$359 Million is the total value of Golden State Equity Partners's 335 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 48.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $20,329,405 | -12.0% | 118,740 | -0.3% | 5.67% | -12.8% |
| AMZN | Sell | AMAZON COM INC | $5,988,547 | -2.9% | 47,109 | -0.4% | 1.67% | -3.7% |
| AVGO | Sell | BROADCOM INC | $3,009,605 | -14.5% | 3,623 | -10.7% | 0.84% | -15.3% |
| MRK | Sell | MERCK & CO INC | $2,975,197 | -11.2% | 28,899 | -0.5% | 0.83% | -12.0% |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $2,887,688 | -14.5% | 32,559 | -0.8% | 0.80% | -15.3% |
| HD | Sell | HOME DEPOT INC | $2,850,319 | -4.5% | 9,433 | -1.9% | 0.79% | -5.4% |
| TLH | Sell | ISHARES TR10-20 yr trs etf | $2,840,174 | -19.4% | 28,843 | -9.3% | 0.79% | -20.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,703,896 | -7.0% | 6,296 | -3.5% | 0.75% | -7.8% |
| ABBV | Sell | ABBVIE INC | $2,508,299 | +9.5% | 16,827 | -1.1% | 0.70% | +8.5% |
| BAC | Sell | BANK AMERICA CORP | $2,017,499 | -5.4% | 73,685 | -0.9% | 0.56% | -6.3% |
| Sell | ETF SER SOLUTIONSaptus enhanced | $1,801,688 | -0.7% | 74,388 | -0.1% | 0.50% | -1.6% | |
| LMT | Sell | LOCKHEED MARTIN CORP | $1,702,242 | -13.4% | 4,162 | -2.5% | 0.47% | -14.3% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,628,349 | +3.9% | 3,230 | -0.9% | 0.45% | +2.9% |
| TSLA | Sell | TESLA INC | $1,530,346 | -6.5% | 6,116 | -2.2% | 0.43% | -7.2% |
| FB | Sell | META PLATFORMS INCcl a | $1,261,482 | -44.3% | 4,202 | -46.7% | 0.35% | -44.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,244,769 | -11.3% | 8,534 | -7.7% | 0.35% | -12.2% |
| QCOM | Sell | QUALCOMM INC | $1,227,654 | -11.7% | 11,054 | -5.4% | 0.34% | -12.5% |
| ADME | Sell | ETF SER SOLUTIONSaptus drawdown | $1,217,503 | -7.8% | 34,736 | -4.2% | 0.34% | -8.6% |
| LLY | Sell | ELI LILLY & CO | $1,187,277 | +9.8% | 2,210 | -4.2% | 0.33% | +8.9% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $1,173,742 | -11.1% | 11,416 | -1.5% | 0.33% | -11.9% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $1,171,374 | -15.1% | 26,418 | -20.4% | 0.33% | -16.0% |
| IAU | Sell | ISHARES GOLD TRishares new | $1,114,554 | -4.8% | 31,854 | -1.0% | 0.31% | -5.5% |
| SHV | Sell | ISHARES TRshort treas bd | $1,077,235 | -6.4% | 9,751 | -6.4% | 0.30% | -7.1% |
| IEI | Sell | ISHARES TR3 7 yr treas bd | $1,064,496 | -2.2% | 9,407 | -0.4% | 0.30% | -2.9% |
| UNP | Sell | UNION PAC CORP | $957,408 | -6.5% | 4,702 | -6.1% | 0.27% | -7.3% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $872,932 | -15.2% | 5,600 | -2.5% | 0.24% | -15.9% |
| MS | Sell | MORGAN STANLEY | $835,737 | -29.9% | 10,233 | -26.7% | 0.23% | -30.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $826,991 | -8.9% | 8,767 | -3.8% | 0.23% | -9.8% |
| USO | Sell | UNITED STS OIL FD LPunits | $802,697 | +20.8% | 9,927 | -5.0% | 0.22% | +19.8% |
| O | Sell | REALTY INCOME CORP | $801,972 | -17.6% | 16,059 | -1.4% | 0.22% | -18.2% |
| TGT | Sell | TARGET CORP | $760,644 | -35.9% | 6,879 | -23.5% | 0.21% | -36.5% |
