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
KMI
Kinder Morgan, Inc.

Energy
-368
- 2.24%
$26.1 - $31.22 $9.6K - $11.5K
16.1K $458K
WEC
Wec Energy Group, Inc.

Utilities
-438
- 11.26%
$92.12 - $108.98 $40.3K - $47.7K
3.45K $376K
GAB
Gabelli Equity Trust Inc

Financial Services
-182
- 0.19%
$5.36 - $5.67 $976 - $1.03K
97.2K $535K
DE
Deere & CO

Industrials
-15
- 3.16%
$408.57 - $509.27 $6.13K - $7.64K
459 $215K
UNP
Union Pacific Corp

Industrials
-107
- 2.15%
$225.21 - $254.42 $24.1K - $27.2K
4.87K $1.15M
TRV
Travelers Companies, Inc.

Financial Services
-85
- 5.16%
$232.43 - $265.13 $19.8K - $22.5K
1.56K $413K
BSX
Boston Scientific Corp

Healthcare
-1.08K
- 9.93%
$89.38 - $106.18 $96.4K - $115K
9.79K $987K
KMB
Kimberly Clark Corp

Consumer Defensive
-130
- 4.04%
$124.46 - $147.4 $16.2K - $19.2K
3.09K $439K
MMM
3 M CO

Industrials
-1.01K
- 10.57%
$129.7 - $155.12 $130K - $156K
8.51K $1.25M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-3.83K
- 8.67%
$28.41 - $32.26 $109K - $124K
40.4K $1.3M
ICE
Intercontinental Exchange, Inc.

Financial Services
-73
- 4.41%
$142.8 - $176.36 $10.4K - $12.9K
1.58K $273K
WSO
Watsco Inc

Industrials
-52
- 3.29%
$463.86 - $530.75 $24.1K - $27.6K
1.53K $777K
AMT
American Tower Corp

Real Estate
-65
- 5.32%
$173.46 - $217.6 $11.3K - $14.1K
1.16K $251K
ECL
Ecolab Inc.

Basic Materials
-69
- 2.84%
$229.72 - $269.82 $15.9K - $18.6K
2.36K $598K
TMUS
T Mobile Us, Inc.

Communication Services
-1.07K
- 15.41%
$211.3 - $272.83 $225K - $291K
5.85K $1.56M
WM
Waste Management Inc

Industrials
-81
- 4.59%
$200.54 - $233.78 $16.2K - $18.9K
1.68K $389K
CTRE
Care Trust Reit, Inc.

Real Estate
-646
- 1.66%
$24.93 - $29.13 $16.1K - $18.8K
38.2K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
-561
- 1.72%
$225.19 - $279.95 $126K - $157K
32.1K $7.87M
ROP
Roper Technologies Inc

Industrials
-6
- 0.83%
$502.71 - $593.81 $3.02K - $3.56K
714 $420K
ATO
Atmos Energy Corp

Utilities
-18
- 0.56%
$136.51 - $154.58 $2.46K - $2.78K
3.17K $490K
BRO
Brown & Brown, Inc.

Financial Services
-1.03K
- 13.1%
$100.54 - $124.4 $104K - $128K
6.84K $851K
WFC
Wells Fargo & Company

Financial Services
-40
- 0.12%
$66.78 - $81.42 $2.67K - $3.26K
32.9K $2.36M
ELV
Elevance Health, Inc.

Healthcare
-20
- 1.93%
$365.9 - $436.25 $7.32K - $8.73K
1.02K $442K
CTAS
Cintas Corp

Industrials
-25
- 0.89%
$182.09 - $208.14 $4.55K - $5.2K
2.79K $573K
CCI
Crown Castle International Corp

Real Estate
-90
- 1.61%
$84.33 - $106.39 $7.59K - $9.58K
5.49K $572K
COST
Costco Wholesale Corp

Consumer Defensive
-28
- 0.87%
$890.62 - $1076.86 $24.9K - $30.2K
3.19K $3.01M
ED
Consolidated Edison Inc

Utilities
-200
- 3.75%
$88.0 - $110.59 $17.6K - $22.1K
5.14K $568K
XLE
Energy Sector Spdr

ETFs
-91
- 0.66%
$85.7 - $93.96 $7.8K - $8.55K
13.8K $1.29M
EPD
Enterprise Products Partners L.P.

Energy
-297
- 0.69%
$31.75 - $34.14 $9.43K - $10.1K
42.5K $1.45M
IAU
Ishares Gold Trust

ETFs
-1.36K
- 6.16%
$49.74 - $58.96 $67.8K - $80.4K
20.8K $1.23M
SAN
Banco Santander, S.A.

Financial Services
-4.84K
- 5.88%
$4.46 - $7.14 $21.6K - $34.5K
77.5K $519K
VZ
Verizon Communications Inc

Communication Services
-316
- 0.83%
$37.81 - $46.49 $11.9K - $14.7K
37.6K $1.71M
RTX
Raytheon Technologies Corp

Industrials
-2.75K
- 7.79%
$114.1 - $135.66 $314K - $373K
32.5K $4.31M
IBM
International Business Machines Corp

Technology
-236
- 1.99%
$217.4 - $264.74 $51.3K - $62.5K
11.6K $2.89M
V
Visa Inc.

Financial Services
-268
- 2.34%
$306.92 - $362.71 $82.3K - $97.2K
11.2K $3.92M
CVX
Chevron Corp

Energy
-678
- 3.67%
$146.71 - $167.97 $99.5K - $114K
17.8K $2.98M
JNJ
Johnson & Johnson

Healthcare
-158
- 0.86%
$142.06 - $167.7 $22.4K - $26.5K
18.2K $3.02M
ABBV
Abb Vie Inc.

Healthcare
-363
- 1.77%
$169.2 - $216.66 $61.4K - $78.6K
20.2K $4.23M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-468
- 3.19%
$442.66 - $534.52 $207K - $250K
14.2K $7.56M
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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