Golden State Equity Partners Top Holdings and 13F Report (2025) About Golden State Equity PartnersInvestment ActivityGolden State Equity Partners has $593.04 million in total holdings as of September 30, 2025.Golden State Equity Partners owns shares of 450 different stocks, but just 169 companies or ETFs make up 80% of its holdings.Approximately 8.40% of the portfolio was purchased this quarter.About 5.78% of the portfolio was sold this quarter.This quarter, Golden State Equity Partners has purchased 434 new stocks and bought additional shares in 223 stocks.Golden State Equity Partners sold shares of 148 stocks and completely divested from 35 stocks this quarter.Largest Holdings NVIDIA $38,092,880Apple $26,039,180Microsoft $21,940,157Amazon.com $12,739,320Alphabet $12,394,927 Largest New Holdings this Quarter 72201R585 - PIMCO Multi Sector Bond Active ETF $2,907,727 Holding33739Q200 - First Trust Low Duration Opportunities ETF $2,211,227 Holding33740F755 - FT Vest Laddered Buffer ETF $1,537,754 Holding743315103 - Progressive $1,320,195 Holding253393102 - DICK'S Sporting Goods $691,993 Holding Largest Purchases this Quarter PIMCO Multi Sector Bond Active ETF 108,336 shares (about $2.91M)First Trust Low Duration Opportunities ETF 44,411 shares (about $2.21M)FT Vest Laddered Buffer ETF 46,013 shares (about $1.54M)Progressive 5,346 shares (about $1.32M)Philip Morris International 7,725 shares (about $1.25M) Largest Sales this Quarter iShares J.P. Morgan USD Emerging Markets Bond ETF 9,665 shares (about $920.04K)AbbVie 3,143 shares (about $727.73K)HARBOR ETF TRUST 20,919 shares (about $651.84K)NVIDIA 3,468 shares (about $647.06K)Leidos 2,921 shares (about $551.95K) 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$38,092,880$647,059 ▼-1.7%204,1646.4%Computer and TechnologyAAPLApple$26,039,180$165,000 ▼-0.6%102,2634.4%Computer and TechnologyMSFTMicrosoft$21,940,157$1,188,684 ▲5.7%42,3603.7%Computer and TechnologyAMZNAmazon.com$12,739,320$103,199 ▲0.8%58,0192.1%Retail/WholesaleGOOGLAlphabet$12,394,927$356,384 ▼-2.8%50,9872.1%Computer and TechnologyAVGOBroadcom$11,688,514$432,847 ▲3.8%35,4292.0%Computer and TechnologyJPMJPMorgan Chase & Co.$9,842,619$345,078 ▼-3.4%31,2041.7%FinanceAGGiShares Core U.S. Aggregate Bond ETF$9,467,824$1,067,564 ▲12.7%94,4421.6%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$7,788,136$183,970 ▼-2.3%87,5461.3%ManufacturingQQQInvesco QQQ$7,561,408$448,461 ▲6.3%12,5951.3%FinanceBRK.BBerkshire Hathaway$6,945,353$21,115 ▲0.3%13,8151.2%FinanceVOOVanguard S&P 500 ETF$6,885,605$194,737 ▲2.9%11,2441.2%ETFTSLATesla$6,218,520$177,888 ▼-2.8%13,9831.0%Auto/Tires/TrucksMETAMeta Platforms$5,907,591$529,509 ▲9.8%8,0441.0%Computer and TechnologyIVViShares Core S&P 500 ETF$5,631,769$706,146 ▲14.3%8,4140.9%ETFRTXRTX$5,555,981$10,040 ▲0.2%33,2040.9%AerospaceNFLXNetflix$5,338,791$153,462 ▲3.0%4,4530.9%Consumer DiscretionaryCRMSalesforce$4,976,845$362,379 ▼-6.8%20,9990.8%Computer and