Golden State Equity Partners has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 30693 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $13.8M, Harbor ETF Tr Harbor Long Term with a value of $10.3M, First Tr ETF Vi Smid Cap Risin with a value of $6.07M, Hartford Fds Total Return Bd E with a value of $5.25M, and Wisdomtree Tr Intl Quality Div with a value of $5.12M.
Examining the 13F form we can see an decrease of $259M in the current position value, from $441M to 182M.
Golden State Equity Partners is based out at South Coast Metro, CA
Below you can find more details about Golden State Equity Partners portfolio as well as his latest detailed transactions.
Portfolio value
$182 Million
ETFs: $94 Million
Technology: $15.5 Million
Industrials: $15 Million
Financial Services: $13.9 Million
Consumer Cyclical: $9.78 Million
Healthcare: $6.32 Million
Consumer Defensive: $6.07 Million
Energy: $5.41 Million
Other: $15.1 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
