Golden State Equity Partners Incresed Positions 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
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
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
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
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
KKR
Kkr & Co. Inc.

Financial Services
4.26K
+ 73.88%
$92.79 - $134.29 $396K - $572K
10K $1.33M
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
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
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
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
WFC
Wells Fargo & Company

Financial Services
1.4K
+ 4.27%
$60.98 - $80.12 $85.6K - $112K
34.3K $2.75M
AMD
Advanced Micro Devices Inc

Technology
258
+ 2.89%
$78.21 - $143.81 $20.2K - $37.1K
9.18K $1.3M
GOOG
Alphabet Inc.

Communication Services
1.56K
+ 30.96%
$146.58 - $180.01 $229K - $281K
6.61K $1.17M
ED
Consolidated Edison Inc

Utilities
3.97K
+ 77.16%
$98.05 - $113.3 $389K - $449K
9.11K $913K
LLY
Eli Lilly & CO

Healthcare
582
+ 23.08%
$713.71 - $898.95 $415K - $523K
3.1K $2.42M
KMB
Kimberly Clark Corp

Consumer Defensive
2.88K
+ 93.3%
$126.84 - $145.22 $365K - $418K
5.97K $769K
IWF
Ishares Russell 1000 Gr ETF

ETFs
387
+ 15.57%
$320.42 - $424.58 $124K - $164K
2.87K $1.21M
C
Citigroup Inc

Financial Services
122
+ 0.57%
$58.13 - $85.12 $7.09K - $10.4K
21.6K $1.84M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.94K
+ 23.51%
$81.46 - $94.63 $239K - $278K
15.4K $1.46M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.03K
+ 20.09%
$50.36 - $50.68 $304K - $306K
36.1K $1.83M
UBER
Uber Technologies, Inc

Technology
1.37K
+ 15.9%
$64.62 - $93.3 $88.6K - $128K
9.99K $932K
CSCO
Cisco Systems, Inc.

Technology
1.13K
+ 4.23%
$53.19 - $69.38 $60.1K - $78.3K
27.8K $1.93M
KLAC
Kla Corp

Technology
242
+ 82.03%
$576.53 - $902.94 $140K - $219K
537 $481K
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
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