Golden State Equity Partners Top Holdings and 13F Report (2025) About Golden State Equity PartnersInvestment ActivityGolden State Equity Partners has $540.10 million in total holdings as of June 30, 2025.Golden State Equity Partners owns shares of 434 different stocks, but just 168 companies or ETFs make up 80% of its holdings.Approximately 11.85% of the portfolio was purchased this quarter.About 12.57% of the portfolio was sold this quarter.This quarter, Golden State Equity Partners has purchased 430 new stocks and bought additional shares in 209 stocks.Golden State Equity Partners sold shares of 153 stocks and completely divested from 47 stocks this quarter.Largest Holdings NVIDIA $32,803,818Apple $21,114,278Microsoft $19,928,966Amazon.com $12,625,763Broadcom $9,404,240 Largest New Holdings this Quarter 032108409 - Amplify CWP Enhanced Dividend Income ETF $3,632,188 Holding008073108 - AeroVironment $1,914,009 Holding09262F100 - BlackRock ESG Capital Allocation Term Trust $872,327 Holding464288638 - iShares 5-10 Year Investment Grade Corporate Bond ETF $781,764 Holding36828A101 - GE VERNOVA INC $726,006 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 46,413 shares (about $4.60M)Amplify CWP Enhanced Dividend Income ETF 85,363 shares (about $3.63M)NVIDIA 14,796 shares (about $2.34M)Amazon.com 8,907 shares (about $1.95M)AeroVironment 6,717 shares (about $1.91M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 111,113 shares (about $8.08M)Invesco S&P 500 Equal Weight ETF 12,461 shares (about $2.26M)WisdomTree U.S. Quality Dividend Growth Fund 16,996 shares (about $1.42M)WisdomTree Floating Rate Treasury Fund 27,120 shares (about $1.36M)HARBOR ETF TRUST 40,836 shares (about $1.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGolden State Equity Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$32,803,818$2,337,623 ▲7.7%207,6326.1%Computer and TechnologyAAPLApple$21,114,278$279,852 ▲1.3%102,9113.9%Computer and TechnologyMSFTMicrosoft$19,928,966$863,514 ▲4.5%40,0653.7%Computer and TechnologyAMZNAmazon.com$12,625,763$1,954,120 ▲18.3%57,5492.3%Retail/WholesaleAVGOBroadcom$9,404,240$259,108 ▲2.8%34,1171.7%Computer and TechnologyJPMJPMorgan Chase & Co.$9,363,419$62,040 ▲0.7%32,2981.7%FinanceGOOGLAlphabet$9,243,791$1,728,640 ▲23.0%52,4531.7%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$8,312,279$4,604,177 ▲124.2%83,7931.5%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$7,504,305$1,423,250 ▼-15.9%89,6141.4%ManufacturingBRK.BBerkshire Hathaway$6,690,510$208,881 ▼-3.0%13,7731.2%FinanceQQQInvesco QQQ$6,535,872$1,386,280 ▲26.9%11,8481.2%FinanceVOOVanguard S&P 500 ETF$6,206,298$440,223 ▲7.6%10,9261.1%ETFCRMSalesforce$6,143,101$454,843 ▲8.0%22,5281.1%Computer and TechnologyNFLXNetflix$5,791,737$318,713 ▲5.8%4,3251.1%Consumer DiscretionaryMETAMeta Platforms$5,405,357$1,326,427 ▲32.5%7,3231.0%Computer and TechnologyHARBOR ETF TRUST$5,225,695$1,189,349 ▼-18.5%179,4231.0%LONG TERM GROWERRTXRTX$4,839,689$89,656 ▲1.9%33,1440.9%AerospaceWMTWalmart$4,684,315$67,077 ▲1.5%47,9070.9%Retail/WholesaleIVViShares Core S&P 500 ETF$4,569,161$1,425,573 ▲45.3%7,3590.8%ETFTSLATesla$4,568,904$776,679 ▲20.5%14,3830.8%Auto/Tires/TrucksSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,508,911$44,911 ▼-1.0%127,8040.8%ETFVVisa$4,322,624$354,686 ▲8.9%12,1750.8%Business ServicesFBNDFidelity Total Bond ETF$3,902,963$340,638 ▼-8.0%85,2920.7%ETFCOSTCostco Wholesale$3,827,411$672,222 ▲21.3%3,8660.7%Retail/WholesaleABBVAbbVie$3,758,378$10,580 ▲0.3%20,2480.7%MedicalDIVOAmplify CWP Enhanced Dividend Income ETF$3,632,188$3,632,188 ▲New Holding85,3630.7%ETFIBMInternational Business Machines$3,483,121$56,893 ▲1.7%11,8160.6%Computer and TechnologyHDHome Depot$3,452,589$120,622 ▲3.6%9,4170.6%Retail/WholesaleSHYiShares 1-3 Year Treasury Bond ETF$3,388,891$121,638 ▲3.7%40,8990.6%ManufacturingBACBank of America$3,263,525$284 ▼0.0%68,9670.6%FinanceHUSVFirst Trust Horizon Managed Volatility Domestic ETF$3,222,733$320,717 ▼-9.1%80,7500.6%ETFMCDMcDonald's$3,015,473$411,958 ▲15.8%10,3210.6%Retail/WholesaleSGOViShares 0-3 Month Treasury Bond ETF$2,978,881$642,093 ▼-17.7%29,5850.6%ETFJAAAJanus Henderson AAA CLO ETF$2,967,129$260,802 ▲9.6%58,4660.5%ETFRDIVInvesco S&P Ultra Dividend Revenue ETF$2,922,534$63,162 ▲2.2%61,0770.5%ETFFIXDFirst Trust TCW Opportunistic Fixed Income ETF$2,810,669$179,466 ▼-6.0%64,0390.5%ManufacturingXOMExxon Mobil$2,746,874$472,060 ▲20.8%25,4810.5%EnergyWFCWells Fargo & Company$2,746,141$112,490 ▲4.3%34,2750.5%FinanceAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$2,744,239$160,392 ▼-5.5%62,9120.5%FinanceJNJJohnson & Johnson$2,724,652$57,282 ▼-2.1%17,8370.5%MedicalCVXChevron$2,676,783$126,436 ▲5.0%18,6940.5%EnergyIWPiShares Russell Mid-Cap Growth ETF$2,567,219$1,210,665 ▲89.2%18,5120.5%ETFPALANTIR TECHNOLOGIES INC$2,502,972$228,609 ▲10.1%18,3610.5%CL APTYPimco Corporate & Income Opportunity Fund$2,444,947$7,831 ▼-0.3%175,7690.5%FinanceNULGNuveen ESG Large-Cap Growth ETF$2,422,902$280,913 ▼-10.4%25,7890.4%ETFLLYEli Lilly and Company$2,420,020$453,754 ▲23.1%3,1040.4%MedicalFLOTiShares Floating Rate Bond ETF$2,286,319$373,519 ▼-14.0%44,8120.4%ETFBSVVanguard Short-Term Bond ETF$2,284,976$21,643 ▲1.0%29,0340.4%ETFIUSBiShares Core Total USD Bond Market ETF$2,283,531$4,623 ▲0.2%49,3950.4%ManufacturingCHENIERE ENERGY INC$2,187,540$36,772 ▲1.7%8,9830.4%COM NEWFIRST TR EXCHANGE-TRADED FD$2,165,510$900,506 ▲71.2%136,1100.4%WCM INTL EQUITYQCOMQUALCOMM$2,152,863$394,007 ▼-15.5%13,5180.4%Computer and TechnologyIQDGWisdomTree International Quality Dividend Growth Fund$2,149,788$929,396 ▲76.2%54,2330.4%FinanceMRKMerck & Co., Inc.