Golden State Equity Partners
Latest statistics and disclosures from Golden State Equity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, NVDA, MSFT, DGRW, DGRW, and represent 14.38% of Golden State Equity Partners's stock portfolio.
- Added to shares of these 10 stocks: ACIO, BWX, LQD, SPHD, VCIT, AVGO, HYG, ADP, UL, EXR.
- Started 524 new stock positions in LLYVK, WSM, F, JNK, BITO, SPHD, XPO, GOOS, FIZZ, IDXX.
- Reduced shares in these 10 stocks: NVDA (-$29M), AAPL (-$24M), MSFT (-$15M), SPLG (-$8.5M), AMZN (-$7.1M), BRK.B (-$6.6M), JPM (-$6.3M), GOOGL (-$6.1M), CRM (-$5.5M), QQQ (-$5.1M).
- Sold out of its positions in Akamai Technologies Inc note 0.125% 5/0, CAH, CLX, JUCY, Euronet Worldwide Inc none, Expedia Group, Guidewire Software convertible security, BKLN, IVW, LRCX. Parsons, Southwest Airls, SMCI, Tyler Technologies.
- Golden State Equity Partners was a net seller of stock by $-254M.
- Golden State Equity Partners has $640M in assets under management (AUM), dropping by 33.23%.
- Central Index Key (CIK): 0001845003
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Portfolio Holdings for Golden State Equity Partners
Golden State Equity Partners holds 1175 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Golden State Equity Partners has 1175 total positions. Only the first 250 positions are shown.
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- Download the Golden State Equity Partners September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.2 | $27M | -92% | 116k | 233.00 |
|
| NVIDIA Corporation (NVDA) | 3.8 | $24M | -93% | 201k | 121.44 |
|
| Microsoft Corporation (MSFT) | 2.5 | $16M | -91% | 37k | 430.30 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 2.2 | $14M | -9% | 165k | 83.22 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.7 | $11M | -9% | 132k | 83.21 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 1.6 | $10M | -7% | 402k | 25.61 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 1.4 | $9.2M | -99% | 136k | 67.51 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 1.3 | $8.2M | -7% | 319k | 25.61 |
|
| Amazon (AMZN) | 1.2 | $7.7M | -76% | 42k | 186.33 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $6.7M | -93% | 32k | 210.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $6.5M | -85% | 40k | 165.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.0 | $6.5M | -94% | 14k | 460.26 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 1.0 | $6.1M | -5% | 167k | 36.45 |
|
| First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV) | 0.9 | $5.6M | -10% | 147k | 38.33 |
|
| salesforce (CRM) | 0.9 | $5.5M | -90% | 20k | 273.72 |
|
| Broadcom (AVGO) | 0.9 | $5.5M | +123% | 32k | 172.50 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.8 | $5.3M | -9% | 150k | 35.01 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.8 | $5.1M | -3% | 131k | 39.17 |
|
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.8 | $4.8M | -5% | 133k | 36.38 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 0.7 | $4.7M | -9% | 135k | 34.96 |
|
| First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV) | 0.7 | $4.4M | -10% | 117k | 38.13 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.7 | $4.4M | -8% | 88k | 50.23 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $4.3M | -96% | 8.8k | 488.07 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $4.2M | -97% | 35k | 121.16 |
|
| Wisdomtree Tr Intl Qulty Div (IQDG) | 0.6 | $4.1M | -3% | 104k | 39.15 |
|
| Wal-Mart Stores (WMT) | 0.6 | $4.0M | -76% | 49k | 80.75 |
|
| First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) | 0.6 | $3.8M | -6% | 120k | 31.56 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.6 | $3.8M | -8% | 40k | 95.00 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.6 | $3.7M | -99% | 62k | 59.51 |
|
| Merck & Co (MRK) | 0.6 | $3.6M | -97% | 31k | 113.56 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.5 | $3.5M | -9% | 77k | 45.32 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.5M | -37% | 6.6k | 527.67 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.5 | $3.4M | -8% | 36k | 94.61 |
|
