Golden State Equity Partners Reduced Holdings in Q3 2025

Golden State Equity Partners

  • $569 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
-45
- 2.84%
$167.28 - $188.45 $7.53K - $8.48K
1.54K $258K
EPD
Enterprise Products Partners L.P.

Energy
-1.4K
- 3.16%
$30.74 - $32.14 $43K - $45K
42.9K $1.34M
ECL
Ecolab Inc.

Basic Materials
-152
- 6.47%
$259.39 - $285.47 $39.4K - $43.4K
2.2K $602K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-500
- 5.59%
$72.01 - $74.44 $36K - $37.2K
8.45K $620K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.12K
- 7.27%
$94.17 - $99.95 $106K - $112K
14.3K $1.43M
STWD
Starwood Property Trust, Inc.

Real Estate
-6
- 0.02%
$19.37 - $20.97 $116 - $126
39.4K $763K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-198
- 5.18%
$86.67 - $100.17 $17.2K - $19.8K
3.62K $327K
TMUS
T Mobile Us, Inc.

Communication Services
-125
- 1.93%
$226.02 - $259.01 $28.3K - $32.4K
6.35K $1.52M
RWT
Redwood Trust Inc

Real Estate
-2K
- 3.0%
$5.46 - $6.37 $10.9K - $12.7K
64.7K $374K
ADC
Agree Realty Corp

Real Estate
-65
- 0.93%
$70.53 - $75.05 $4.58K - $4.88K
6.96K $494K
MAR
Marriott International Inc

Consumer Cyclical
-4
- 0.37%
$255.35 - $282.87 $1.02K - $1.13K
1.07K $279K
DGX
Quest Diagnostics Inc

Healthcare
-73
- 5.48%
N/A
1.26K $172K
MET
Metlife Inc

Financial Services
-177
- 5.08%
$73.82 - $82.37 $13.1K - $14.6K
3.31K $272K
GPI
Group 1 Automotive Inc

Consumer Cyclical
-18
- 2.35%
$406.1 - $488.25 $7.31K - $8.79K
749 $327K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-236
- 2.16%
$20.07 - $20.17 $4.74K - $4.76K
10.7K $214K
SHEL
Shell PLC

Energy
-90
- 2.69%
$69.82 - $73.93 $6.28K - $6.65K
3.26K $233K
IWM
Ishares Russell 2000 ETF

ETFs
-112
- 11.81%
$214.92 - $244.84 $24.1K - $27.4K
836 $202K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-233
- 1.41%
$92.18 - $95.14 $21.5K - $22.2K
16.3K $1.55M
CINF
Cincinnati Financial Corp

Financial Services
-175
- 5.67%
$145.8 - $158.1 $25.5K - $27.7K
2.91K $460K
Arista Networks Inc
-220
- 8.48%
N/A
2.37K $0
Liberty Media Corp Del
-1.07K
- 26.76%
N/A
2.93K $0
First Tr Exchange Traded Fd
-1.44K
- 1.06%
N/A
135K $0
Canadian Pacific Kansas City
-5
- 0.11%
N/A
4.48K $0
HYGW
Ishares Tr High Yield Corporat
-1.78K
- 13.93%
N/A
11K $0
Kenvue Inc
-5.55K
- 12.81%
N/A
37.8K $0
Ge Vernova Inc
-49
- 3.57%
N/A
1.32K $0
Two Hbrs Invt Corp
-1.03K
- 1.21%
N/A
83.9K $0
LQDW
Ishares Tr Invt Grade Corporat
-2.3K
- 5.54%
N/A
39.2K $0
GS
Goldman Sachs Group Inc

Financial Services
-205
- 11.1%
$696.56 - $806.32 $143K - $165K
1.64K $1.31M
Brookfield Corp
-67
- 1.6%
N/A
4.13K $0
Super Micro Computer Inc
-524
- 5.6%
N/A
8.83K $0
Northern Lts Fd Tr Iv
-16
- 0.94%
N/A
1.69K $0
XLF
Financial Sector Spdr

ETFs
-121
- 1.95%
$51.37 - $54.25 $6.22K - $6.56K
6.1K $328K
RISN
Northern Lts Fd Tr Iv Inspire

Technology
-527
- 6.09%
$27.27 - $29.82 $14.4K - $15.7K
8.13K $242K
XLE
Energy Sector Spdr

ETFs
-660
- 4.69%
$84.25 - $91.99 $55.6K - $60.7K
13.4K $1.2M
ACVF
ETF Opportunities Tr American

ETFs
-162
- 2.52%
$47.19 - $49.42 $7.64K - $8.01K
6.27K $308K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-91
- 5.04%
$115.96 - $125.95 $10.6K - $11.5K
1.71K $215K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-9.07K
- 7.1%
$35.42 - $38.65 $321K - $351K
119K $4.51M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-10
- 0.12%
$50.9 - $52.37 $509 - $524
8.58K $448K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-19
- 0.1%
$23.69 - $24.32 $450 - $462
18.4K $448K
XLY
Select Sector Spdr Consumer Di

ETFs
-74
- 6.0%
$216.09 - $242.18 $16K - $17.9K
1.16K $277K
EFV
Msci Eafe Value ETF

ETFs
-155
- 3.5%
$62.79 - $68.42 $9.73K - $10.6K
4.28K $290K
OMFL
Invesco Exchange Traded Self I

ETFs
-126
- 1.76%
$57.41 - $60.45 $7.23K - $7.62K
7.03K $423K
PH
Parker Hannifin Corp

Industrials
-13
- 3.7%
$697.13 - $769.67 $9.06K - $10K
338 $256K
MRK
Merck & Co., Inc.

Healthcare
-1.4K
- 5.2%
$77.6 - $87.37 $109K - $122K
25.6K $2.15M
ROKU
Roku, Inc

Communication Services
-257
- 8.41%
$79.98 - $101.78 $20.6K - $26.2K
2.8K $280K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-50
- 1.02%
$81.75 - $88.12 $4.09K - $4.41K
4.85K $419K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-2.26K
- 7.61%
$37.04 - $40.86 $83.8K - $92.4K
27.5K $1.12M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-19
- 1.51%
$185.88 - $207.44 $3.53K - $3.94K
1.24K $249K
Activity Summary
Buys All Purchases 274 New Holdings 51 Increased Positions 223 Sells All Sells 148 Reductions 148 Sold out 0 Options Calls 0 Puts 0
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