Golden State Equity Partners has filed its 13F form on February 02, 2024 for Q4 2023 where it was disclosed a total value porftolio of $402 Million distributed in 357 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.3M, Microsoft Corp with a value of $14.3M, Nvidia Corp with a value of $12.1M, Wisdomtree Tr Us Quality Divid with a value of $9.95M, and Spdr Portfolio with a value of $8.86M.
Examining the 13F form we can see an increase of $53.3M in the current position value, from $349M to 402M.
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.