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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$29.3 Million 5.74% of portfolio
116,941
Q4 2024 Added 1,230.69%
$355B
$26.9 Million 5.26% of portfolio
199,977
Q4 2024 Added 1,197.71%
$3.31T
$16.5 Million 3.22% of portfolio
39,037
Q4 2024 Added 1,179.48%
$2.39T
$10.7 Million 2.1% of portfolio
48,916
Q4 2024 Added 311.75%
$99.1B
$8.15 Million 1.6% of portfolio
35,156
Q4 2024 Added 356.33%
$1.2T
$8.04 Million 1.58% of portfolio
42,475
Q4 2024 Added 558.43%
$777B
$7.83 Million 1.53% of portfolio
32,645
Q4 2024 Added 1,400.23%
$334B
$6.95 Million 1.36% of portfolio
20,782
Q4 2024 Added 884.0%
$603B
$6.65 Million 1.3% of portfolio
14,671
Q4 2024 Added 1,578.6%
$1.28T
$4.58 Million 0.9% of portfolio
11,329
Q4 2024 Added 6,229.05%
$257B
$4.56 Million 0.89% of portfolio
50,418
Q4 2024 Added 347.8%
$184B
$4.08 Million 0.8% of portfolio
35,278
Q4 2024 Added 3,578.62%
$242B
$3.98 Million 0.78% of portfolio
39,982
Q4 2024 Added 5,302.97%
$435B
$3.85 Million 0.75% of portfolio
4,315
Q4 2024 Added 4,539.78%
$301B
$3.65 Million 0.72% of portfolio
20,554
Q4 2024 Added 255.98%
$540B
$3.62 Million 0.71% of portfolio
11,444
Q4 2024 Added 697.49%
$1.46T
$3.17 Million 0.62% of portfolio
5,367
Q4 2024 Added 1,917.67%
$373B
$2.99 Million 0.59% of portfolio
68,002
Q4 2024 Added 700.68%
$416B
$2.95 Million 0.58% of portfolio
3,215
Q4 2024 Added 1,262.29%
$305B
$2.68 Million 0.52% of portfolio
18,489
Q4 2024 Added 476.34%
$384B
$2.66 Million 0.52% of portfolio
18,370
Q4 2024 Added 440.45%
$201B
$2.61 Million 0.51% of portfolio
11,859
Q4 2024 Added 352.46%
$210B
$2.58 Million 0.51% of portfolio
8,911
Q4 2024 Added 1,957.97%
$0
$2.5 Million 0.49% of portfolio
174,051
Q4 2024 New
$293B
$2.31 Million 0.45% of portfolio
32,911
Q4 2024 Added 8,723.32%
$453B
$2.23 Million 0.44% of portfolio
20,723
Q4 2024 Added 140.83%
$63.5B
$2 Million 0.39% of portfolio
14,766
Q4 2024 Added 148.17%
$193B
$2 Million 0.39% of portfolio
13,032
Q4 2024 Added 1,434.98%
$746B
$1.92 Million 0.38% of portfolio
2,484
Q4 2024 Added 2,514.74%
$0
$1.85 Million 0.36% of portfolio
147,556
Q4 2024 New
$233B
$1.72 Million 0.34% of portfolio
13,676
Q4 2024 Added 24.61%
$498B
$1.7 Million 0.33% of portfolio
3,359
Q4 2024 Added 405.11%
$143B
$1.71 Million 0.33% of portfolio
23,832
Q4 2024 Added 472.33%
$162B
$1.69 Million 0.33% of portfolio
74,344
Q4 2024 Added 184.8%
$130B
$1.61 Million 0.32% of portfolio
3,314
Q4 2024 Added 268.63%
$155B
$1.57 Million 0.31% of portfolio
20,752
Q4 2024 Added 1,455.62%
$163B
$1.59 Million 0.31% of portfolio
6,448
Q4 2024 Added 231.69%
$166B
$1.52 Million 0.3% of portfolio
37,944
Q4 2024 Added 329.72%
$73.1B
$1.55 Million 0.3% of portfolio
5,887
Q4 2024 Added 253.36%
$272B
$1.53 Million 0.3% of portfolio
6,913
Q4 2024 Added 441.77%
$149B
$1.53 Million 0.3% of portfolio
6,761
Q4 2024 Added 1,230.91%
$158B
$1.48 Million 0.29% of portfolio
21,013
Q4 2024 Added 386.3%
$495B
$1.45 Million 0.28% of portfolio
8,725
Q4 2024 Added 167.31%
$177B
$1.45 Million 0.28% of portfolio
7,464
Q4 2024 Added 31.02%
$389B
$1.37 Million 0.27% of portfolio
8,152
Q4 2024 Added 49.61%
$71.1B
$1.37 Million 0.27% of portfolio
4,852
Q4 2024 Added 661.7%
$73B
$1.34 Million 0.26% of portfolio
42,797
Q4 2024 Added 471.46%
$215B
$1.31 Million 0.26% of portfolio
3,611
Q4 2024 Added 165.32%
$147B
$1.34 Million 0.26% of portfolio
5,155
Q4 2024 Added 2,862.64%

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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