| Abbvie (ABBV) | 0.5 | $3.3M | -65% | 17k | 197.48 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $3.2M | +4% | 38k | 84.53 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.5 | $3.2M | -9% | 71k | 45.24 |
|
| Home Depot (HD) | 0.5 | $3.1M | -83% | 7.7k | 405.19 |
|
| Netflix (NFLX) | 0.5 | $3.0M | -97% | 4.3k | 709.27 |
|
| Meta Platforms Cl A (META) | 0.5 | $3.0M | -95% | 5.3k | 572.43 |
|
| Visa Com Cl A (V) | 0.5 | $3.0M | -87% | 11k | 274.94 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.5 | $3.0M | +48% | 76k | 39.74 |
|
| First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV) | 0.5 | $3.0M | -6% | 95k | 31.28 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $2.9M | -92% | 3.3k | 886.49 |
|
| Tesla Motors (TSLA) | 0.4 | $2.8M | -98% | 11k | 261.63 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $2.8M | -60% | 24k | 117.22 |
|
| McDonald's Corporation (MCD) | 0.4 | $2.7M | -96% | 8.9k | 304.51 |
|
| Chevron Corporation (CVX) | 0.4 | $2.7M | -84% | 18k | 147.27 |
|
| International Business Machines (IBM) | 0.4 | $2.7M | -77% | 12k | 221.09 |
|
| PIMCO Corporate Opportunity Fund (PTY) | 0.4 | $2.5M | -3% | 174k | 14.39 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $2.5M | -33% | 25k | 101.27 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.4M | -37% | 4.6k | 527.64 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $2.4M | NEW | 25k | 98.10 |
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.4 | $2.4M | -5% | 54k | 45.53 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.4M | -50% | 4.2k | 576.80 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $2.4M | -6% | 29k | 83.15 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.4 | $2.4M | -8% | 53k | 44.75 |
|
| Bank of America Corporation (BAC) | 0.4 | $2.3M | -86% | 59k | 39.68 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $2.3M | +3% | 38k | 60.42 |
|
| Johnson & Johnson (JNJ) | 0.4 | $2.3M | -77% | 14k | 162.06 |
|
| Amazon (AMZN) | 0.3 | $2.2M | -76% | 12k | 186.33 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.3 | $2.2M | -84% | 44k | 49.94 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.3 | $2.2M | -45% | 46k | 47.12 |
|
| Oracle Corporation (ORCL) | 0.3 | $2.1M | -72% | 12k | 170.40 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.3 | $2.1M | -5% | 60k | 35.11 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $2.1M | -10% | 25k | 83.10 |
|
| Apple (AAPL) | 0.3 | $2.0M | -92% | 8.8k | 233.00 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.0M | -95% | 2.3k | 885.84 |
|
| Ssga Active Etf Tr Globl Allo Etf (GAL) | 0.3 | $2.0M | -5% | 44k | 45.53 |
|
| Doubleline Income Solutions (DSL) | 0.3 | $1.9M | -7% | 147k | 12.98 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $1.9M | -93% | 15k | 121.44 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.3 | $1.9M | -2% | 23k | 81.23 |
|
| Wells Fargo & Company (WFC) | 0.3 | $1.8M | -98% | 33k | 56.49 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $1.8M | -99% | 23k | 78.69 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $1.8M | -76% | 3.1k | 584.54 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $1.8M | -33% | 17k | 101.27 |
|
| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.3 | $1.8M | -10% | 21k | 82.63 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $1.8M | 18k | 98.12 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $1.7M | -4% | 16k | 106.76 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.7M | -89% | 11k | 164.07 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.3 | $1.7M | +3% | 57k | 30.03 |
|
| Verizon Communications (VZ) | 0.3 | $1.7M | -77% | 38k | 44.91 |
|
| General Dynamics Corporation (GD) | 0.3 | $1.7M | -60% | 5.6k | 302.20 |
|
| Amgen (AMGN) | 0.3 | $1.7M | -96% | 5.2k | 322.21 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.3 | $1.7M | -5% | 47k | 35.11 |
|
| New York Life Investments Et Nyli Candriam In (IQSI) | 0.3 | $1.6M | -4% | 52k | 31.52 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.3 | $1.6M | -93% | 36k | 45.51 |
|
| UnitedHealth (UNH) | 0.3 | $1.6M | -78% | 2.8k | 584.70 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.6M | -50% | 2.8k | 576.82 |
|
| Qualcomm (QCOM) | 0.3 | $1.6M | -91% | 9.5k | 170.05 |
|
