Golden State Equity Partners Incresed Positions in Q3 2024

Golden State Equity Partners

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
33.2K
+ 25.07%
$75.88 - $83.21 $2.52M - $2.76M
165K $13.8M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
82.7K
+ 25.9%
$25.49 - $25.49 $2.11M - $2.11M
402K $10.3M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
36.9K
+ 513.63%
$44.56 - $50.18 $1.64M - $1.85M
44.1K $2.2M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
34.3K
+ 25.9%
$32.65 - $36.69 $1.12M - $1.26M
167K $6.07M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
26.9K
+ 25.83%
$35.73 - $39.48 $960K - $1.06M
131K $5.12M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
24.9K
+ 26.2%
$28.41 - $32.11 $709K - $801K
120K $3.79M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6.48K
+ 254.76%
$87.56 - $95.49 $567K - $619K
9.03K $861K
LEN
Lennar Corp

Consumer Cyclical
2.83K
+ 176.04%
$142.5 - $192.45 $403K - $544K
4.44K $831K
HTRB
Hartford Fds Total Return Bd E

ETFs
14.7K
+ 10.87%
$33.29 - $35.33 $490K - $520K
150K $5.25M
GAL
Ssga Active ETF Tr

ETFs
9.86K
+ 22.62%
$42.41 - $45.61 $418K - $450K
53.5K $2.43M
TXN
Texas Instruments Inc

Technology
2.17K
+ 61.57%
$194.6 - $194.6 $422K - $422K
5.7K $1.11M
MS
Morgan Stanley

Financial Services
3.87K
+ 54.51%
$92.07 - $106.96 $356K - $414K
11K $1.14M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.12K
+ 11.52%
$90.01 - $95.32 $371K - $393K
39.9K $3.77M
TPL
Texas Pacific Land Corp

Energy
411
+ 153.36%
$724.86 - $952.13 $298K - $391K
679 $600K
URI
United Rentals, Inc.

Industrials
448
+ 165.31%
$627.41 - $814.1 $281K - $365K
719 $582K
SPGI
S&P Global Inc.

Financial Services
652
+ 117.9%
$446.32 - $527.38 $291K - $344K
1.21K $622K
ROP
Roper Technologies Inc

Industrials
570
+ 131.03%
$515.25 - $576.55 $294K - $329K
1.01K $559K
PNR
Pentair PLC

Industrials
3K
+ 57.02%
$74.39 - $97.79 $223K - $293K
8.25K $807K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
3.54K
+ 16.61%
$73.86 - $84.2 $262K - $298K
24.9K $2.05M
FTLS
First Tr Long/Short Equity ETF

ETFs
4.59K
+ 22.58%
$60.73 - $63.8 $279K - $293K
24.9K $1.58M
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
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
CB
Chubb LTD

Financial Services
924
+ 30.79%
$252.51 - $292.2 $233K - $270K
3.93K $1.13M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
5.87K
+ 8.23%
$42.87 - $45.76 $252K - $269K
77.2K $3.49M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
5.02K
+ 63.57%
$50.63 - $51.11 $254K - $256K
12.9K $658K
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
OMFL
Invesco Exchange Traded Self I

ETFs
4.4K
+ 29.16%
$47.65 - $52.99 $209K - $233K
19.5K $1.03M
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
AOS
Smith A O Corp

Industrials
2.37K
+ 42.3%
$76.95 - $91.98 $182K - $218K
7.96K $714K
JKHY
Henry Jack & Associates Inc

Technology
986
+ 76.2%
$160.87 - $177.06 $159K - $175K
2.28K $402K
PH
Parker Hannifin Corp

Industrials
269
+ 67.42%
$501.01 - $635.92 $135K - $171K
668 $422K
KKR
Kkr & Co. Inc.

Financial Services
1.24K
+ 36.77%
$104.51 - $133.23 $130K - $165K
4.61K $602K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.83K
+ 24.64%
$24.86 - $26.33 $145K - $154K
29.5K $770K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
2.82K
+ 21.75%
$47.29 - $52.55 $133K - $148K
15.8K $829K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
2.87K
+ 11.76%
$50.15 - $50.66 $144K - $145K
27.3K $1.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.79K
+ 32.43%
$57.32 - $62.65 $102K - $112K
7.29K $454K
TMO
Thermo Fisher Scientific Inc.

Healthcare
158
+ 37.26%
$531.86 - $624.21 $84K - $98.6K
582 $359K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.1K
+ 19.46%
$22.38 - $23.66 $91.7K - $97K
25.2K $589K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.86K
+ 19.77%
$46.13 - $52.38 $85.7K - $97.3K
11.3K $579K
CTAS
Cintas Corp

Industrials
436
+ 17.17%
$201.38 - $819.83 $87.8K - $357K
2.98K $612K
VTV
Vanguard Value ETF

ETFs
463
+ 16.94%
$159.75 - $174.57 $74K - $80.8K
3.2K $557K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
3.1K
+ 24.77%
$23.49 - $24.57 $72.8K - $76.1K
15.6K $382K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.39K
+ 19.66%
$26.13 - $31.72 $62.5K - $75.8K
14.5K $451K
TSCO
Tractor Supply CO

Consumer Cyclical
211
+ 27.05%
$251.95 - $290.93 $53.2K - $61.4K
991 $288K
CCI
Crown Castle International Corp

Real Estate
508
+ 15.56%
$95.29 - $120.24 $48.4K - $61.1K
3.77K $447K
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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