Golden State Equity Partners Portfolio Holdings
Golden State Equity Partners
- $182 Million
- Q3 2024
Golden State Equity Partners has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 30693 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Tr Us Quality Divid with a value of $13.8M, Harbor ETF Tr Harbor Long Term with a value of $10.3M, First Tr ETF Vi Smid Cap Risin with a value of $6.07M, Hartford Fds Total Return Bd E with a value of $5.25M, and Wisdomtree Tr Intl Quality Div with a value of $5.12M.
Examining the 13F form we can see an decrease of $259M in the current position value, from $441M to 182M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 30,693
- Current Value $182 Million
- Prior Value $441 Million
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR/A
- Activity in Q3 2024
- New Purchases 560 stocks
- Additional Purchases 63 stocks
- Sold out of 0 stocks
- Reduced holdings in 194 stocks