| UPRO | Sell | PROSHARES TRultrpro s&p500 | $755,513 | -14.4% | 18,351 | -1.5% | 0.21% | -14.9% |
| ACN | Sell | ACCENTURE PLC IRELAND | $724,165 | -7.6% | 2,358 | -7.2% | 0.20% | -8.2% |
| SCHW | Sell | SCHWAB CHARLES CORP | $698,767 | -45.9% | 12,728 | -44.2% | 0.20% | -46.3% |
| HAL | Sell | HALLIBURTON CO | $696,545 | +18.3% | 17,199 | -3.6% | 0.19% | +16.9% |
| BKLN | Sell | INVESCO EXCH TRADED FD TR IIsr ln etf | $695,441 | -0.6% | 33,132 | -0.4% | 0.19% | -1.5% |
| USA | Sell | LIBERTY ALL STAR EQUITY FDsh ben int | $680,859 | -10.9% | 115,010 | -2.6% | 0.19% | -11.6% |
| UDOW | Sell | PROSHARES TRultrpro dow30 | $672,449 | -10.7% | 12,504 | -0.9% | 0.19% | -11.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $672,379 | -5.4% | 9,827 | -2.6% | 0.19% | -6.5% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $668,338 | -0.0% | 13,133 | -0.2% | 0.19% | -1.1% |
| TTD | Sell | THE TRADE DESK INC | $650,286 | -4.3% | 8,321 | -5.4% | 0.18% | -5.2% |
| GAB | Sell | GABELLI EQUITY TR INC | $581,075 | -14.3% | 113,270 | -3.1% | 0.16% | -15.2% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $549,973 | -9.7% | 3,355 | -4.3% | 0.15% | -10.5% |
| BA | Sell | BOEING CO | $540,346 | -11.8% | 2,819 | -2.9% | 0.15% | -12.2% |
| GBDC | Sell | GOLUB CAP BDC INC | $531,832 | +2.0% | 36,253 | -6.1% | 0.15% | +0.7% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $529,696 | -11.5% | 7,001 | -2.3% | 0.15% | -11.9% |
| CAT | Sell | CATERPILLAR INC | $528,936 | +9.8% | 1,937 | -1.1% | 0.15% | +8.9% |
| SMH | Sell | VANECK ETF TRUSTsemiconductr etf | $510,698 | -5.9% | 3,523 | -1.2% | 0.14% | -7.2% |
| ENB | Sell | ENBRIDGE INC | $505,550 | -12.1% | 15,232 | -1.6% | 0.14% | -13.0% |
| ADBE | Sell | ADOBE INC | $468,598 | -13.6% | 919 | -17.1% | 0.13% | -13.8% |
| DIS | Sell | DISNEY WALT CO | $459,238 | -10.6% | 5,666 | -1.5% | 0.13% | -11.1% |
| PM | Sell | PHILIP MORRIS INTL INC | $436,447 | -6.5% | 4,714 | -1.4% | 0.12% | -6.9% |
| DOW | Sell | DOW INC | $427,718 | -5.0% | 8,296 | -1.9% | 0.12% | -6.3% |
| MO | Sell | ALTRIA GROUP INC | $420,229 | -7.8% | 9,994 | -0.7% | 0.12% | -8.6% |
| FALN | Sell | ISHARES TRfaln angls usd | $404,042 | -4.6% | 16,292 | -2.4% | 0.11% | -5.0% |
| HEGD | Sell | LISTED FD TRswan hedged eqty | $378,241 | -8.3% | 20,880 | -6.3% | 0.10% | -9.5% |
| QJUN | Sell | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $374,086 | -7.4% | 17,105 | -5.8% | 0.10% | -8.8% |
| GOVT | Sell | ISHARES TRus treas bd etf | $371,887 | -13.4% | 16,873 | -10.0% | 0.10% | -14.0% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $368,187 | -4.7% | 3,799 | -4.0% | 0.10% | -5.5% |
| INTC | Sell | INTEL CORP | $371,129 | -62.2% | 10,440 | -64.4% | 0.10% | -62.7% |
| APA | Sell | APA CORPORATION | $362,017 | +20.3% | 8,808 | -0.0% | 0.10% | +18.8% |
| Sell | CANADIAN PACIFIC KANSAS CITY | $346,527 | -9.5% | 4,657 | -1.8% | 0.10% | -10.2% | |
| DE | Sell | DEERE & CO | $348,907 | -25.4% | 925 | -19.9% | 0.10% | -26.5% |
| IRM | Sell | IRON MTN INC DEL | $345,464 | +3.9% | 5,811 | -0.7% | 0.10% | +3.2% |
