Golden State Equity Partners Incresed Positions in Q3 2025

Golden State Equity Partners

  • $569 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
1.31K
+ 3.85%
$264.74 - $369.57 $347K - $485K
35.4K $11.7M
MSFT
Microsoft Corp

Technology
2.3K
+ 5.73%
$491.09 - $535.64 $1.13M - $1.23M
42.4K $21.9M
PLTR
Palantir Technologies Inc.

Technology
3.24K
+ 17.64%
$130.68 - $186.97 $423K - $606K
21.6K $3.94M
TJX
Tjx Companies Inc

Consumer Cyclical
8.04K
+ 101.02%
$121.35 - $144.54 $975K - $1.16M
16K $2.31M
JNJ
Johnson & Johnson

Healthcare
3.65K
+ 20.49%
$155.17 - $185.42 $567K - $678K
21.5K $3.98M
PM
Philip Morris International Inc.

Consumer Defensive
7.73K
+ 193.32%
$157.77 - $183.27 $1.22M - $1.42M
11.7K $1.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.6K
+ 12.71%
$97.75 - $100.75 $1.04M - $1.07M
94.4K $9.47M
IVV
Ishares Core S&P 500 ETF

ETFs
1.06K
+ 14.34%
$620.67 - $670.08 $655K - $707K
8.41K $5.63M
QQQ
Invesco Qqq Trust, Series 1

ETFs
747
+ 6.3%
$546.99 - $602.2 $409K - $450K
12.6K $7.56M
WM
Waste Management Inc

Industrials
4.09K
+ 283.31%
$213.88 - $237.1 $875K - $970K
5.54K $1.22M
IAG
Iamgold Corp

Basic Materials
50K
+ 250.0%
$6.74 - $12.93 $337K - $647K
70K $905K
IBM
International Business Machines Corp

Technology
3.09K
+ 26.12%
$234.77 - $292.47 $725K - $903K
14.9K $4.2M
RTX
Raytheon Technologies Corp

Industrials
60
+ 0.18%
$144.19 - $167.33 $8.65K - $10K
33.2K $5.56M
CAT
Caterpillar Inc

Industrials
744
+ 18.47%
$390.92 - $477.15 $291K - $355K
4.77K $2.28M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
318
+ 2.91%
$567.77 - $614.76 $181K - $195K
11.2K $6.89M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
1.14K
+ 9.51%
$43.07 - $91.37 $48.9K - $104K
13.1K $1.19M
IAU
Ishares Gold Trust

ETFs
5.47K
+ 29.43%
$61.62 - $72.77 $337K - $398K
24K $1.75M
GOOG
Alphabet Inc.

Communication Services
456
+ 6.9%
$175.16 - $255.24 $79.9K - $116K
7.06K $1.72M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
10.9K
+ 12.78%
$45.26 - $46.63 $493K - $508K
96.2K $4.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
817
+ 14.66%
$224.68 - $282.71 $184K - $231K
6.39K $1.78M
META
Meta Platforms, Inc.

Communication Services
721
+ 9.85%
$695.21 - $791.73 $501K - $571K
8.04K $5.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.21K
+ 40.94%
$181.56 - $190.33 $401K - $420K
7.59K $1.44M
CLF
Cleveland Cliffs Inc.

Basic Materials
29.7K
+ 195.23%
$8.12 - $12.84 $241K - $381K
44.9K $547K
VGSH
Vanguard

ETFs
6.84K
+ 94.74%
$58.43 - $58.88 $400K - $403K
14.1K $827K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
17K
+ 45.55%
$23.09 - $23.43 $393K - $398K
54.3K $1.27M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.79K
+ 27.35%
$65.78 - $69.95 $315K - $335K
22.3K $1.56M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
8K
+ 12.71%
$43.1 - $44.6 $345K - $357K
70.9K $3.14M
ELV
Elevance Health, Inc.

Healthcare
1.45K
+ 118.27%
$274.66 - $395.76 $398K - $574K
2.68K $864K
ETN
Eaton Corp PLC

Industrials
976
+ 92.34%
$342.99 - $392.76 $335K - $383K
2.03K $760K
SHW
Sherwin Williams CO

Basic Materials
1.08K
+ 117.36%
$330.88 - $375.23 $356K - $403K
1.99K $689K
GPS
Gap Inc

Consumer Cyclical
18.6K
+ 97.13%
N/A
37.7K $760K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4.45K
+ 5.22%
$42.39 - $44.63 $189K - $199K
89.8K $4M
SPOT
Spotify Technology S.A.

Communication Services
543
+ 152.1%
$620.01 - $738.53 $337K - $401K
900 $628K
BAC
Bank Of America Corp

Financial Services
998
+ 1.45%
$44.92 - $52.42 $44.8K - $52.3K
70K $3.61M
AXP
American Express CO

Financial Services
958
+ 82.37%
$294.27 - $342.31 $282K - $328K
2.12K $704K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.51K
+ 8.59%
$82.38 - $83.0 $289K - $292K
44.4K $3.68M
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
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
AMD
Advanced Micro Devices Inc

Technology
375
+ 4.08%
$134.8 - $184.42 $50.6K - $69.2K
9.56K $1.55M
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
CMI
Cummins Inc

Industrials
55
+ 2.62%
$327.85 - $426.39 $18K - $23.5K
2.15K $908K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
122
+ 3.26%
$275.84 - $326.36 $33.7K - $39.8K
3.87K $1.26M
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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