Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

  • $510 Million
  • Q4 2024

Golden State Equity Partners has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $510 Million distributed in 432 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.3M, Nvidia Corp with a value of $26.9M, Microsoft Corp with a value of $16.5M, Amazon Com Inc with a value of $10.7M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.2M.

Examining the 13F form we can see an increase of $329M in the current position value, from $182M to 510M.

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 $510 Million
ETFs: $189 Million
Technology: $113 Million
Financial Services: $50.5 Million
Consumer Cyclical: $30.4 Million
Industrials: $27 Million
Healthcare: $24.1 Million
Communication Services: $23 Million
Consumer Defensive: $16.6 Million
Other: $35.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.16 Million 0.42% of portfolio
47,843
Q4 2024 Added 97.8%
$0
$2.13 Million 0.42% of portfolio
27,509
Q4 2024 Added 30,808.99%
$0
$2.07 Million 0.41% of portfolio
49,540
Q4 2024 Added 353,757.12%
$48.3B
$2 Million 0.39% of portfolio
14,766
Q4 2024 Added 148.17%
$0
$1.99 Million 0.39% of portfolio
44,395
Q4 2024 Added 2,047.8%
$178B
$2 Million 0.39% of portfolio
13,032
Q4 2024 Added 1,434.98%
$795B
$1.92 Million 0.38% of portfolio
2,484
Q4 2024 Added 2,514.74%
$0
$1.88 Million 0.37% of portfolio
42,529
Q4 2024 Reduced 20.44%
$0
$1.82 Million 0.36% of portfolio
63,469
Q4 2024 New
$0
$1.83 Million 0.36% of portfolio
21,305
Q4 2024 Reduced 14.31%
$0
$1.85 Million 0.36% of portfolio
147,556
Q4 2024 New
$0
$1.81 Million 0.35% of portfolio
49,113
Q4 2024 Added 738.68%
$203B
$1.72 Million 0.34% of portfolio
13,676
Q4 2024 Added 24.61%
$0
$1.72 Million 0.34% of portfolio
17,298
Q4 2024 New
$471B
$1.7 Million 0.33% of portfolio
3,359
Q4 2024 Added 405.11%
$139B
$1.71 Million 0.33% of portfolio
23,832
Q4 2024 Added 472.33%
$123B
$1.61 Million 0.32% of portfolio
3,314
Q4 2024 Added 268.63%
$169B
$1.57 Million 0.31% of portfolio
20,752
Q4 2024 Added 1,455.62%
$0
$1.59 Million 0.31% of portfolio
20,176
Q4 2024 New
$140B
$1.59 Million 0.31% of portfolio
6,448
Q4 2024 Added 231.69%
$185B
$1.52 Million 0.3% of portfolio
37,944
Q4 2024 Added 329.72%
$73.6B
$1.55 Million 0.3% of portfolio
5,887
Q4 2024 Added 253.36%
$0
$1.52 Million 0.3% of portfolio
8,651
Q4 2024 Added 37.6%
$0
$1.53 Million 0.3% of portfolio
72,447
Q4 2024 New
$323B
$1.53 Million 0.3% of portfolio
6,913
Q4 2024 Added 441.77%
$140B
$1.53 Million 0.3% of portfolio
6,761
Q4 2024 Added 1,230.91%
$0
$1.49 Million 0.29% of portfolio
24,875
Q4 2024 Added 2.52%
$138B
$1.48 Million 0.29% of portfolio
21,013
Q4 2024 Added 386.3%
$411B
$1.45 Million 0.28% of portfolio
8,725
Q4 2024 Added 167.31%
$0
$1.44 Million 0.28% of portfolio
16,202
Q4 2024 Added 3,089.37%
$177B
$1.45 Million 0.28% of portfolio
7,464
Q4 2024 Added 31.02%
$0
$1.44 Million 0.28% of portfolio
16,261
Q4 2024 Added 312.93%
$399B
$1.37 Million 0.27% of portfolio
8,152
Q4 2024 Added 49.61%
$64.3B
$1.37 Million 0.27% of portfolio
4,852
Q4 2024 Added 661.7%
$0
$1.3 Million 0.26% of portfolio
19,820
Q4 2024 Reduced 20.4%
$74B
$1.34 Million 0.26% of portfolio
42,797
Q4 2024 Added 471.46%
$0
$1.32 Million 0.26% of portfolio
28,360
Q4 2024 New
$179B
$1.31 Million 0.26% of portfolio
3,611
Q4 2024 Added 165.32%
$0
$1.32 Million 0.26% of portfolio
26,221
Q4 2024 Added 575.62%
$0
$1.32 Million 0.26% of portfolio
14,902
Q4 2024 New
$169B
$1.34 Million 0.26% of portfolio
5,155
Q4 2024 Added 2,862.64%
$0
$1.33 Million 0.26% of portfolio
15,204
Q4 2024 Added 21,016.67%
$0
$1.33 Million 0.26% of portfolio
26,876
Q4 2024 New
$22.3B
$1.3 Million 0.25% of portfolio
14,828
Q4 2024 Added 410.43%
$0
$1.29 Million 0.25% of portfolio
45,224
Q4 2024 Reduced 12.18%
$0
$1.27 Million 0.25% of portfolio
44,232
Q4 2024 Reduced 63.19%
$0
$1.29 Million 0.25% of portfolio
11,223
Q4 2024 Added 375.75%
$0
$1.27 Million 0.25% of portfolio
26,350
Q4 2024 New
$123B
$1.29 Million 0.25% of portfolio
4,680
Q4 2024 Added 19.24%

Summary

  • Portfolio
  • No. of Stocks 432
  • Current Value $510 Million
  • Prior Value $182 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 113 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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