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
XLE
Energy Sector Spdr

ETFs
-11.8K
- 94.02%
$84.35 - $93.39 $993K - $1.1M
749 $65K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-21.7K
- 47.3%
$44.83 - $47.42 $973K - $1.03M
24.2K $1.14M
MBB
Ishares Tr

ETFs
-10.7K
- 96.83%
$90.85 - $96.66 $970K - $1.03M
349 $33K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.92K
- 29.25%
$475.2 - $527.7 $911K - $1.01M
4.64K $2.45M
SRE
Sempra Energy

Utilities
-12.1K
- 80.6%
$74.97 - $84.04 $905K - $1.01M
2.91K $242K
PFE
Pfizer Inc

Healthcare
-34.3K
- 95.07%
$27.7 - $31.39 $950K - $1.08M
1.78K $51K
CTRE
Care Trust Reit, Inc.

Real Estate
-31.9K
- 81.83%
$25.14 - $31.2 $801K - $994K
7.07K $218K
O
Realty Income Corp

Real Estate
-15.4K
- 98.4%
$52.36 - $63.42 $804K - $974K
250 $15K
DAL
Delta Air Lines, Inc.

Industrials
-19.1K
- 97.93%
$37.32 - $51.8 $713K - $990K
405 $20K
T
At&T Inc.

Communication Services
-42.6K
- 62.0%
$18.21 - $22.28 $776K - $949K
26.1K $574K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-22.9K
- 99.48%
$33.74 - $37.96 $772K - $869K
119 $4K
TTD
Trade Desk, Inc.

Technology
-7.8K
- 97.95%
$83.08 - $110.79 $648K - $864K
163 $17K
EPD
Enterprise Products Partners L.P.

Energy
-29K
- 79.48%
$27.88 - $30.0 $809K - $870K
7.49K $218K
DELL
Dell Technologies Inc.

Technology
-7.09K
- 94.18%
$87.89 - $145.97 $623K - $1.04M
438 $51K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-7.14K
- 75.16%
$105.53 - $118.34 $753K - $845K
2.36K $275K
PLD
Prologis, Inc.

Real Estate
-6.6K
- 87.43%
$111.95 - $132.43 $739K - $874K
949 $119K
CI
Cigna Corp

Healthcare
-2.4K
- 89.3%
$319.12 - $367.1 $767K - $882K
288 $99K
EMB
Ishares Tr

ETFs
-8.67K
- 94.46%
$87.75 - $93.74 $761K - $813K
508 $47K
BSX
Boston Scientific Corp

Healthcare
-9.58K
- 90.23%
$72.96 - $84.0 $699K - $804K
1.04K $86K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.37K
- 32.87%
$520.18 - $576.82 $712K - $789K
2.79K $1.61M
OKE
Oneok Inc

Energy
-8.62K
- 98.94%
$78.62 - $95.27 $678K - $821K
92 $8K
SHV
Ishares Tr

ETFs
-7.03K
- 98.39%
$110.05 - $110.63 $774K - $778K
115 $12K
C
Citigroup Inc

Financial Services
-12K
- 73.49%
$56.11 - $67.61 $672K - $810K
4.32K $270K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-10.3K
- 99.2%
$64.57 - $71.76 $664K - $738K
83 $5K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-7.2K
- 29.25%
$96.25 - $101.98 $693K - $734K
17.4K $1.76M
VGT
Vanguard Information Technolog

ETFs
-1.24K
- 98.49%
$514.43 - $606.85 $637K - $752K
19 $11K
VNQ
Vanguard Specialized Funds Van

ETFs
-7.37K
- 99.73%
$82.97 - $98.97 $612K - $730K
20 $1K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
-83.1K
- 79.0%
$8.13 - $9.5 $676K - $789K
22.1K $188K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
-18.1K
- 93.29%
$33.68 - $44.74 $609K - $809K
1.3K $50K
PANW
Palo Alto Networks Inc

Technology
-2.03K
- 90.93%
$294.18 - $368.01 $596K - $745K
202 $69K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-11.5K
- 89.22%
$49.83 - $62.75 $571K - $719K
1.38K $79K
CAT
Caterpillar Inc

Industrials
-1.65K
- 54.74%
$316.8 - $391.12 $521K - $644K
1.36K $532K
GOOG
Alphabet Inc.

Communication Services
-3.83K
- 81.4%
$149.54 - $192.66 $573K - $738K
875 $146K
CSCO
Cisco Systems, Inc.

Technology
-12K
- 89.95%
$44.74 - $53.22 $538K - $640K
1.34K $71K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3.55K
- 89.61%
$147.95 - $191.05 $525K - $677K
411 $71K
SAP
Sap Se

Technology
-2.52K
- 96.73%
$197.21 - $231.0 $496K - $581K
85 $19K
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.15K
- 99.03%
$240.48 - $267.94 $517K - $576K
21 $5K
CCL
Carnival Corp

Consumer Cyclical
-29K
- 99.32%
$14.01 - $19.18 $407K - $557K
200 $3K
SRLN
Ssga Active Trust

ETFs
-12.8K
- 99.89%
$40.93 - $41.85 $524K - $536K
14 $0
TGT
Target Corp

Consumer Defensive
-3.35K
- 35.99%
$133.47 - $159.25 $447K - $533K
5.95K $927K
MO
Altria Group, Inc.

Consumer Defensive
-10.2K
- 94.36%
$45.95 - $54.71 $469K - $558K
610 $31K
FDX
Fedex Corp

Industrials
-1.87K
- 74.6%
$254.64 - $313.52 $476K - $587K
637 $174K
VEA
Vanguard Ftse Developed Market

ETFs
-9.54K
- 95.61%
$47.6 - $53.31 $454K - $509K
438 $23K
PLTR
Palantir Technologies Inc.

Technology
-13.5K
- 91.02%
$24.09 - $37.95 $326K - $513K
1.33K $49K
SCHW
Schwab Charles Corp

Financial Services
-7.67K
- 71.21%
$61.74 - $76.08 $473K - $583K
3.1K $200K
NOW
Service Now, Inc.

Technology
-552
- 86.52%
$730.87 - $937.36 $403K - $517K
86 $76K
VUG
Vanguard Growth ETF

ETFs
-1.26K
- 60.16%
$341.08 - $391.94 $428K - $492K
831 $319K
WMB
Williams Companies, Inc.

Energy
-10.4K
- 78.44%
$41.24 - $46.22 $430K - $482K
2.87K $130K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.69K
- 94.63%
$217.89 - $392.15 $369K - $664K
96 $26K
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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