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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
980
+ 3.38%
$78.11 - $79.07 $76.5K - $77.5K
30K $2.37M
HEFA
Ishares Currency Hedged Msci E

ETFs
335
+ 0.8%
$37.2 - $39.61 $12.5K - $13.3K
42.2K $1.67M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
194
+ 1.55%
$95.25 - $101.47 $18.5K - $19.7K
12.7K $1.28M
WELL
Welltower Inc.

Real Estate
152
+ 6.87%
$150.71 - $178.14 $22.9K - $27.1K
2.36K $420K
DFEN
Direxion Shs ETF Tr Daily Aero

ETFs
182
+ 4.67%
$48.77 - $68.75 $8.88K - $12.5K
4.08K $280K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
627
+ 5.21%
$46.4 - $51.49 $29.1K - $32.3K
12.7K $633K
IHDG
Wisdomtree Tr

ETFs
1.12K
+ 5.3%
$43.81 - $46.31 $49.1K - $51.9K
22.3K $1.03M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
71
+ 8.11%
$534.91 - $598.71 $38K - $42.5K
946 $531K
PPL
Ppl Corp

Utilities
980
+ 9.34%
$33.54 - $37.24 $32.9K - $36.5K
11.5K $426K
SPY
Spdr S&P 500 ETF Trust

ETFs
20
+ 1.71%
$617.65 - $666.84 $12.4K - $13.3K
1.19K $794K
UBER
Uber Technologies, Inc

Technology
206
+ 2.06%
$86.91 - $99.57 $17.9K - $20.5K
10.2K $999K
BOND
Pimco Active Bond Exchange Tra

ETFs
670
+ 17.59%
$90.83 - $93.81 $60.9K - $62.9K
4.48K $418K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
2.54K
+ 17.48%
$24.03 - $24.57 $60.9K - $62.3K
17K $416K
BTI
British American Tobacco P.L.C.

Consumer Defensive
668
+ 12.9%
$46.69 - $59.27 $31.2K - $39.6K
5.85K $310K
ED
Consolidated Edison Inc

Utilities
619
+ 6.8%
$95.57 - $105.36 $59.2K - $65.2K
9.73K $977K
DUK
Duke Energy Corp

Utilities
228
+ 3.76%
$116.31 - $125.93 $26.5K - $28.7K
6.29K $777K
TIP
Ishares Tr Tips Bd ETF

ETFs
498
+ 8.64%
$109.11 - $111.88 $54.3K - $55.7K
6.26K $696K
AFL
Aflac Inc

Financial Services
333
+ 8.88%
$98.09 - $111.7 $32.7K - $37.2K
4.08K $456K
ENB
Enbridge Inc

Energy
375
+ 4.62%
$43.79 - $50.46 $16.4K - $18.9K
8.5K $428K
HOLX
Hologic Inc

Healthcare
636
+ 10.12%
$63.26 - $68.98 $40.2K - $43.9K
6.92K $467K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.34K
+ 11.35%
$22.64 - $23.22 $53.1K - $54.4K
23K $531K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
715
+ 5.51%
$33.05 - $35.83 $23.6K - $25.6K
13.7K $488K
WSO
Watsco Inc

Industrials
277
+ 18.45%
$381.94 - $489.97 $106K - $136K
1.78K $718K
WMB
Williams Companies, Inc.

Energy
742
+ 6.2%
$56.52 - $64.01 $41.9K - $47.5K
12.7K $805K
CSCO
Cisco Systems, Inc.

Technology
1.18K
+ 4.23%
$66.2 - $71.79 $77.9K - $84.4K
29K $1.98M
SO
Southern CO

Utilities
316
+ 3.97%
$90.83 - $96.0 $28.7K - $30.3K
8.27K $783K
VO
Vanguard Mid Cap ETF

ETFs
92
+ 5.03%
$279.83 - $293.74 $25.7K - $27K
1.92K $564K
PANW
Palo Alto Networks Inc

Technology
276
+ 5.61%
$167.06 - $208.19 $46.1K - $57.5K
5.2K $1.06M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
557
+ 1.13%
$45.6 - $46.92 $25.4K - $26.1K
50K $2.33M
PLD
Prologis, Inc.

Real Estate
185
+ 6.01%
$104.08 - $115.35 $19.3K - $21.3K
3.26K $373K
RRX
Regal Rexnord Corp

Industrials
359
+ 25.44%
$137.95 - $159.91 $49.5K - $57.4K
1.77K $253K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
510
+ 11.4%
$91.44 - $91.77 $46.6K - $46.8K
4.99K $457K
SOXX
Ishares Semiconductor ETF

ETFs
22
+ 1.79%
$236.93 - $271.12 $5.21K - $5.96K
1.25K $339K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
66
+ 1.05%
$68.27 - $75.58 $4.51K - $4.99K
6.35K $472K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.12%
$339.37 - $366.46 $679 - $733
1.68K $614K
DFAE
Dimensional ETF Tr

ETFs
95
+ 0.6%
$28.84 - $31.84 $2.74K - $3.02K
16K $505K
WEC
Wec Energy Group, Inc.

Utilities
53
+ 1.44%
$103.66 - $114.59 $5.49K - $6.07K
3.73K $427K
VEA
Vanguard Ftse Developed Market

ETFs
90
+ 0.71%
$56.02 - $60.3 $5.04K - $5.43K
12.7K $761K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.23K
+ 17.56%
$60.9 - $70.75 $75K - $87.1K
8.24K $514K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
71
+ 6.81%
$225.11 - $247.9 $16K - $17.6K
1.11K $275K
COF
Capital One Financial Corp

Financial Services
187
+ 6.41%
$207.29 - $229.74 $38.8K - $43K
3.1K $659K
CDNS
Cadence Design Systems Inc

Technology
8
+ 0.93%
$309.46 - $373.37 $2.48K - $2.99K
868 $304K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
368
+ 1.24%
$100.37 - $100.74 $36.9K - $37.1K
30K $3.02M
PFE
Pfizer Inc

Healthcare
108
+ 0.38%
$23.29 - $25.88 $2.52K - $2.8K
28.9K $736K
AIG
American International Group, Inc.

Financial Services
957
+ 17.4%
$76.34 - $85.87 $73.1K - $82.2K
6.46K $507K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
667
+ 3.25%
$50.37 - $50.7 $33.6K - $33.8K
21.2K $1.07M
MGC
Vanguard Mega Cap ETF

ETFs
67
+ 6.56%
$224.2 - $245.55 $15K - $16.5K
1.09K $265K
DFAU
Dimensional ETF Tr

ETFs
86
+ 1.0%
$42.42 - $45.96 $3.65K - $3.95K
8.73K $399K
MA
Mastercard Inc

Financial Services
26
+ 1.31%
$550.18 - $598.96 $14.3K - $15.6K
2.01K $1.14M
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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