592.27%
$0.78 - $2.87 $245K - $900K
326K $332K
ADC
Agree Realty Corp

Real Estate
4.54K
+ 161.75%
$69.44 - $77.65 $315K - $352K
7.34K $517K
CME
Cme Group Inc.

Financial Services
1.18K
+ 51.71%
$221.17 - $246.02 $261K - $291K
3.47K $805K
DLR
Digital Realty Trust, Inc.

Real Estate
1.61K
+ 213.4%
$156.46 - $195.69 $252K - $315K
2.36K $419K
COF
Capital One Financial Corp

Financial Services
1.45K
+ 110.0%
$145.19 - $192.01 $211K - $279K
2.77K $494K
WEC
Wec Energy Group, Inc.

Utilities
3.15K
+ 424.26%
$92.94 - $101.82 $293K - $321K
3.89K $365K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.56K
+ 472.64%
$183.23 - $199.79 $285K - $311K
1.88K $348K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
7.43K
+ 16.86%
$48.12 - $52.79 $358K - $392K
51.5K $2.49M
ACN
Accenture PLC

Technology
813
+ 48.71%
$343.9 - $376.86 $280K - $306K
2.48K $873K
NNN
National Retail Properties, Inc.

Real Estate
6.92K
+ 10325.37%
$39.77 - $49.34 $275K - $341K
6.99K $285K
XLF
Financial Sector Spdr

ETFs
5.64K
+ 208.04%
$44.89 - $51.34 $253K - $290K
8.36K $403K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.85K
+ 1912.94%
$72.97 - $96.75 $281K - $372K
4.05K $300K
NOC
Northrop Grumman Corp

Industrials
641
+ 170.93%
$466.52 - $543.88 $299K - $349K
1.02K $476K
UPS
United Parcel Service Inc

Industrials
2.23K
+ 394.51%
$122.65 - $138.35 $273K - $308K
2.79K $352K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
9.08K
+ 935.77%
$30.48 - $34.2 $277K - $310K
10K $306K
ENB
Enbridge Inc

Energy
6.26K
+ 334.4%
$40.4 - $43.92 $253K - $275K
8.13K $345K
ETN
Eaton Corp PLC

Industrials
780
+ 125.4%
$326.96 - $377.52 $255K - $294K
1.4K $465K
TRV
Travelers Companies, Inc.

Financial Services
1K
+ 154.71%
$225.97 - $266.66 $226K - $267K
1.65K $396K
IHDG
Wisdomtree Tr

ETFs
5.64K
+ 70475.0%
$43.38 - $46.0 $245K - $259K
5.65K $245K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
630
+ 10500.0%
$260.53 - $404.79 $164K - $255K
636 $243K
MET
Metlife Inc

Financial Services
2.92K
+ 450.77%
$78.15 - $88.25 $228K - $258K
3.57K $292K
DTE
Dte Energy CO

Utilities
1.82K
+ 2165.48%
$117.04 - $129.77 $213K - $236K
1.9K $229K
WM
Waste Management Inc

Industrials
1.08K
+ 159.03%
$201.79 - $228.46 $219K - $247K
1.76K $355K
AXP
American Express CO

Financial Services
680
+ 171.72%
$267.35 - $305.57 $182K - $208K
1.08K $319K
SHW
Sherwin Williams CO

Basic Materials
806
+ 53.2%
$338.75 - $399.71 $273K - $322K
2.32K $788K
PRU
Prudential Financial Inc

Financial Services
1.77K
+ 1845.83%
$114.59 - $129.52 $203K - $230K
1.87K $221K
ARCC
Ares Capital Corp

Financial Services
9.43K
+ 1835.21%
$20.74 - $22.27 $196K - $210K
9.95K $217K
IBN
Icici Bank LTD

Financial Services
6.92K
+ 9350.0%
$28.69 - $31.9 $199K - $221K
6.99K $208K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.61K
+ 2865.93%
$75.99 - $88.85 $198K - $232K
2.7K $211K
XLY
Select Sector Spdr Consumer Di

ETFs
843
+ 175.26%
$194.8 - $239.43 $164K - $202K
1.32K $297K
PAGP
Plains Gp Holdings LP

Energy
10.8K
+ 705.54%
$17.2 - $20.02 $186K - $217K
12.3K $226K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.25K
+ 728.48%
$77.25 - $91.3 $174K - $206K
2.56K $218K
CDNS
Cadence Design Systems Inc

Technology
608
+ 242.23%
$249.1 - $324.54 $151K - $197K
859 $258K
IEFA
Ishares Tr

ETFs
3.51K
+ 46.02%
$70.06 - $77.43 $246K - $272K
11.1K $782K
ENPH
Enphase Energy, Inc.

Technology
2.9K
+ 1123.26%
$59.52 - $111.18 $172K - $322K
3.16K $216K
KKR
Kkr & Co. Inc.

Financial Services
719
+ 15.59%
$129.87 - $162.87 $93.4K - $117K
5.33K $788K
WDAY
Workday, Inc.

Technology
639
+ 41.85%
$233.85 - $279.91 $149K - $179K
2.17K $558K
CL
Colgate Palmolive CO

Consumer Defensive
2.7K
+ 56.23%
$90.22 - $102.31 $243K - $276K
7.49K $681K
NVO
Novo Nordisk A S

Healthcare
2.41K
+ 327.45%
$85.0 - $120.04 $205K - $289K
3.15K $270K
ARES
Ares Management Corp

Financial Services
603
+ 17.27%
$153.38 - $183.7 $92.5K - $111K
4.09K $724K
VIG
Vanguard Dividend Appreciation

ETFs
945
+ 494.76%
N/A
1.14K $206K
CB
Chubb LTD

Financial Services
755
+ 19.24%
$271.57 - $301.89 $205K - $228K
4.68K $1.29M
SNA
Snap On Inc

Industrials
259
+ 17.55%
$285.44 - $371.35 $73.9K - $96.2K
1.74K $588K
GM
General Motors CO

Consumer Cyclical
2.43K
+ 70.56%
$44.82 - $60.2 $109K - $146K
5.86K $312K
NKE
Nike, Inc.

Consumer Cyclical
2.23K
+ 217.64%
$73.36 - $89.13 $164K - $199K
3.26K $246K
VLO
Valero Energy Corp

Energy
1.29K
+ 179.22%
$118.59 - $144.02 $152K - $185K
2K $245K
DE
Deere & CO

Industrials
346
+ 270.31%
$389.45 - $466.0 $135K - $161K
474 $200K
EQIX
Equinix Inc

Real Estate
148
+ 155.79%
$865.69 - $985.0 $128K - $146K
243 $229K
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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