| Lowe's Companies (LOW) | 0.2 | $1.6M | -75% | 5.9k | 270.83 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $1.6M | -7% | 25k | 63.68 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.6M | -77% | 17k | 91.31 |
|
| Wisdomtree Tr Intl Lrgcap Dv (DOL) | 0.2 | $1.5M | -3% | 28k | 53.97 |
|
| At&t (T) | 0.2 | $1.5M | -64% | 69k | 22.00 |
|
| Nextera Energy (NEE) | 0.2 | $1.5M | -80% | 18k | 84.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $1.5M | -89% | 29k | 50.74 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $1.5M | -8% | 24k | 60.83 |
|
| Linde SHS (LIN) | 0.2 | $1.5M | -53% | 3.1k | 476.81 |
|
| Target Corporation (TGT) | 0.2 | $1.4M | -44% | 9.3k | 155.86 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.2 | $1.4M | -8% | 24k | 59.87 |
|
| BlackRock (BLK) | 0.2 | $1.4M | 1.5k | 949.80 |
|
|
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.2 | $1.4M | -9% | 27k | 50.64 |
|
| Metropcs Communications (TMUS) | 0.2 | $1.4M | -74% | 6.7k | 206.36 |
|
| Honeywell International (HON) | 0.2 | $1.4M | -92% | 6.6k | 206.72 |
|
| Procter & Gamble Company (PG) | 0.2 | $1.4M | -16% | 7.8k | 173.19 |
|
| New York Life Investments Et Nyli Candriam In (IQSI) | 0.2 | $1.4M | -4% | 43k | 31.41 |
|
| Etf Ser Solutions Aptus Drawdown (ADME) | 0.2 | $1.3M | 29k | 46.20 |
|
|
| Broadcom (AVGO) | 0.2 | $1.3M | +123% | 7.7k | 172.50 |
|
| Proshares Tr Ultrpro S&p500 (UPRO) | 0.2 | $1.3M | -4% | 15k | 86.19 |
|
| Microsoft Corporation (MSFT) | 0.2 | $1.3M | -91% | 3.1k | 433.00 |
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $1.3M | -7% | 20k | 63.47 |
|
| 3M Company (MMM) | 0.2 | $1.3M | -81% | 9.2k | 136.70 |
|
| Sempra Energy (SRE) | 0.2 | $1.3M | -82% | 15k | 83.63 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $1.2M | -32% | 11k | 117.29 |
|
| Goldman Sachs Etf Tr Aces Ultra Shr (GSST) | 0.2 | $1.2M | -9% | 24k | 50.64 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.2M | +23% | 6.8k | 179.15 |
|
| Pepsi (PEP) | 0.2 | $1.2M | -91% | 7.1k | 170.05 |
|
| Caretrust Reit (CTRE) | 0.2 | $1.2M | -80% | 39k | 30.86 |
|
| Two Hbrs Invt Corp (TWO) | 0.2 | $1.2M | -4% | 85k | 13.88 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | -53% | 5.7k | 206.50 |
|
| Caterpillar (CAT) | 0.2 | $1.2M | -61% | 3.0k | 391.10 |
|
| Union Pacific Corporation (UNP) | 0.2 | $1.2M | -91% | 4.7k | 246.48 |
|
| Anthem (ELV) | 0.2 | $1.2M | -79% | 2.2k | 520.01 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.2 | $1.2M | 22k | 52.58 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $1.2M | -13% | 3.1k | 375.37 |
|
| Morgan Stanley Com New (MS) | 0.2 | $1.1M | -41% | 11k | 104.22 |
|
| Abbvie (ABBV) | 0.2 | $1.1M | -65% | 5.8k | 197.42 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.2 | $1.1M | -45% | 24k | 47.12 |
|
| Chubb (CB) | 0.2 | $1.1M | -41% | 3.9k | 288.33 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.1M | +23% | 6.3k | 179.16 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $1.1M | -76% | 9.5k | 116.96 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $1.1M | -5% | 12k | 91.81 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.1M | -94% | 13k | 87.80 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | -85% | 6.5k | 165.85 |
|
| Enterprise Products Partners (EPD) | 0.2 | $1.1M | -79% | 37k | 29.11 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.2 | $1.1M | -3% | 20k | 54.44 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $1.1M | -98% | 11k | 95.81 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.1M | -3% | 21k | 49.70 |
|
| Pfizer (PFE) | 0.2 | $1.0M | NEW | 36k | 28.94 |
|
| Spdr Index Shs Fds Euro Stoxx 50 (FEZ) | 0.2 | $1.0M | +48% | 20k | 53.24 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.0M | -35% | 5.2k | 197.17 |
|
| Citigroup Com New (C) | 0.2 | $1.0M | -77% | 16k | 62.60 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | -60% | 8.6k | 117.17 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $991k | -97% | 20k | 50.79 |
|
| Realty Income (O) | 0.2 | $989k | -98% | 16k | 63.42 |
|
| Proshares Tr Ultrpro Dow30 (UDOW) | 0.2 | $986k | -6% | 10k | 96.08 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $961k | -61% | 23k | 41.77 |
|
| Prologis (PLD) | 0.1 | $953k | -90% | 7.5k | 126.28 |
|
| Brown & Brown (BRO) | 0.1 | $952k | -43% | 9.2k | 103.60 |