TechnologyHARBOR ETF TRUST$4,938,985$651,836 ▼-11.7%158,5040.8%LONG TERM GROWERWMTWalmart$4,855,723$81,624 ▼-1.7%47,1150.8%Retail/WholesaleSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$4,514,109$344,952 ▼-7.1%118,7310.8%ETFFBNDFidelity Total Bond ETF$4,447,945$504,060 ▲12.8%96,1930.8%ETFIBMInternational Business Machines$4,204,741$870,744 ▲26.1%14,9020.7%Computer and TechnologyVVisa$4,197,724$41,308 ▲1.0%12,2960.7%Business ServicesDIVOAmplify CWP Enhanced Dividend Income ETF$4,003,119$198,471 ▲5.2%89,8160.7%ETFJNJJohnson & Johnson$3,984,923$677,535 ▲20.5%21,4910.7%MedicalABBVAbbVie$3,960,510$727,734 ▼-15.5%17,1050.7%MedicalPALANTIR TECHNOLOGIES INC$3,940,272$590,858 ▲17.6%21,6000.7%CL ASHYiShares 1-3 Year Treasury Bond ETF$3,684,468$291,519 ▲8.6%44,4130.6%ManufacturingBACBank of America$3,609,478$51,487 ▲1.4%69,9650.6%FinanceHDHome Depot$3,581,584$234,207 ▼-6.1%8,8390.6%Retail/WholesaleHUSVFirst Trust Horizon Managed Volatility Domestic ETF$3,530,959$315,494 ▲9.8%88,6730.6%ETFCOSTCostco Wholesale$3,372,664$205,470 ▼-5.7%3,6440.6%Retail/WholesaleMCDMcDonald's$3,195,151$58,652 ▲1.9%10,5140.5%Retail/WholesaleRDIVInvesco S&P Ultra Dividend Revenue ETF$3,148,048$35,285 ▼-1.1%60,4000.5%ETFAGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund$3,133,532$353,434 ▲12.7%70,9100.5%FinanceSGOViShares 0-3 Month Treasury Bond ETF$3,016,298$37,058 ▲1.2%29,9530.5%ETFWFCWells Fargo & Company$2,911,584$38,641 ▲1.3%34,7360.5%FinancePYLDPIMCO Multi Sector Bond Active ETF$2,907,727$2,907,727 ▲New Holding108,3360.5%ETFIWPiShares Russell Mid-Cap Growth ETF$2,806,978$170,746 ▲6.5%19,7110.5%ETFNULGNuveen ESG Large-Cap Growth ETF$2,676,913$113,609 ▲4.4%26,9320.5%ETFXOMExxon Mobil$2,633,888$239,147 ▼-8.3%23,3600.4%EnergyJAAAJanus Henderson AAA CLO ETF$2,612,907$356,022 ▼-12.0%51,4550.4%ETFPTYPimco Corporate & Income Opportunity Fund$2,527,258$10,844 ▼-0.4%175,0180.4%FinanceCVXChevron$2,426,145$476,905 ▼-16.4%15,6230.4%EnergyVUGVanguard Growth ETF$2,400,718$76,251 ▲3.3%5,0060.4%ETFBSVVanguard Short-Term Bond ETF$2,368,405$77,332 ▲3.4%30,0140.4%ETFLLYEli Lilly and Company$2,361,360$6,867 ▼-0.3%3,0950.4%MedicalIUSBiShares Core Total USD Bond Market ETF$2,333,258$26,017 ▲1.1%49,9520.4%ManufacturingTJXTJX Companies$2,311,946$1,161,827 ▲101.0%15,9950.4%Retail/WholesaleCATCaterpillar$2,277,214$354,965 ▲18.5%4,7730.4%IndustrialsFIRST TR EXCHANGE-TRADED FD$2,271,900$24,276 ▼-1.1%134,6710.4%WCM INTL EQUITYLMBSFirst Trust Low Duration Opportunities ETF$2,211,227$2,211,227 ▲New Holding44,4110.4%ManufacturingCHENIERE ENERGY INC$2,166,516$55,690 ▲2.6%9,2200.4%COM NEWIQDGWisdomTree International Quality Dividend Growth Fund$2,163,093$279 ▲0.0%54,2400.4%FinanceFLOTiShares Floating Rate Bond ETF$2,150,905$138,340 ▼-6.0%42,1040.4%ETFMRKMerck & Co., Inc.$2,145,727$117,668 ▼-5.2%25,5660.4%MedicalAVAVAeroVironment$2,118,580$3,464 ▲0.2%6,7280.4%AerospaceBLACKROCK INC$2,105,121$109,569 ▲5.5%1,8060.4%COMCSCOCisco Systems$1,982,059$80,462 ▲4.2%28,9690.3%Computer and TechnologyMSMorgan Stanley$1,937,567$167,544 ▼-8.0%12,1890.