Golden State Equity Partners Reduced Holdings in Q3 2025

Golden State Equity Partners

  • $569 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
-1.53K
- 6.79%
$231.66 - $273.65 $354K - $418K
21K $4.98M
EMB
Ishares Tr

ETFs
-9.67K
- 51.98%
$91.52 - $95.59 $885K - $924K
8.93K $850K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-20.9K
- 11.66%
N/A
159K $4.04M
COST
Costco Wholesale Corp

Consumer Defensive
-222
- 5.74%
$915.95 - $994.57 $203K - $221K
3.64K $3.37M
MMM
3 M CO

Industrials
-2.67K
- 31.61%
$144.41 - $160.2 $386K - $428K
5.78K $897K
KMB
Kimberly Clark Corp

Consumer Defensive
-2.73K
- 45.75%
$121.72 - $136.77 $332K - $374K
3.24K $402K
LDOS
Leidos Holdings, Inc.

Technology
-2.92K
- 48.62%
$159.2 - $188.96 $465K - $552K
3.09K $583K
AR
Antero Resources Corp

Energy
-208
- 0.4%
$29.87 - $37.66 $6.21K - $7.83K
51.7K $1.73M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.01K
- 11.99%
$50.53 - $50.82 $354K - $356K
51.5K $2.61M
CB
Chubb LTD

Financial Services
-1.14K
- 30.64%
$265.99 - $289.59 $303K - $330K
2.58K $727K
QCOM
Qualcomm Inc

Technology
-2.35K
- 17.4%
$145.84 - $173.55 $343K - $408K
11.2K $1.86M
AUSF
Global X Fds Adaptive U S Fact

ETFs
-6.63K
- 52.22%
$44.16 - $46.75 $293K - $310K
6.07K $282K
SRLN
Ssga Active Trust

ETFs
-6.38K
- 15.55%
$41.28 - $41.65 $263K - $266K
34.6K $1.44M
CVX
Chevron Corp

Energy
-3.07K
- 16.43%
$145.57 - $161.83 $447K - $497K
15.6K $2.43M
NVO
Novo Nordisk A S

Healthcare
-775
- 5.13%
$45.38 - $71.7 $35.2K - $55.6K
14.3K $795K
NEE
Nextera Energy Inc

Utilities
-4.63K
- 19.54%
$69.77 - $77.54 $323K - $359K
19.1K $1.44M
WDAY
Workday, Inc.

Technology
-740
- 30.52%
$213.69 - $247.69 $158K - $183K
1.69K $405K
ADI
Analog Devices Inc

Technology
-742
- 37.21%
$220.68 - $255.63 $164K - $190K
1.25K $307K
GL
Globe Life Inc.

Financial Services
-2.01K
- 29.83%
$117.6 - $146.55 $237K - $295K
4.73K $676K
ACN
Accenture PLC

Technology
-195
- 9.79%
$232.56 - $304.78 $45.3K - $59.4K
1.8K $442K
DIS
Walt Disney CO

Communication Services
-810
- 14.26%
$112.25 - $124.0 $90.9K - $100K
4.87K $557K
AMGN
Amgen Inc

Healthcare
-571
- 9.73%
$271.18 - $309.22 $155K - $177K
5.3K $1.5M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.71K
- 6.04%
$50.82 - $51.09 $138K - $138K
42.1K $2.15M
C
Citigroup Inc

Financial Services
-4.66K
- 21.56%
$85.57 - $103.49 $399K - $483K
17K $1.72M
XOM
Exxon Mobil Corp

Energy
-2.12K
- 8.32%
$105.83 - $117.22 $224K - $249K
23.4K $2.63M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.19K
- 7.47%
$37.14 - $37.85 $119K - $121K
39.5K $1.49M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-5.07K
- 14.34%
$20.84 - $21.03 $106K - $107K
30.3K $633K
SPG
Simon Property Group Inc

Real Estate
-1.78K
- 20.67%
$159.93 - $187.67 $285K - $334K
6.84K $1.28M
PEP
Pepsico Inc

Consumer Defensive
-1.14K
- 15.71%
$133.81 - $152.16 $152K - $173K
6.1K $855K
KKR
Kkr & Co. Inc.

Financial Services
-519
- 5.17%
$129.95 - $152.16 $67.4K - $79K
9.51K $1.24M
LMT
Lockheed Martin Corp

Industrials
-389
- 13.87%
$410.74 - $499.21 $160K - $194K
2.42K $1.21M
UL
Unilever PLC

Consumer Defensive
-1.02K
- 7.45%
$58.43 - $65.01 $59.6K - $66.3K
12.7K $751K
SPGI
S&P Global Inc.

Financial Services
-7
- 0.35%
$484.94 - $564.15 $3.39K - $3.95K
2.01K $978K
SAP
Sap Se

Technology
-55
- 2.89%
$252.42 - $311.93 $13.9K - $17.2K
1.85K $493K
OKE
Oneok Inc

Energy
-8
- 0.09%
$71.36 - $83.47 $571 - $668
8.91K $650K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.09K
- 7.16%
$101.12 - $106.18 $110K - $115K
14.1K $1.45M
TXN
Texas Instruments Inc

Technology
-387
- 4.81%
N/A
7.66K $1.49M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-1.22K
- 5.56%
$59.81 - $60.11 $72.7K - $73.1K
20.7K $1.24M
MLPA
Global X Mlp ETF

ETFs
-966
- 6.67%
$48.25 - $51.56 $46.6K - $49.8K
13.5K $654K
CTAS
Cintas Corp

Industrials
-113
- 4.32%
$199.29 - $226.27 $22.5K - $25.6K
2.5K $513K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.32K
- 3.67%
$50.47 - $50.74 $66.8K - $67.2K
34.7K $1.76M
COIN
Coinbase Global, Inc.

Technology
-74
- 2.42%
$297.99 - $419.78 $22.1K - $31.1K
2.99K $1.01M
TRV
Travelers Companies, Inc.

Financial Services
-284
- 19.89%
$250.62 - $279.43 $71.2K - $79.4K
1.14K $319K
PEG
Public Service Enterprise Group Inc

Utilities
-621
- 6.35%
$79.99 - $90.14 $49.7K - $56K
9.15K $763K
LLY
Eli Lilly & CO

Healthcare
-9
- 0.29%
$625.65 - $812.69 $5.63K - $7.31K
3.1K $2.36M
USA
Liberty All Star Equity Fund

Financial Services
-615
- 0.55%
$6.34 - $6.94 $3.9K - $4.27K
110K $699K
DEO
Diageo PLC

Consumer Defensive
-348
- 14.2%
$93.64 - $115.33 $32.6K - $40.1K
2.1K $200K
SNY
Sanofi

Healthcare
-835
- 14.96%
$45.07 - $51.35 $37.6K - $42.9K
4.75K $224K
HWM
Howmet Aerospace Inc.

Industrials
-273
- 15.0%
$171.0 - $196.23 $46.7K - $53.6K
1.55K $303K
Activity Summary
Buys All Purchases 274 New Holdings 51 Increased Positions 223 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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