Golden State Equity Partners has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $470 Million distributed in 408 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $31.1M, Apple Inc. with a value of $23.9M, Microsoft Corp with a value of $17M, Wisdomtree Tr Us Quality Divid with a value of $11.4M, and Amazon Com Inc with a value of $9.67M.
Examining the 13F form we can see an increase of $67.9M in the current position value, from $402M to 470M.
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
$470 Million
ETFs: $169 Million
Technology: $109 Million
Financial Services: $45 Million
Consumer Cyclical: $26.3 Million
Industrials: $26.2 Million
Healthcare: $23.1 Million
Communication Services: $21.1 Million
Energy: $15.7 Million
Other: $33.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more