Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

  • $510 Million
  • Q4 2024

Golden State Equity Partners has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $510 Million distributed in 432 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $29.3M, Nvidia Corp with a value of $26.9M, Microsoft Corp with a value of $16.5M, Amazon Com Inc with a value of $10.7M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $10.2M.

Examining the 13F form we can see an increase of $329M in the current position value, from $182M to 510M.

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 $510 Million
ETFs: $189 Million
Technology: $113 Million
Financial Services: $50.5 Million
Consumer Cyclical: $30.4 Million
Industrials: $27 Million
Healthcare: $24.1 Million
Communication Services: $23 Million
Consumer Defensive: $16.6 Million
Other: $35.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.24 Million 0.24% of portfolio
38,697
Q4 2024 Reduced 35.04%
$0
$1.23 Million 0.24% of portfolio
9,675
Q4 2024 New
$0
$1.24 Million 0.24% of portfolio
16,560
Q4 2024 New
$0
$1.19 Million 0.23% of portfolio
13,883
Q4 2024 Added 1,753.54%
$0
$1.18 Million 0.23% of portfolio
24,601
Q4 2024 New
$0
$1.11 Million 0.22% of portfolio
22,094
Q4 2024 New
$0
$1.14 Million 0.22% of portfolio
12,426
Q4 2024 Added 3,460.46%
$44.4B
$1.1 Million 0.21% of portfolio
22,152
Q4 2024 New
$0
$1.08 Million 0.21% of portfolio
2,627
Q4 2024 Added 216.13%
$0
$997,000 0.2% of portfolio
25,646
Q4 2024 Added 12.15%
$0
$954,000 0.19% of portfolio
10,095
Q4 2024 New
$0
$952,000 0.19% of portfolio
4,990
Q4 2024 New
$0
$981,000 0.19% of portfolio
10,601
Q4 2024 Added 17.46%
$0
$912,000 0.18% of portfolio
8,696
Q4 2024 New
$0
$894,000 0.18% of portfolio
3,694
Q4 2024 New
$0
$897,000 0.18% of portfolio
17,428
Q4 2024 Added 13,003.76%
$0
$881,000 0.17% of portfolio
5,206
Q4 2024 Added 62.89%
$0
$887,000 0.17% of portfolio
17,694
Q4 2024 Added 4.87%
$0
$793,000 0.16% of portfolio
36,041
Q4 2024 New
$0
$800,000 0.16% of portfolio
12,843
Q4 2024 Added 76.17%
$0
$809,000 0.16% of portfolio
1,382
Q4 2024 New
$0
$789,000 0.15% of portfolio
1,270
Q4 2024 Added 6,584.21%
$0
$770,000 0.15% of portfolio
14,206
Q4 2024 Reduced 27.02%
$0
$778,000 0.15% of portfolio
22,811
Q4 2024 Added 19,068.91%
$0
$782,000 0.15% of portfolio
11,127
Q4 2024 Added 46.02%
$0
$721,000 0.14% of portfolio
8,992
Q4 2024 New
$0
$697,000 0.14% of portfolio
30,150
Q4 2024 New
$0
$717,000 0.14% of portfolio
14,514
Q4 2024 New
$0
$673,000 0.13% of portfolio
2,404
Q4 2024 Added 11,347.62%
$0
$676,000 0.13% of portfolio
13,493
Q4 2024 Added 21.35%
$0
$638,000 0.13% of portfolio
11,952
Q4 2024 Reduced 24.3%
$0
$651,000 0.13% of portfolio
9,307
Q4 2024 Added 11,113.25%
$0
$654,000 0.13% of portfolio
7,401
Q4 2024 New
$0
$636,000 0.12% of portfolio
7,147
Q4 2024 Added 35,635.0%
$0
$602,000 0.12% of portfolio
5,473
Q4 2024 Added 4,659.13%
$0
$590,000 0.12% of portfolio
2,038
Q4 2024 Added 346.93%
$0
$627,000 0.12% of portfolio
25,109
Q4 2024 Reduced 14.86%
$0
$586,000 0.11% of portfolio
8,161
Q4 2024 Reduced 8.26%
$0
$530,000 0.1% of portfolio
11,711
Q4 2024 New
$0
$494,000 0.1% of portfolio
10,331
Q4 2024 Added 2,258.68%
$0
$534,000 0.1% of portfolio
2,582
Q4 2024 Added 7.4%
$0
$523,000 0.1% of portfolio
4,744
Q4 2024 Added 717.93%
$0
$524,000 0.1% of portfolio
1,629
Q4 2024 New
$0
$472,000 0.09% of portfolio
9,225
Q4 2024 Reduced 18.01%
$0
$478,000 0.09% of portfolio
20,825
Q4 2024 Reduced 17.22%
$5.67B
$467,000 0.09% of portfolio
6,187
Q4 2024 New
$0
$425,000 0.08% of portfolio
15,174
Q4 2024 New
$0
$418,000 0.08% of portfolio
17,413
Q4 2024 Reduced 0.64%
$0
$386,000 0.08% of portfolio
11,045
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 432
  • Current Value $510 Million
  • Prior Value $182 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 113 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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