Golden State Equity Partners Purchases in Q2 2025

Golden State Equity Partners

  • $522 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
14.8K
+ 7.67%
$94.31 - $157.99 $1.4M - $2.34M
208K $32.8M
MSFT
Microsoft Corp

Technology
1.74K
+ 4.53%
$354.56 - $497.45 $616K - $864K
40.1K $19.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
46.4K
+ 124.17%
$96.84 - $99.46 $4.49M - $4.62M
83.8K $8.31M
AVGO
Broadcom Inc.

Technology
940
+ 2.83%
$146.29 - $275.65 $138K - $259K
34.1K $9.4M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
85.4K
New
$37.18 - $42.55 $3.17M - $3.63M
85.4K $3.63M
AMZN
Amazon Com Inc

Consumer Cyclical
8.91K
+ 18.31%
$167.32 - $223.3 $1.49M - $1.99M
57.5K $12.6M
GOOGL
Alphabet Inc.

Communication Services
9.81K
+ 23.0%
$144.7 - $178.6 $1.42M - $1.75M
52.5K $9.24M
META
Meta Platforms, Inc.

Communication Services
1.8K
+ 32.52%
$484.66 - $738.09 $871K - $1.33M
7.32K $5.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.51K
+ 26.92%
$416.06 - $551.64 $1.05M - $1.39M
11.8K $6.54M
NFLX
Netflix Inc

Communication Services
238
+ 5.82%
$855.86 - $1339.13 $204K - $319K
4.33K $5.79M
IVV
Ishares Core S&P 500 ETF

ETFs
2.3K
+ 45.35%
$498.8 - $620.9 $1.15M - $1.43M
7.36K $4.57M
JPM
Jpmorgan Chase & CO

Financial Services
214
+ 0.67%
$210.28 - $289.91 $45K - $62K
32.3K $9.36M
TSLA
Tesla, Inc.

Consumer Cyclical
2.45K
+ 20.48%
$221.86 - $362.89 $542K - $887K
14.4K $4.57M
IWP
Ishares Russell Mid Cap Growth

ETFs
8.73K
+ 89.25%
$104.34 - $138.68 $911K - $1.21M
18.5K $2.57M
PLTR
Palantir Technologies Inc.

Technology
1.68K
+ 10.05%
$74.01 - $144.25 $124K - $242K
18.4K $2.5M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
23.4K
+ 76.16%
$32.02 - $39.74 $751K - $932K
54.2K $2.15M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
775
+ 7.63%
$456.74 - $568.03 $354K - $440K
10.9K $6.21M
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
54.3K
New
$13.91 - $16.31 $756K - $886K
54.3K $872K
NVO
Novo Nordisk A S

Healthcare
12K
+ 382.97%
$58.08 - $81.05 $696K - $971K
15.1K $1.04M
COST
Costco Wholesale Corp

Consumer Defensive
679
+ 21.31%
$908.13 - $1056.85 $617K - $718K
3.87K $3.83M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
14.7K
New
$51.1 - $53.29 $750K - $782K
14.7K $781K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2.05K
+ 210.81%
$390.26 - $489.06 $799K - $1M
3.02K $1.22M
VBK
Vanguard Small Cap Growth ETF

ETFs
2.23K
+ 84.11%
$219.76 - $276.94 $490K - $617K
4.88K $1.35M
ALL
Allstate Corp

Financial Services
3.4K
New
$180.53 - $212.64 $613K - $722K
3.4K $683K
KKR
Kkr & Co. Inc.

Financial Services
4.26K
+ 73.88%
$92.79 - $134.29 $396K - $572K
10K $1.33M
GUG
Guggenheim Active Allocation Fund

ETFs
39.7K
New
$13.98 - $15.75 $555K - $626K
39.7K $621K
VNLA
Janus Henderson Short Duration

ETFs
12.4K
New
$48.74 - $49.2 $604K - $610K
12.4K $609K
CRWD
Crowd Strike Holdings, Inc.

Technology
661
+ 39.42%
$321.63 - $509.31 $213K - $337K
2.34K $1.19M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
11.9K
+ 106.47%
$47.42 - $51.67 $563K - $613K
23K $1.17M
IBM
International Business Machines Corp

Technology
193
+ 1.66%
$221.03 - $294.78 $42.7K - $56.9K
11.8K $3.48M
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
8.31K
New
$65.75 - $71.57 $546K - $595K
8.31K $592K
MSI
Motorola Solutions, Inc.

Technology
1.37K
New
$394.72 - $440.39 $542K - $605K
1.37K $577K
AUSF
Global X Fds Adaptive U S Fact

ETFs
12.7K
New
$39.16 - $44.7 $497K - $568K
12.7K $567K
COIN
Coinbase Global, Inc.

Technology
104
+ 3.51%
$151.47 - $375.07 $15.8K - $39K
3.06K $1.07M
CRM
Salesforce, Inc.

Technology
1.67K
+ 8.0%
$236.26 - $291.15 $394K - $486K
22.5K $6.14M
WMT
Walmart Inc.

Consumer Defensive
686
+ 1.45%
$81.79 - $99.98 $56.1K - $68.6K
47.9K $4.68M
RTX
Raytheon Technologies Corp

Industrials
614
+ 1.89%
$113.75 - $148.48 $69.8K - $91.2K
33.1K $4.84M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.83K
New
$248.61 - $294.96 $454K - $538K
1.83K $514K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
933
+ 20.11%
$141.37 - $228.57 $132K - $213K
5.57K $1.26M
ABT
Abbott Laboratories

Healthcare
3.5K
+ 70.65%
$123.95 - $138.08 $433K - $483K
8.44K $1.15M
KO
Coca Cola CO

Consumer Defensive
7.09K
+ 43.6%
$68.37 - $73.9 $485K - $524K
23.4K $1.65M
EMB
Ishares Tr

ETFs
4.93K
+ 36.12%
$86.54 - $92.62 $427K - $457K
18.6K $1.72M
APO
Apollo Global Management, Inc.

Financial Services
3.29K
+ 96.37%
$108.68 - $145.07 $358K - $477K
6.7K $951K
NOW
Service Now, Inc.

Technology
239
+ 28.69%
$721.65 - $1040.18 $172K - $249K
1.07K $1.1M
O
Realty Income Corp

Real Estate
7.62K
+ 50.64%
$52.27 - $58.52 $398K - $446K
22.7K $1.31M
VGSH
Vanguard

ETFs
7.22K
New
$58.32 - $58.95 $421K - $426K
7.22K $424K
HOLX
Hologic Inc

Healthcare
6.29K
New
$52.73 - $65.22 $331K - $410K
6.29K $409K
V
Visa Inc.

Financial Services
999
+ 8.94%
$308.27 - $373.31 $308K - $373K
12.2K $4.32M
GS
Goldman Sachs Group Inc

Financial Services
163
+ 9.68%
$462.22 - $707.75 $75.3K - $115K
1.85K $1.31M
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
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email