Golden State Equity Partners Sells in Q3 2024

Golden State Equity Partners

  • $182 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-107K
- 92.44%
$207.23 - $234.82 $22.3M - $25.2M
8.79K $2.05M
NVDA
Nvidia Corp

Technology
-185K
- 92.32%
$98.91 - $134.91 $18.3M - $25M
15.4K $1.87M
MSFT
Microsoft Corp

Technology
-33.7K
- 91.69%
$395.15 - $467.56 $13.3M - $15.7M
3.05K $1.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-136K
- 99.82%
$60.84 - $67.51 $8.27M - $9.17M
250 $16K
JPM
Jpmorgan Chase & CO

Financial Services
-29.7K
- 93.18%
$194.9 - $224.8 $5.8M - $6.69M
2.18K $458K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-13.3K
- 93.83%
$405.19 - $478.57 $5.38M - $6.36M
874 $402K
AMZN
Amazon Com Inc

Consumer Cyclical
-29.7K
- 71.4%
$161.02 - $200.0 $4.77M - $5.93M
11.9K $2.21M
GOOGL
Alphabet Inc.

Communication Services
-33K
- 83.66%
$148.65 - $191.18 $4.91M - $6.31M
6.45K $1.07M
CRM
Salesforce, Inc.

Technology
-18K
- 89.48%
$238.42 - $276.53 $4.28M - $4.97M
2.11K $578K
AVGO
Broadcom Inc.

Technology
-24K
- 75.7%
$136.27 - $1745.86 $3.27M - $41.9M
7.7K $1.33M
RTX
Raytheon Technologies Corp

Industrials
-33.7K
- 97.24%
$99.55 - $123.34 $3.36M - $4.16M
959 $116K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-62.2K
- 99.73%
$54.98 - $59.51 $3.42M - $3.7M
171 $10K
MRK
Merck & Co., Inc.

Healthcare
-30.7K
- 97.65%
$111.15 - $128.97 $3.41M - $3.96M
740 $84K
WMT
Walmart Inc.

Consumer Defensive
-38.1K
- 77.19%
$66.91 - $81.4 $2.55M - $3.1M
11.3K $909K
NFLX
Netflix Inc

Communication Services
-4.18K
- 97.82%
$598.55 - $722.26 $2.5M - $3.02M
93 $65K
META
Meta Platforms, Inc.

Communication Services
-5.02K
- 94.97%
$453.41 - $572.44 $2.28M - $2.87M
266 $152K
TSLA
Tesla, Inc.

Consumer Cyclical
-10.7K
- 98.35%
$191.76 - $263.26 $2.05M - $2.82M
179 $46K
COST
Costco Wholesale Corp

Consumer Defensive
-3.03K
- 92.77%
$801.83 - $917.05 $2.43M - $2.77M
236 $209K
V
Visa Inc.

Financial Services
-9.52K
- 86.89%
$253.74 - $291.56 $2.41M - $2.77M
1.44K $394K
MCD
Mcdonalds Corp

Consumer Cyclical
-8.5K
- 95.15%
$245.82 - $304.51 $2.09M - $2.59M
433 $131K
HD
Home Depot, Inc.

Consumer Cyclical
-6.17K
- 80.54%
$333.64 - $405.2 $2.06M - $2.5M
1.49K $603K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24.8K
- 99.71%
$89.91 - $101.33 $2.23M - $2.52M
72 $7K
CVX
Chevron Corp

Energy
-15K
- 82.35%
$137.88 - $161.97 $2.06M - $2.42M
3.21K $472K
ABBV
Abb Vie Inc.

Healthcare
-10.8K
- 65.1%
$163.84 - $199.33 $1.76M - $2.15M
5.77K $1.14M
IBM
International Business Machines Corp

Technology
-9.42K
- 78.24%
$175.1 - $223.38 $1.65M - $2.11M
2.62K $579K
BAC
Bank Of America Corp

Financial Services
-50.7K
- 85.65%
$36.65 - $44.13 $1.86M - $2.24M
8.49K $337K
LLY
Eli Lilly & CO

Healthcare
-2.18K
- 95.83%
$772.14 - $960.02 $1.69M - $2.1M
95 $84K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-23.3K
- 99.62%
$76.38 - $78.87 $1.78M - $1.84M
89 $7K
WFC
Wells Fargo & Company

Financial Services
-32.3K
- 98.86%
$51.58 - $60.97 $1.67M - $1.97M
373 $21K
XOM
Exxon Mobil Corp

Energy
-15.5K
- 64.25%
$109.72 - $119.0 $1.7M - $1.84M
8.61K $1.01M
JNJ
Johnson & Johnson

Healthcare
-10.5K
- 75.61%
$145.48 - $167.38 $1.53M - $1.76M
3.4K $550K
AMGN
Amgen Inc

Healthcare
-5.03K
- 96.66%
$309.38 - $337.38 $1.56M - $1.7M
174 $56K
ORCL
Oracle Corp

Technology
-9.17K
- 73.75%
$125.9 - $170.35 $1.15M - $1.56M
3.26K $556K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-33.5K
- 94.19%
$41.02 - $46.01 $1.37M - $1.54M
2.07K $94K
AMD
Advanced Micro Devices Inc

Technology
-9.24K
- 88.3%
$128.67 - $183.96 $1.19M - $1.7M
1.22K $200K
QCOM
Qualcomm Inc

Technology
-8.62K
- 91.03%
$156.12 - $209.64 $1.35M - $1.81M
849 $144K
VZ
Verizon Communications Inc

Communication Services
-29K
- 76.66%
$38.89 - $45.0 $1.13M - $1.31M
8.83K $396K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-25.5K
- 86.77%
$50.25 - $50.74 $1.28M - $1.29M
3.88K $196K
LMT
Lockheed Martin Corp

Industrials
-2.17K
- 70.7%
$460.3 - $584.56 $998K - $1.27M
899 $525K
HON
Honeywell International Inc

Industrials
-6.04K
- 92.24%
$196.73 - $220.21 $1.19M - $1.33M
508 $105K
UNH
Unitedhealth Group Inc

Healthcare
-2.1K
- 75.92%
$488.01 - $604.18 $1.02M - $1.27M
665 $388K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-13.3K
- 77.2%
$83.76 - $91.82 $1.12M - $1.22M
3.94K $359K
GD
General Dynamics Corp

Industrials
-3.95K
- 70.35%
$279.51 - $308.09 $1.1M - $1.22M
1.67K $503K
MMM
3 M CO

Industrials
-8.61K
- 93.26%
$99.69 - $139.42 $859K - $1.2M
622 $85K
NEE
Nextera Energy Inc

Utilities
-13.7K
- 76.68%
$69.9 - $84.97 $957K - $1.16M
4.16K $351K
TMUS
T Mobile Us, Inc.

Communication Services
-5.41K
- 80.92%
$175.14 - $206.36 $948K - $1.12M
1.28K $263K
PEP
Pepsico Inc

Consumer Defensive
-6.46K
- 91.35%
$161.9 - $179.3 $1.05M - $1.16M
612 $104K
LOW
Lowes Companies Inc

Consumer Cyclical
-3.95K
- 67.02%
$213.3 - $270.78 $843K - $1.07M
1.94K $526K
UNP
Union Pacific Corp

Industrials
-4.31K
- 90.81%
$221.78 - $256.09 $956K - $1.1M
436 $107K
Activity Summary
Buys All Purchases 623 New Holdings 560 Increased Positions 63 Sells All Sells 194 Reductions 194 Sold out 0 Options Calls 0 Puts 0
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