Golden State Equity Partners Purchases in Q3 2025

Golden State Equity Partners

  • $569 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITA
Ishares Tr

ETFs
1.56K
New
$184.73 - $209.26 $288K - $326K
1.56K $326K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.51K
+ 8.59%
$82.38 - $83.0 $289K - $292K
44.4K $3.68M
SE
Sea LTD

Consumer Cyclical
1.6K
New
$146.23 - $196.5 $233K - $313K
1.6K $285K
VUG
Vanguard Growth ETF

ETFs
159
+ 3.28%
$433.97 - $484.08 $69K - $77K
5.01K $2.4M
STX
Seagate Technology Holdings PLC

Technology
138
+ 5.26%
$142.01 - $236.06 $19.6K - $32.6K
2.76K $651K
XLU
Utilities Sector Spdr

ETFs
3.11K
New
$81.14 - $87.32 $253K - $272K
3.11K $271K
EEM
Ishares Msci Emerging Markets

ETFs
5.05K
New
$48.07 - $53.4 $243K - $270K
5.05K $269K
IEF
Ishares Barclays

ETFs
2.68K
+ 24.47%
$93.91 - $97.26 $252K - $261K
13.6K $1.32M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
1.14K
+ 4.43%
$92.97 - $100.18 $106K - $115K
26.9K $2.68M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
42
+ 0.3%
$459.11 - $506.91 $19.3K - $21.3K
13.8K $6.95M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
7.5K
+ 23.17%
$34.21 - $36.13 $256K - $271K
39.8K $1.38M
ISMD
Northern Lts Fd Tr Iv

ETFs
6.49K
New
$35.1 - $39.69 $228K - $257K
6.49K $252K
IONQ
Ion Q, Inc.

Technology
4.03K
New
$36.79 - $75.14 $148K - $303K
4.03K $247K
AMD
Advanced Micro Devices Inc

Technology
375
+ 4.08%
$134.8 - $184.42 $50.6K - $69.2K
9.56K $1.55M
RSG
Republic Services, Inc.

Industrials
1.07K
New
$225.33 - $246.01 $240K - $262K
1.07K $244K
VTI
Vanguard Total Stock Market Et

ETFs
548
+ 20.92%
$303.93 - $329.86 $167K - $181K
3.17K $1.04M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.2K
+ 6.48%
$137.51 - $145.26 $165K - $174K
19.7K $2.81M
ASML
Asml Holding Nv

Technology
61
+ 5.76%
$689.63 - $968.09 $42.1K - $59.1K
1.12K $1.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
449
+ 9.2%
$276.51 - $305.12 $124K - $137K
5.33K $1.59M
HSY
Hershey CO

Consumer Defensive
1.22K
New
$161.95 - $193.45 $198K - $237K
1.22K $228K
URTY
Proshares Trust Proshrs Ultrap

ETFs
4.3K
New
$38.2 - $55.35 $164K - $238K
4.3K $227K
SHOP
Shopify Inc.

Technology
1.53K
New
$112.11 - $157.12 $172K - $241K
1.53K $227K
VST
Vistra Corp.

Utilities
1.14K
New
$182.0 - $217.92 $208K - $249K
1.14K $224K
INTC
Intel Corp

Technology
6.67K
New
$19.31 - $35.5 $129K - $237K
6.67K $223K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.48K
New
$138.08 - $151.2 $204K - $223K
1.48K $222K
CMI
Cummins Inc

Industrials
55
+ 2.62%
$327.85 - $426.39 $18K - $23.5K
2.15K $908K
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.35K
New
$87.29 - $93.61 $205K - $220K
2.35K $219K
INTU
Intuit Inc

Technology
322
New
$646.03 - $807.39 $208K - $260K
322 $219K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
122
+ 3.26%
$275.84 - $326.36 $33.7K - $39.8K
3.87K $1.26M
VNLA
Janus Henderson Short Duration

ETFs
4.25K
+ 34.26%
$48.99 - $49.29 $208K - $209K
16.6K $820K
XEL
Xcel Energy Inc

Utilities
2.61K
New
$67.56 - $80.65 $177K - $211K
2.61K $210K
IGV
Ishares Expanded Tech Software

ETFs
1.83K
New
$105.96 - $117.79 $194K - $215K
1.83K $210K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
2.64K
New
$75.26 - $80.19 $199K - $212K
2.64K $210K
ZTS
Zoetis Inc.

Healthcare
1.43K
New
$141.13 - $159.19 $202K - $228K
1.43K $209K
POST
Post Holdings, Inc.

Consumer Defensive
1.93K
New
$102.36 - $114.04 $198K - $220K
1.93K $207K
CASY
Caseys General Stores Inc

Consumer Cyclical
365
New
$494.52 - $565.32 $180K - $206K
365 $206K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
639
New
$301.44 - $365.84 $193K - $234K
639 $206K
AJG
Arthur J. Gallagher & Co.

Financial Services
663
New
$284.17 - $319.49 $188K - $212K
663 $205K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
598
+ 18.56%
$236.25 - $257.69 $141K - $154K
3.82K $979K
AVAV
Aero Vironment Inc

Industrials
11
+ 0.16%
$226.08 - $314.89 $2.49K - $3.46K
6.73K $2.12M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.01K
New
$196.15 - $217.83 $198K - $220K
1.01K $203K
MO
Altria Group, Inc.

Consumer Defensive
1.73K
+ 14.54%
$57.75 - $67.68 $99.8K - $117K
13.6K $899K
CMF
Ishares California Muni Bond E

ETFs
3.55K
New
$55.16 - $57.13 $196K - $203K
3.55K $202K
BA
Boeing CO

Industrials
737
+ 16.84%
$209.79 - $237.38 $155K - $175K
5.11K $1.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.09K
+ 14.12%
$62.09 - $66.51 $130K - $139K
16.9K $1.1M
LOW
Lowes Companies Inc

Consumer Cyclical
212
+ 4.8%
$215.01 - $273.02 $45.6K - $57.9K
4.63K $1.16M
MCD
Mcdonalds Corp

Consumer Cyclical
193
+ 1.87%
$291.67 - $316.99 $56.3K - $61.2K
10.5K $3.2M
UAA
Under Armour, Inc.

Consumer Cyclical
35.8K
New
$4.77 - $7.37 $171K - $264K
35.8K $178K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.8K
+ 18.41%
$85.01 - $90.35 $153K - $163K
11.6K $1.04M
Activity Summary
Buys All Purchases 274 New Holdings 51 Increased Positions 223 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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