Golden State Equity Partners Reduced Holdings in Q4 2024

Golden State Equity Partners

  • $510 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-55.7K
- 33.64%
$80.93 - $85.66 $4.5M - $4.77M
110K $8.88M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-164K
- 40.81%
N/A
238K $6.07M
BOND
Pimco Active Bond Exchange Tra

ETFs
-37.2K
- 93.28%
$90.42 - $94.5 $3.36M - $3.52M
2.68K $242K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-58.5K
- 44.73%
$34.21 - $38.73 $2M - $2.27M
72.3K $2.47M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-75.9K
- 63.19%
$28.71 - $31.34 $2.18M - $2.38M
44.2K $1.27M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-63.5K
- 38.05%
$35.45 - $40.33 $2.25M - $2.56M
103K $3.71M
HTRB
Hartford Fds Total Return Bd E

ETFs
-18.4K
- 12.26%
$33.33 - $35.01 $613K - $644K
132K $4.39M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-20.9K
- 35.04%
$31.92 - $36.14 $666K - $754K
38.7K $1.24M
GAL
Ssga Active ETF Tr

ETFs
-10.9K
- 20.44%
$44.18 - $45.9 $483K - $501K
42.5K $1.88M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
-6.27K
- 12.18%
$28.46 - $31.15 $179K - $195K
45.2K $1.29M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.54K
- 3.29%
$42.84 - $45.38 $109K - $115K
74.7K $3.21M
KGC
Kinross Gold Corp

Basic Materials
-30K
- 50.0%
$9.03 - $10.75 $271K - $323K
30K $278K
AOS
Smith A O Corp

Industrials
-1.58K
- 19.82%
$68.02 - $88.94 $107K - $140K
6.38K $435K
FTLS
First Tr Long/Short Equity ETF

ETFs
-5.08K
- 20.4%
$63.1 - $67.29 $320K - $342K
19.8K $1.3M
OMFL
Invesco Exchange Traded Self I

ETFs
-5.26K
- 27.02%
$52.49 - $56.58 $276K - $298K
14.2K $770K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-3.56K
- 14.31%
$81.6 - $90.89 $290K - $323K
21.3K $1.83M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-3.84K
- 24.3%
$52.0 - $55.66 $200K - $214K
12K $638K
ROP
Roper Technologies Inc

Industrials
-285
- 28.36%
$519.85 - $575.95 $148K - $164K
720 $374K
CSL
Carlisle Companies Inc

Industrials
-281
- 29.77%
$368.67 - $480.91 $104K - $135K
663 $244K
CHE
Chemed Corp

Healthcare
-225
- 30.04%
$517.44 - $613.19 $116K - $138K
524 $277K
FAST
Fastenal CO

Industrials
-2.36K
- 19.63%
$69.99 - $84.35 $165K - $199K
9.66K $694K
PNR
Pentair PLC

Industrials
-1.85K
- 22.44%
$95.0 - $109.21 $176K - $202K
6.4K $644K
FANG
Diamondback Energy, Inc.

Energy
-760
- 26.55%
$153.06 - $199.5 $116K - $152K
2.1K $344K
BRO
Brown & Brown, Inc.

Financial Services
-1.31K
- 14.26%
$100.93 - $113.42 $132K - $149K
7.88K $803K
TPL
Texas Pacific Land Corp

Energy
-266
- 39.18%
$915.49 - $1730.0 $244K - $460K
413 $456K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.38K
- 14.86%
$24.94 - $26.14 $109K - $115K
25.1K $627K
URI
United Rentals, Inc.

Industrials
-86
- 11.96%
$704.44 - $880.32 $60.6K - $75.7K
633 $445K
TFC
Truist Financial Corp

Financial Services
-2.72K
- 30.72%
$41.51 - $48.1 $113K - $131K
6.12K $265K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.45K
- 28.6%
$55.19 - $63.83 $79.9K - $92.4K
3.62K $202K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-4.33K
- 17.22%
$22.39 - $23.45 $97K - $102K
20.8K $478K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-2.03K
- 18.01%
$50.34 - $56.61 $102K - $115K
9.23K $472K
CTAS
Cintas Corp

Industrials
-163
- 5.48%
$182.7 - $226.47 $29.8K - $36.9K
2.81K $513K
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-2.37K
- 16.31%
$29.02 - $32.11 $68.9K - $76.2K
12.2K $353K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-1.64K
- 6.01%
$50.23 - $50.47 $82.4K - $82.8K
25.7K $1.29M
HOLX
Hologic Inc

Healthcare
-704
- 19.36%
$70.76 - $83.72 $49.8K - $58.9K
2.93K $211K
MCO
Moodys Corp

Financial Services
-176
- 19.05%
$454.04 - $500.88 $79.9K - $88.2K
748 $354K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-735
- 8.26%
$71.75 - $75.11 $52.7K - $55.2K
8.16K $586K
JKHY
Henry Jack & Associates Inc

Technology
-405
- 17.76%
$171.12 - $186.18 $69.3K - $75.4K
1.88K $328K
AFL
Aflac Inc

Financial Services
-343
- 7.61%
$100.37 - $115.27 $34.4K - $39.5K
4.17K $430K
BR
Broadridge Financial Solutions, Inc.

Technology
-395
- 26.33%
$209.64 - $236.44 $82.8K - $93.4K
1.11K $249K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-2.3K
- 14.75%
$23.7 - $24.51 $54.6K - $56.4K
13.3K $315K
LHX
L3 Harris Technologies, Inc.

Industrials
-154
- 13.53%
$208.94 - $264.22 $32.2K - $40.7K
984 $206K
RRX
Regal Rexnord Corp

Industrials
-106
- 6.89%
$153.56 - $182.22 $16.3K - $19.3K
1.43K $222K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-342
- 3.4%
$35.89 - $39.51 $12.3K - $13.5K
9.72K $353K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-86
- 1.88%
$46.33 - $48.6 $3.98K - $4.18K
4.49K $208K
CATH
Global X Fds Global X S&P 500

ETFs
-273
- 8.28%
$68.5 - $73.81 $18.7K - $20.2K
3.03K $214K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-113
- 0.64%
$23.99 - $24.55 $2.71K - $2.77K
17.4K $418K
SPYG
Spdr Portfolio

ETFs
-286
- 11.09%
$81.74 - $91.38 $23.4K - $26.1K
2.29K $201K
PH
Parker Hannifin Corp

Industrials
-14
- 2.1%
$621.74 - $709.46 $8.7K - $9.93K
654 $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
Track This Portfolio

Track Golden State Equity Partners Portfolio

Follow Golden State Equity Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email