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,928,524$41,091 ▲2.2%4,1770.3%FinanceORCLOracle$1,909,875$91,121 ▼-4.6%6,7910.3%Computer and TechnologyPMPhilip Morris International$1,901,084$1,252,954 ▲193.3%11,7210.3%Consumer StaplesDSLDoubleLine Income Solutions Fund$1,881,298$5,231 ▲0.3%153,2000.3%Financial ServicesQCOMQUALCOMM$1,857,596$391,283 ▼-17.4%11,1660.3%Computer and TechnologyVZVerizon Communications$1,817,883$86,581 ▲5.0%41,3630.3%Computer and TechnologyTAT&T$1,798,146$127,277 ▲7.6%63,6740.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,784,410$228,183 ▲14.7%6,3890.3%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$1,762,259$67,167 ▼-3.7%34,7380.3%ETFIAUiShares Gold Trust$1,748,881$397,688 ▲29.4%24,0330.3%FinanceARAntero Resources$1,734,884$6,980 ▼-0.4%51,6950.3%EnergyCCitigroup$1,722,414$473,385 ▼-21.6%16,9700.3%Financial ServicesGOOGAlphabet$1,720,194$111,059 ▲6.9%7,0630.3%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$1,663,083$13,218 ▲0.8%42,1500.3%ETFIQSINYLI Candriam International Equity ETF$1,652,793$92,164 ▲5.9%48,5630.3%ManufacturingUPROProShares UltraPro S&P 500$1,614,150$22,075 ▼-1.3%14,4780.3%ETFKOCocaCola$1,594,055$44,567 ▲2.9%24,0360.3%Consumer StaplesVBKVanguard Small-Cap Growth ETF$1,585,574$133,619 ▲9.2%5,3280.3%ETFFTLSFirst Trust Long/Short Equity ETF$1,560,657$335,131 ▲27.3%22,3110.3%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,557,082$18,769 ▲1.2%13,0250.3%ETFMCKMcKesson$1,552,033$835,116 ▲116.5%2,0090.3%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$1,550,627$11,870 ▼-0.8%48,5940.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,547,357$22,168 ▼-1.4%16,2640.3%ETFAMDAdvanced Micro Devices$1,546,146$60,668 ▲4.1%9,5570.3%Computer and TechnologyGDGeneral Dynamics$1,543,366$1,364 ▼-0.1%4,5260.3%AerospaceSCHDSchwab US Dividend Equity ETF$1,538,981$95,031 ▲6.6%56,3730.3%ETFBUFRFT Vest Laddered Buffer ETF$1,537,754$1,537,754 ▲New Holding46,0130.3%ETFTMUST-Mobile US$1,519,893$29,924 ▼-1.9%6,3490.3%Computer and TechnologyAMGNAmgen$1,495,378$161,136 ▼-9.7%5,2990.3%MedicalUSHYiShares Broad USD High Yield Corporate Bond ETF$1,493,807$120,555 ▼-7.5%39,5400.3%ETFCOPConocoPhillips$1,489,150$93,551 ▲6.7%15,7430.3%EnergyNOBLProShares S&P 500 Aristocrats ETF$1,451,067$111,835 ▼-7.2%14,0780.2%ETFGALSPDR SSgA Global Allocation ETF$1,444,897$380,319 ▼-20.8%29,4170.2%ETFRSPInvesco S&P 500 Equal Weight ETF$1,440,582$418,478 ▲40.9%7,5940.2%ETFNEENextEra Energy$1,440,311$349,754 ▼-19.5%19,0790.2%UtilitiesSRLNSPDR Blackstone Senior Loan ETF$1,440,215$265,199 ▼-15.6%34,6370.2%ETFIUSViShares Core S&P U.S. Value ETF$1,431,084$112,144 ▼-7.3%14,3180.2%ManufacturingMIRMMirum Pharmaceuticals$1,420,7480.0%19,3800.2%MedicalTXNTexas Instruments$1,407,923$71,104 ▼-4.8%7,6630.2%Computer and TechnologyShowing largest 100 holdings. 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