$2,134,775$1,039,761 ▼-32.8%26,9680.4%MedicalVUGVanguard Growth ETF$2,124,910$60,060 ▼-2.7%4,8470.4%ETFARAntero Resources$2,090,653$101,828 ▲5.1%51,9030.4%EnergyCSCOCisco Systems$1,928,313$78,331 ▲4.2%27,7930.4%Computer and TechnologyAVAVAeroVironment$1,914,009$1,914,009 ▲New Holding6,7170.4%AerospaceDSLDoubleLine Income Solutions Fund$1,869,948$34,749 ▲1.9%152,7740.3%Financial ServicesMSMorgan Stanley$1,865,412$52,400 ▼-2.7%13,2430.3%FinanceCCitigroup$1,841,520$10,385 ▲0.6%21,6340.3%Financial ServicesJPSTJPMorgan Ultra-Short Income ETF$1,827,622$305,803 ▲20.1%36,0620.3%ETFUSFRWisdomTree Floating Rate Treasury Fund$1,818,615$1,364,150 ▼-42.9%36,1550.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,801,509$72,272 ▲4.2%4,0880.3%FinanceBLACKROCK INC$1,796,422$270,722 ▲17.7%1,7120.3%COMGALSPDR SSgA Global Allocation ETF$1,746,462$148,233 ▼-7.8%37,1600.3%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,722,250$456,982 ▲36.1%18,5950.3%ETFTAT&T$1,712,303$35,075 ▲2.1%59,1670.3%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$1,705,794$700,409 ▼-29.1%41,0150.3%ETFVZVerizon Communications$1,704,521$76,371 ▲4.7%39,3930.3%Computer and TechnologyTXNTexas Instruments$1,671,341$162,151 ▲10.7%8,0500.3%Computer and TechnologyKOCocaCola$1,653,015$501,904 ▲43.6%23,3640.3%Consumer StaplesNEENextEra Energy$1,646,113$61,993 ▲3.9%23,7120.3%UtilitiesAMGNAmgen$1,638,963$184,558 ▲12.7%5,8700.3%MedicalUSHYiShares Broad USD High Yield Corporate Bond ETF$1,602,849$235,902 ▼-12.8%42,7310.3%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$1,587,304$94,331 ▲6.3%41,8150.3%ETFCATCaterpillar$1,563,966$498,808 ▼-24.2%4,0290.3%IndustrialsORCLOracle$1,555,445$132,481 ▼-7.8%7,1150.3%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$1,548,573$12,109 ▼-0.8%16,4970.3%ETFTMUST-Mobile US$1,542,548$149,156 ▲10.7%6,4740.3%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$1,532,435$82,052 ▲5.7%12,8680.3%ETFNOBLProShares S&P 500 Aristocrats ETF$1,526,933$95,666 ▼-5.9%15,1630.3%ETFIQSINYLI Candriam International Equity ETF$1,522,345$196,472 ▼-11.4%45,8550.3%ManufacturingIUSViShares Core S&P U.S. Value ETF$1,461,087$278,118 ▲23.5%15,4400.3%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$1,430,296$63,649 ▲4.7%48,9660.3%ETFSCHDSchwab US Dividend Equity ETF$1,401,643$100,594 ▼-6.7%52,8920.3%ETFSPGSimon Property Group$1,385,169$36,494 ▲2.7%8,6160.3%FinanceEPDEnterprise Products Partners$1,373,668$55,755 ▲4.2%44,2980.3%EnergyPGProcter & Gamble$1,358,241$380,467 ▼-21.9%8,5250.3%Consumer StaplesVBKVanguard Small-Cap Growth ETF$1,351,133$617,273 ▲84.1%4,8790.3%ETFUPROProShares UltraPro S&P 500$1,341,973$24,872 ▼-1.8%14,6760.2%ETFKKRKKR & Co. Inc.$1,334,701$567,112 ▲73.9%10,0330.2%FinanceCOPConocoPhillips$1,324,040$170,418 ▲14.8%14,7540.2%EnergyGDGeneral Dynamics$1,321,220$26,833 ▲2.1%4,5300.2%AerospaceFTSMFirst Trust Enhanced Short Maturity ETF$1,309,357$134,947 ▼-9.3%21,8700.2%ManufacturingGSThe Goldman Sachs Group$1,307,390$115,379 ▲9.7%1,8470.2%FinanceORealty Income$1,306,132$439,103 ▲50.6%22,6720.2%FinanceAMDAdvanced Micro Devices$1,302,855$36,608 ▲2.9%9,1820.2%Computer and TechnologyLMTLockheed Martin$1,298,446$48,622 ▼-3.6%2,8040.2%AerospaceMMM3M$1,286,994$9,134 ▼-0.7%8,4540.2%Multi-Sector ConglomeratesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
