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
PPL
Ppl Corp

Utilities
4.42K
+ 107.65%
$31.47 - $35.0 $139K - $155K
8.53K $276K
GE
General Electric CO

Industrials
888
+ 255.17%
$159.95 - $194.23 $142K - $172K
1.24K $206K
UL
Unilever PLC

Consumer Defensive
3.49K
+ 49.82%
$56.7 - $64.64 $198K - $226K
10.5K $595K
TMO
Thermo Fisher Scientific Inc.

Healthcare
367
+ 63.06%
$501.29 - $612.85 $184K - $225K
949 $493K
MCK
Mckesson Corp

Healthcare
173
+ 40.23%
$482.27 - $628.5 $83.4K - $109K
603 $343K
CMI
Cummins Inc

Industrials
254
+ 16.04%
$324.93 - $383.42 $82.5K - $97.4K
1.84K $640K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
470
+ 61.2%
$229.83 - $258.46 $108K - $121K
1.24K $305K
AIG
American International Group, Inc.

Financial Services
1.76K
+ 86.77%
$70.0 - $79.22 $123K - $139K
3.78K $275K
VMC
Vulcan Materials CO

Basic Materials
466
+ 65.91%
$237.95 - $292.31 $111K - $136K
1.17K $301K
ORI
Old Republic International Corp

Financial Services
3.09K
+ 20.32%
$34.4 - $38.98 $106K - $120K
18.3K $661K
DRI
Darden Restaurants Inc

Consumer Cyclical
370
+ 15.85%
$155.96 - $188.66 $57.7K - $69.8K
2.7K $504K
HLN
Haleon PLC

Healthcare
12.9K
+ 342.84%
$9.23 - $10.71 $119K - $138K
16.6K $159K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.58K
+ 17.46%
$91.94 - $100.02 $145K - $158K
10.6K $981K
LUV
Southwest Airlines CO

Industrials
2.87K
+ 55.48%
$28.99 - $34.84 $83.2K - $100K
8.04K $270K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
1.6K
+ 44.32%
$74.71 - $79.24 $119K - $126K
5.2K $399K
VO
Vanguard Mid Cap ETF

ETFs
438
+ 39.04%
$261.5 - $284.63 $115K - $125K
1.56K $412K
IEMG
Ishares Inc

ETFs
2.08K
+ 54.08%
N/A
5.91K $317K
DGX
Quest Diagnostics Inc

Healthcare
796
+ 84.68%
N/A
1.74K $237K
AMT
American Tower Corp

Real Estate
724
+ 145.67%
$179.4 - $232.01 $130K - $168K
1.22K $223K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.37K
+ 21.35%
$49.79 - $51.14 $118K - $121K
13.5K $676K
PSA
Public Storage

Real Estate
416
+ 83.2%
$289.33 - $360.21 $120K - $150K
916 $274K
PEG
Public Service Enterprise Group Inc

Utilities
1.51K
+ 20.56%
$81.87 - $94.51 $123K - $142K
8.84K $746K
ELV
Elevance Health, Inc.

Healthcare
474
+ 84.04%
$365.96 - $514.62 $173K - $244K
1.04K $383K
CMCSA
Comcast Corp

Communication Services
3.94K
+ 26.6%
$37.39 - $45.14 $147K - $178K
18.7K $703K
PM
Philip Morris International Inc.

Consumer Defensive
719
+ 29.64%
$118.38 - $133.06 $85.1K - $95.7K
3.15K $378K
IR
Ingersoll Rand Inc.

Industrials
1.04K
+ 72.25%
$90.46 - $105.35 $93.7K - $109K
2.47K $223K
DOV
Dover Corp

Industrials
483
+ 21.3%
$184.72 - $206.51 $89.2K - $99.7K
2.75K $516K
WELL
Welltower Inc.

Real Estate
664
+ 41.34%
$123.11 - $139.3 $81.7K - $92.5K
2.27K $286K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
1.78K
+ 63.04%
$46.46 - $51.66 $82.6K - $91.8K
4.6K $221K
JCI
Johnson Controls International PLC

Industrials
915
+ 38.4%
$74.23 - $86.6 $67.9K - $79.2K
3.3K $260K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
645
+ 39.04%
$83.95 - $99.75 $54.1K - $64.3K
2.3K $205K
MBLY
Mobileye Global Inc.
233
+ 2.35%
$12.07 - $20.07 $2.81K - $4.68K
10.2K $202K
BIBL
Northern Lts Fd Tr Iv

ETFs
2.78K
+ 12.15%
$38.73 - $42.41 $108K - $118K
25.6K $997K
ESS
Essex Property Trust, Inc.

Real Estate
229
+ 15.67%
N/A
1.69K $461K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
3.55K
+ 36.39%
$31.24 - $37.15 $111K - $132K
13.3K $427K
CINF
Cincinnati Financial Corp

Financial Services
249
+ 7.43%
$132.86 - $160.16 $33.1K - $39.9K
3.6K $517K
CCI
Crown Castle International Corp

Real Estate
1.81K
+ 47.93%
$89.78 - $119.11 $162K - $215K
5.58K $506K
ICE
Intercontinental Exchange, Inc.

Financial Services
479
+ 40.7%
$148.29 - $166.93 $71K - $80K
1.66K $246K
EXR
Extra Space Storage Inc.

Real Estate
861
+ 36.12%
$142.35 - $178.32 $123K - $154K
3.25K $485K
MREO
Mereo Biopharma Group PLC

Healthcare
16.1K
+ 247.69%
$3.29 - $4.62 $53K - $74.4K
22.6K $79K
WBD
Warner Bros. Discovery, Inc.

Communication Services
986
+ 6.51%
$7.33 - $12.37 $7.23K - $12.2K
16.1K $171K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
178
+ 7.4%
$201.32 - $217.44 $35.8K - $38.7K
2.58K $534K
XLV
Select Sector Spdr Fund Health

ETFs
459
+ 43.42%
$136.28 - $154.74 $62.6K - $71K
1.52K $208K
TSCO
Tractor Supply CO

Consumer Cyclical
5.29K
+ 533.6%
$52.59 - $303.74 $278K - $1.61M
6.28K $333K
WSO
Watsco Inc

Industrials
141
+ 9.78%
$466.57 - $568.78 $65.8K - $80.2K
1.58K $749K
NXPI
Nxp Semiconductors N.V.

Technology
380
+ 30.09%
$207.27 - $255.58 $78.8K - $97.1K
1.64K $341K
ECL
Ecolab Inc.

Basic Materials
340
+ 16.27%
$234.32 - $261.43 $79.7K - $88.9K
2.43K $569K
LAMR
Lamar Advertising CO

Real Estate
664
+ 17.39%
$121.37 - $138.11 $80.6K - $91.7K
4.48K $545K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
612
+ 2.52%
$59.74 - $60.03 $36.6K - $36.7K
24.9K $1.49M
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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