Golden State Equity Partners Reduced Holdings in Q1 2025

Golden State Equity Partners

  • $491 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-15.4K
- 13.16%
$209.68 - $247.1 $3.23M - $3.8M
102K $22.6M
NVDA
Nvidia Corp

Technology
-7.14K
- 3.57%
$106.98 - $149.43 $764K - $1.07M
193K $20.9M
AVGO
Broadcom Inc.

Technology
-1.98K
- 5.63%
$167.43 - $244.7 $331K - $484K
33.2K $5.55M
MSFT
Microsoft Corp

Technology
-708
- 1.81%
$375.39 - $447.2 $266K - $317K
38.3K $14.4M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-20.2K
- 13.61%
$64.88 - $72.1 $1.31M - $1.46M
128K $8.43M
TGT
Target Corp

Consumer Defensive
-12.3K
- 83.07%
$103.65 - $142.5 $1.27M - $1.75M
2.5K $260K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-59.6K
- 51.24%
$27.01 - $28.54 $1.61M - $1.7M
56.7K $1.58M
AMZN
Amazon Com Inc

Consumer Cyclical
-274
- 0.56%
$190.26 - $242.06 $52.1K - $66.3K
48.6K $9.25M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-41.5K
- 57.43%
$34.14 - $37.91 $1.42M - $1.57M
30.8K $1.1M
FDX
Fedex Corp

Industrials
-3.68K
- 75.82%
$230.33 - $281.53 $847K - $1.04M
1.17K $285K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-37.1K
- 51.21%
$20.7 - $21.15 $768K - $785K
35.3K $731K
USFR
Wisdomtree Floating Rate Treas

ETFs
-12.4K
- 16.4%
$50.29 - $50.5 $624K - $627K
63.3K $3.18M
HYG
Ishares Tr

ETFs
-7.86K
- 38.96%
$78.51 - $80.11 $617K - $630K
12.3K $971K
HON
Honeywell International Inc

Industrials
-2.29K
- 33.84%
$202.75 - $226.52 $464K - $518K
4.47K $947K
SHW
Sherwin Williams CO

Basic Materials
-1.41K
- 60.71%
$330.16 - $365.55 $465K - $515K
912 $318K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-9.32K
- 42.17%
$49.67 - $51.43 $463K - $479K
12.8K $652K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-17.8K
- 7.46%
N/A
220K $5.61M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-8.51K
- 30.02%
$43.95 - $48.5 $374K - $413K
19.8K $881K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-5.88K
- 35.48%
$73.11 - $77.43 $430K - $455K
10.7K $811K
VGIT
Vanguard Intermediate Term Tre

ETFs
-8.06K
- 19.13%
$57.44 - $59.4 $463K - $479K
34.1K $2.02M
WMT
Walmart Inc.

Consumer Defensive
-3.2K
- 6.34%
$84.5 - $105.05 $270K - $336K
47.2K $4.15M
IEF
Ishares Barclays

ETFs
-4.97K
- 20.57%
$91.17 - $95.39 $453K - $474K
19.2K $1.83M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-751
- 23.21%
$360.07 - $417.26 $270K - $313K
2.49K $897K
OMFL
Invesco Exchange Traded Self I

ETFs
-7.05K
- 49.6%
$52.19 - $57.45 $368K - $405K
7.16K $381K
ORCL
Oracle Corp

Technology
-1K
- 11.51%
$139.81 - $186.47 $140K - $187K
7.72K $1.08M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.17K
- 2.89%
$78.0 - $84.37 $248K - $268K
107K $8.51M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4.67K
- 10.6%
$81.83 - $82.73 $382K - $387K
39.4K $3.26M
O
Realty Income Corp

Real Estate
-7.87K
- 34.35%
$51.67 - $58.49 $407K - $460K
15.1K $873K
GD
General Dynamics Corp

Industrials
-1.45K
- 24.61%
$241.94 - $272.58 $351K - $395K
4.44K $1.21M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-12.2K
- 19.19%
$28.27 - $29.28 $344K - $357K
51.3K $1.49M
LMT
Lockheed Martin Corp

Industrials
-405
- 12.22%
$423.19 - $506.29 $171K - $205K
2.91K $1.3M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.59K
- 31.84%
$185.78 - $198.58 $295K - $316K
3.4K $648K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.89K
- 9.42%
$95.85 - $99.25 $373K - $386K
37.4K $3.7M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-2.54K
- 29.23%
$96.88 - $111.25 $246K - $283K
6.15K $614K
SRE
Sempra Energy

Utilities
-424
- 2.86%
$67.85 - $87.67 $28.8K - $37.2K
14.4K $1.03M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-6.39K
- 8.76%
$42.36 - $43.8 $271K - $280K
66.6K $2.89M
VGT
Vanguard Information Technolog

ETFs
-253
- 19.92%
$542.38 - $646.34 $137K - $164K
1.02K $551K
SO
Southern CO

Utilities
-3.65K
- 31.61%
$80.96 - $92.96 $295K - $339K
7.89K $725K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.53K
- 8.74%
$42.4 - $44.11 $277K - $288K
68.1K $2.99M
EMB
Ishares Tr

ETFs
-2.54K
- 15.68%
$88.64 - $92.03 $225K - $234K
13.7K $1.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
-276
- 19.97%
$551.42 - $612.93 $152K - $169K
1.11K $618K
ACN
Accenture PLC

Technology
-293
- 11.8%
$300.91 - $398.25 $88.2K - $117K
2.19K $683K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-949
- 6.97%
$47.79 - $59.89 $45.4K - $56.8K
12.7K $636K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-610
- 5.44%
$102.49 - $119.96 $62.5K - $73.2K
10.6K $1.11M
AMD
Advanced Micro Devices Inc

Technology
-173
- 1.9%
$96.63 - $129.55 $16.7K - $22.4K
8.92K $916K
PNR
Pentair PLC

Industrials
-1.02K
- 15.92%
$84.0 - $105.35 $85.6K - $107K
5.38K $470K
ETN
Eaton Corp PLC

Industrials
-326
- 23.25%
$271.83 - $371.23 $88.6K - $121K
1.08K $292K
BA
Boeing CO

Industrials
-785
- 13.19%
$148.15 - $186.25 $116K - $146K
5.17K $881K
PLTR
Palantir Technologies Inc.

Technology
-4.07K
- 19.6%
$64.98 - $124.62 $264K - $507K
16.7K $1.41M
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
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email