| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ORTX | Exit | ORCHARD THERAPEUTICS PLCads | $0 | – | -22,550 | -100.0% | -0.01% | – |
| LPTX | Exit | LEAP THERAPEUTICS INC | $0 | – | -11,650 | -100.0% | -0.01% | – |
| CKPT | Exit | CHECKPOINT THERAPEUTICS INC | $0 | – | -13,350 | -100.0% | -0.01% | – |
| MREO | Exit | MEREO BIOPHARMA GROUP PLCads | $0 | – | -20,300 | -100.0% | -0.01% | – |
| TLIS | Exit | TALIS BIOMEDICAL CORP | $0 | – | -22,133 | -100.0% | -0.02% | – |
| AUTL | Exit | AUTOLUS THERAPEUTICS PLCspon ads | $0 | – | -10,555 | -100.0% | -0.02% | – |
| BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -17,037 | -100.0% | -0.02% | – |
| CLSD | Exit | CLEARSIDE BIOMEDICAL INC | $0 | – | -31,327 | -100.0% | -0.04% | – |
| LRMR | Exit | LARIMAR THERAPEUTICS INC | $0 | – | -30,415 | -100.0% | -0.06% | – |
| CNTA | Exit | CENTESSA PHARMACEUTICALS PLCsponsored ads | $0 | – | -15,970 | -100.0% | -0.07% | – |
| ZYME | Exit | ZYMEWORKS INC | $0 | – | -23,043 | -100.0% | -0.08% | – |
| CBAY | Exit | CYMABAY THERAPEUTICS INC | $0 | – | -50,600 | -100.0% | -0.08% | – |
| MCA | Exit | BLACKROCK MUNIYIELD CALIF QU | $0 | – | -12,000 | -100.0% | -0.08% | – |
| BCRX | Exit | BIOCRYST PHARMACEUTICALS INC | $0 | – | -11,435 | -100.0% | -0.09% | – |
| PDBC | Exit | INVESCO ACTIVLY MANGD ETC FDoptimum yield | $0 | – | -11,179 | -100.0% | -0.10% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,209 | -100.0% | -0.10% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -806 | -100.0% | -0.10% | – |
| LIN | Exit | LINDE PLC | $0 | – | -641 | -100.0% | -0.10% | – |
| Exit | APOLLO GLOBAL MGMT INC | $0 | – | -3,378 | -100.0% | -0.10% | – | |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -4,537 | -100.0% | -0.10% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -2,020 | -100.0% | -0.11% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -474 | -100.0% | -0.11% | – |
| MDLZ | Exit | MONDELEZ INTL INCcl a | $0 | – | -3,476 | -100.0% | -0.11% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -10,673 | -100.0% | -0.11% | – |
| NVTA | Exit | INVITAE CORP | $0 | – | -28,325 | -100.0% | -0.11% | – |
| NEE | Exit | NEXTERA ENERGY INC | $0 | – | -2,702 | -100.0% | -0.12% | – |
| PPG | Exit | PPG INDS INC | $0 | – | -1,808 | -100.0% | -0.12% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -7,093 | -100.0% | -0.12% | – |
| IDNA | Exit | ISHARES TRgenomics immun | $0 | – | -6,982 | -100.0% | -0.12% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,411 | -100.0% | -0.12% | – |
| BDX | Exit | BECTON DICKINSON & CO | $0 | – | -917 | -100.0% | -0.12% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -5,329 | -100.0% | -0.12% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -1,590 | -100.0% | -0.13% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -1,712 | -100.0% | -0.13% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -1,398 | -100.0% | -0.13% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,111 | -100.0% | -0.13% | – |
| OCUL | Exit | OCULAR THERAPEUTIX INC | $0 | – | -52,250 | -100.0% | -0.13% | – |
| PFE | Exit | PFIZER INC | $0 | – | -5,128 | -100.0% | -0.13% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -2,711 | -100.0% | -0.14% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -5,501 | -100.0% | -0.14% | – | |
| ORLY | Exit | OREILLY AUTOMOTIVE INC | $0 | – | -420 | -100.0% | -0.14% | – |
| MMS | Exit | MAXIMUS INC | $0 | – | -4,021 | -100.0% | -0.15% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -3,892 | -100.0% | -0.15% | – |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -12,237 | -100.0% | -0.15% | – |
| KPTI | Exit | KARYOPHARM THERAPEUTICS INC | $0 | – | -41,850 | -100.0% | -0.16% | – |
| EWBC | Exit | EAST WEST BANCORP INC | $0 | – | -3,883 | -100.0% | -0.16% | – |
| VALE | Exit | VALE S Asponsored ads | $0 | – | -15,763 | -100.0% | -0.16% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -5,260 | -100.0% | -0.16% | – |
| ASML | Exit | ASML HOLDING N V | $0 | – | -485 | -100.0% | -0.16% | – |
| PROF | Exit | PROFOUND MED CORP | $0 | – | -36,430 | -100.0% | -0.16% | – |
