Golden State Equity Partners Sells in Q2 2025

Golden State Equity Partners

  • $522 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-111K
- 86.63%
$58.41 - $72.69 $6.49M - $8.08M
17.1K $1.25M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-12.5K
- 69.81%
$152.93 - $181.74 $1.91M - $2.26M
5.39K $979K
MRK
Merck & Co., Inc.

Healthcare
-13.1K
- 32.75%
$73.47 - $87.12 $965K - $1.14M
27K $2.13M
USFR
Wisdomtree Floating Rate Treas

ETFs
-27.1K
- 42.86%
$50.28 - $50.47 $1.36M - $1.37M
36.2K $1.82M
UNH
Unitedhealth Group Inc

Healthcare
-1.22K
- 36.92%
$274.35 - $599.47 $333K - $728K
2.08K $647K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-40.8K
- 18.54%
N/A
179K $4.57M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-17K
- 15.94%
$71.28 - $83.74 $1.21M - $1.42M
89.6K $7.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.53K
- 49.3%
$83.97 - $92.85 $800K - $885K
9.8K $864K
CL
Colgate Palmolive CO

Consumer Defensive
-9.34K
- 76.77%
$87.57 - $96.0 $818K - $897K
2.83K $256K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-430
- 3.03%
$483.48 - $539.8 $208K - $232K
13.8K $6.69M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-14K
- 45.93%
$44.37 - $50.04 $621K - $700K
16.5K $783K
SRLN
Ssga Active Trust

ETFs
-16.8K
- 29.11%
$39.47 - $41.59 $665K - $700K
41K $1.71M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-6.38K
- 17.73%
$100.35 - $100.71 $640K - $642K
29.6K $2.98M
PG
Procter & Gamble CO

Consumer Defensive
-2.39K
- 21.88%
$157.66 - $172.39 $376K - $412K
8.53K $1.36M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.81K
- 29.02%
$210.83 - $235.28 $381K - $425K
4.42K $980K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-571
- 39.49%
$483.07 - $625.6 $276K - $357K
875 $459K
DUK
Duke Energy Corp

Utilities
-3.51K
- 36.7%
$112.46 - $124.05 $395K - $436K
6.06K $714K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-4.07K
- 69.28%
$91.62 - $116.16 $373K - $473K
1.8K $209K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-7.32K
- 14.04%
$50.1 - $51.02 $367K - $374K
44.8K $2.29M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.13K
- 62.81%
$149.76 - $186.42 $319K - $397K
1.26K $235K
SHV
Ishares Tr

ETFs
-3.03K
- 59.39%
$110.06 - $110.46 $333K - $334K
2.07K $228K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-7.44K
- 8.03%
$44.68 - $45.96 $333K - $342K
85.3K $3.9M
QCOM
Qualcomm Inc

Technology
-2.47K
- 15.47%
$124.66 - $159.48 $308K - $395K
13.5K $2.15M
JNJ
Johnson & Johnson

Healthcare
-375
- 2.06%
$146.36 - $159.82 $54.9K - $59.9K
17.8K $2.72M
PEP
Pepsico Inc

Consumer Defensive
-1.05K
- 12.63%
$128.02 - $151.37 $134K - $158K
7.23K $954K
SAN
Banco Santander, S.A.

Financial Services
-44.1K
- 56.91%
$5.72 - $8.32 $252K - $367K
33.4K $277K
BRO
Brown & Brown, Inc.

Financial Services
-1.27K
- 18.48%
$104.48 - $124.43 $132K - $157K
5.58K $618K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-4.22K
- 17.05%
$50.29 - $50.56 $212K - $213K
20.5K $1.04M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-6.29K
- 12.83%
$35.3 - $37.51 $222K - $236K
42.7K $1.6M
CB
Chubb LTD

Financial Services
-492
- 11.7%
$274.32 - $302.46 $135K - $149K
3.71K $1.08M
CAT
Caterpillar Inc

Industrials
-1.29K
- 24.18%
$273.94 - $388.21 $352K - $499K
4.03K $1.56M
BIBL
Northern Lts Fd Tr Iv

ETFs
-6.31K
- 23.74%
$33.5 - $41.33 $211K - $261K
20.3K $838K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.8K
- 6.7%
$24.32 - $27.87 $92.3K - $106K
52.9K $1.4M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.09K
- 6.0%
$42.72 - $44.24 $175K - $181K
64K $2.81M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-8.05K
- 19.92%
$30.04 - $35.71 $242K - $287K
32.4K $1.13M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-4.26K
- 33.58%
$45.98 - $56.15 $196K - $239K
8.42K $472K
TPL
Texas Pacific Land Corp

Energy
-73
- 25.44%
$1036.28 - $1430.55 $75.6K - $104K
214 $226K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-3.68K
- 5.52%
$42.51 - $43.7 $156K - $161K
62.9K $2.74M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.25K
- 9.34%
$59.8 - $60.07 $135K - $135K
21.9K $1.31M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-950
- 5.9%
$90.85 - $102.31 $86.3K - $97.2K
15.2K $1.53M
CCI
Crown Castle International Corp

Real Estate
-1.05K
- 19.05%
$94.83 - $107.06 $99.2K - $112K
4.44K $456K
WSO
Watsco Inc

Industrials
-29
- 1.9%
$421.84 - $520.66 $12.2K - $15.1K
1.5K $662K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-563
- 0.32%
$12.71 - $14.52 $7.16K - $8.17K
176K $2.44M
HYG
Ishares Tr

ETFs
-1.51K
- 12.22%
$75.75 - $80.65 $114K - $121K
10.8K $871K
UNP
Union Pacific Corp

Industrials
-306
- 6.28%
$208.27 - $238.46 $63.7K - $73K
4.56K $1.05M
LEN
Lennar Corp

Consumer Cyclical
-630
- 12.08%
$102.76 - $115.66 $64.7K - $72.9K
4.58K $507K
UPS
United Parcel Service Inc

Industrials
-649
- 23.21%
$91.92 - $110.2 $59.7K - $71.5K
2.15K $216K
ACN
Accenture PLC

Technology
-198
- 9.05%
$279.23 - $323.21 $55.3K - $64K
1.99K $595K
BWX
Spdr Bloomberg International T

ETFs
-6.42K
- 16.25%
$21.87 - $23.49 $140K - $151K
33.1K $777K
Activity Summary
Buys All Purchases 260 New Holdings 51 Increased Positions 209 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 0
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