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Golden State Equity Partners Buys First Trust TCW Opportunistic Fixed Income ETF, iShares iBoxx USD High Yield Corporate Bond ETF, iShares Gold Trust, Sells Apple Inc, SPDR Portfolio Intermediate Term Treasury ETF, iShares Intermediate Credit Bond ETF

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Nov 16, 2021
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Investment company Golden State Equity Partners (Current Portfolio) buys First Trust TCW Opportunistic Fixed Income ETF, iShares iBoxx USD High Yield Corporate Bond ETF, iShares Gold Trust, SPDR Portfolio S&P 500 Growth ETF, Westlake Chemical Corp, sells Apple Inc, SPDR Portfolio Intermediate Term Treasury ETF, iShares Intermediate Credit Bond ETF, WisdomTree Emerging Markets ex-State-Owned Enterpr, S&P 500 ETF TRUST ETF during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Golden State Equity Partners. As of 2021Q3, Golden State Equity Partners owns 236 stocks with a total value of $245 million. These are the details of the buys and sells.

For the details of Golden State Equity Partners's stock buys and sells, go to https://www.gurufocus.com/guru/golden+state+equity+partners/current-portfolio/portfolio

These are the top 5 holdings of Golden State Equity Partners
  1. Apple Inc (AAPL) - 79,470 shares, 4.58% of the total portfolio. Shares reduced by 30.81%
  2. FIRST TRUST PORTFO (FNX) - 96,497 shares, 3.84% of the total portfolio. Shares added by 3.90%
  3. Microsoft Corp (MSFT) - 29,355 shares, 3.37% of the total portfolio. Shares reduced by 5.83%
  4. SPDR Portfolio S&P 500 Growth ETF (SPYG) - 121,448 shares, 3.17% of the total portfolio. Shares added by 25.62%
  5. Hartford Total Return Bond ETF (HTRB) - 151,207 shares, 2.51% of the total portfolio. Shares added by 0.05%
New Purchase: First Trust TCW Opportunistic Fixed Income ETF (FIXD)

Golden State Equity Partners initiated holding in First Trust TCW Opportunistic Fixed Income ETF. The purchase prices were between $53.39 and $54.14, with an estimated average price of $53.84. The stock is now traded at around $53.143000. The impact to a portfolio due to this purchase was 1.42%. The holding were 64,874 shares as of 2021-09-30.

New Purchase: iShares iBoxx USD High Yield Corporate Bond ETF (HYG)

Golden State Equity Partners initiated holding in iShares iBoxx USD High Yield Corporate Bond ETF. The purchase prices were between $85.97 and $87.57, with an estimated average price of $86.87. The stock is now traded at around $86.790000. The impact to a portfolio due to this purchase was 0.82%. The holding were 23,109 shares as of 2021-09-30.

New Purchase: iShares Gold Trust (IAU)

Golden State Equity Partners initiated holding in iShares Gold Trust. The purchase prices were between $32.85 and $34.83, with an estimated average price of $34.07. The stock is now traded at around $35.370000. The impact to a portfolio due to this purchase was 0.81%. The holding were 59,218 shares as of 2021-09-30.

New Purchase: Westlake Chemical Corp (WLK)

Golden State Equity Partners initiated holding in Westlake Chemical Corp. The purchase prices were between $78.98 and $93.55, with an estimated average price of $85.74. The stock is now traded at around $102.340000. The impact to a portfolio due to this purchase was 0.4%. The holding were 10,704 shares as of 2021-09-30.

New Purchase: Citigroup Inc (C)

Golden State Equity Partners initiated holding in Citigroup Inc. The purchase prices were between $65.08 and $74.3, with an estimated average price of $69.93. The stock is now traded at around $68.030000. The impact to a portfolio due to this purchase was 0.36%. The holding were 12,534 shares as of 2021-09-30.

New Purchase: Delta Air Lines Inc (DAL)

Golden State Equity Partners initiated holding in Delta Air Lines Inc. The purchase prices were between $37.93 and $44.23, with an estimated average price of $40.87. The stock is now traded at around $41.705000. The impact to a portfolio due to this purchase was 0.36%. The holding were 20,890 shares as of 2021-09-30.