| AMT | Sell | AMERICAN TOWER CORP NEW | $345,016 | -46.0% | 2,098 | -36.3% | 0.10% | -46.7% |
| SBUX | Sell | STARBUCKS CORP | $342,499 | -16.9% | 3,753 | -9.8% | 0.10% | -18.1% |
| MAIN | Sell | MAIN STR CAP CORP | $336,010 | +1.0% | 8,270 | -0.5% | 0.09% | 0.0% |
| LNG | Sell | CHENIERE ENERGY INC | $325,779 | +8.7% | 1,963 | -0.2% | 0.09% | +8.3% |
| DLR | Sell | DIGITAL RLTY TR INC | $303,518 | +4.4% | 2,508 | -1.8% | 0.08% | +3.7% |
| ACIO | Sell | ETF SER SOLUTIONSaptus collrd inv | $300,795 | -10.5% | 9,885 | -8.5% | 0.08% | -11.6% |
| KMI | Sell | KINDER MORGAN INC DEL | $294,023 | -16.5% | 17,734 | -13.2% | 0.08% | -17.2% |
| LULU | Sell | LULULEMON ATHLETICA INC | $288,822 | -12.7% | 749 | -14.3% | 0.08% | -14.0% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $279,647 | -18.1% | 835 | -16.0% | 0.08% | -18.8% |
| XLF | Sell | SELECT SECTOR SPDR TRfinancial | $267,011 | -9.2% | 8,050 | -7.8% | 0.07% | -10.8% |
| ARCC | Sell | ARES CAPITAL CORP | $260,645 | -17.5% | 13,387 | -20.4% | 0.07% | -18.0% |
| WDIV | Sell | SPDR INDEX SHS FDSs&p glbdiv etf | $262,790 | -5.6% | 4,815 | -0.7% | 0.07% | -6.4% |
| WM | Sell | WASTE MGMT INC DEL | $263,721 | -12.5% | 1,730 | -0.5% | 0.07% | -14.1% |
| HMC | Sell | HONDA MOTOR LTD | $261,147 | -12.7% | 7,763 | -21.3% | 0.07% | -13.1% |
| BCE | Sell | BCE INC | $256,960 | -22.7% | 6,732 | -7.7% | 0.07% | -22.6% |
| NNN | Sell | NNN REIT INC | $240,206 | -17.7% | 6,797 | -0.4% | 0.07% | -18.3% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $237,519 | -17.0% | 11,491 | -17.4% | 0.07% | -17.5% |
| TRP | Sell | TC ENERGY CORP | $234,745 | -16.5% | 6,822 | -2.0% | 0.06% | -17.7% |
| PRU | Sell | PRUDENTIAL FINL INC | $232,006 | -17.9% | 2,445 | -23.7% | 0.06% | -17.7% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $231,980 | -19.1% | 10,927 | -19.4% | 0.06% | -19.8% |
| PLTR | Sell | PALANTIR TECHNOLOGIES INCcl a | $220,720 | -2.6% | 13,795 | -6.6% | 0.06% | -3.1% |
| MU | Sell | MICRON TECHNOLOGY INC | $218,449 | +6.8% | 3,211 | -0.9% | 0.06% | +5.2% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $199,590 | -17.8% | 12,498 | -17.8% | 0.06% | -17.6% |
| DBL | Sell | DOUBLELINE OPPORTUNISTIC CR | $185,065 | -0.0% | 12,693 | -0.5% | 0.05% | 0.0% |
| LRMR | Sell | LARIMAR THERAPEUTICS INC | $94,010 | +2.5% | 23,800 | -18.8% | 0.03% | 0.0% |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -1 | -100.0% | 0.00% | – | |
| Exit | SPDR SER TRportfolio s&p601 | $0 | – | -238 | -100.0% | -0.00% | – | |
| CLSD | Exit | CLEARSIDE BIOMEDICAL INC | $0 | – | -19,780 | -100.0% | -0.01% | – |
| BNGO | Exit | BIONANO GENOMICS INC | $0 | – | -70,037 | -100.0% | -0.01% | – |
| ACET | Exit | ADICET BIO INC | $0 | – | -23,830 | -100.0% | -0.02% | – |
| UPWK | Exit | UPWORK INC | $0 | – | -10,000 | -100.0% | -0.03% | – |
| KEY | Exit | KEYCORP | $0 | – | -11,469 | -100.0% | -0.03% | – |
| VLUE | Exit | ISHARES TRmsci usa value | $0 | – | -2,156 | -100.0% | -0.06% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -386 | -100.0% | -0.06% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRus aggregate b | $0 | – | -4,500 | -100.0% | -0.06% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -3,224 | -100.0% | -0.06% | – |
