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
$403,000 0.08% of portfolio
9,843
Q4 2024 New
$0
$403,000 0.08% of portfolio
15,926
Q4 2024 New
$0
$412,000 0.08% of portfolio
1,560
Q4 2024 Added 39.04%
$0
$403,000 0.08% of portfolio
8,357
Q4 2024 Added 208.04%
$0
$415,000 0.08% of portfolio
4,094
Q4 2024 New
$0
$402,000 0.08% of portfolio
17,145
Q4 2024 Added 68,480.0%
$0
$332,000 0.07% of portfolio
6,425
Q4 2024 New
$0
$373,000 0.07% of portfolio
12,270
Q4 2024 New
$0
$365,000 0.07% of portfolio
4,850
Q4 2024 New
$0
$353,000 0.07% of portfolio
9,715
Q4 2024 Reduced 3.4%
$0
$348,000 0.07% of portfolio
1,884
Q4 2024 Added 472.64%
$0
$354,000 0.07% of portfolio
13,269
Q4 2024 New
$0
$353,000 0.07% of portfolio
12,172
Q4 2024 Reduced 16.31%
$0
$380,000 0.07% of portfolio
16,980
Q4 2024 New
$0
$378,000 0.07% of portfolio
2,373
Q4 2024 New
$0
$330,000 0.06% of portfolio
14,550
Q4 2024 New
$0
$326,000 0.06% of portfolio
8,068
Q4 2024 New
$0
$297,000 0.06% of portfolio
1,324
Q4 2024 Added 175.26%
$0
$289,000 0.06% of portfolio
4,660
Q4 2024 New
$0
$289,000 0.06% of portfolio
681
Q4 2024 New
$0
$292,000 0.06% of portfolio
1,358
Q4 2024 New
$0
$292,000 0.06% of portfolio
11,919
Q4 2024 New
$0
$306,000 0.06% of portfolio
10,047
Q4 2024 Added 935.77%
$0
$292,000 0.06% of portfolio
9,299
Q4 2024 New
$0
$304,000 0.06% of portfolio
8,452
Q4 2024 New
$0
$306,000 0.06% of portfolio
3,351
Q4 2024 New
$0
$330,000 0.06% of portfolio
6,044
Q4 2024 Added 14,641.46%
$0
$315,000 0.06% of portfolio
13,303
Q4 2024 Reduced 14.75%
$0
$318,000 0.06% of portfolio
4,023
Q4 2024 New
$0
$315,000 0.06% of portfolio
10,044
Q4 2024 New
$0
$317,000 0.06% of portfolio
5,912
Q4 2024 Added 54.08%
$0
$287,000 0.06% of portfolio
860
Q4 2024 New
$0
$245,000 0.05% of portfolio
5,646
Q4 2024 Added 70,475.0%
$0
$239,000 0.05% of portfolio
655
Q4 2024 New
$0
$236,000 0.05% of portfolio
3,519
Q4 2024 New
$0
$235,000 0.05% of portfolio
4,479
Q4 2024 New
$0
$255,000 0.05% of portfolio
4,417
Q4 2024 New
$0
$236,000 0.05% of portfolio
2,319
Q4 2024 New
$0
$242,000 0.05% of portfolio
2,680
Q4 2024 Reduced 93.28%
$0
$257,000 0.05% of portfolio
3,428
Q4 2024 New
$88.2B
$232,000 0.05% of portfolio
962
Q4 2024 New
$0
$226,000 0.04% of portfolio
9,288
Q4 2024 New
$0
$207,000 0.04% of portfolio
4,967
Q4 2024 New
$0
$208,000 0.04% of portfolio
4,491
Q4 2024 Reduced 1.88%
$0
$213,000 0.04% of portfolio
968
Q4 2024 New
$0
$202,000 0.04% of portfolio
1,756
Q4 2024 New
$0
$217,000 0.04% of portfolio
1,022
Q4 2024 New
$0
$206,000 0.04% of portfolio
1,136
Q4 2024 Added 494.76%
$0
$205,000 0.04% of portfolio
3,651
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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