Golden State Equity Partners Purchases in Q1 2025

Golden State Equity Partners

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
92.7K
New
$44.41 - $45.98 $4.12M - $4.26M
92.7K $4.23M
CGUS
Capital Group Core Equity ETF
61.2K
+ 553.93%
$33.08 - $36.62 $2.02M - $2.24M
72.2K $2.41M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.2K
+ 106.32%
$169.43 - $182.84 $1.56M - $1.68M
17.8K $3.09M
AR
Antero Resources Corp

Energy
35.6K
+ 257.66%
$33.64 - $41.42 $1.2M - $1.47M
49.4K $2M
HEFA
Ishares Currency Hedged Msci E

ETFs
39.3K
New
$34.83 - $37.52 $1.37M - $1.48M
39.3K $1.43M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.24K
+ 476.21%
$408.78 - $448.82 $1.33M - $1.46M
3.92K $1.65M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.4K
+ 593.56%
$114.57 - $118.14 $1.19M - $1.23M
12.2K $1.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
46.8K
New
$24.91 - $29.02 $1.17M - $1.36M
46.8K $1.17M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
12.4K
New
$88.87 - $97.02 $1.1M - $1.2M
12.4K $1.13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28K
New
$37.07 - $40.63 $1.04M - $1.14M
28K $1.1M
LNG
Cheniere Energy, Inc.

Energy
4.01K
+ 82.97%
$209.32 - $253.66 $838K - $1.02M
8.83K $2.04M
LDOS
Leidos Holdings, Inc.

Technology
6.76K
New
$126.82 - $161.11 $858K - $1.09M
6.76K $912K
GL
Globe Life Inc.

Financial Services
6.75K
New
$111.2 - $131.72 $751K - $890K
6.75K $889K
BWX
Spdr Bloomberg International T

ETFs
39.5K
New
$20.94 - $22.04 $828K - $871K
39.5K $863K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.09K
+ 29.03%
$100.34 - $100.68 $812K - $815K
36K $3.62M
CSCO
Cisco Systems, Inc.

Technology
12.5K
+ 88.42%
$58.74 - $64.87 $735K - $812K
26.7K $1.65M
VUG
Vanguard Growth ETF

ETFs
2.36K
+ 89.72%
$369.1 - $427.61 $870K - $1.01M
4.98K $1.85M
MBB
Ishares Tr

ETFs
7.21K
+ 58.03%
$90.37 - $94.08 $652K - $678K
19.6K $1.84M
IHDG
Wisdomtree Tr

ETFs
15.4K
+ 273.5%
$43.4 - $47.51 $670K - $734K
21.1K $915K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
25.7K
+ 24.89%
$32.49 - $37.99 $836K - $977K
129K $4.32M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.57K
New
$106.22 - $111.09 $592K - $619K
5.57K $618K
MDT
Medtronic PLC

Healthcare
6.24K
New
$79.84 - $94.5 $498K - $590K
6.24K $560K
ADP
Automatic Data Processing Inc

Industrials
1.78K
New
$286.85 - $318.64 $510K - $567K
1.78K $543K
PG
Procter & Gamble CO

Consumer Defensive
2.76K
+ 33.87%
$158.56 - $176.26 $438K - $487K
10.9K $1.86M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.64K
New
$161.05 - $222.93 $425K - $588K
2.64K $484K
CCL
Carnival Corp

Consumer Cyclical
24.1K
New
$19.08 - $28.49 $460K - $688K
24.1K $471K
SPG
Simon Property Group Inc

Real Estate
2.97K
+ 54.84%
$159.48 - $187.78 $474K - $558K
8.39K $1.39M
CL
Colgate Palmolive CO

Consumer Defensive
4.68K
+ 62.42%
$85.68 - $97.5 $401K - $456K
12.2K $1.14M
EMR
Emerson Electric CO

Industrials
4.19K
New
$108.64 - $131.17 $455K - $549K
4.19K $458K
QCOM
Qualcomm Inc

Technology
2.96K
+ 22.71%
$151.94 - $175.86 $450K - $521K
16K $2.46M
CAT
Caterpillar Inc

Industrials
1.7K
+ 47.16%
$326.75 - $407.63 $556K - $694K
5.31K $1.75M
CAH
Cardinal Health Inc

Healthcare
3.15K
New
$118.02 - $137.77 $371K - $433K
3.15K $433K
RDIV
Invesco Exchange Traded Fd Tr

ETFs
8.23K
+ 15.98%
$47.27 - $50.52 $389K - $416K
59.8K $2.92M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.12K
+ 27.09%
$85.29 - $92.57 $351K - $381K
19.3K $1.76M
CLX
Clorox CO

Consumer Defensive
2.92K
New
$141.76 - $162.89 $414K - $476K
2.92K $430K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7.47K
+ 35.08%
$77.67 - $90.15 $581K - $674K
28.8K $2.25M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.73K
New
$96.18 - $109.82 $359K - $410K
3.73K $382K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.16K
New
$60.91 - $71.4 $375K - $440K
6.16K $382K
HEWJ
Ishares Currency Hedged Msci J

ETFs
9.05K
New
$41.01 - $43.84 $371K - $397K
9.05K $379K
CGNX
Cognex Corp

Technology
12.7K
New
$29.83 - $41.02 $379K - $521K
12.7K $378K
PAAS
Pan American Silver Corp

Basic Materials
10K
+ 50.0%
$20.61 - $26.7 $206K - $267K
30K $774K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11.9K
New
$24.39 - $35.22 $291K - $421K
11.9K $354K
FSK
Fs Kkr Capital Corp

Financial Services
16.9K
New
$20.47 - $24.06 $345K - $406K
16.9K $353K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.66K
New
$56.12 - $68.15 $261K - $317K
4.66K $315K
SRLN
Ssga Active Trust

ETFs
8.32K
+ 16.79%
$41.02 - $41.99 $341K - $349K
57.9K $2.38M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.4K
+ 72.09%
$23.32 - $23.84 $288K - $295K
29.5K $690K
KO
Coca Cola CO

Consumer Defensive
2.11K
+ 14.87%
$60.81 - $72.32 $128K - $152K
16.3K $1.17M
XOM
Exxon Mobil Corp

Energy
379
+ 1.83%
$105.44 - $118.93 $40K - $45.1K
21.1K $2.51M
AMGN
Amgen Inc

Healthcare
54
+ 1.05%
$258.59 - $327.36 $14K - $17.7K
5.21K $1.62M
Activity Summary
Buys All Purchases 226 New Holdings 45 Increased Positions 181 Sells All Sells 190 Reductions 190 Sold out 0 Options Calls 0 Puts 0
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