Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

  • $491 Million
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$433,000 0.09% of portfolio
14,824
Q1 2025 Added 21.79%
$24B
$458,000 0.09% of portfolio
8,376
Q1 2025 Added 3.96%
$68.2B
$431,000 0.09% of portfolio
3,881
Q1 2025 Reduced 6.82%
$25.5B
$443,000 0.09% of portfolio
5,150
Q1 2025 Reduced 2.87%
$0
$465,000 0.09% of portfolio
20,267
Q1 2025 Reduced 2.68%
$62.3B
$458,000 0.09% of portfolio
4,186
Q1 2025 New
$59.1B
$420,000 0.09% of portfolio
714
Q1 2025 Reduced 0.83%
$44.4B
$439,000 0.09% of portfolio
3,088
Q1 2025 Reduced 4.04%
$60.4B
$458,000 0.09% of portfolio
16,062
Q1 2025 Reduced 2.24%
$4.07B
$434,000 0.09% of portfolio
7,688
Q1 2025 Reduced 3.76%
$23.7B
$428,000 0.09% of portfolio
2,439
Q1 2025 Reduced 11.34%
$0
$443,000 0.09% of portfolio
1,716
Q1 2025 Added 10.0%
$0
$446,000 0.09% of portfolio
10,689
Q1 2025 Added 8.59%
$4.92B
$443,000 0.09% of portfolio
5,732
Q1 2025 Reduced 7.35%
$0
$440,000 0.09% of portfolio
14,305
Q1 2025 Added 95.5%
$17.1B
$430,000 0.09% of portfolio
2,923
Q1 2025 New
$101B
$442,000 0.09% of portfolio
1,018
Q1 2025 Reduced 1.93%
$17.7B
$434,000 0.09% of portfolio
1,594
Q1 2025 Reduced 5.68%
$0
$379,000 0.08% of portfolio
4,108
Q1 2025 Added 53.28%
$0
$409,000 0.08% of portfolio
7,946
Q1 2025 Added 23.67%
$0
$383,000 0.08% of portfolio
7,709
Q1 2025 Reduced 7.75%
$60.7B
$413,000 0.08% of portfolio
1,563
Q1 2025 Reduced 5.16%
$34B
$376,000 0.08% of portfolio
3,452
Q1 2025 Reduced 11.26%
$93.7B
$389,000 0.08% of portfolio
1,683
Q1 2025 Reduced 4.59%
$681M
$403,000 0.08% of portfolio
66,479
Q1 2025 Reduced 5.59%
$10.3B
$380,000 0.08% of portfolio
287
Q1 2025 Reduced 30.51%
$0
$378,000 0.08% of portfolio
15,738
Q1 2025 Added 18.3%
$0
$381,000 0.08% of portfolio
7,160
Q1 2025 Reduced 49.6%
$2.92B
$399,000 0.08% of portfolio
16,348
Q1 2025 Added 1.58%
$0
$383,000 0.08% of portfolio
14,319
Q1 2025 Added 7.91%
$0
$379,000 0.08% of portfolio
9,046
Q1 2025 New
$0
$412,000 0.08% of portfolio
15,926
Q4 2024 New
$171B
$408,000 0.08% of portfolio
1,065
Q1 2025 Added 3.1%
$0
$382,000 0.08% of portfolio
6,159
Q1 2025 New
$4.54B
$378,000 0.08% of portfolio
12,700
Q1 2025 New
$40.2B
$380,000 0.08% of portfolio
4,367
Q1 2025 Reduced 15.97%
$11.1B
$382,000 0.08% of portfolio
3,731
Q1 2025 New
$58.5B
$381,000 0.08% of portfolio
1,664
Q1 2025 Added 2.59%
$100B
$386,000 0.08% of portfolio
1,916
Q1 2025 Reduced 6.31%
$0
$410,000 0.08% of portfolio
17,123
Q1 2025 Reduced 1.67%
$0
$351,000 0.07% of portfolio
6,558
Q1 2025 Added 10.93%
$0
$351,000 0.07% of portfolio
3,393
Q1 2025 Added 12.43%
$0
$336,000 0.07% of portfolio
14,550
Q4 2024 New
$53.9B
$326,000 0.07% of portfolio
3,016
Q1 2025 Added 11.75%
$20.8B
$322,000 0.07% of portfolio
21,462
Q1 2025 Reduced 6.38%
$28.8B
$356,000 0.07% of portfolio
1,661
Q1 2025 Added 3.75%
$46B
$342,000 0.07% of portfolio
2,393
Q1 2025 Added 1.27%
$4.87B
$361,000 0.07% of portfolio
2,375
Q4 2024 New
$93.5B
$353,000 0.07% of portfolio
7,975
Q1 2025 Reduced 1.93%

Summary

  • Portfolio
  • No. of Stocks 430
  • Current Value $491 Million
  • Prior Value $510 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 45 stocks
  • Additional Purchases 181 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 190 stocks
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