Golden State Equity Partners Q1 2025 Filing

Filed April 23, 2025

Portfolio Value

$505.2M

Holdings

430

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (430 positions)

StockValue
SPLVINVESCO EXCH TRADED FD TR II
$624K
4I1PHILIP MORRIS INTL INC
$619K
CMICUMMINS INC
$619K
IWRISHARES TR
$619K
SPYSPDR S&P 500 ETF TR
$619K
TIPISHARES TR
$619K
KVUEKENVUE INC
$617K
SPGPINVESCO EXCHANGE TRADED FD T
$615K
NOCNORTHROP GRUMMAN CORP
$607K
GBTCGRAYSCALE BITCOIN TRUST ETF
$605K
DSIISHARES TR
$601K
ISRGINTUITIVE SURGICAL INC
$599K
ECLECOLAB INC
$599K
LENLENNAR CORP
$598K
COFCAPITAL ONE FINL CORP
$597K
PNCPNC FINL SVCS GROUP INC
$596K
CRWDCROWDSTRIKE HLDGS INC
$591K
BNDVANGUARD BD INDEX FDS
$584K
PTLCPACER FDS TR
$573K
CITCINTAS CORP
$573K
8CWCROWN CASTLE INC
$572K
EPIWISDOMTREE TR
$570K
ACSVAMERICAN CENTY ETF TR
$569K
EDCONSOLIDATED EDISON INC
$568K
VNQVANGUARD INDEX FDS
$568K
SHVISHARES TR
$563K
MDTMEDTRONIC PLC
$561K
DGRSWISDOMTREE TR
$559K
MTUMISHARES TR
$552K
VGTVANGUARD WORLD FD
$551K
LAMRLAMAR ADVERTISING CO NEW
$545K
ADPAUTOMATIC DATA PROCESSING IN
$544K
DISDISNEY WALT CO
$538K
GABGABELLI EQUITY TR INC
$535K
KDPKEURIG DR PEPPER INC
$533K
WDAYWORKDAY INC
$532K
GBDCGOLUB CAP BDC INC
$523K
SANBANCO SANTANDER S.A.
$519K
FCXFREEPORT-MCMORAN INC
$518K
ADCAGREE RLTY CORP
$517K
COINCOINBASE GLOBAL INC
$510K
IWBISHARES TR
$501K
URIUNITED RENTALS INC
$496K
GPCGENUINE PARTS CO
$491K
ATOATMOS ENERGY CORP
$490K
ESSESSEX PPTY TR INC
$489K
STZCONSTELLATION BRANDS INC
$484K
TMOTHERMO FISHER SCIENTIFIC INC
$483K
CINFCINCINNATI FINL CORP
$483K
CGBLCAPITAL GROUP CORE BALANCED
$482K
SAPSAP SE
$481K
AZNASTRAZENECA PLC
$474K
EXREXTRA SPACE STORAGE INC
$472K
CCLCARNIVAL CORP
$471K
PNRPENTAIR PLC
$471K
APOAPOLLO GLOBAL MGMT INC
$468K
PFEPFIZER INC
$468K
ABGCENCORA INC
$467K
AQLTISHARES TR
$466K
EMREMERSON ELEC CO
$459K
TTDTHE TRADE DESK INC
$458K
KMIKINDER MORGAN INC DEL
$458K
MCKMCKESSON CORP
$452K
PTRBPGIM ETF TR
$446K
VOVANGUARD INDEX FDS
$444K
USOUNITED STS OIL FD LP
$443K
IRMIRON MTN INC DEL
$443K
ELVELEVANCE HEALTH INC
$443K
FLRNSPDR SER TR
$441K
KMBKIMBERLY-CLARK CORP
$439K
MAINMAIN STR CAP CORP
$435K
NUEMNUSHARES ETF TR
$434K
CAHCARDINAL HEALTH INC
$433K
AFLAFLAC INC
$432K
CLXCLOROX CO DEL
$430K
DOVDOVER CORP
$428K
ROPROPER TECHNOLOGIES INC
$421K
AIGAMERICAN INTL GROUP INC
$420K
TRVTRAVELERS COMPANIES INC
$413K
DFAEDIMENSIONAL ETF TRUST
$412K
MMITNEW YORK LIFE INVTS ACTIVE E
$410K
MUNIPIMCO ETF TR
$410K
ADBEADOBE INC
$408K
RWTREDWOOD TRUST INC
$404K
FHBFIRST HAWAIIAN INC
$400K
HYGWISHARES TR
$398K
AHRAMERICAN HEALTHCARE REIT INC
$396K
WMWASTE MGMT INC DEL
$390K
ADIANALOG DEVICES INC
$386K
XLFSELECT SECTOR SPDR TR
$384K
FALNISHARES TR
$384K
SMLFISHARES TR
$383K
CHRWC H ROBINSON WORLDWIDE INC
$382K
OMFLINVESCO EXCH TRD SLF IDX FD
$382K
BDXBECTON DICKINSON & CO
$381K
TPLTEXAS PACIFIC LAND CORPORATI
$380K
CCEPCOCA-COLA EUROPACIFIC PARTNE
$380K
BONDPIMCO ETF TR
$380K
HEWJISHARES TR
$379K
CGNXCOGNEX CORP
$379K
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