Golden State Equity Partners New Holdings in Q4 2024

Golden State Equity Partners

  • $510 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
75.7K
New
$50.23 - $50.46 $3.8M - $3.82M
75.7K $3.81M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
44.1K
New
$81.68 - $82.93 $3.6M - $3.66M
44.1K $3.62M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
87.5K
New
$39.5 - $41.38 $3.46M - $3.62M
87.5K $3.52M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
116K
New
$26.93 - $84.95 $3.13M - $9.88M
116K $3.18M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
73K
New
$42.79 - $44.9 $3.12M - $3.28M
73K $3.13M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27.9K
New
$100.16 - $100.7 $2.79M - $2.81M
27.9K $2.8M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
174K
New
$14.28 - $14.81 $2.49M - $2.58M
174K $2.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
48.4K
New
$50.62 - $50.97 $2.45M - $2.47M
48.4K $2.46M
VGIT
Vanguard Intermediate Term Tre

ETFs
42.1K
New
$57.78 - $60.4 $2.43M - $2.55M
42.1K $2.44M
IEF
Ishares Barclays

ETFs
24.1K
New
$92.08 - $98.18 $2.22M - $2.37M
24.1K $2.23M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
63.5K
New
$28.56 - $30.02 $1.81M - $1.91M
63.5K $1.82M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
17.3K
New
$99.2 - $108.47 $1.72M - $1.88M
17.3K $1.72M
HYG
Ishares Tr

ETFs
20.2K
New
$78.09 - $80.04 $1.58M - $1.61M
20.2K $1.59M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
72.4K
New
$20.98 - $21.19 $1.52M - $1.54M
72.4K $1.53M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
26.9K
New
$49.25 - $53.57 $1.32M - $1.44M
26.9K $1.33M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
28.4K
New
$45.72 - $48.37 $1.3M - $1.37M
28.4K $1.32M
UPRO
Proshares Trust Proshares Ultr

ETFs
14.9K
New
$82.66 - $99.48 $1.23M - $1.48M
14.9K $1.32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.24K
New
$370.24 - $418.94 $1.2M - $1.36M
3.24K $1.3M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
26.4K
New
$47.77 - $51.75 $1.26M - $1.36M
26.4K $1.27M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
16.6K
New
$74.68 - $81.45 $1.24M - $1.35M
16.6K $1.24M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.68K
New
$116.4 - $138.52 $1.13M - $1.34M
9.68K $1.23M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
24.6K
New
$47.63 - $52.63 $1.17M - $1.29M
24.6K $1.18M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
22.1K
New
$50.14 - $52.56 $1.11M - $1.16M
22.1K $1.11M
IAU
Ishares Gold Trust

ETFs
22.2K
New
$48.37 - $52.65 $1.07M - $1.17M
22.2K $1.1M
UDOW
Proshares Trust Proshrs Ultrap

ETFs
10.1K
New
$91.39 - $113.27 $923K - $1.14M
10.1K $954K
IVE
Ishares S&P 500 Value ETF

ETFs
4.99K
New
$189.5 - $206.17 $946K - $1.03M
4.99K $952K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
8.7K
New
$103.6 - $112.52 $901K - $978K
8.7K $912K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.69K
New
$238.25 - $261.28 $880K - $965K
3.69K $894K
SPY
Spdr S&P 500 ETF Trust

ETFs
1.38K
New
$567.81 - $607.81 $785K - $840K
1.38K $809K
FEM
First Trust Emerging Markets A

ETFs
36K
New
$22.03 - $24.21 $794K - $873K
36K $793K
USA
Liberty All Star Equity Fund

Financial Services
110K
New
$6.82 - $7.46 $751K - $822K
110K $765K
VCIT
Vanguard Intermediate Term Cor

ETFs
8.99K
New
$80.13 - $83.77 $721K - $753K
8.99K $721K
MLPA
Global X Mlp ETF

ETFs
14.5K
New
$47.44 - $52.61 $689K - $764K
14.5K $717K
COIN
Coinbase Global, Inc.

Technology
2.86K
New
$163.17 - $343.62 $467K - $984K
2.86K $710K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
30.2K
New
$23.03 - $23.33 $694K - $703K
30.2K $697K
IWR
Ishares Russell Mid Cap ETF

ETFs
7.4K
New
$87.25 - $95.52 $646K - $707K
7.4K $654K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
8.61K
New
$47.29 - $84.74 $407K - $730K
8.61K $641K
ORCC
Owl Rock Capital Corp

Financial Services
44.9K
New
N/A
44.9K $601K
IRM
Iron Mountain Inc

Real Estate
5.3K
New
$101.62 - $128.14 $539K - $679K
5.3K $557K
GBDC
Golub Capital Bdc, Inc.

Financial Services
35.7K
New
$14.69 - $15.67 $525K - $560K
35.7K $541K
EPI
Wisdomtree Tr India Earnings F

ETFs
11.7K
New
$45.09 - $50.08 $528K - $586K
11.7K $530K
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.63K
New
$311.11 - $335.64 $507K - $547K
1.63K $524K
GAB
Gabelli Equity Trust Inc

Financial Services
97.4K
New
$5.36 - $5.83 $522K - $568K
97.4K $523K
ED
Consolidated Edison Inc

Utilities
5.34K
New
$88.87 - $107.38 $475K - $573K
5.34K $476K
MAIN
Main Street Capital Corp

Financial Services
7.99K
New
$49.95 - $58.58 $399K - $468K
7.99K $467K
USO
United States Oil Fund, LP

ETFs
6.19K
New
$69.66 - $79.2 $431K - $490K
6.19K $467K
SOUN
Soundhound Ai, Inc.

Technology
23.1K
New
$4.51 - $24.23 $104K - $559K
23.1K $458K
QJUN
First Tr ETF
15.2K
New
$26.78 - $28.75 $406K - $436K
15.2K $425K
IVW
Ishares S&P 500 Growth ETF

ETFs
4.09K
New
$94.43 - $105.47 $387K - $432K
4.09K $415K
Activity Summary
Buys All Purchases 376 New Holdings 113 Increased Positions 263 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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