Golden State Equity Partners 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GS Golden State Equity Partners | Institutional Filer | ▲ 113.34% | $1.32B | 2078 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 2078)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 413K | $72.1M | 5.45% |
| 2 | AAPL | Apple Inc. | Technology | 248K | $62.8M | 4.75% |
| 3 | MSFT | Microsoft Corporation | Technology | 78K | $29.0M | 2.19% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 120K | $25.1M | 1.90% |
| 5 | GOOGL | Alphabet Inc. | Technology | 74K | $21.4M | 1.62% |
| 6 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | — | 193K | $19.2M | 1.45% |
| 7 | AVGO | Broadcom Inc. | Technology | 56K | $17.4M | 1.32% |
| 8 | IVV | ISHARES CORE S&P 500 ETF | — | 23K | $15.1M | 1.14% |
| 9 | VOO | VANGUARD S&P 500 ETF | — | 25K | $15.0M | 1.13% |
| 10 | JPM | JPMorgan Chase & Co. | Financial Services | 48K | $14.0M | 1.06% |
| 11 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | — | 448K | $13.7M | 1.04% |
| 12 | IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | — | 285K | $13.2M | 1.00% |
| 13 | BRKB | BERKSHIRE HATHAWAY CLASS B | — | 27K | $13.0M | 0.98% |
| 14 | QQQ | Invesco QQQ Trust | — | 21K | $12.2M | 0.92% |
| 15 | USFR | WISDOMTREE FLOATING RATETREASURY FUND | — | 215K | $10.8M | 0.82% |
Showing 1 to 15 of 1000 holdings