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
$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%
$0
$10.2 Million 2.01% of portfolio
148,455
Q4 2024 Added 59,282.0%
$0
$8.88 Million 1.74% of portfolio
109,784
Q4 2024 Reduced 33.64%
$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%
$0
$6.07 Million 1.19% of portfolio
238,022
Q4 2024 Reduced 40.81%
$0
$5.44 Million 1.07% of portfolio
10,632
Q4 2024 Added 2,781.3%
$0
$5.23 Million 1.03% of portfolio
9,715
Q4 2024 Added 109.56%
$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%
$0
$4 Million 0.78% of portfolio
41,268
Q4 2024 Added 136.9%
$0
$3.91 Million 0.77% of portfolio
67,914
Q4 2024 Added 39,615.79%
$0
$3.81 Million 0.75% of portfolio
75,687
Q4 2024 New
$435B
$3.85 Million 0.75% of portfolio
4,315
Q4 2024 Added 4,539.78%
$0
$3.71 Million 0.73% of portfolio
103,349
Q4 2024 Reduced 38.05%
$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%
$0
$3.62 Million 0.71% of portfolio
44,104
Q4 2024 New
$424B
$3.53 Million 0.69% of portfolio
9,073
Q4 2024 Added 508.93%
$0
$3.52 Million 0.69% of portfolio
87,492
Q4 2024 New
$0
$3.21 Million 0.63% of portfolio
74,655
Q4 2024 Reduced 3.29%
$0
$3.18 Million 0.62% of portfolio
116,268
Q4 2024 New
$1.46T
$3.17 Million 0.62% of portfolio
5,367
Q4 2024 Added 1,917.67%
$0
$3.13 Million 0.61% of portfolio
72,982
Q4 2024 New
$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%
$0
$2.92 Million 0.57% of portfolio
4,953
Q4 2024 Added 77.27%
$0
$2.8 Million 0.55% of portfolio
27,872
Q4 2024 New
$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%
$0
$2.65 Million 0.52% of portfolio
52,161
Q4 2024 Added 304.07%
$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
$2.49 Million 0.49% of portfolio
51,523
Q4 2024 Added 16.86%
$0
$2.5 Million 0.49% of portfolio
174,051
Q4 2024 New
$0
$2.46 Million 0.48% of portfolio
48,441
Q4 2024 New
$0
$2.47 Million 0.48% of portfolio
72,318
Q4 2024 Reduced 44.73%
$0
$2.44 Million 0.48% of portfolio
42,140
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%
$0
$2.23 Million 0.44% of portfolio
24,137
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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