Golden State Equity Partners Incresed Positions in Q1 2025

Golden State Equity Partners

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
61.2K
+ 553.93%
$33.08 - $36.62 $2.02M - $2.24M
72.2K $2.41M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.2K
+ 106.32%
$169.43 - $182.84 $1.56M - $1.68M
17.8K $3.09M
AR
Antero Resources Corp

Energy
35.6K
+ 257.66%
$33.64 - $41.42 $1.2M - $1.47M
49.4K $2M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
3.24K
+ 476.21%
$408.78 - $448.82 $1.33M - $1.46M
3.92K $1.65M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
10.4K
+ 593.56%
$114.57 - $118.14 $1.19M - $1.23M
12.2K $1.44M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
16.3K
+ 66.18%
$47.66 - $57.45 $776K - $935K
40.9K $2.22M
LNG
Cheniere Energy, Inc.

Energy
4.01K
+ 82.97%
$209.32 - $253.66 $838K - $1.02M
8.83K $2.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.09K
+ 29.03%
$100.34 - $100.68 $812K - $815K
36K $3.62M
CSCO
Cisco Systems, Inc.

Technology
12.5K
+ 88.42%
$58.74 - $64.87 $735K - $812K
26.7K $1.65M
VUG
Vanguard Growth ETF

ETFs
2.36K
+ 89.72%
$369.1 - $427.61 $870K - $1.01M
4.98K $1.85M
IHDG
Wisdomtree Tr

ETFs
15.4K
+ 273.5%
$43.4 - $47.51 $670K - $734K
21.1K $915K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
25.7K
+ 24.89%
$32.49 - $37.99 $836K - $977K
129K $4.32M
PG
Procter & Gamble CO

Consumer Defensive
2.76K
+ 33.87%
$158.56 - $176.26 $438K - $487K
10.9K $1.86M
SPG
Simon Property Group Inc

Real Estate
2.97K
+ 54.84%
$159.48 - $187.78 $474K - $558K
8.39K $1.39M
CL
Colgate Palmolive CO

Consumer Defensive
4.68K
+ 62.42%
$85.68 - $97.5 $401K - $456K
12.2K $1.14M
QCOM
Qualcomm Inc

Technology
2.96K
+ 22.71%
$151.94 - $175.86 $450K - $521K
16K $2.46M
CAT
Caterpillar Inc

Industrials
1.7K
+ 47.16%
$326.75 - $407.63 $556K - $694K
5.31K $1.75M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
8.23K
+ 15.98%
$47.27 - $50.52 $389K - $416K
59.8K $2.92M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.12K
+ 27.09%
$85.29 - $92.57 $351K - $381K
19.3K $1.76M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
7.47K
+ 35.08%
$77.67 - $90.15 $581K - $674K
28.8K $2.25M
PAAS
Pan American Silver Corp

Basic Materials
10K
+ 50.0%
$20.61 - $26.7 $206K - $267K
30K $774K
SRLN
Ssga Active Trust

ETFs
8.32K
+ 16.79%
$41.02 - $41.99 $341K - $349K
57.9K $2.38M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
12.4K
+ 72.09%
$23.32 - $23.84 $288K - $295K
29.5K $690K
KO
Coca Cola CO

Consumer Defensive
2.11K
+ 14.87%
$60.81 - $72.32 $128K - $152K
16.3K $1.17M
XOM
Exxon Mobil Corp

Energy
379
+ 1.83%
$105.44 - $118.93 $40K - $45.1K
21.1K $2.51M
AMGN
Amgen Inc

Healthcare
54
+ 1.05%
$258.59 - $327.36 $14K - $17.7K
5.21K $1.62M
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
PM
Philip Morris International Inc.

Consumer Defensive
757
+ 24.07%
$117.15 - $158.79 $88.7K - $120K
3.9K $619K
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
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
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
DRI
Darden Restaurants Inc

Consumer Cyclical
697
+ 25.78%
$180.02 - $208.56 $125K - $145K
3.4K $706K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.81K
+ 14.52%
$50.39 - $50.66 $192K - $193K
30K $1.52M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.9K
+ 17.92%
$90.0 - $96.32 $171K - $183K
12.5K $1.15M
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
LLY
Eli Lilly & CO

Healthcare
38
+ 1.53%
$725.72 - $929.72 $27.6K - $35.3K
2.52K $2.08M
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
7K
+ 23.22%
$23.13 - $23.41 $162K - $164K
37.2K $862K
COP
Conocophillips

Energy
750
+ 6.2%
$88.6 - $105.85 $66.5K - $79.4K
12.9K $1.35M
STWD
Starwood Property Trust, Inc.

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