| XEL | Exit | XCEL ENERGY INC | $0 | – | -3,447 | -100.0% | -0.06% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -4,995 | -100.0% | -0.06% | – |
| DVN | Exit | DEVON ENERGY CORP NEW | $0 | – | -4,453 | -100.0% | -0.06% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -1,271 | -100.0% | -0.06% | – |
| Exit | NUSHARES ETF TRnuveen esg emrgn | $0 | – | -7,970 | -100.0% | -0.06% | – | |
| Exit | ETF SER SOLUTIONSaptus int enh yl | $0 | – | -11,334 | -100.0% | -0.06% | – | |
| LEG | Exit | LEGGETT & PLATT INC | $0 | – | -7,637 | -100.0% | -0.06% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -1,653 | -100.0% | -0.06% | – |
| PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -744 | -100.0% | -0.07% | – |
| SQ | Exit | BLOCK INCcl a | $0 | – | -3,815 | -100.0% | -0.07% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $0 | – | -5,760 | -100.0% | -0.07% | – |
| FWONK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -3,528 | -100.0% | -0.08% | – |
| PLNT | Exit | PLANET FITNESS INCcl a | $0 | – | -4,000 | -100.0% | -0.08% | – |
| Exit | VANECK ETF TRUSTgreen bond etf | $0 | – | -12,237 | -100.0% | -0.08% | – | |
| Exit | WISDOMTREE TRus s cap qty div | $0 | – | -6,876 | -100.0% | -0.08% | – | |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -3,019 | -100.0% | -0.09% | – |
| Exit | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $0 | – | -6,294 | -100.0% | -0.09% | – | |
| Exit | INDEXIQ ACTIVE ETF TRiq mackay intrme | $0 | – | -12,957 | -100.0% | -0.09% | – | |
| Exit | PIMCO ETF TRinter mun bd act | $0 | – | -6,079 | -100.0% | -0.09% | – | |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -4,109 | -100.0% | -0.10% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -2,134 | -100.0% | -0.10% | – |
| M | Exit | MACYS INC | $0 | – | -24,092 | -100.0% | -0.11% | – |
| CLF | Exit | CLEVELAND-CLIFFS INC NEW | $0 | – | -23,254 | -100.0% | -0.11% | – |
| Exit | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $0 | – | -7,169 | -100.0% | -0.11% | – | |
| Exit | SPDR SER TRportfolio agrgte | $0 | – | -17,439 | -100.0% | -0.12% | – | |
| Exit | GOLDMAN SACHS GROUP INC | $0 | – | -1,367 | -100.0% | -0.12% | – | |
| VTC | Exit | VANGUARD SCOTTSDALE FDStotal corp bnd | $0 | – | -5,917 | -100.0% | -0.13% | – |
| DANOY | Exit | DANONE SPONSORED FRANCE ADR | $0 | – | -36,432 | -100.0% | -0.13% | – |
| Exit | NEWMONT CORP | $0 | – | -10,550 | -100.0% | -0.13% | – | |
| Exit | WELLS FARGO CO NEW | $0 | – | -10,691 | -100.0% | -0.13% | – | |
| Exit | PIONEER NAT RES CO | $0 | – | -2,234 | -100.0% | -0.13% | – | |
| Exit | HF SINCLAIR CORP | $0 | – | -10,506 | -100.0% | -0.13% | – | |
| Exit | V F CORP | $0 | – | -25,741 | -100.0% | -0.14% | – | |
| Exit | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $0 | – | -10,037 | -100.0% | -0.14% | – | |
| Exit | CISCO SYS INC | $0 | – | -9,791 | -100.0% | -0.14% | – | |
