Golden State Equity Partners has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $491 Million distributed in 430 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $22.6M, Nvidia Corp with a value of $20.9M, Microsoft Corp with a value of $14.4M, Amazon Com Inc with a value of $9.25M, and Wisdomtree Tr Us Quality Divid with a value of $8.51M.
Examining the 13F form we can see an decrease of $19.3M in the current position value, from $510M to 491M.
Golden State Equity Partners is based out at South Coast Metro, CA
Below you can find more details about Golden State Equity Partners portfolio as well as his latest detailed transactions.
Portfolio value
$491 Million
ETFs: $190 Million
Technology: $90.5 Million
Financial Services: $52.1 Million
Consumer Cyclical: $26.5 Million
Healthcare: $25.6 Million
Industrials: $25.5 Million
Communication Services: $20.9 Million
Consumer Defensive: $17.8 Million
Other: $38.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
