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
FAF
First American Financial Corp

Financial Services
11
New
$52.48 - $67.02 $577 - $737
11 $0
Ge Vernova Inc
66
New
N/A
66 $0
Liberty Media Corp Del
0
New
N/A
0 $0
Liberty Media Corp Del
4.17K
New
N/A
4.17K $0
Leap Therapeutics Inc
250
New
N/A
250 $0
Annaly Capital Management In
1.67K
New
N/A
1.67K $0
IGF
Ishares Global Infrastructure

ETFs
14
New
$47.97 - $54.56 $672 - $764
14 $0
ACWV
Ishares Msci Global Min Vol Fa

ETFs
7
New
$104.5 - $114.97 $732 - $805
7 $0
Ferguson Enterprises Inc
62
New
N/A
62 $0
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5
New
$53.41 - $57.9 $267 - $290
5 $0
Northern Lts Fd Tr Iv
383
New
N/A
383 $0
STT
State Street Corp

Financial Services
9
New
$73.37 - $89.31 $660 - $804
9 $0
CNHI
Cnh Industrial N.V.

Industrials
58
New
$9.47 - $10.66 $549 - $618
58 $0
Checkpoint Therapeutics Inc
340
New
N/A
340 $0
Cooper Cos Inc
974
New
N/A
974 $0
SUI
Sun Communities Inc

Real Estate
5
New
$117.46 - $147.6 $587 - $738
5 $0
EBND
Spdr Bloomberg Emerging Market

ETFs
24
New
$19.74 - $21.39 $474 - $513
24 $0
CWB
Spdr Bloomberg Convertible Sec

ETFs
0
New
$71.19 - $76.59 $0 - $0
0 $0
HAIN
Hain Celestial Group Inc

Consumer Defensive
45
New
$6.14 - $8.63 $276 - $388
45 $0
Solventum Corp
149
New
N/A
149 $0
Net Lease Office Properties
13
New
N/A
13 $0
HITI
High Tide Inc.

Healthcare
41
New
$1.67 - $2.23 $68.5 - $91.4
41 $0
CHRD
Oasis Petroleum Inc.

Energy
4
New
$128.01 - $176.98 $512 - $708
4 $0
RWO
Spdr Dow Jones Global Real Est

ETFs
7
New
$41.23 - $48.48 $289 - $339
7 $0
Spdr Index Shs Fds
152
New
N/A
152 $0
CRUS
Cirrus Logic, Inc.

Technology
6
New
$112.86 - $145.69 $677 - $874
6 $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
13
New
$26.69 - $29.87 $347 - $388
13 $0
Healthcare Rlty Tr
38
New
N/A
38 $0
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
38
New
$25.19 - $26.39 $957 - $1K
38 $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
New
$48.51 - $52.86 $48.5 - $52.9
1 $0
FDLS
Northern Lts Fd Tr Iv Inspire
747
New
N/A
747 $0
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1
New
$21.35 - $22.73 $21.4 - $22.7
1 $0
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
0
New
$27.8 - $29.26 $0 - $0
0 $0
SOFI
So Fi Technologies, Inc.

Financial Services
109
New
$6.32 - $8.19 $689 - $893
109 $0
Canopy Growth Corp
40
New
N/A
40 $0
Te Connectivity PLC
47
New
N/A
47 $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6
New
$19.78 - $23.53 $119 - $141
6 $0
LCTD
Blackrock ETF World Ex Us Carb
120
New
N/A
120 $0
DWAC
Digital World Acquisition Corp.

Financial Services
50
New
N/A
50 $0
HEIA
Heico Crp Cl A
1.37K
New
N/A
1.37K $0
XMMO
Invesco Exchange Traded Fd Tr

ETFs
0
New
$110.22 - $120.89 $0 - $0
0 $0
SCHX
Schwab Strategic Tr Us Large C

ETFs
13
New
$61.11 - $67.85 $794 - $882
13 $0
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
2
New
$320.55 - $412.94 $641 - $826
2 $0
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20
New
$36.98 - $41.55 $740 - $831
20 $0
FNDA
Schwab Fundamental U S Small C

ETFs
14
New
$54.26 - $60.01 $760 - $840
14 $0
GTX
Garrett Motion Inc.

Consumer Cyclical
7
New
$7.66 - $9.74 $53.6 - $68.2
7 $0
SCHA
Schwab Strategic Tr Us Small C

ETFs
11
New
$46.9 - $51.96 $516 - $572
11 $0
PFM
Invesco Exchange Traded Fd Tr

ETFs
0
New
$42.65 - $46.55 $0 - $0
0 $0
SITM
Sitime Corp

Technology
5
New
$112.1 - $176.03 $561 - $880
5 $0
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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