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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.29 Million 0.25% of portfolio
25,657
Q4 2024 Reduced 6.01%
$0
$1.3 Million 0.25% of portfolio
3,236
Q4 2024 New
$0
$1.24 Million 0.24% of portfolio
38,697
Q4 2024 Reduced 35.04%
$33.6B
$1.22 Million 0.24% of portfolio
22,923
Q4 2024 Added 9,069.2%
$0
$1.23 Million 0.24% of portfolio
9,675
Q4 2024 New
$82.6B
$1.23 Million 0.24% of portfolio
9,520
Q4 2024 Added 1,430.55%
$130B
$1.2 Million 0.24% of portfolio
12,105
Q4 2024 Added 79.09%
$0
$1.24 Million 0.24% of portfolio
16,560
Q4 2024 New
$167B
$1.15 Million 0.23% of portfolio
2,315
Q4 2024 Added 92.12%
$205B
$1.19 Million 0.23% of portfolio
7,814
Q4 2024 Added 1,176.8%
$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
$509B
$1.11 Million 0.22% of portfolio
2,109
Q4 2024 Added 109.23%
$0
$1.11 Million 0.22% of portfolio
22,094
Q4 2024 New
$153B
$1.13 Million 0.22% of portfolio
4,977
Q4 2024 Added 1,041.51%
$198B
$1.1 Million 0.22% of portfolio
9,097
Q4 2024 Added 643.22%
$105B
$1.05 Million 0.21% of portfolio
5,953
Q4 2024 Added 7,631.17%
$52.7B
$1.06 Million 0.21% of portfolio
7,552
Q4 2024 Added 117.57%
$2.61B
$1.05 Million 0.21% of portfolio
38,872
Q4 2024 Added 449.58%
$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%
$57.9B
$1.04 Million 0.2% of portfolio
4,827
Q4 2024 Added 68.89%
$0
$997,000 0.2% of portfolio
25,646
Q4 2024 Added 12.15%
$84.6B
$997,000 0.2% of portfolio
9,259
Q4 2024 Added 1,185.97%
$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%
$146B
$970,000 0.19% of portfolio
10,868
Q4 2024 Added 948.02%
$90.9B
$949,000 0.19% of portfolio
11,539
Q4 2024 Added 192.05%
$72.4B
$967,000 0.19% of portfolio
1,358
Q4 2024 Added 1,479.07%
$142B
$982,000 0.19% of portfolio
8,129
Q4 2024 Added 135.35%
$53.3B
$946,000 0.19% of portfolio
8,057
Q4 2024 Added 4,842.94%
$217B
$918,000 0.18% of portfolio
1,604
Q4 2024 Added 57.56%
$0
$912,000 0.18% of portfolio
8,696
Q4 2024 New
$29.5B
$936,000 0.18% of portfolio
8,124
Q4 2024 Added 1,754.79%
$46.7B
$899,000 0.18% of portfolio
8,962
Q4 2024 Added 9,641.3%
$149B
$903,000 0.18% of portfolio
12,207
Q4 2024 Added 293.9%
$1.23T
$936,000 0.18% of portfolio
4,915
Q4 2024 Added 461.71%
$0
$894,000 0.18% of portfolio
3,694
Q4 2024 New
$57B
$933,000 0.18% of portfolio
5,418
Q4 2024 Added 823.0%
$0
$897,000 0.18% of portfolio
17,428
Q4 2024 Added 13,003.76%
$0
$869,000 0.17% of portfolio
3,738
Q4 2024 Added 252.31%
$268B
$881,000 0.17% of portfolio
14,164
Q4 2024 Added 113.41%
$648M
$892,000 0.17% of portfolio
105,045
Q4 2024 Added 375.73%
$228B
$873,000 0.17% of portfolio
2,482
Q4 2024 Added 48.71%
$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%
$84.4B
$805,000 0.16% of portfolio
3,468
Q4 2024 Added 51.71%
$1.75B
$801,000 0.16% of portfolio
19,380
Q4 2024 Added 1,390.77%

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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