Golden State Equity Partners New Holdings in Q4 2024

Golden State Equity Partners

  • $510 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DY
Dycom Industries Inc

Industrials
2.38K
New
$168.3 - $202.91 $400K - $482K
2.38K $413K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
9.84K
New
$40.84 - $42.74 $402K - $421K
9.84K $403K
DFAE
Dimensional ETF Tr

ETFs
15.9K
New
$25.36 - $28.15 $404K - $448K
15.9K $403K
CGUS
Capital Group Core Equity ETF
11K
New
$33.96 - $36.24 $375K - $400K
11K $386K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
17K
New
$22.04 - $23.08 $374K - $392K
17K $380K
IYW
Ishares Dj Us Tech ETF

ETFs
2.37K
New
$148.14 - $166.23 $352K - $394K
2.37K $378K
SAN
Banco Santander, S.A.

Financial Services
82.3K
New
$4.49 - $5.05 $370K - $416K
82.3K $375K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
12.3K
New
$29.73 - $30.81 $365K - $378K
12.3K $373K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
4.85K
New
$74.69 - $79.24 $362K - $384K
4.85K $365K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
13.3K
New
$26.55 - $27.32 $352K - $363K
13.3K $354K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
6.43K
New
$51.58 - $52.91 $331K - $340K
6.43K $332K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
14.6K
New
$22.63 - $47.53 $329K - $692K
14.6K $330K
DFAU
Dimensional ETF Tr

ETFs
8.07K
New
$39.27 - $42.38 $317K - $342K
8.07K $326K
TQQQ
Proshares Ultrapro Qqq

ETFs
4.02K
New
$69.42 - $93.29 $279K - $375K
4.02K $318K
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
10K
New
$30.04 - $32.01 $302K - $322K
10K $315K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.35K
New
$91.29 - $91.8 $306K - $308K
3.35K $306K
QPFF
American Centy ETF Tr Quality
8.45K
New
$35.78 - $38.29 $302K - $324K
8.45K $304K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.02K
New
$100.24 - $101.35 $303K - $306K
3.02K $303K
ABC
Amerisourcebergen Corp

Healthcare
1.62K
New
N/A
1.62K $299K
SOXX
Ishares Semiconductor ETF

ETFs
1.36K
New
$211.27 - $239.8 $287K - $326K
1.36K $292K
DFIS
Dimensional ETF Tr Dimensional

ETFs
11.9K
New
$24.25 - $26.7 $289K - $318K
11.9K $292K
PFF
Ishares Trust Ishares Pfd And

ETFs
9.3K
New
$31.23 - $33.51 $290K - $312K
9.3K $292K
MAR
Marriott International Inc

Consumer Cyclical
1.04K
New
$246.06 - $292.59 $256K - $305K
1.04K $290K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
681
New
$417.69 - $450.94 $284K - $307K
681 $289K
WDIV
Spdr S&P Global Dividend ETF

ETFs
4.66K
New
$61.96 - $66.71 $289K - $311K
4.66K $289K
IWV
Ishares Russell 3000 ETF

ETFs
860
New
$323.08 - $349.08 $278K - $300K
860 $287K
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
3.43K
New
$72.16 - $78.82 $247K - $270K
3.43K $257K
PSI
Invesco Exchange Traded Fd Tr

ETFs
4.42K
New
$53.26 - $60.98 $235K - $269K
4.42K $255K
ROKU
Roku, Inc

Communication Services
3.33K
New
$64.08 - $84.12 $214K - $280K
3.33K $247K
EVRG
Evergy, Inc.

Utilities
3.95K
New
$59.06 - $65.0 $233K - $257K
3.95K $243K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
655
New
$340.59 - $380.5 $223K - $249K
655 $239K
EWJ
Ishares Msci Japan ETF

ETFs
3.52K
New
$66.18 - $71.84 $233K - $253K
3.52K $236K
FIW
First Trust Water ETF

ETFs
2.32K
New
$102.02 - $110.91 $237K - $257K
2.32K $236K
EFV
Msci Eafe Value ETF

ETFs
4.48K
New
$51.78 - $57.15 $232K - $256K
4.48K $235K
GLD
Spdr Gold Trust

ETFs
962
New
$236.59 - $257.5 $228K - $248K
962 $232K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
2.18K
New
$104.34 - $118.84 $227K - $259K
2.18K $227K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
9.29K
New
$24.31 - $49.53 $226K - $460K
9.29K $226K
FLRN
Spdr Bloomberg Investment Grad

ETFs
7.32K
New
$30.67 - $30.84 $224K - $226K
7.32K $224K
HAL
Halliburton CO

Energy
8.15K
New
$25.77 - $31.99 $210K - $261K
8.15K $221K
MGC
Vanguard Mega Cap ETF

ETFs
1.02K
New
$204.21 - $220.18 $209K - $225K
1.02K $217K
IWM
Ishares Russell 2000 ETF

ETFs
968
New
$216.13 - $242.4 $209K - $235K
968 $213K
EEM
Ishares Msci Emerging Markets

ETFs
4.97K
New
$41.82 - $47.36 $208K - $235K
4.97K $207K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.65K
New
$53.94 - $58.15 $197K - $212K
3.65K $205K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.76K
New
$115.08 - $119.55 $202K - $210K
1.76K $202K
NFE
New Fortress Energy Inc.

Utilities
10.8K
New
$8.0 - $15.12 $86.7K - $164K
10.8K $163K
DBL
Double Line Opportunistic Credit Fund

Financial Services
10.3K
New
$15.17 - $15.89 $157K - $164K
10.3K $160K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
13.6K
New
$11.42 - $12.5 $156K - $170K
13.6K $157K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
10K
New
$14.38 - $15.35 $144K - $154K
10K $150K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
12.1K
New
$10.55 - $11.6 $128K - $141K
12.1K $128K
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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