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
IWRISHARES TR
$668K
WSOWATSCO INC
$663K
FCXFREEPORT-MCMORAN INC
$662K
USIGISHARES TR
$658K
OBDCBLUE OWL CAPITAL CORPORATION
$653K
SPLVINVESCO EXCH TRADED FD TR II
$652K
IRMIRON MTN INC DEL
$651K
IVEISHARES TR
$650K
UNHUNITEDHEALTH GROUP INC
$648K
SNASNAP ON INC
$647K
NOCNORTHROP GRUMMAN CORP
$644K
CANQCALAMOS ETF TR
$641K
TIPISHARES TR
$634K
ECLECOLAB INC
$634K
VGTVANGUARD WORLD FD
$630K
TTDTHE TRADE DESK INC
$626K
GUGGUGGENHEIM ACTIVE ALLOC FD
$621K
COFCAPITAL ONE FINL CORP
$621K
BROBROWN & BROWN INC
$619K
EPIWISDOMTREE TR
$618K
LAMRLAMAR ADVERTISING CO NEW
$612K
VNLAJANUS DETROIT STR TR
$610K
ACNACCENTURE PLC IRELAND
$595K
PTNQPACER FDS TR
$593K
BNDVANGUARD BD INDEX FDS
$589K
CCLCARNIVAL CORP
$589K
CITCINTAS CORP
$583K
WDAYWORKDAY INC
$582K
URIUNITED RENTALS INC
$579K
SAPSAP SE
$579K
MSIMOTOROLA SOLUTIONS INC
$578K
IWBISHARES TR
$570K
AUSFGLOBAL X FDS
$568K
DGRSWISDOMTREE TR
$560K
GABGABELLI EQUITY TR INC
$558K
VNQVANGUARD INDEX FDS
$557K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$555K
KDPKEURIG DR PEPPER INC
$549K
ADPAUTOMATIC DATA PROCESSING IN
$540K
APDAIR PRODS & CHEMS INC
$515K
ADCAGREE RLTY CORP
$513K
ABGCENCORA INC
$513K
VOVANGUARD INDEX FDS
$512K
ADBEADOBE INC
$507K
LENLENNAR CORP
$507K
GBDCGOLUB CAP BDC INC
$506K
KMIKINDER MORGAN INC DEL
$493K
AZNASTRAZENECA PLC
$492K
CAHCARDINAL HEALTH INC
$485K
KLACKLA CORP
$481K
EXREXTRA SPACE STORAGE INC
$478K
ELVELEVANCE HEALTH INC
$477K
ADIANALOG DEVICES INC
$475K
AQLTISHARES TR
$474K
CMGCHIPOTLE MEXICAN GRILL INC
$473K
MDLZMONDELEZ INTL INC
$473K
AIGAMERICAN INTL GROUP INC
$471K
DFAEDIMENSIONAL ETF TRUST
$461K
CINFCINCINNATI FINL CORP
$460K
REGNREGENERON PHARMACEUTICALS
$459K
SMCISUPER MICRO COMPUTER INC
$458K
8CWCROWN CASTLE INC
$457K
MAINMAIN STR CAP CORP
$454K
PTRBPGIM ETF TR
$452K
GPCGENUINE PARTS CO
$442K
JCIJOHNSON CTLS INTL PLC
$442K
MUNIPIMCO ETF TR
$441K
MMITNEW YORK LIFE INVTS ACTIVE E
$440K
ATOATMOS ENERGY CORP
$440K
HLTHILTON WORLDWIDE HLDGS INC
$432K
NUEMNUSHARES ETF TR
$431K
SMLFISHARES TR
$427K
VGSHVANGUARD SCOTTSDALE FDS
$424K
FWONALIBERTY MEDIA CORP DEL
$418K
GAPGAP INC
$417K
HEWJISHARES TR
$416K
OMFLINVESCO EXCH TRD SLF IDX FD
$414K
BILSPDR SERIES TRUST
$410K
STRLSTERLING INFRASTRUCTURE INC
$410K
HOLXHOLOGIC INC
$410K
TDVPROSHARES TR
$408K
ESSESSEX PPTY TR INC
$406K
IEMGISHARES INC
$400K
AFLAFLAC INC
$396K
RWTREDWOOD TRUST INC
$394K
FALNISHARES TR
$393K
HYGWISHARES TR
$391K
PTLNORTHERN LTS FD TR IV
$390K
DHRDANAHER CORPORATION
$387K
WECWEC ENERGY GROUP INC
$383K
TRVTRAVELERS COMPANIES INC
$382K
FQIDIGITAL RLTY TR INC
$380K
CHRWC H ROBINSON WORLDWIDE INC
$379K
STXSEAGATE TECHNOLOGY HLDNGS PL
$379K
AVBAVALONBAY CMNTYS INC
$377K
ETNEATON CORP PLC
$377K
AXPAMERICAN EXPRESS CO
$371K
TQQQPROSHARES TR
$369K
ENBENBRIDGE INC
$368K
RDVYFIRST TR EXCHANGE TRADED FD
$367K
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