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
STRL
Sterling Construction CO Inc

Industrials
-300
- 14.46%
$108.65 - $200.56 $32.6K - $60.2K
1.78K $200K
XLK
Technology Sector Spdr

ETFs
-242
- 6.47%
$206.38 - $242.18 $49.9K - $58.6K
3.5K $721K
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.76K
- 8.9%
$63.42 - $68.17 $112K - $120K
18.1K $1.16M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2K
- 2.95%
$56.17 - $59.71 $112K - $119K
65.9K $3.77M
LOW
Lowes Companies Inc

Consumer Cyclical
-221
- 3.43%
$222.66 - $268.42 $49.2K - $59.3K
6.23K $1.45M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-4.1K
- 33.38%
$29.34 - $31.31 $120K - $128K
8.17K $242K
MS
Morgan Stanley

Financial Services
-61
- 0.45%
$111.68 - $141.08 $6.81K - $8.61K
13.6K $1.59M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-3.57K
- 36.78%
$36.09 - $38.27 $129K - $137K
6.14K $231K
SPMD
Spdr Portfolio

ETFs
-1.81K
- 30.0%
$50.21 - $57.73 $91K - $105K
4.23K $216K
APO
Apollo Global Management, Inc.

Financial Services
-105
- 2.98%
$126.01 - $172.06 $13.2K - $18.1K
3.41K $467K
IWD
Ishares Russell 1000 Val ETF

ETFs
-629
- 33.39%
$182.82 - $196.21 $115K - $123K
1.26K $236K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-4.46K
- 11.54%
$31.09 - $34.34 $139K - $153K
34.2K $1.14M
SAP
Sap Se

Technology
-559
- 23.79%
$241.4 - $293.69 $135K - $164K
1.79K $480K
TSCO
Tractor Supply CO

Consumer Cyclical
-1.95K
- 31.09%
$51.66 - $57.94 $101K - $113K
4.33K $238K
MA
Mastercard Inc

Financial Services
-250
- 11.85%
$504.67 - $576.31 $126K - $144K
1.86K $1.02M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.01K
- 30.08%
$91.45 - $91.75 $92.2K - $92.5K
2.34K $214K
GWW
W.W. Grainger, Inc.

Industrials
-64
- 15.06%
$953.54 - $1132.42 $61K - $72.5K
361 $356K
NEE
Nextera Energy Inc

Utilities
-1.01K
- 4.25%
$66.96 - $76.16 $67.8K - $77.2K
22.8K $1.62M
PH
Parker Hannifin Corp

Industrials
-116
- 17.74%
$591.65 - $707.05 $68.6K - $82K
538 $327K
DOV
Dover Corp

Industrials
-312
- 11.34%
$174.65 - $206.43 $54.5K - $64.4K
2.44K $428K
IYW
Ishares Dj Us Tech ETF

ETFs
-295
- 12.43%
$140.44 - $166.79 $41.4K - $49.2K
2.08K $291K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
-5.57K
- 5.3%
$8.02 - $8.72 $44.7K - $48.6K
99.5K $810K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-3.36K
- 19.79%
$21.79 - $23.09 $73.2K - $77.6K
13.6K $298K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.19K
- 6.85%
$97.38 - $104.52 $115K - $124K
16.1K $1.65M
TPL
Texas Pacific Land Corp

Energy
-126
- 30.51%
$1180.08 - $1431.01 $149K - $180K
287 $380K
UDOW
Proshares Trust Proshrs Ultrap

ETFs
-76
- 0.75%
$81.58 - $109.72 $6.2K - $8.34K
10K $879K
MCO
Moodys Corp

Financial Services
-146
- 19.52%
$437.8 - $527.48 $63.9K - $77K
602 $280K
GAL
Ssga Active ETF Tr

ETFs
-2.22K
- 5.21%
$43.75 - $45.8 $96.9K - $101K
40.3K $1.81M
DIS
Walt Disney CO

Communication Services
-21
- 0.38%
$96.87 - $114.0 $2.03K - $2.39K
5.45K $537K
SPGI
S&P Global Inc.

Financial Services
-180
- 7.78%
$478.26 - $543.77 $86.1K - $97.9K
2.14K $1.08M
VNQ
Vanguard Specialized Funds Van

ETFs
-872
- 12.2%
$85.55 - $94.34 $74.6K - $82.3K
6.28K $568K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-807
- 6.75%
$50.25 - $55.9 $40.6K - $45.1K
11.1K $573K
CHE
Chemed Corp

Healthcare
-174
- 33.21%
$521.84 - $615.32 $90.8K - $107K
350 $215K
SOXX
Ishares Semiconductor ETF

ETFs
-128
- 9.43%
$188.17 - $235.81 $24.1K - $30.2K
1.23K $231K
IWV
Ishares Russell 3000 ETF

ETFs
-148
- 17.21%
$313.1 - $349.83 $46.3K - $51.8K
712 $226K
FCX
Freeport Mcmoran Inc

Basic Materials
-1.5K
- 9.87%
$34.5 - $43.01 $51.6K - $64.4K
13.7K $517K
PANW
Palo Alto Networks Inc

Technology
-60
- 1.38%
$167.82 - $208.28 $10.1K - $12.5K
4.3K $734K
FAST
Fastenal CO

Industrials
-1.47K
- 15.18%
$71.11 - $79.98 $104K - $117K
8.19K $635K
VCIT
Vanguard Intermediate Term Cor

ETFs
-893
- 9.93%
$79.17 - $82.04 $70.7K - $73.3K
8.1K $662K
RWT
Redwood Trust Inc

Real Estate
-3.94K
- 5.59%
$6.01 - $6.72 $23.6K - $26.4K
66.5K $403K
T
At&T Inc.

Communication Services
-16.4K
- 22.04%
$21.56 - $28.28 $353K - $463K
58K $1.64M
NVO
Novo Nordisk A S

Healthcare
-17
- 0.54%
$69.3 - $90.95 $1.18K - $1.55K
3.13K $217K
XLY
Select Sector Spdr Consumer Di

ETFs
-69
- 5.21%
$192.6 - $233.2 $13.3K - $16.1K
1.26K $247K
HBAN
Huntington Bancshares Inc

Financial Services
-1.46K
- 6.38%
$14.28 - $17.39 $20.9K - $25.4K
21.5K $322K
ADI
Analog Devices Inc

Technology
-129
- 6.31%
$201.56 - $243.82 $26K - $31.5K
1.92K $386K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-751
- 3.02%
$59.78 - $60.03 $44.9K - $45.1K
24.1K $1.44M
PSA
Public Storage

Real Estate
-136
- 14.85%
$288.99 - $313.98 $39.3K - $42.7K
780 $233K
SHV
Ishares Tr

ETFs
-378
- 6.91%
$110.11 - $110.51 $41.6K - $41.8K
5.1K $562K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-936
- 3.65%
$50.24 - $50.57 $47K - $47.3K
24.7K $1.25M
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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