| Exit | US BANCORP DEL | $0 | – | -16,061 | -100.0% | -0.15% | – | |
| Exit | COCA COLA CO | $0 | – | -8,966 | -100.0% | -0.15% | – | |
| Exit | JOHNSON & JOHNSON | $0 | – | -3,425 | -100.0% | -0.16% | – | |
| Exit | STELLANTIS N.V | $0 | – | -32,373 | -100.0% | -0.16% | – | |
| Exit | HOST HOTELS & RESORTS INC | $0 | – | -34,330 | -100.0% | -0.16% | – | |
| Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -62,017 | -100.0% | -0.16% | – | |
| Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -96,132 | -100.0% | -0.16% | – | |
| Exit | WALMART INC | $0 | – | -3,756 | -100.0% | -0.17% | – | |
| Exit | HONEYWELL INTL INC | $0 | – | -2,906 | -100.0% | -0.17% | – | |
| KSS | Exit | KOHLS CORP | $0 | – | -26,690 | -100.0% | -0.17% | – |
| Exit | BEST BUY INC | $0 | – | -7,518 | -100.0% | -0.17% | – | |
| Exit | UNILEVER PLCspon adr new | $0 | – | -11,894 | -100.0% | -0.17% | – | |
| Exit | AMGEN INC | $0 | – | -2,784 | -100.0% | -0.17% | – | |
| Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -10,074 | -100.0% | -0.18% | – | |
| Exit | BONDBLOXX ETF TRUSTbloomberg one yr | $0 | – | -13,814 | -100.0% | -0.19% | – | |
| Exit | PACER FDS TRtrendp us lar cp | $0 | – | -16,929 | -100.0% | -0.20% | – | |
| EMB | Exit | ISHARES TRjpmorgan usd emg | $0 | – | -8,088 | -100.0% | -0.20% | – |
| Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -5,418 | -100.0% | -0.20% | – | |
| Exit | MEDTRONIC PLC | $0 | – | -8,630 | -100.0% | -0.21% | – | |
| Exit | INDEXIQ ETF TRiq cndrm esg int | $0 | – | -29,076 | -100.0% | -0.22% | – | |
| MMP | Exit | MAGELLAN MIDSTREAM PRTNRS LP | $0 | – | -13,135 | -100.0% | -0.23% | – |
| Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -15,244 | -100.0% | -0.26% | – | |
| Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -18,090 | -100.0% | -0.26% | – | |
| Exit | NUSHARES ETF TRnuveen esg lrgcp | $0 | – | -18,363 | -100.0% | -0.32% | – | |
| Exit | INVESCO EXCHANGE TRADED FD Tdivid achievev | $0 | – | -33,660 | -100.0% | -0.36% | – | |
| Exit | FIRST TR EXCH TRADED FD IIIlng/sht equity | $0 | – | -25,345 | -100.0% | -0.38% | – | |
| Exit | WISDOMTREE TRem ex st-owned | $0 | – | -49,699 | -100.0% | -0.39% | – | |
| Exit | SSGA ACTIVE ETF TRglobl allo etf | $0 | – | -49,881 | -100.0% | -0.56% | – | |
| Exit | PIMCO ETF TRactive bd etf | $0 | – | -33,915 | -100.0% | -0.87% | – | |
| Exit | WISDOMTREE TRintl qulty div | $0 | – | -97,348 | -100.0% | -0.94% | – | |
| Exit | FIRST TR EXCH TRADED FD IIIhorizon mngd etf | $0 | – | -137,050 | -100.0% | -1.10% | – | |
| Exit | FIRST TR EXCH TRADED FD IIIhorizon dmst etf | $0 | – | -123,633 | -100.0% | -1.14% | – | |
| Exit | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $0 | – | -125,964 | -100.0% | -1.18% | – | |
| Exit | WISDOMTREE TRyield enhancd us | $0 | – | -98,102 | -100.0% | -1.19% | – | |
| Exit | WISDOMTREE TRus qtly div grt | $0 | – | -75,757 | -100.0% | -1.42% | – | |
| Exit | FIRST TR MID CAP CORE ALPHAD | $0 | – | -77,374 | -100.0% | -2.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-20
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.