Golden State Equity Partners New Holdings in Q3 2024

Golden State Equity Partners

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIBL
Northern Lts Fd Tr Iv

ETFs
22.9K
New
$36.61 - $40.67 $837K - $930K
22.9K $930K
WSO
Watsco Inc

Industrials
1.44K
New
$448.73 - $519.89 $647K - $749K
1.44K $708K
PEG
Public Service Enterprise Group Inc

Utilities
7.33K
New
$73.58 - $89.21 $539K - $654K
7.33K $653K
KGC
Kinross Gold Corp

Basic Materials
60K
New
$8.02 - $9.84 $481K - $590K
60K $562K
ARES
Ares Management Corp

Financial Services
3.49K
New
$133.73 - $158.05 $467K - $552K
3.49K $544K
ORI
Old Republic International Corp

Financial Services
15.2K
New
$29.89 - $35.9 $454K - $545K
15.2K $537K
CMI
Cummins Inc

Industrials
1.58K
New
$266.63 - $326.4 $422K - $517K
1.58K $512K
LAMR
Lamar Advertising CO

Real Estate
3.82K
New
$110.9 - $135.58 $424K - $518K
3.82K $510K
CME
Cme Group Inc.

Financial Services
2.29K
New
$193.43 - $220.62 $442K - $504K
2.29K $504K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.4K
New
$175.46 - $203.3 $422K - $489K
2.4K $487K
CHE
Chemed Corp

Healthcare
749
New
$527.82 - $600.97 $395K - $450K
749 $450K
EXR
Extra Space Storage Inc.

Real Estate
2.38K
New
$151.92 - $183.06 $362K - $436K
2.38K $429K
SNA
Snap On Inc

Industrials
1.48K
New
$255.35 - $289.77 $377K - $428K
1.48K $427K
CSL
Carlisle Companies Inc

Industrials
944
New
$376.5 - $449.34 $355K - $424K
944 $424K
PAAS
Pan American Silver Corp

Basic Materials
20K
New
$18.58 - $24.18 $372K - $484K
20K $417K
FHB
First Hawaiian, Inc.

Financial Services
16.8K
New
$20.52 - $26.1 $345K - $439K
16.8K $389K
DRI
Darden Restaurants Inc

Consumer Cyclical
2.33K
New
$138.06 - $172.74 $322K - $403K
2.33K $383K
TPHD
Timothy Plan High Divid Stk Et

ETFs
10.1K
New
$34.67 - $37.7 $349K - $379K
10.1K $379K
TFC
Truist Financial Corp

Financial Services
8.84K
New
$38.22 - $44.94 $338K - $397K
8.84K $377K
WDAY
Workday, Inc.

Technology
1.53K
New
$207.75 - $264.68 $317K - $404K
1.53K $373K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
9.77K
New
$31.95 - $38.02 $312K - $371K
9.77K $365K
GPI
Group 1 Automotive Inc

Consumer Cyclical
932
New
$280.92 - $391.73 $262K - $365K
932 $357K
BR
Broadridge Financial Solutions, Inc.

Technology
1.5K
New
$196.56 - $218.55 $295K - $328K
1.5K $322K
FNF
Fidelity National Financial, Inc.

Financial Services
5.06K
New
$48.08 - $62.04 $243K - $314K
5.06K $314K
NXPI
Nxp Semiconductors N.V.

Technology
1.26K
New
$225.14 - $290.78 $284K - $367K
1.26K $303K
HOLX
Hologic Inc

Healthcare
3.64K
New
$73.48 - $83.64 $267K - $304K
3.64K $296K
VO
Vanguard Mid Cap ETF

ETFs
1.12K
New
$237.84 - $263.83 $267K - $296K
1.12K $296K
PM
Philip Morris International Inc.

Consumer Defensive
2.43K
New
$101.25 - $127.45 $246K - $309K
2.43K $294K
LHX
L3 Harris Technologies, Inc.

Industrials
1.14K
New
$221.96 - $243.27 $253K - $277K
1.14K $270K
UAA
Under Armour, Inc.

Consumer Cyclical
29.8K
New
$6.37 - $8.94 $190K - $266K
29.8K $265K
SBAC
Sba Communications Corp

Real Estate
1.09K
New
$189.0 - $245.01 $206K - $267K
1.09K $262K
RRX
Regal Rexnord Corp

Industrials
1.54K
New
$132.18 - $174.25 $203K - $268K
1.54K $254K
PHM
Pultegroup Inc

Consumer Cyclical
1.77K
New
$103.95 - $144.98 $184K - $256K
1.77K $253K
BP
Bp PLC

Energy
7.87K
New
$30.78 - $37.05 $242K - $292K
7.87K $247K
NRG
Nrg Energy, Inc.

Utilities
2.59K
New
$68.89 - $91.22 $178K - $236K
2.59K $235K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.58K
New
$46.18 - $48.92 $211K - $224K
4.58K $222K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.74K
New
$52.27 - $60.45 $195K - $226K
3.74K $221K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.67K
New
$44.66 - $49.15 $209K - $230K
4.67K $220K
ANSS
Ansys Inc

Technology
694
New
$296.54 - $331.25 $206K - $230K
694 $220K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.86K
New
$36.06 - $37.66 $211K - $221K
5.86K $220K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.24K
New
$58.35 - $66.29 $189K - $214K
3.24K $214K
SPYG
Spdr Portfolio

ETFs
2.58K
New
$73.38 - $84.1 $189K - $217K
2.58K $213K
MCK
Mckesson Corp

Healthcare
430
New
$479.06 - $630.38 $206K - $271K
430 $212K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
8.65K
New
$23.61 - $24.64 $204K - $213K
8.65K $211K
XLU
Utilities Sector Spdr

ETFs
2.59K
New
$67.67 - $80.78 $175K - $209K
2.59K $209K
CAPE
Barclays Bank PLC

ETFs
7.05K
New
$27.05 - $29.64 $191K - $209K
7.05K $208K
IEMG
Ishares Inc

ETFs
3.84K
New
$53.64 - $53.64 $206K - $206K
3.84K $205K
GOLD
Barrick Gold Corp

Basic Materials
10.2K
New
$16.56 - $21.01 $170K - $215K
10.2K $203K
RTO
Rentokil Initial PLC

Industrials
8.17K
New
$24.2 - $32.96 $198K - $269K
8.17K $203K
Activity Summary
Buys All Purchases 623 New Holdings 560 Increased Positions 63 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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