Golden State Equity Partners Incresed Positions in Q4 2024

Golden State Equity Partners

  • $510 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MMM
3 M CO

Industrials
8.9K
+ 1430.55%
$124.74 - $137.12 $1.11M - $1.22M
9.52K $1.23M
XLE
Energy Sector Spdr

ETFs
13.1K
+ 1753.54%
$83.32 - $97.27 $1.09M - $1.28M
13.9K $1.19M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
22.3K
+ 575.62%
$50.37 - $50.6 $1.13M - $1.13M
26.2K $1.32M
EPD
Enterprise Products Partners L.P.

Energy
35.3K
+ 471.46%
$28.66 - $34.43 $1.01M - $1.22M
42.8K $1.34M
VZ
Verizon Communications Inc

Communication Services
29.1K
+ 329.72%
$39.6 - $45.21 $1.15M - $1.32M
37.9K $1.52M
T
At&T Inc.

Communication Services
48.2K
+ 184.8%
$21.22 - $23.88 $1.02M - $1.15M
74.3K $1.69M
MBB
Ishares Tr

ETFs
12.1K
+ 3460.46%
$91.26 - $95.82 $1.1M - $1.16M
12.4K $1.14M
LMT
Lockheed Martin Corp

Industrials
2.42K
+ 268.63%
$479.66 - $614.62 $1.16M - $1.48M
3.31K $1.61M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
12.3K
+ 312.93%
$88.59 - $94.57 $1.09M - $1.17M
16.3K $1.44M
PEP
Pepsico Inc

Consumer Defensive
7.2K
+ 1176.8%
$151.29 - $176.1 $1.09M - $1.27M
7.81K $1.19M
LOW
Lowes Companies Inc

Consumer Cyclical
4.5K
+ 231.69%
$244.52 - $284.07 $1.1M - $1.28M
6.45K $1.59M
SRE
Sempra Energy

Utilities
11.9K
+ 410.43%
$80.81 - $94.77 $963K - $1.13M
14.8K $1.3M
GD
General Dynamics Corp

Industrials
4.22K
+ 253.36%
$260.28 - $314.03 $1.1M - $1.33M
5.89K $1.55M
BA
Boeing CO

Industrials
5.88K
+ 7631.17%
$138.14 - $180.72 $812K - $1.06M
5.95K $1.05M
UNP
Union Pacific Corp

Industrials
4.54K
+ 1041.51%
$223.15 - $249.32 $1.01M - $1.13M
4.98K $1.13M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.7K
+ 97.8%
$45.07 - $47.1 $1.07M - $1.11M
47.8K $2.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
8.86K
+ 375.75%
$113.92 - $127.38 $1.01M - $1.13M
11.2K $1.29M
TTD
Trade Desk, Inc.

Technology
7.89K
+ 4842.94%
$108.7 - $139.51 $858K - $1.1M
8.06K $946K
DUK
Duke Energy Corp

Utilities
8.54K
+ 1185.97%
$105.76 - $120.76 $903K - $1.03M
9.26K $997K
AMD
Advanced Micro Devices Inc

Technology
7.87K
+ 643.22%
$118.88 - $172.8 $936K - $1.36M
9.1K $1.1M
ORCL
Oracle Corp

Technology
5.46K
+ 167.31%
$165.41 - $192.43 $903K - $1.05M
8.73K $1.45M
OKE
Oneok Inc

Energy
8.87K
+ 9641.3%
$92.28 - $117.05 $819K - $1.04M
8.96K $899K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.3K
+ 13003.76%
$51.33 - $53.74 $888K - $929K
17.4K $897K
DELL
Dell Technologies Inc.

Technology
7.69K
+ 1754.79%
$111.96 - $144.21 $861K - $1.11M
8.12K $936K
BSX
Boston Scientific Corp

Healthcare
9.83K
+ 948.02%
$83.62 - $91.5 $822K - $900K
10.9K $970K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.27K
+ 1479.07%
$701.85 - $1046.91 $893K - $1.33M
1.36K $967K
SPG
Simon Property Group Inc

Real Estate
4.83K
+ 823.0%
$167.23 - $183.84 $808K - $888K
5.42K $933K
CTRE
Care Trust Reit, Inc.

Real Estate
31.8K
+ 449.58%
$26.8 - $32.79 $852K - $1.04M
38.9K $1.05M
GOOG
Alphabet Inc.

Communication Services
4.04K
+ 461.71%
$163.08 - $198.16 $659K - $801K
4.92K $936K
VGT
Vanguard Information Technolog

ETFs
1.25K
+ 6584.21%
$571.78 - $647.97 $715K - $811K
1.27K $789K
CAT
Caterpillar Inc

Industrials
2.25K
+ 165.32%
$360.37 - $416.88 $811K - $938K
3.61K $1.31M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.7K
+ 19068.91%
$34.13 - $37.35 $774K - $848K
22.8K $778K
CSCO
Cisco Systems, Inc.

Technology
12.8K
+ 953.69%
$52.45 - $60.02 $672K - $769K
14.2K $837K
VUG
Vanguard Growth ETF

ETFs
1.8K
+ 216.13%
$378.79 - $428.11 $680K - $769K
2.63K $1.08M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.77K
+ 917.76%
$172.07 - $207.36 $649K - $782K
4.18K $826K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
18.1K
+ 1390.77%
$37.85 - $46.65 $684K - $843K
19.4K $801K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
12.2K
+ 884.47%
$55.73 - $66.16 $682K - $810K
13.6K $821K
PANW
Palo Alto Networks Inc

Technology
4.16K
+ 2059.9%
$181.96 - $405.9 $757K - $1.69M
4.36K $793K
NOW
Service Now, Inc.

Technology
655
+ 761.63%
$867.18 - $1148.42 $568K - $752K
741 $785K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
83K
+ 375.73%
$8.23 - $9.2 $683K - $763K
105K $892K
SCHW
Schwab Charles Corp

Financial Services
9.11K
+ 293.9%
$63.31 - $82.85 $577K - $755K
12.2K $903K
ASML
Asml Holding Nv

Technology
989
+ 1030.21%
$658.43 - $872.27 $651K - $863K
1.09K $751K
VBK
Vanguard Small Cap Growth ETF

ETFs
2.38K
+ 11347.62%
$264.18 - $304.19 $630K - $725K
2.4K $673K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.22K
+ 11113.25%
$69.58 - $74.87 $642K - $691K
9.31K $651K
VNQ
Vanguard Specialized Funds Van

ETFs
7.13K
+ 35635.0%
$87.85 - $98.6 $626K - $703K
7.15K $636K
XLK
Technology Sector Spdr

ETFs
2.68K
+ 252.31%
$220.26 - $241.44 $590K - $646K
3.74K $869K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.18K
+ 1689.89%
$178.39 - $215.0 $567K - $683K
3.37K $648K
MA
Mastercard Inc

Financial Services
1.1K
+ 109.23%
$491.3 - $536.15 $541K - $590K
2.11K $1.11M
CI
Cigna Corp

Healthcare
2.27K
+ 786.46%
$265.59 - $358.58 $602K - $812K
2.55K $704K
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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