Golden State Equity Partners New Holdings in Q1 2025

Golden State Equity Partners

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
92.7K
New
$44.41 - $45.98 $4.12M - $4.26M
92.7K $4.23M
HEFA
Ishares Currency Hedged Msci E

ETFs
39.3K
New
$34.83 - $37.52 $1.37M - $1.48M
39.3K $1.43M
SCHG
Schwab Strategic Tr Us Large C

ETFs
46.8K
New
$24.91 - $29.02 $1.17M - $1.36M
46.8K $1.17M
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
12.4K
New
$88.87 - $97.02 $1.1M - $1.2M
12.4K $1.13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28K
New
$37.07 - $40.63 $1.04M - $1.14M
28K $1.1M
LDOS
Leidos Holdings, Inc.

Technology
6.76K
New
$126.82 - $161.11 $858K - $1.09M
6.76K $912K
GL
Globe Life Inc.

Financial Services
6.75K
New
$111.2 - $131.72 $751K - $890K
6.75K $889K
BWX
Spdr Bloomberg International T

ETFs
39.5K
New
$20.94 - $22.04 $828K - $871K
39.5K $863K
TIP
Ishares Tr Tips Bd ETF

ETFs
5.57K
New
$106.22 - $111.09 $592K - $619K
5.57K $618K
MDT
Medtronic PLC

Healthcare
6.24K
New
$79.84 - $94.5 $498K - $590K
6.24K $560K
STZ
Constellation Brands, Inc.

Consumer Defensive
2.64K
New
$161.05 - $222.93 $425K - $588K
2.64K $484K
CCL
Carnival Corp

Consumer Cyclical
24.1K
New
$19.08 - $28.49 $460K - $688K
24.1K $471K
EMR
Emerson Electric CO

Industrials
4.19K
New
$108.64 - $131.17 $455K - $549K
4.19K $458K
CAH
Cardinal Health Inc

Healthcare
3.15K
New
$118.02 - $137.77 $371K - $433K
3.15K $433K
CLX
Clorox CO

Consumer Defensive
2.92K
New
$141.76 - $162.89 $414K - $476K
2.92K $430K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
6.16K
New
$60.91 - $71.4 $375K - $440K
6.16K $382K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
3.73K
New
$96.18 - $109.82 $359K - $410K
3.73K $382K
HEWJ
Ishares Currency Hedged Msci J

ETFs
9.05K
New
$41.01 - $43.84 $371K - $397K
9.05K $379K
CGNX
Cognex Corp

Technology
12.7K
New
$29.83 - $41.02 $379K - $521K
12.7K $378K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11.9K
New
$24.39 - $35.22 $291K - $421K
11.9K $354K
FSK
Fs Kkr Capital Corp

Financial Services
16.9K
New
$20.47 - $24.06 $345K - $406K
16.9K $353K
MDLZ
Mondelez International, Inc.

Consumer Defensive
4.66K
New
$56.12 - $68.15 $261K - $317K
4.66K $315K
SNY
Sanofi

Healthcare
4.44K
New
$48.15 - $59.42 $214K - $264K
4.44K $246K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
9.46K
New
$25.57 - $27.77 $242K - $263K
9.46K $244K
CGGR
Capital Group Growth ETF Shs C

ETFs
6.83K
New
$33.98 - $39.84 $232K - $272K
6.83K $234K
HWM
Howmet Aerospace Inc.

Industrials
1.74K
New
$110.79 - $139.39 $193K - $243K
1.74K $226K
NRG
Nrg Energy, Inc.

Utilities
2.33K
New
$84.82 - $113.33 $198K - $264K
2.33K $222K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
1.91K
New
$113.13 - $127.79 $216K - $244K
1.91K $215K
RIO
Rio Tinto PLC

Basic Materials
3.48K
New
$58.19 - $64.29 $202K - $224K
3.48K $208K
STX
Seagate Technology Holdings PLC

Technology
2.44K
New
$84.92 - $108.42 $207K - $264K
2.44K $207K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
10.3K
New
$20.07 - $20.16 $207K - $208K
10.3K $207K
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
4.66K
New
$42.64 - $44.05 $199K - $205K
4.66K $204K
KLAC
Kla Corp

Technology
295
New
$636.62 - $777.63 $188K - $229K
295 $200K
VPN
Global X Fds Data Ctr Reits &

ETFs
10.8K
New
N/A
10.8K $172K
AVTR
Avantor, Inc.

Basic Materials
10.6K
New
$15.5 - $22.57 $164K - $238K
10.6K $171K
IAG
Iamgold Corp

Basic Materials
20K
New
$5.11 - $6.61 $102K - $132K
20K $125K
CLF
Cleveland Cliffs Inc.

Basic Materials
13K
New
$8.22 - $12.02 $107K - $156K
13K $106K
RIOT
Riot Blockchain, Inc.

Technology
10.1K
New
$7.12 - $13.54 $72.2K - $137K
10.1K $72K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
15K
New
$4.07 - $5.99 $61.1K - $89.9K
15K $61K
BYND
Beyond Meat, Inc.

Consumer Defensive
20K
New
$3.05 - $4.4 $61K - $88K
20K $61K
HYGW
Ishares Tr High Yield Corporat
12.6K
New
N/A
12.6K $0
LQDW
Ishares Tr Invt Grade Corporat
41.7K
New
N/A
41.7K $0
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
14.9K
New
N/A
14.9K $0
Columbia ETF Tr I
5.92K
New
N/A
5.92K $0
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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