Golden State Equity Partners Sells in Q2 2025

Golden State Equity Partners

  • $522 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PH
Parker Hannifin Corp

Industrials
-187
- 34.76%
$517.23 - $700.54 $96.7K - $131K
351 $245K
USO
United States Oil Fund, LP

ETFs
-790
- 13.78%
$62.37 - $83.12 $49.3K - $65.7K
4.94K $361K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-3.1K
- 29.68%
$27.46 - $33.2 $85.2K - $103K
7.35K $243K
IAU
Ishares Gold Trust

ETFs
-2.22K
- 10.68%
$56.1 - $64.74 $125K - $144K
18.6K $1.16M
ROP
Roper Technologies Inc

Industrials
-82
- 11.48%
$519.19 - $590.78 $42.6K - $48.4K
632 $358K
FHB
First Hawaiian, Inc.

Financial Services
-2.79K
- 17.05%
$21.14 - $24.96 $58.9K - $69.6K
13.6K $338K
GAL
Ssga Active ETF Tr

ETFs
-3.15K
- 7.82%
$41.46 - $47.0 $131K - $148K
37.2K $1.75M
WM
Waste Management Inc

Industrials
-239
- 14.2%
$216.47 - $242.1 $51.7K - $57.9K
1.44K $330K
XLF
Financial Sector Spdr

ETFs
-1.49K
- 19.34%
$43.92 - $52.37 $65.5K - $78.1K
6.22K $325K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-2.24K
- 7.53%
$24.98 - $25.66 $55.9K - $57.4K
27.5K $702K
GL
Globe Life Inc.

Financial Services
-9
- 0.13%
$113.29 - $133.09 $1.02K - $1.2K
6.75K $838K
ATO
Atmos Energy Corp

Utilities
-319
- 10.05%
$145.06 - $162.66 $46.3K - $51.9K
2.85K $439K
MCO
Moodys Corp

Financial Services
-143
- 23.75%
$396.7 - $501.59 $56.7K - $71.7K
459 $230K
GPC
Genuine Parts CO

Consumer Cyclical
-475
- 11.53%
$105.54 - $129.09 $50.1K - $61.3K
3.65K $442K
MLPA
Global X Mlp ETF

ETFs
-80
- 0.55%
$46.47 - $54.16 $3.72K - $4.33K
14.5K $726K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-582
- 5.45%
$72.12 - $76.23 $42K - $44.4K
10.1K $766K
ESS
Essex Property Trust, Inc.

Real Estate
-162
- 10.16%
N/A
1.43K $390K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
-5.92K
- 11.43%
$27.1 - $33.57 $160K - $199K
45.9K $1.52M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-193
- 7.6%
$107.83 - $119.94 $20.8K - $23.1K
2.35K $252K
AFL
Aflac Inc

Financial Services
-130
- 3.35%
$99.77 - $112.45 $13K - $14.6K
3.75K $395K
TRV
Travelers Companies, Inc.

Financial Services
-135
- 8.64%
$233.83 - $276.34 $31.6K - $37.3K
1.43K $382K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-4.52K
- 13.21%
$29.41 - $37.21 $133K - $168K
29.7K $1.11M
BOND
Pimco Active Bond Exchange Tra

ETFs
-300
- 7.3%
$89.87 - $92.93 $27K - $27.9K
3.81K $351K
VIG
Vanguard Dividend Appreciation

ETFs
-150
- 12.71%
N/A
1.03K $187K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-1.24K
- 7.87%
$23.61 - $24.24 $29.3K - $30K
14.5K $351K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-546
- 12.5%
$81.84 - $93.53 $44.7K - $51.1K
3.82K $354K
SHEL
Shell PLC

Energy
-214
- 6.01%
$59.75 - $73.05 $12.8K - $15.6K
3.35K $235K
DGX
Quest Diagnostics Inc

Healthcare
-170
- 11.31%
N/A
1.33K $182K
CINF
Cincinnati Financial Corp

Financial Services
-182
- 5.56%
$126.6 - $151.6 $23K - $27.6K
3.09K $460K
GM
General Motors CO

Consumer Cyclical
-734
- 11.19%
$42.48 - $50.46 $31.2K - $37K
5.83K $286K
SPGI
S&P Global Inc.

Financial Services
-117
- 5.48%
$438.31 - $527.29 $51.3K - $61.7K
2.02K $1.06M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-647
- 6.1%
$90.56 - $109.49 $58.6K - $70.8K
9.97K $1.09M
DTE
Dte Energy CO

Utilities
-40
- 2.08%
$127.39 - $139.49 $5.1K - $5.58K
1.89K $249K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-148
- 16.17%
$372.3 - $448.86 $55.1K - $66.4K
767 $334K
VNQ
Vanguard Specialized Funds Van

ETFs
-25
- 0.4%
$79.79 - $91.42 $1.99K - $2.29K
6.25K $556K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-239
- 4.69%
$46.41 - $47.7 $11.1K - $11.4K
4.86K $230K
VPN
Global X Fds Data Ctr Reits &

ETFs
-665
- 6.15%
N/A
10.1K $161K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-278
- 4.53%
$32.99 - $38.01 $9.17K - $10.6K
5.86K $221K
WMB
Williams Companies, Inc.

Energy
-763
- 5.99%
$54.33 - $62.87 $41.5K - $48K
12K $751K
ARCC
Ares Capital Corp

Financial Services
-298
- 3.0%
$18.91 - $22.43 $5.64K - $6.68K
9.65K $211K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-129
- 0.78%
$85.42 - $94.39 $11K - $12.2K
16.5K $1.55M
EFV
Msci Eafe Value ETF

ETFs
-481
- 9.79%
$52.4 - $64.65 $25.2K - $31.1K
4.43K $281K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
-802
- 8.48%
$23.65 - $27.47 $19K - $22K
8.65K $237K
EVRG
Evergy, Inc.

Utilities
-108
- 2.35%
$64.06 - $69.64 $6.92K - $7.52K
4.48K $309K
ADP
Automatic Data Processing Inc

Industrials
-29
- 1.63%
$276.76 - $326.81 $8.03K - $9.48K
1.75K $539K
AMT
American Tower Corp

Real Estate
-35
- 3.03%
$203.96 - $228.19 $7.14K - $7.99K
1.12K $247K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-1.84K
- 12.44%
$25.97 - $33.21 $47.9K - $61.2K
13K $431K
ORCC
Owl Rock Capital Corp

Financial Services
-111
- 0.24%
N/A
45.6K $610K
LMT
Lockheed Martin Corp

Industrials
-105
- 3.61%
$430.82 - $486.45 $45.2K - $51.1K
2.8K $1.3M
Activity Summary
Buys All Purchases 260 New Holdings 51 Increased Positions 209 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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