Golden State Equity Partners Q2 2025 Filing

Filed July 14, 2025

Portfolio Value

$540.1M

Holdings

434

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (434 positions)

StockValue
TSMTAIWAN SEMICONDUCTOR MFG LTD
$1.3M
SPYMSPDR SERIES TRUST
$1.2M
TMOTHERMO FISHER SCIENTIFIC INC
$1.2M
IWFISHARES TR
$1.2M
SCHWSCHWAB CHARLES CORP
$1.2M
SPXTPROSHARES TR
$1.2M
CTRECARETRUST REIT INC
$1.2M
XLESELECT SECTOR SPDR TR
$1.2M
CRWDCROWDSTRIKE HLDGS INC
$1.2M
GOOGALPHABET INC
$1.2M
PTLCPACER FDS TR
$1.2M
FTLSFIRST TR EXCH TRADED FD III
$1.2M
IAU*ISHARES GOLD TR
$1.2M
ABTABBOTT LABS
$1.1M
PAYXPAYCHEX INC
$1.1M
HDMVFIRST TR EXCH TRADED FD III
$1.1M
MAMASTERCARD INCORPORATED
$1.1M
HONHONEYWELL INTL INC
$1.1M
VTVVANGUARD INDEX FDS
$1.1M
GEMGOLDMAN SACHS ETF TR
$1.1M
NOWSERVICENOW INC
$1.1M
LINLINDE PLC
$1.1M
IJRISHARES TR
$1.1M
SRESEMPRA
$1.1M
CBCHUBB LIMITED
$1.1M
CMECME GROUP INC
$1.1M
COINCOINBASE GLOBAL INC
$1.1M
SPGIS&P GLOBAL INC
$1.1M
LQDWISHARES TR
$1.1M
BSXBOSTON SCIENTIFIC CORP
$1.1M
UNPUNION PAC CORP
$1.1M
IEFISHARES TR
$1.0M
SMHVANECK ETF TRUST
$1.0M
NVONOVO-NORDISK A S
$1.0M
GSSTGOLDMAN SACHS ETF TR
$1.0M
AQLTISHARES TR
$1.0M
PANWPALO ALTO NETWORKS INC
$1.0M
MIRMMIRUM PHARMACEUTICALS INC
$986K
TJXTJX COS INC NEW
$983K
LOWLOWES COS INC
$981K
RSPINVESCO EXCHANGE TRADED FD T
$979K
PEPPEPSICO INC
$955K
IHDGWISDOMTREE TR
$953K
APOAPOLLO GLOBAL MGMT INC
$951K
JMUBJ P MORGAN EXCHANGE TRADED F
$951K
LDOSLEIDOS HOLDINGS INC
$948K
XLKSELECT SECTOR SPDR TR
$946K
UBERUBER TECHNOLOGIES INC
$932K
UDOWPROSHARES TR
$931K
IJHISHARES TR
$918K
BABOEING CO
$917K
TWOTWO HBRS INVT CORP
$915K
EDCONSOLIDATED EDISON INC
$914K
KVUEKENVUE INC
$906K
ECATBLACKROCK ESG CAP ALLC TERM
$872K
HYGISHARES TR
$872K
IBHFISHARES TR
$867K
TLTISHARES TR
$864K
PAASPAN AMERN SILVER CORP
$852K
ASMLASML HOLDING N V
$849K
GLGLOBE LIFE INC
$838K
BIBLNORTHERN LTS FD TR IV
$838K
ULUNILEVER PLC
$838K
ARESARES MANAGEMENT CORPORATION
$823K
PEGPUBLIC SVC ENTERPRISE GRP IN
$823K
ORIOLD REP INTL CORP
$796K
VTIVANGUARD INDEX FDS
$796K
STWDSTARWOOD PPTY TR INC
$791K
DRIDARDEN RESTAURANTS INC
$784K
SPHDINVESCO EXCH TRADED FD TR II
$783K
IGIBISHARES TR
$782K
BWXSPDR SERIES TRUST
$778K
GBTCGRAYSCALE BITCOIN TRUST ETF
$777K
MTUMISHARES TR
$774K
TRTXTPG RE FIN TR INC
$774K
KMBKIMBERLY-CLARK CORP
$770K
VCLTVANGUARD SCOTTSDALE FDS
$767K
USALIBERTY ALL STAR EQUITY FD
$755K
WMBWILLIAMS COS INC
$752K
ORLYOREILLY AUTOMOTIVE INC
$744K
VTEBVANGUARD MUN BD FDS
$742K
BKLNINVESCO EXCH TRADED FD TR II
$739K
SOSOUTHERN CO
$730K
OKEONEOK INC NEW
$728K
4I1PHILIP MORRIS INTL INC
$728K
MLPAGLOBAL X FDS
$727K
GEVGE VERNOVA INC
$726K
SPYSPDR S&P 500 ETF TR
$725K
VEAVANGUARD TAX-MANAGED FDS
$720K
DUKDUKE ENERGY CORP NEW
$715K
DISDISNEY WALT CO
$705K
SPABSPDR SERIES TRUST
$703K
PFEPFIZER INC
$698K
MOALTRIA GROUP INC
$697K
VCITVANGUARD SCOTTSDALE FDS
$696K
CMICUMMINS INC
$686K
ISRGINTUITIVE SURGICAL INC
$686K
CMCSACOMCAST CORP NEW
$686K
ALSALLSTATE CORP
$684K
MCKMCKESSON CORP
$680K
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