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
IEMG
Ishares Inc

ETFs
532
+ 7.99%
N/A
7.19K $385K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
557
+ 3.85%
$26.88 - $27.78 $15K - $15.5K
15K $417K
FDX
Fedex Corp

Industrials
59
+ 4.51%
$217.1 - $243.2 $12.8K - $14.3K
1.37K $322K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
157
+ 1.22%
$117.65 - $120.08 $18.5K - $18.9K
13K $1.56M
DTE
Dte Energy CO

Utilities
39
+ 2.07%
$130.26 - $141.49 $5.08K - $5.52K
1.93K $272K
CRWD
Crowd Strike Holdings, Inc.

Technology
133
+ 5.69%
$412.46 - $514.1 $54.9K - $68.4K
2.47K $1.21M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
317
+ 2.93%
$41.18 - $42.48 $13.1K - $13.5K
11.1K $469K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
1.54K
+ 9.59%
$8.46 - $9.02 $13K - $13.9K
17.6K $158K
KEY
Keycorp

Financial Services
10
+ 0.07%
$17.37 - $19.39 $174 - $194
13.7K $256K
TPHD
Timothy Plan High Divid Stk Et

ETFs
234
+ 3.99%
$38.0 - $39.42 $8.89K - $9.22K
6.1K $239K
NRG
Nrg Energy, Inc.

Utilities
72
+ 4.75%
$144.77 - $173.91 $10.4K - $12.5K
1.59K $257K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
7
+ 0.01%
$37.5 - $40.3 $263 - $282
54.2K $2.16M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
500
+ 4.55%
$24.65 - $24.98 $12.3K - $12.5K
11.5K $286K
HBAN
Huntington Bancshares Inc

Financial Services
94
+ 0.43%
$15.87 - $17.88 $1.49K - $1.68K
21.9K $378K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
71
+ 0.55%
$50.73 - $52.47 $3.6K - $3.73K
12.9K $671K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.1%
$68.24 - $73.73 $205 - $221
2.91K $213K
FDUS
Fidus Investment Corp

Financial Services
565
+ 3.59%
$20.18 - $21.99 $11.4K - $12.4K
16.3K $330K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
487
+ 14.45%
$89.59 - $104.45 $43.6K - $50.9K
3.86K $345K
DLR
Digital Realty Trust, Inc.

Real Estate
92
+ 4.22%
$161.21 - $180.02 $14.8K - $16.6K
2.27K $392K
DSL
Double Line Income Solutions Fund

Financial Services
426
+ 0.28%
$11.99 - $12.67 $5.11K - $5.4K
153K $1.88M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
89
+ 5.49%
$259.44 - $278.65 $23.1K - $24.8K
1.71K $443K
BND
Vanguard Bd Index Fd Inc Total

ETFs
84
+ 1.05%
$72.57 - $74.72 $6.1K - $6.28K
8.09K $601K
IR
Ingersoll Rand Inc.

Industrials
155
+ 5.07%
$74.98 - $89.02 $11.6K - $13.8K
3.21K $265K
USO
United States Oil Fund, LP

ETFs
103
+ 2.08%
$72.3 - $81.04 $7.45K - $8.35K
5.05K $372K
ABC
Amerisourcebergen Corp

Healthcare
51
+ 2.98%
N/A
1.76K $326K
ARCC
Ares Capital Corp

Financial Services
1.22K
+ 12.62%
$20.41 - $23.25 $24.9K - $28.3K
10.9K $221K
VPN
Global X Fds Data Ctr Reits &

ETFs
550
+ 5.42%
N/A
10.7K $170K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
44
+ 0.91%
$46.86 - $48.27 $2.06K - $2.12K
4.9K $235K
IRM
Iron Mountain Inc

Real Estate
89
+ 1.4%
$89.46 - $104.46 $7.96K - $9.3K
6.44K $655K
CL
Colgate Palmolive CO

Consumer Defensive
436
+ 15.42%
$79.36 - $93.33 $34.6K - $40.7K
3.26K $260K
PSA
Public Storage

Real Estate
25
+ 2.9%
$271.94 - $298.09 $6.8K - $7.45K
888 $256K
FHB
First Hawaiian, Inc.

Financial Services
153
+ 1.13%
$23.66 - $26.43 $3.62K - $4.04K
13.7K $340K
VRT
Vertiv Holdings CO

Industrials
28
+ 1.56%
N/A
1.82K $157K
HLN
Haleon PLC

Healthcare
2.5K
+ 16.03%
$8.72 - $10.35 $21.8K - $25.9K
18.1K $162K
HUSV
First Tr ETF Iii Horizon Manag
7.92K
+ 9.81%
N/A
88.7K $0
Columbia ETF Tr I
302
+ 5.1%
N/A
6.22K $0
Ea Series Trust
3.75K
+ 194.81%
N/A
5.68K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
6.51K
+ 45.51%
N/A
20.8K $0
Lam Research Corp
175
+ 7.25%
N/A
2.59K $0
SNPS
Synopsys Inc

Technology
16
+ 4.09%
$387.78 - $645.35 $6.2K - $10.3K
407 $200K
Linde PLC
44
+ 1.89%
N/A
2.37K $0
CTVA
Corteva, Inc.

Basic Materials
374
+ 9.99%
$67.08 - $77.12 $25.1K - $28.8K
4.12K $278K
Blackrock Inc
94
+ 5.49%
N/A
1.81K $0
ROP
Roper Technologies Inc

Industrials
85
+ 13.45%
$495.03 - $573.0 $42.1K - $48.7K
717 $357K
AVTR
Avantor, Inc.

Basic Materials
582
+ 4.06%
$11.18 - $14.21 $6.51K - $8.27K
14.9K $186K
PG
Procter & Gamble CO

Consumer Defensive
263
+ 3.09%
$150.47 - $161.22 $39.6K - $42.4K
8.79K $1.35M
KMI
Kinder Morgan, Inc.

Energy
368
+ 2.2%
$26.23 - $28.5 $9.65K - $10.5K
17.1K $484K
ABT
Abbott Laboratories

Healthcare
41
+ 0.49%
$120.51 - $136.62 $4.94K - $5.6K
8.49K $1.14M
CAH
Cardinal Health Inc

Healthcare
97
+ 3.36%
$146.04 - $167.63 $14.2K - $16.3K
2.98K $468K
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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