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
SPAB
Spdr Portfolio Aggregate Bond

ETFs
4.58K
+ 18.25%
$24.73 - $25.62 $113K - $117K
29.7K $758K
NOC
Northrop Grumman Corp

Industrials
169
+ 16.63%
$433.45 - $513.82 $73.3K - $86.8K
1.19K $606K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.25K
+ 4.54%
$76.94 - $78.28 $96.2K - $97.9K
28.8K $2.25M
MO
Altria Group, Inc.

Consumer Defensive
549
+ 4.95%
$50.81 - $60.02 $27.9K - $33K
11.6K $698K
PAYX
Paychex Inc

Industrials
71
+ 0.94%
$136.06 - $154.52 $9.66K - $11K
7.62K $1.18M
IEFA
Ishares Tr

ETFs
760
+ 6.83%
$69.57 - $78.65 $52.9K - $59.8K
11.9K $899K
AEM
Agnico Eagle Mines LTD

Basic Materials
317
+ 11.75%
$79.66 - $108.41 $25.3K - $34.4K
3.02K $326K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
365
+ 2.24%
$87.68 - $94.52 $32K - $34.5K
16.6K $1.56M
WMB
Williams Companies, Inc.

Energy
697
+ 5.79%
$54.02 - $61.09 $37.7K - $42.6K
12.7K $761K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.45K
+ 3.03%
$44.72 - $46.25 $64.9K - $67.2K
49.3K $2.27M
ABT
Abbott Laboratories

Healthcare
68
+ 1.39%
$111.1 - $140.22 $7.55K - $9.53K
4.95K $656K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.25K
+ 16.88%
$30.38 - $34.94 $68.3K - $78.5K
15.6K $532K
COF
Capital One Financial Corp

Financial Services
558
+ 20.13%
$163.87 - $209.82 $91.4K - $117K
3.33K $597K
ORI
Old Republic International Corp

Financial Services
1.17K
+ 6.41%
$33.46 - $39.22 $39.2K - $45.9K
19.4K $762K
AZN
Astrazeneca PLC

Healthcare
646
+ 11.12%
$65.37 - $77.96 $42.2K - $50.4K
6.46K $474K
SCHW
Schwab Charles Corp

Financial Services
485
+ 3.97%
$71.24 - $83.64 $34.6K - $40.6K
12.7K $993K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
2.8K
+ 30.36%
$46.12 - $52.9 $129K - $148K
12K $559K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
242
+ 10.54%
$88.0 - $115.5 $21.3K - $28K
2.54K $289K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
2.65K
+ 21.79%
$28.11 - $30.42 $74.5K - $80.7K
14.8K $433K
SNA
Snap On Inc

Industrials
246
+ 14.18%
$324.09 - $358.62 $79.7K - $88.2K
1.98K $667K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.13K
+ 23.78%
$101.98 - $115.66 $115K - $130K
5.87K $601K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.52K
+ 23.67%
$51.26 - $52.53 $78K - $79.9K
7.95K $409K
EVRG
Evergy, Inc.

Utilities
642
+ 16.25%
$59.9 - $69.52 $38.5K - $44.6K
4.59K $316K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1.05K
+ 48.32%
$91.44 - $106.54 $96.2K - $112K
3.23K $295K
PPL
Ppl Corp

Utilities
960
+ 11.26%
$31.68 - $36.11 $30.4K - $34.7K
9.49K $342K
LEN
Lennar Corp

Consumer Cyclical
1.3K
+ 33.21%
$113.93 - $141.54 $148K - $184K
5.21K $598K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
2.44K
+ 18.3%
$23.56 - $24.16 $57.4K - $58.8K
15.7K $378K
MLPA
Global X Mlp ETF

ETFs
45
+ 0.31%
$49.83 - $54.53 $2.24K - $2.45K
14.6K $774K
GE
General Electric CO

Industrials
76
+ 6.15%
$168.59 - $212.13 $12.8K - $16.1K
1.31K $262K
EFV
Msci Eafe Value ETF

ETFs
435
+ 9.71%
$51.88 - $60.73 $22.6K - $26.4K
4.91K $289K
PEP
Pepsico Inc

Consumer Defensive
462
+ 5.91%
$142.64 - $156.42 $65.9K - $72.3K
8.28K $1.24M
VTI
Vanguard Total Stock Market Et

ETFs
296
+ 14.52%
$271.18 - $303.12 $80.3K - $89.7K
2.33K $641K
URI
United Rentals, Inc.

Industrials
158
+ 24.96%
$594.17 - $789.56 $93.9K - $125K
791 $495K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
4.76K
+ 5.44%
$38.36 - $41.43 $183K - $197K
92.3K $3.57M
SHEL
Shell PLC

Energy
173
+ 5.1%
$62.84 - $73.29 $10.9K - $12.7K
3.56K $261K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
2.28K
+ 1.31%
$14.22 - $14.83 $32.4K - $33.8K
176K $2.55M
LUV
Southwest Airlines CO

Industrials
1.45K
+ 18.0%
$28.18 - $34.84 $40.8K - $50.4K
9.49K $318K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
375
+ 12.43%
$100.59 - $103.47 $37.7K - $38.8K
3.39K $351K
C
Citigroup Inc

Financial Services
499
+ 2.37%
$67.23 - $84.63 $33.5K - $42.2K
21.5K $1.53M
ISRG
Intuitive Surgical Inc

Healthcare
154
+ 14.6%
$476.63 - $610.45 $73.4K - $94K
1.21K $598K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
846
+ 8.59%
$40.5 - $42.02 $34.3K - $35.5K
10.7K $446K
BP
Bp PLC

Energy
59
+ 0.64%
$29.93 - $35.31 $1.77K - $2.08K
9.22K $311K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
551
+ 11.99%
$45.62 - $51.12 $25.1K - $28.2K
5.15K $261K
EPI
Wisdomtree Tr India Earnings F

ETFs
1.33K
+ 11.38%
$40.08 - $45.85 $53.4K - $61.1K
13K $570K
JCI
Johnson Controls International PLC

Industrials
441
+ 13.37%
$76.12 - $90.6 $33.6K - $40K
3.74K $299K
CRWD
Crowd Strike Holdings, Inc.

Technology
56
+ 3.45%
$308.86 - $455.36 $17.3K - $25.5K
1.68K $591K
DTE
Dte Energy CO

Utilities
24
+ 1.26%
$117.6 - $138.27 $2.82K - $3.32K
1.93K $266K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.4K
+ 15.07%
$24.29 - $24.65 $34K - $34.5K
10.7K $263K
DSL
Double Line Income Solutions Fund

Financial Services
2.38K
+ 1.61%
$12.53 - $12.88 $29.8K - $30.6K
150K $1.89M
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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