|
| Procter & Gamble Company (PG) | 0.1 | $944k | -16% | 5.4k | 173.17 |
|
| Cigna Corp (CI) | 0.1 | $932k | -89% | 2.7k | 346.44 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $930k | +70% | 23k | 40.67 |
|
| Target Corporation (TGT) | 0.1 | $927k | -44% | 6.0k | 155.83 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $910k | -3% | 3.7k | 245.44 |
|
| Wal-Mart Stores (WMT) | 0.1 | $909k | -76% | 11k | 80.74 |
|
| Tpg Re Finance Trust Inc reit (TRTX) | 0.1 | $897k | -77% | 105k | 8.53 |
|
| Dell Technologies CL C (DELL) | 0.1 | $893k | NEW | 7.5k | 118.53 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $890k | -90% | 11k | 83.80 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $889k | -42% | 2.3k | 381.63 |
|
| The Trade Desk Com Cl A (TTD) | 0.1 | $873k | -97% | 8.0k | 109.65 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $872k | -63% | 1.8k | 493.71 |
|
| Chubb (CB) | 0.1 | $865k | -41% | 3.0k | 288.38 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $865k | 17k | 51.27 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $864k | -99% | 23k | 37.56 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $862k | -58% | 9.0k | 95.49 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $859k | NEW | 9.2k | 93.58 |
|
| Fastenal Company (FAST) | 0.1 | $858k | +16% | 12k | 71.42 |
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $855k | 17k | 51.27 |
|
|
| Spdr Ser Tr Bloomberg Intl T (BWX) | 0.1 | $854k | NEW | 37k | 23.36 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $851k | NEW | 7.5k | 112.98 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $834k | -8% | 16k | 52.84 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $831k | -61% | 4.4k | 187.43 |
|
| Pentair SHS (PNR) | 0.1 | $807k | -31% | 8.3k | 97.78 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $801k | -68% | 2.1k | 383.89 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.1 | $799k | -3% | 15k | 52.99 |
|
| Oneok (OKE) | 0.1 | $794k | -98% | 8.7k | 91.13 |
|
| Southern Company (SO) | 0.1 | $793k | -69% | 8.8k | 90.18 |
|
| Liberty All Star Equity Sh Ben Int (USA) | 0.1 | $791k | -5% | 111k | 7.10 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $791k | -98% | 7.1k | 110.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $786k | -81% | 4.7k | 167.17 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $778k | NEW | 15k | 50.57 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $772k | -3% | 30k | 26.17 |
|
| TJX Companies (TJX) | 0.1 | $771k | -65% | 6.6k | 117.54 |
|
| Palo Alto Networks (PANW) | 0.1 | $761k | -91% | 2.2k | 341.80 |
|
| Mirum Pharmaceuticals (MIRM) | 0.1 | $756k | -93% | 19k | 39.00 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $752k | NEW | 9.0k | 83.75 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $748k | +17% | 7.1k | 104.66 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $746k | 8.5k | 88.14 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $744k | -99% | 10k | 71.73 |
|
| First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) | 0.1 | $744k | +12% | 31k | 23.96 |
|
| Morgan Stanley Com New (MS) | 0.1 | $740k | -41% | 7.1k | 104.24 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $740k | -82% | 13k | 57.62 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $738k | -98% | 1.3k | 586.68 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $728k | -53% | 3.5k | 206.57 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $720k | -99% | 7.4k | 97.42 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $715k | -32% | 8.0k | 89.82 |
|
| ConocoPhillips (COP) | 0.1 | $711k | -24% | 6.8k | 105.24 |
|
| Cisco Systems (CSCO) | 0.1 | $711k | -90% | 13k | 53.22 |
|
| Watsco, Incorporated (WSO) | 0.1 | $709k | +33% | 1.4k | 491.80 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $701k | +3% | 1.2k | 573.93 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $698k | -83% | 11k | 64.81 |
|
| ConocoPhillips (COP) | 0.1 | $692k | -24% | 6.6k | 105.29 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $687k | -87% | 4.0k | 173.67 |
|
| FedEx Corporation (FDX) | 0.1 | $687k | -75% | 2.5k | 273.71 |
|
| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $682k | -8% | 13k | 52.55 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $672k | +9% | 8.9k | 75.11 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $668k | +9% | 8.9k | 75.11 |
|
| Brown & Brown (BRO) | 0.1 | $665k | -43% | 6.4k | 103.59 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.1 | $659k | -5% | 13k | 51.04 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $656k | -50% | 1.9k | 353.48 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $654k | +82% | 6.3k | 103.80 |
|
| Public Service Enterprise (PEG) | 0.1 | $654k | +75% | 7.3k | 89.20 |
|
| Owl Rock Capital Corporation (OBDC) | 0.1 | $648k | +4% | 45k | 14.57 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $645k | -41% | 3.6k | 179.84 |
|
| Iron Mountain (IRM) | 0.1 | $644k | 5.4k | 118.83 |
|
|
| Coca-Cola Company (KO) | 0.1 | $628k | -43% | 8.7k | 71.86 |
|
| S&p Global (SPGI) | 0.1 | $623k | -79% | 1.2k | 516.57 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.1 | $619k | -3% | 24k | 26.14 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $618k | -61% | 15k | 41.76 |
|
| Cintas Corporation (CTAS) | 0.1 | $613k | +226% | 3.0k | 205.88 |
|
| Kenvue (KVUE) | 0.1 | $609k | -89% | 26k | 23.13 |
|
| Williams Companies (WMB) | 0.1 | $607k | -83% | 13k | 45.65 |
|
| Home Depot (HD) | 0.1 | $604k | -83% | 1.5k | 405.20 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.1 | $603k | -6% | 11k | 53.57 |
|
| Kkr & Co (KKR) | 0.1 | $602k | -50% | 4.6k | 130.57 |
|
| Texas Pacific Land Corp (TPL) | 0.1 | $601k | -72% | 679.00 | 884.71 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $596k | -96% | 2.6k | 229.10 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $595k | -27% | 7.6k | 78.05 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $590k | +8% | 25k | 23.45 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $590k | -50% | 1.7k | 353.42 |
|
| Fastenal Company (FAST) | 0.1 | $588k | +16% | 8.2k | 71.42 |
|
| United Rentals (URI) | 0.1 | $582k | -54% | 719.00 | 809.00 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $581k | -67% | 2.6k | 225.74 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $581k | -70% | 12k | 49.92 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $580k | -99% | 2.2k | 267.35 |
|
| International Business Machines (IBM) | 0.1 | $579k | -77% | 2.6k | 221.06 |
|
| Wisdomtree Tr India Erngs Fd (EPI) | 0.1 | $579k | -11% | 12k | 50.46 |
|
| Sherwin-Williams Company (SHW) | 0.1 | $578k | -42% | 1.5k | 381.62 |
|
| salesforce (CRM) | 0.1 | $578k | -90% | 2.1k | 273.71 |
|
| At&t (T) | 0.1 | $574k | -64% | 26k | 22.00 |
|
| Servicenow (NOW) | 0.1 | $571k | -86% | 638.00 | 894.39 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $568k | +24% | 11k | 51.12 |
|
| Starwood Property Trust (STWD) | 0.1 | $568k | -75% | 28k | 20.38 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $566k | NEW | 7.1k | 80.30 |
|
| Gabelli Equity Trust (GAB) | 0.1 | $565k | -7% | 103k | 5.49 |
|
| Toll Brothers (TOL) | 0.1 | $565k | -82% | 3.7k | 154.49 |
|
| Valero Energy Corporation (VLO) | 0.1 | $563k | -82% | 4.2k | 135.04 |
|
| Kinross Gold Corp (KGC) | 0.1 | $562k | 60k | 9.36 |
|
|
| Roper Industries (ROP) | 0.1 | $559k | -78% | 1.0k | 556.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $558k | -32% | 3.2k | 174.57 |
|
Past Filings by Golden State Equity Partners
SEC 13F filings are viewable for Golden State Equity Partners going back to 2020
- Golden State Equity Partners 2024 Q3 amended filed Oct. 29, 2024
- Golden State Equity Partners 2024 Q3 filed Oct. 25, 2024
- Golden State Equity Partners 2024 Q2 filed July 29, 2024
- Golden State Equity Partners 2023 Q4 filed Feb. 2, 2024
- Golden State Equity Partners 2023 Q3 filed Oct. 20, 2023
- Golden State Equity Partners 2023 Q2 filed July 19, 2023
- Golden State Equity Partners 2023 Q1 filed June 1, 2023
- Golden State Equity Partners 2022 Q1 restated filed May 18, 2022
- Golden State Equity Partners 2022 Q1 filed May 16, 2022
- Golden State Equity Partners 2021 Q4 filed Feb. 11, 2022
- Golden State Equity Partners 2021 Q3 filed Nov. 15, 2021
- Golden State Equity Partners 2021 Q2 filed Aug. 12, 2021
- Golden State Equity Partners 2021 Q1 filed May 13, 2021
- Golden State Equity Partners 2020 Q4 filed Feb. 8, 2021