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
GAB
Gabelli Equity Trust Inc

Financial Services
-1.89K
- 1.97%
$5.81 - $6.32 $11K - $11.9K
93.9K $572K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-14
- 0.07%
$49.09 - $50.58 $687 - $708
19.1K $966K
ATO
Atmos Energy Corp

Utilities
-174
- 6.1%
$151.51 - $170.75 $26.4K - $29.7K
2.68K $457K
BIBL
Northern Lts Fd Tr Iv

ETFs
-938
- 4.63%
$41.43 - $44.43 $38.9K - $41.7K
19.3K $859K
IYW
Ishares Dj Us Tech ETF

ETFs
-125
- 6.03%
$171.38 - $197.01 $21.4K - $24.6K
1.95K $381K
EVRG
Evergy, Inc.

Utilities
-112
- 2.5%
$67.73 - $76.02 $7.59K - $8.51K
4.37K $332K
VMC
Vulcan Materials CO

Basic Materials
-67
- 6.96%
$260.62 - $307.62 $17.5K - $20.6K
895 $275K
PSX
Phillips 66

Energy
-10
- 0.57%
$118.37 - $139.46 $1.18K - $1.39K
1.75K $238K
DELL
Dell Technologies Inc.

Technology
-28
- 1.6%
$120.96 - $141.77 $3.39K - $3.97K
1.72K $243K
IWR
Ishares Russell Mid Cap ETF

ETFs
-28
- 0.39%
$92.26 - $97.51 $2.58K - $2.73K
7.24K $698K
HEWJ
Ishares Currency Hedged Msci J

ETFs
-133
- 1.43%
$43.72 - $50.04 $5.81K - $6.66K
9.16K $451K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-421
- 13.95%
$404.94 - $499.99 $170K - $210K
2.6K $1.26M
LHX
L3 Harris Technologies, Inc.

Industrials
-82
- 7.28%
$252.18 - $305.41 $20.7K - $25K
1.04K $318K
VGT
Vanguard Information Technolog

ETFs
-38
- 4.0%
$656.44 - $753.15 $24.9K - $28.6K
912 $680K
GPC
Genuine Parts CO

Consumer Cyclical
-81
- 2.22%
$122.23 - $142.77 $9.9K - $11.6K
3.57K $494K
O
Realty Income Corp

Real Estate
-275
- 1.21%
$56.13 - $60.79 $15.4K - $16.7K
22.4K $1.36M
XLK
Technology Sector Spdr

ETFs
-176
- 4.71%
$250.97 - $282.66 $44.2K - $49.7K
3.56K $1M
STRL
Sterling Construction CO Inc

Industrials
-400
- 22.54%
$222.54 - $371.84 $89K - $149K
1.38K $467K
SAN
Banco Santander, S.A.

Financial Services
-545
- 1.63%
$8.27 - $10.48 $4.51K - $5.71K
32.9K $344K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-350
- 2.04%
$72.65 - $78.68 $25.4K - $27.5K
16.8K $1.32M
SNA
Snap On Inc

Industrials
-9
- 0.43%
$313.01 - $346.53 $2.82K - $3.12K
2.07K $717K
MS
Morgan Stanley

Financial Services
-1.05K
- 7.96%
$139.09 - $161.16 $147K - $170K
12.2K $1.94M
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
-534
- 0.53%
$7.86 - $9.72 $4.2K - $5.19K
99.7K $853K
TQQQ
Proshares Ultrapro Qqq

ETFs
-155
- 3.49%
$80.89 - $104.72 $12.5K - $16.2K
4.29K $443K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-751
- 0.43%
$13.77 - $14.45 $10.3K - $10.9K
175K $2.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-45
- 0.45%
$108.46 - $120.63 $4.88K - $5.43K
9.92K $1.18M
MU
Micron Technology Inc

Technology
-29
- 1.23%
$104.88 - $168.89 $3.04K - $4.9K
2.32K $388K
AEM
Agnico Eagle Mines LTD

Basic Materials
-283
- 9.19%
$116.14 - $168.56 $32.9K - $47.7K
2.8K $471K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-152
- 1.54%
$90.21 - $107.72 $13.7K - $16.4K
9.71K $1.04M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-372
- 0.76%
$28.92 - $32.19 $10.8K - $12K
48.6K $1.55M
HD
Home Depot, Inc.

Consumer Cyclical
-578
- 6.14%
$357.4 - $423.42 $207K - $245K
8.84K $3.58M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-45
- 0.55%
$89.32 - $107.82 $4.02K - $4.85K
8.21K $884K
URI
United Rentals, Inc.

Industrials
-7
- 0.91%
$774.14 - $975.23 $5.42K - $6.83K
762 $727K
CTRE
Care Trust Reit, Inc.

Real Estate
-82
- 0.21%
$30.29 - $34.8 $2.48K - $2.85K
39K $1.35M
WMT
Walmart Inc.

Consumer Defensive
-792
- 1.65%
$94.4 - $104.27 $74.8K - $82.6K
47.1K $4.86M
SRE
Sempra Energy

Utilities
-328
- 2.29%
$74.14 - $89.98 $24.3K - $29.5K
14K $1.26M
ABBV
Abb Vie Inc.

Healthcare
-3.14K
- 15.52%
$184.85 - $231.54 $581K - $728K
17.1K $3.96M
GD
General Dynamics Corp

Industrials
-4
- 0.09%
$293.92 - $341.0 $1.18K - $1.36K
4.53K $1.54M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-677
- 1.11%
$47.78 - $52.76 $32.3K - $35.7K
60.4K $3.15M
UPRO
Proshares Trust Proshares Ultr

ETFs
-198
- 1.35%
$91.26 - $112.39 $18.1K - $22.3K
14.5K $1.61M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.07K
- 2.31%
$84.28 - $89.46 $174K - $185K
87.5K $7.79M
ORCL
Oracle Corp

Technology
-324
- 4.55%
$218.96 - $328.33 $70.9K - $106K
6.79K $1.91M
JPM
Jpmorgan Chase & CO

Financial Services
-1.09K
- 3.39%
$282.78 - $316.06 $309K - $346K
31.2K $9.84M
TSLA
Tesla, Inc.

Consumer Cyclical
-400
- 2.78%
$293.94 - $444.72 $118K - $178K
14K $6.22M
GOOGL
Alphabet Inc.

Communication Services
-1.47K
- 2.79%
$174.36 - $254.72 $256K - $373K
51K $12.4M
AAPL
Apple Inc.

Technology
-648
- 0.63%
$202.38 - $256.87 $131K - $166K
102K $26M
NVDA
Nvidia Corp

Technology
-3.47K
- 1.67%
$153.3 - $186.58 $532K - $647K
204K $38.1M
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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