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
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
6.55K
+ 14.48%
$28.16 - $31.35 $184K - $205K
51.8K $1.56M
QPFF
American Centy ETF Tr Quality
7.64K
+ 90.33%
$35.38 - $36.78 $270K - $281K
16.1K $569K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.12K
+ 15.64%
$47.08 - $50.67 $194K - $209K
30.5K $1.53M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.89K
+ 10.09%
$50.48 - $51.04 $247K - $249K
53.3K $2.7M
SNY
Sanofi

Healthcare
4.44K
New
$48.15 - $59.42 $214K - $264K
4.44K $246K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
9.46K
New
$25.57 - $27.77 $242K - $263K
9.46K $244K
PM
Philip Morris International Inc.

Consumer Defensive
757
+ 24.07%
$117.15 - $158.79 $88.7K - $120K
3.9K $619K
CGGR
Capital Group Growth ETF Shs C

ETFs
6.83K
New
$33.98 - $39.84 $232K - $272K
6.83K $234K
HWM
Howmet Aerospace Inc.

Industrials
1.74K
New
$110.79 - $139.39 $193K - $243K
1.74K $226K
UBER
Uber Technologies, Inc

Technology
1.89K
+ 28.14%
$63.17 - $81.49 $120K - $154K
8.62K $628K
FLRN
Spdr Bloomberg Investment Grad

ETFs
6.99K
+ 95.5%
$30.71 - $30.87 $215K - $216K
14.3K $440K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.91K
New
$113.13 - $127.79 $216K - $244K
1.91K $215K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
65
+ 13.21%
$1187.71 - $1432.58 $77.2K - $93.1K
557 $797K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.35K
+ 19.07%
$33.84 - $37.77 $147K - $164K
27.2K $988K
RIO
Rio Tinto PLC

Basic Materials
3.48K
New
$58.19 - $64.29 $202K - $224K
3.48K $208K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
10.3K
New
$20.07 - $20.16 $207K - $208K
10.3K $207K
STX
Seagate Technology Holdings PLC

Technology
2.44K
New
$84.92 - $108.42 $207K - $264K
2.44K $207K
VEA
Vanguard Ftse Developed Market

ETFs
3.47K
+ 33.54%
$47.4 - $52.99 $164K - $184K
13.8K $701K
VTV
Vanguard Value ETF

ETFs
1.09K
+ 20.88%
$167.73 - $179.21 $182K - $195K
6.29K $1.09M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
4.66K
New
$42.64 - $44.05 $199K - $205K
4.66K $204K
DRI
Darden Restaurants Inc

Consumer Cyclical
697
+ 25.78%
$180.02 - $208.56 $125K - $145K
3.4K $706K
KLAC
Kla Corp

Technology
295
New
$636.62 - $777.63 $188K - $229K
295 $200K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.81K
+ 14.52%
$50.39 - $50.66 $192K - $193K
30K $1.52M
VPN
Global X Fds Data Ctr Reits &

ETFs
10.8K
New
N/A
10.8K $172K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.9K
+ 17.92%
$90.0 - $96.32 $171K - $183K
12.5K $1.15M
AVTR
Avantor, Inc.

Basic Materials
10.6K
New
$15.5 - $22.57 $164K - $238K
10.6K $171K
DUK
Duke Energy Corp

Utilities
312
+ 3.37%
$105.87 - $121.97 $33K - $38.1K
9.57K $1.17M
UL
Unilever PLC

Consumer Defensive
2.33K
+ 22.19%
$54.72 - $60.29 $127K - $140K
12.8K $764K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7K
+ 23.22%
$23.13 - $23.41 $162K - $164K
37.2K $862K
LLY
Eli Lilly & CO

Healthcare
38
+ 1.53%
$725.72 - $929.72 $27.6K - $35.3K
2.52K $2.08M
STWD
Starwood Property Trust, Inc.

Real Estate
6.48K
+ 23.38%
$18.41 - $20.53 $119K - $133K
34.2K $675K
COP
Conocophillips

Energy
750
+ 6.2%
$88.6 - $105.85 $66.5K - $79.4K
12.9K $1.35M
AIG
American International Group, Inc.

Financial Services
1.05K
+ 27.7%
$70.5 - $86.94 $73.9K - $91.1K
4.83K $420K
BOND
Pimco Active Bond Exchange Tra

ETFs
1.43K
+ 53.28%
$89.27 - $92.9 $127K - $133K
4.11K $379K
CME
Cme Group Inc.

Financial Services
70
+ 2.02%
$225.82 - $266.54 $15.8K - $18.7K
3.54K $938K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.58K
+ 18.25%
$24.73 - $25.62 $113K - $117K
29.7K $758K
NOC
Northrop Grumman Corp

Industrials
169
+ 16.63%
$433.45 - $513.82 $73.3K - $86.8K
1.19K $606K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.25K
+ 4.54%
$76.94 - $78.28 $96.2K - $97.9K
28.8K $2.25M
IAG
Iamgold Corp

Basic Materials
20K
New
$5.11 - $6.61 $102K - $132K
20K $125K
MO
Altria Group, Inc.

Consumer Defensive
549
+ 4.95%
$50.81 - $60.02 $27.9K - $33K
11.6K $698K
PAYX
Paychex Inc

Industrials
71
+ 0.94%
$136.06 - $154.52 $9.66K - $11K
7.62K $1.18M
IEFA
Ishares Tr

ETFs
760
+ 6.83%
$69.57 - $78.65 $52.9K - $59.8K
11.9K $899K
AEM
Agnico Eagle Mines LTD

Basic Materials
317
+ 11.75%
$79.66 - $108.41 $25.3K - $34.4K
3.02K $326K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
365
+ 2.24%
$87.68 - $94.52 $32K - $34.5K
16.6K $1.56M
WMB
Williams Companies, Inc.

Energy
697
+ 5.79%
$54.02 - $61.09 $37.7K - $42.6K
12.7K $761K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.45K
+ 3.03%
$44.72 - $46.25 $64.9K - $67.2K
49.3K $2.27M
MCK
Mckesson Corp

Healthcare
68
+ 11.28%
$566.21 - $672.99 $38.5K - $45.8K
671 $451K
CLF
Cleveland Cliffs Inc.

Basic Materials
13K
New
$8.22 - $12.02 $107K - $156K
13K $106K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.25K
+ 16.88%
$30.38 - $34.94 $68.3K - $78.5K
15.6K $532K
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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