Added: SPDR Portfolio S&P 500 Growth ETF (SPYG)

Golden State Equity Partners added to a holding in SPDR Portfolio S&P 500 Growth ETF by 25.62%. The purchase prices were between $63.13 and $68.34, with an estimated average price of $65.95. The stock is now traded at around $71.470000. The impact to a portfolio due to this purchase was 0.65%. The holding were 121,448 shares as of 2021-09-30.

Added: Lockheed Martin Corp (LMT)

Golden State Equity Partners added to a holding in Lockheed Martin Corp by 178.37%. The purchase prices were between $336.05 and $383.48, with an estimated average price of $362.11. The stock is now traded at around $343.320000. The impact to a portfolio due to this purchase was 0.34%. The holding were 3,733 shares as of 2021-09-30.

Added: The Walt Disney Co (DIS)

Golden State Equity Partners added to a holding in The Walt Disney Co by 314.40%. The purchase prices were between $169.17 and $185.91, with an estimated average price of $178.27. The stock is now traded at around $160.140000. The impact to a portfolio due to this purchase was 0.33%. The holding were 6,448 shares as of 2021-09-30.

Added: iShares Russell 1000 Growth ETF (IWF)

Golden State Equity Partners added to a holding in iShares Russell 1000 Growth ETF by 31.83%. The purchase prices were between $271.64 and $292.21, with an estimated average price of $282.54. The stock is now traded at around $304.365000. The impact to a portfolio due to this purchase was 0.22%. The holding were 8,354 shares as of 2021-09-30.

Added: McDonald's Corp (MCD)

Golden State Equity Partners added to a holding in McDonald's Corp by 37.33%. The purchase prices were between $229.26 and $248.11, with an estimated average price of $238.61. The stock is now traded at around $253.510000. The impact to a portfolio due to this purchase was 0.21%. The holding were 7,862 shares as of 2021-09-30.

Added: AbbVie Inc (ABBV)

Golden State Equity Partners added to a holding in AbbVie Inc by 89.20%. The purchase prices were between $106.4 and $120.78, with an estimated average price of $114.24. The stock is now traded at around $116.960000. The impact to a portfolio due to this purchase was 0.2%. The holding were 9,649 shares as of 2021-09-30.

Sold Out: SPDR Portfolio Intermediate Term Treasury ETF (SPTI)

Golden State Equity Partners sold out a holding in SPDR Portfolio Intermediate Term Treasury ETF. The sale prices were between $32.23 and $32.78, with an estimated average price of $32.55.

Sold Out: iShares Intermediate Credit Bond ETF (IGIB)

Golden State Equity Partners sold out a holding in iShares Intermediate Credit Bond ETF. The sale prices were between $59.84 and $60.82, with an estimated average price of $60.4.

Sold Out: Capital One Financial Corp (COF)

Golden State Equity Partners sold out a holding in Capital One Financial Corp. The sale prices were between $152.46 and $177.73, with an estimated average price of $163.01.

Sold Out: Carnival Corp (CCL)

Golden State Equity Partners sold out a holding in Carnival Corp. The sale prices were between $19.72 and $26.38, with an estimated average price of $23.3.

Sold Out: NXP Semiconductors NV (NXPI)

Golden State Equity Partners sold out a holding in NXP Semiconductors NV. The sale prices were between $188.62 and $227.64, with an estimated average price of $207.68.

Sold Out: Skyworks Solutions Inc (SWKS)

Golden State Equity Partners sold out a holding in Skyworks Solutions Inc. The sale prices were between $164.78 and $196.67, with an estimated average price of $182.96.



Here is the complete portfolio of Golden State Equity Partners. Also check out:

1. Golden State Equity Partners's Undervalued Stocks
2. Golden State Equity Partners's Top Growth Companies, and
3. Golden State Equity Partners's High Yield stocks
4. Stocks that Golden State Equity Partners keeps buying

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