Golden-State-Equity-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
430
Total Value
505216948
Accession Number
0001845003-25-000002
Form Type
13F-HR
Manager Name
Golden-State-Equity-Partners
Data Enrichment
71% identified
304 identified126 unidentified

Holdings

430 positions • $505.2M total value
Manager:
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DoubleLine Income Solutions Fund
Shares:149.9K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$505.2M)
PROCTER & GAMBLE Co
Shares:10.9K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$505.2M)
922908736
Shares:5.0K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$505.2M)
464288588
Shares:19.6K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$505.2M)
464287440
Shares:19.2K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$505.2M)
78467V400
Shares:40.3K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$505.2M)
46435U853
Shares:49.0K
Value:$1.8M
% of Portfolio:0.4% ($1.8M/$505.2M)
464287432
Shares:19.3K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$505.2M)
CATERPILLAR INC
Shares:5.3K
Value:$1.8M
% of Portfolio:0.3% ($1.8M/$505.2M)
UNITEDHEALTH GROUP INC
Shares:3.3K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$505.2M)
VERIZON COMMUNICATIONS INC
Shares:37.6K
Value:$1.7M
% of Portfolio:0.3% ($1.7M/$505.2M)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:3.9K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)
74348A467
Shares:16.1K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)
CISCO SYSTEMS, INC.
Shares:26.7K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)
AT&T INC.
Shares:58.0K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)
AMGEN INC
Shares:5.2K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)
NEXTERA ENERGY INC
Shares:22.8K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)
MORGAN STANLEY
Shares:13.6K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)
808524797
Shares:56.7K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)
45409B453
Shares:51.8K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$505.2M)