Golden State Equity Partners Purchases in Q3 2024

Golden State Equity Partners

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRO
Brown & Brown, Inc.

Financial Services
2.77K
+ 43.17%
$89.11 - $105.82 $247K - $293K
9.19K $951K
FANG
Diamondback Energy, Inc.

Energy
1.64K
+ 134.67%
$168.46 - $210.94 $277K - $347K
2.86K $493K
LHX
L3 Harris Technologies, Inc.

Industrials
1.14K
New
$221.96 - $243.27 $253K - $277K
1.14K $270K
FAST
Fastenal CO

Industrials
3.78K
+ 45.83%
$62.09 - $71.83 $234K - $271K
12K $857K
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
8.5K
+ 19.77%
$28.42 - $31.76 $242K - $270K
51.5K $1.62M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.87K
+ 8.23%
$42.87 - $45.76 $252K - $269K
77.2K $3.49M
CB
Chubb LTD

Financial Services
924
+ 30.79%
$252.51 - $292.2 $233K - $270K
3.93K $1.13M
UAA
Under Armour, Inc.

Consumer Cyclical
29.8K
New
$6.37 - $8.94 $190K - $266K
29.8K $265K
SBAC
Sba Communications Corp

Real Estate
1.09K
New
$189.0 - $245.01 $206K - $267K
1.09K $262K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.02K
+ 63.57%
$50.63 - $51.11 $254K - $256K
12.9K $658K
PHM
Pultegroup Inc

Consumer Cyclical
1.77K
New
$103.95 - $144.98 $184K - $256K
1.77K $253K
BP
Bp PLC

Energy
7.87K
New
$30.78 - $37.05 $242K - $292K
7.87K $247K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.79K
+ 75.74%
$49.93 - $51.15 $239K - $245K
11.1K $568K
IEFA
Ishares Tr

ETFs
3.08K
+ 67.92%
$70.09 - $78.74 $216K - $243K
7.62K $594K
NRG
Nrg Energy, Inc.

Utilities
2.59K
New
$68.89 - $91.22 $178K - $236K
2.59K $235K
OMFL
Invesco Exchange Traded Self I

ETFs
4.4K
+ 29.16%
$47.65 - $52.99 $209K - $233K
19.5K $1.03M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.58K
New
$46.18 - $48.92 $211K - $224K
4.58K $222K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.74K
New
$52.27 - $60.45 $195K - $226K
3.74K $221K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.67K
New
$44.66 - $49.15 $209K - $230K
4.67K $220K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.86K
New
$36.06 - $37.66 $211K - $221K
5.86K $220K
ANSS
Ansys Inc

Technology
694
New
$296.54 - $331.25 $206K - $230K
694 $220K
ADI
Analog Devices Inc

Technology
944
+ 96.82%
$200.56 - $243.33 $189K - $230K
1.92K $441K
MCO
Moodys Corp

Financial Services
453
+ 96.18%
$421.49 - $494.67 $191K - $224K
924 $438K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.24K
New
$58.35 - $66.29 $189K - $214K
3.24K $214K
SPYG
Spdr Portfolio

ETFs
2.58K
New
$73.38 - $84.1 $189K - $217K
2.58K $213K
MCK
Mckesson Corp

Healthcare
430
New
$479.06 - $630.38 $206K - $271K
430 $212K
AOS
Smith A O Corp

Industrials
2.37K
+ 42.3%
$76.95 - $91.98 $182K - $218K
7.96K $714K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
8.65K
New
$23.61 - $24.64 $204K - $213K
8.65K $211K
XLU
Utilities Sector Spdr

ETFs
2.59K
New
$67.67 - $80.78 $175K - $209K
2.59K $209K
CAPE
Barclays Bank PLC

ETFs
7.05K
New
$27.05 - $29.64 $191K - $209K
7.05K $208K
IEMG
Ishares Inc

ETFs
3.84K
New
$53.64 - $53.64 $206K - $206K
3.84K $205K
RTO
Rentokil Initial PLC

Industrials
8.17K
New
$24.2 - $32.96 $198K - $269K
8.17K $203K
GOLD
Barrick Gold Corp

Basic Materials
10.2K
New
$16.56 - $21.01 $170K - $215K
10.2K $203K
FICO
Fair Isaac Corp

Technology
103
New
$1496.51 - $1947.38 $154K - $201K
103 $200K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.18K
New
$136.93 - $162.81 $161K - $192K
1.18K $189K
MPWR
Monolithic Power Systems Inc

Technology
201
New
$757.04 - $947.16 $152K - $190K
201 $185K
JCI
Johnson Controls International PLC

Industrials
2.38K
New
$65.52 - $77.61 $156K - $185K
2.38K $184K
PSA
Public Storage

Real Estate
500
New
$283.13 - $365.01 $142K - $183K
500 $181K
SU
Suncor Energy Inc

Energy
4.89K
New
$36.06 - $41.7 $176K - $204K
4.89K $180K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
6.63K
New
$25.51 - $27.19 $169K - $180K
6.63K $179K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
768
New
$201.82 - $234.36 $155K - $180K
768 $177K
XEL
Xcel Energy Inc

Utilities
2.67K
New
$52.11 - $65.3 $139K - $175K
2.67K $174K
JKHY
Henry Jack & Associates Inc

Technology
986
+ 76.2%
$160.87 - $177.06 $159K - $175K
2.28K $402K
PII
Polaris Inc.

Consumer Cyclical
2.09K
New
$72.9 - $86.86 $152K - $181K
2.09K $173K
PH
Parker Hannifin Corp

Industrials
269
+ 67.42%
$501.01 - $635.92 $135K - $171K
668 $422K
LVS
Las Vegas Sands Corp

Consumer Cyclical
3.34K
New
$37.86 - $51.12 $127K - $171K
3.34K $168K
ADSK
Autodesk, Inc.

Technology
687
New
$245.83 - $245.83 $169K - $169K
687 $168K
ANET
Arista Networks, Inc.

Technology
424
New
$311.42 - $388.21 $132K - $165K
424 $162K
KKR
Kkr & Co. Inc.

Financial Services
1.24K
+ 36.77%
$104.51 - $133.23 $130K - $165K
4.61K $602K
Activity Summary
Buys All Purchases 623 New Holdings 560 Increased Positions 63 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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