| PGR | Exit | PROGRESSIVE CORP | $0 | – | -2,883 | -100.0% | -0.17% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -4,552 | -100.0% | -0.17% | – |
| RLMD | Exit | RELMADA THERAPEUTICS INC | $0 | – | -12,375 | -100.0% | -0.17% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -6,890 | -100.0% | -0.17% | – |
| NFE | Exit | NEW FORTRESS ENERGY INC | $0 | – | -8,000 | -100.0% | -0.17% | – |
| CP | Exit | CANADIAN PAC RY LTD | $0 | – | -4,157 | -100.0% | -0.17% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,262 | -100.0% | -0.17% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -2,282 | -100.0% | -0.18% | – |
| DOW | Exit | DOW INC | $0 | – | -5,535 | -100.0% | -0.18% | – |
| USIG | Exit | ISHARES TRusd inv grde etf | $0 | – | -6,414 | -100.0% | -0.18% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -3,003 | -100.0% | -0.18% | – |
| LASR | Exit | NLIGHT INC | $0 | – | -21,300 | -100.0% | -0.19% | – |
| VTRS | Exit | VIATRIS INC | $0 | – | -34,156 | -100.0% | -0.19% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -1,729 | -100.0% | -0.19% | – |
| LLY | Exit | LILLY ELI & CO | $0 | – | -1,322 | -100.0% | -0.19% | – |
| TIPZ | Exit | PIMCO ETF TRbroad us tips | $0 | – | -6,011 | -100.0% | -0.19% | – |
| AVTE | Exit | AEROVATE THERAPEUTICS INC | $0 | – | -20,980 | -100.0% | -0.19% | – |
| ALV | Exit | AUTOLIV INC | $0 | – | -5,089 | -100.0% | -0.20% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -1,301 | -100.0% | -0.20% | – |
| VRSK | Exit | VERISK ANALYTICS INC | $0 | – | -1,896 | -100.0% | -0.20% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -8,141 | -100.0% | -0.21% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -8,432 | -100.0% | -0.21% | – |
| MIRM | Exit | MIRUM PHARMACEUTICALS INC | $0 | – | -18,730 | -100.0% | -0.21% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -4,985 | -100.0% | -0.21% | – |
| VBK | Exit | VANGUARD INDEX FDSsml cp grw etf | $0 | – | -1,676 | -100.0% | -0.21% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -667 | -100.0% | -0.21% | – |
| PLTR | Exit | PALANTIR TECHNOLOGIES INCcl a | $0 | – | -30,650 | -100.0% | -0.21% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -2,004 | -100.0% | -0.21% | – |
| BUD | Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -7,193 | -100.0% | -0.22% | – |
| SPG | Exit | SIMON PPTY GROUP INC NEW | $0 | – | -3,338 | -100.0% | -0.22% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -8,600 | -100.0% | -0.22% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,030 | -100.0% | -0.23% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -166 | -100.0% | -0.23% | – |
| PEJ | Exit | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $0 | – | -9,947 | -100.0% | -0.24% | – |
| SCZ | Exit | ISHARES TReafe sml cp etf | $0 | – | -7,331 | -100.0% | -0.24% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -10,507 | -100.0% | -0.25% | – |
| INTC | Exit | INTEL CORP | $0 | – | -9,987 | -100.0% | -0.25% | – |
| EFG | Exit | ISHARES TReafe grwth etf | $0 | – | -5,194 | -100.0% | -0.25% | – |
| SMH | Exit | VANECK ETF TRUSTsemiconductr etf | $0 | – | -1,899 | -100.0% | -0.26% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -11,812 | -100.0% | -0.27% | – |
| PAVE | Exit | GLOBAL X FDSus infr dev etf | $0 | – | -19,092 | -100.0% | -0.27% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -1,072 | -100.0% | -0.28% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -2,703 | -100.0% | -0.28% | – |
| BEAM | Exit | BEAM THERAPEUTICS INC | $0 | – | -9,690 | -100.0% | -0.28% | – |
| CWB | Exit | SPDR SER TRbloomberg conv | $0 | – | -7,382 | -100.0% | -0.29% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -2,601 | -100.0% | -0.29% | – |
| JAAA | Exit | JANUS DETROIT STR TRhendrson aaa cl | $0 | – | -11,783 | -100.0% | -0.30% | – |
| ACET | Exit | ADICET BIO INC | $0 | – | -30,014 | -100.0% | -0.30% | – |
| EEM | Exit | ISHARES TRmsci emg mkt etf | $0 | – | -13,392 | -100.0% | -0.30% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -2,060 | -100.0% | -0.31% | – |
| XLF | Exit | SELECT SECTOR SPDR TRfinancial | $0 | – | -16,375 | -100.0% | -0.32% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -7,963 | -100.0% | -0.32% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -5,917 | -100.0% | -0.32% | – |
| IEI | Exit | ISHARES TR3 7 yr treas bd | $0 | – | -5,217 | -100.0% | -0.32% | – |
| DKS | Exit | DICKS SPORTING GOODS INC | $0 | – | -6,403 | -100.0% | -0.32% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -7,635 | -100.0% | -0.33% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,736 | -100.0% | -0.33% | – |
| AAP | Exit | ADVANCE AUTO PARTS INC | $0 | – | -3,168 | -100.0% | -0.33% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -9,382 | -100.0% | -0.33% | – |
| VLO | Exit | VALERO ENERGY CORP | $0 | – | -6,577 | -100.0% | -0.34% | – |
| SPXT | Exit | PROSHARES TRsp500 ex tech | $0 | – | -8,626 | -100.0% | -0.34% | – |
| OWL | Exit | BLUE OWL CAPITAL INC | $0 | – | -53,400 | -100.0% | -0.34% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -3,414 | -100.0% | -0.34% | – |
| V | Exit | VISA INC | $0 | – | -3,088 | -100.0% | -0.34% | – |
| ESS | Exit | ESSEX PPTY TR INC | $0 | – | -1,982 | -100.0% | -0.34% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -12,481 | -100.0% | -0.35% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -5,675 | -100.0% | -0.37% | – |
| IWS | Exit | ISHARES TRrus mdcp val etf | $0 | – | -6,202 | -100.0% | -0.37% | – |
| HAE | Exit | HAEMONETICS CORP MASS | $0 | – | -11,863 | -100.0% | -0.38% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -10,239 | -100.0% | -0.38% | – |
| COF | Exit | CAPITAL ONE FINL CORP | $0 | – | -5,779 | -100.0% | -0.38% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -5,534 | -100.0% | -0.39% | – |
| LMT | Exit | LOCKHEED MARTIN CORP | $0 | – | -1,773 | -100.0% | -0.39% | – |
| PTLC | Exit | PACER FDS TRtrendp us lar cp | $0 | – | -20,348 | -100.0% | -0.40% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -3,035 | -100.0% | -0.42% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -1,506 | -100.0% | -0.42% | – |
| KO | Exit | COCA COLA CO | $0 | – | -13,837 | -100.0% | -0.43% | – |
| RPV | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $0 | – | -10,086 | -100.0% | -0.44% | – |
| SGMO | Exit | SANGAMO THERAPEUTICS INC | $0 | – | -154,360 | -100.0% | -0.45% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -8,939 | -100.0% | -0.45% | – |
| TAP | Exit | MOLSON COORS BEVERAGE COcl b | $0 | – | -16,857 | -100.0% | -0.45% | – |
| SRE | Exit | SEMPRA | $0 | – | -5,580 | -100.0% | -0.47% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -16,407 | -100.0% | -0.48% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRus dividend eq | $0 | – | -12,064 | -100.0% | -0.48% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -9,250 | -100.0% | -0.49% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -4,296 | -100.0% | -0.52% | – |
| TGT | Exit | TARGET CORP | $0 | – | -4,949 | -100.0% | -0.53% | – |
| XSOE | Exit | WISDOMTREE TRem ex st-owned | $0 | – | -32,134 | -100.0% | -0.53% | – |
| AGZD | Exit | WISDOMTREE TRintrst rate hdge | $0 | – | -23,294 | -100.0% | -0.54% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -21,483 | -100.0% | -0.55% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -6,864 | -100.0% | -0.56% | – |
| IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -4,026 | -100.0% | -0.56% | – |
| SHYG | Exit | ISHARES TR0-5yr hi yl cp | $0 | – | -25,685 | -100.0% | -0.57% | – |
| DFS | Exit | DISCOVER FINL SVCS | $0 | – | -10,391 | -100.0% | -0.58% | – |
| MKSI | Exit | MKS INSTRS INC | $0 | – | -7,673 | -100.0% | -0.58% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -36,309 | -100.0% | -0.59% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -4,938 | -100.0% | -0.60% | – |
| IGSB | Exit | ISHARES TR | $0 | – | -23,414 | -100.0% | -0.61% | – |
| MBB | Exit | ISHARES TRmbs etf | $0 | – | -12,004 | -100.0% | -0.62% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -14,860 | -100.0% | -0.62% | – |
| ZBH | Exit | ZIMMER BIOMET HOLDINGS INC | $0 | – | -9,601 | -100.0% | -0.62% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -7,547 | -100.0% | -0.62% | – |
| PNC | Exit | PNC FINL SVCS GROUP INC | $0 | – | -6,729 | -100.0% | -0.62% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -9,268 | -100.0% | -0.64% | – |
| BKLN | Exit | INVESCO EXCH TRADED FD TR IIsr ln etf | $0 | – | -58,207 | -100.0% | -0.64% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -12,221 | -100.0% | -0.66% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -5,572 | -100.0% | -0.69% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -2,202 | -100.0% | -0.70% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -16,722 | -100.0% | -0.70% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -19,611 | -100.0% | -0.72% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -7,528 | -100.0% | -0.74% | – |
| FTLS | Exit | FIRST TR EXCH TRADED FD IIIlng/sht equity | $0 | – | -31,397 | -100.0% | -0.80% | – |
| CSX | Exit | CSX CORP | $0 | – | -44,230 | -100.0% | -0.83% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -33,138 | -100.0% | -0.85% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -22,236 | -100.0% | -0.92% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -3,208 | -100.0% | -0.93% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -17,756 | -100.0% | -0.99% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -18,495 | -100.0% | -1.00% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -4,582 | -100.0% | -1.05% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -13,541 | -100.0% | -1.06% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -43,154 | -100.0% | -1.08% | – |
| TOTL | Exit | SSGA ACTIVE ETF TRspdr tr tactic | $0 | – | -48,132 | -100.0% | -1.08% | – |
| LRCX | Exit | LAM RESEARCH CORP | $0 | – | -4,071 | -100.0% | -1.10% | – |
| GAL | Exit | SSGA ACTIVE ETF TRglobl allo etf | $0 | – | -53,534 | -100.0% | -1.19% | – |
| WMT | Exit | WALMART INC | $0 | – | -16,508 | -100.0% | -1.24% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -836 | -100.0% | -1.37% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -17,582 | -100.0% | -1.57% | – |
| IAU | Exit | ISHARES GOLD TRishares new | $0 | – | -84,819 | -100.0% | -1.57% | – |
| HTRB | Exit | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $0 | – | -86,761 | -100.0% | -1.61% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -66,803 | -100.0% | -1.61% | – |
| SPGM | Exit | SPDR INDEX SHS FDSportfli msci gbl | $0 | – | -61,553 | -100.0% | -1.70% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -9,332 | -100.0% | -1.70% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -24,924 | -100.0% | -1.71% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -53,447 | -100.0% | -1.71% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -9,779 | -100.0% | -1.74% | – |
| HDMV | Exit | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $0 | – | -123,792 | -100.0% | -1.89% | – |
| HUSV | Exit | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $0 | – | -112,678 | -100.0% | -1.97% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -39,883 | -100.0% | -1.99% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -96,470 | -100.0% | -2.00% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -69,226 | -100.0% | -2.31% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -1,874 | -100.0% | -2.62% | – |
| FNX | Exit | FIRST TR MID CAP CORE ALPHAD | $0 | – | -57,661 | -100.0% | -2.85% | – |
| AAPL | Exit | APPLE INC | $0 | – | -45,761 | -100.0% | -4.02% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -28,158 | -100.0% | -4.37% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 9 | Q3 2023 | 7.0% |
| MICROSOFT CORP | 9 | Q3 2023 | 5.0% |
| ALPHABET INC | 9 | Q3 2023 | 3.1% |
| HARTFORD FDS EXCHANGE TRADED | 9 | Q3 2023 | 4.4% |
| SPDR SER TR | 9 | Q3 2023 | 3.2% |
| AMAZON COM INC | 9 | Q3 2023 | 3.5% |
| WISDOMTREE TR | 9 | Q3 2023 | 4.5% |
| RTX CORPORATION | 9 | Q3 2023 | 2.2% |
| FIRST TR EXCH TRADED FD III | 9 | Q3 2023 | 2.5% |
| FIRST TR EXCH TRADED FD III | 9 | Q3 2023 | 2.4% |
View Golden State Equity Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-06-01 |
| 13F-HR/A | 2022-05-18 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-11 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-12 |
| 13F-HR | 2021-05-13 |
View Golden State Equity Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.