Golden State Wealth Management, LLC Purchases in Q2 2025

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
56.7K
+ 260.54%
$496.48 - $617.85 $28.2M - $35M
78.5K $48.5B
IVV
Ishares Core S&P 500 ETF

ETFs
11.7K
+ 13.53%
$498.8 - $620.9 $5.85M - $7.29M
98.5K $61.2B
NVDA
Nvidia Corp

Technology
19.1K
+ 20.34%
$94.31 - $157.99 $1.8M - $3.02M
113K $17.9B
MSFT
Microsoft Corp

Technology
4.55K
+ 20.68%
$354.56 - $497.45 $1.61M - $2.26M
26.6K $13.2B
AMZN
Amazon Com Inc

Consumer Cyclical
11.5K
+ 15.65%
$167.32 - $223.3 $1.92M - $2.56M
84.6K $18.6B
RDVY
First Trust Rising Dividend Ac

ETFs
51.6K
+ 29.82%
$51.6 - $62.74 $2.66M - $3.24M
225K $14.1B
MSTR
Microstrategy Inc

Technology
4.63K
+ 29.39%
$237.95 - $421.61 $1.1M - $1.95M
20.4K $8.25B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
31.8K
+ 63572.0%
$82.32 - $112.47 $2.62M - $3.57M
31.8K $3.58B
META
Meta Platforms, Inc.

Communication Services
3.58K
+ 71.35%
$484.66 - $738.09 $1.73M - $2.64M
8.59K $6.34B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.09K
+ 3.32%
$416.06 - $551.64 $452K - $600K
33.8K $18.7B
IDV
Ishares Tr

ETFs
82.6K
+ 4521.85%
$27.79 - $34.84 $2.29M - $2.88M
84.4K $2.91B
TSLA
Tesla, Inc.

Consumer Cyclical
4.52K
+ 25.68%
$221.86 - $362.89 $1M - $1.64M
22.1K $7.03B
IWY
Ishares Tr Russell 200 Growth

ETFs
9.64K
New
$187.5 - $246.51 $1.81M - $2.38M
9.64K $2.38B
AVGO
Broadcom Inc.

Technology
817
+ 5.15%
$146.29 - $275.65 $120K - $225K
16.7K $4.59B
FCPI
Fidelity Covington Tr Stocks F

ETFs
41.1K
New
$38.29 - $46.65 $1.57M - $1.92M
41.1K $1.92B
FDVV
Fidelity High Dividend ETF

ETFs
36.8K
New
$43.6 - $52.02 $1.61M - $1.92M
36.8K $1.92B
FSMD
Fidelity Covington Tr Small Mi

ETFs
45K
New
$34.67 - $41.47 $1.56M - $1.87M
45K $1.87B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
28.5K
New
$48.22 - $60.41 $1.37M - $1.72M
28.5K $1.7B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.7K
+ 1709.31%
$100.04 - $100.54 $1.67M - $1.68M
17.7K $1.78B
USFR
Wisdomtree Floating Rate Treas

ETFs
33K
+ 27.65%
$50.28 - $50.47 $1.66M - $1.67M
152K $7.67B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
20.9K
+ 1113.83%
$68.13 - $74.77 $1.42M - $1.56M
22.7K $1.66B
USMC
Principal ETF U S Mega Cap

ETFs
3.97K
+ 2.07%
$50.94 - $62.56 $202K - $248K
196K $12.2B
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.01K
+ 15.99%
$152.42 - $182.82 $763K - $915K
36.3K $6.64B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
25.4K
+ 57.17%
$50.36 - $50.68 $1.28M - $1.29M
69.7K $3.53B
IOO
Ishares Tr Global 100 ETF

ETFs
11.1K
New
$84.95 - $107.81 $939K - $1.19M
11.1K $1.19B
QWLD
Spdr Index Shs Fds

ETFs
8.61K
New
$114.78 - $134.88 $989K - $1.16M
8.61K $1.16B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.9K
+ 4.45%
$58.41 - $72.69 $286K - $356K
115K $8.36B
PLTR
Palantir Technologies Inc.

Technology
502
+ 2.56%
$74.01 - $144.25 $37.2K - $72.4K
20.1K $2.74B
KORP
American Centy ETF Tr Diversif

ETFs
22.7K
New
$45.37 - $47.07 $1.03M - $1.07M
22.7K $1.07B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
9.82K
+ 3.98%
$96.84 - $99.46 $950K - $976K
257K $25.5B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.7K
+ 56.68%
$85.42 - $94.39 $916K - $1.01M
29.7K $2.78B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.5K
+ 7.49%
$27.3 - $31.8 $451K - $525K
237K $7.53B
PULS
Pgim ETF Tr

ETFs
17.1K
+ 222.06%
$49.39 - $49.76 $842K - $849K
24.7K $1.23B
CEG
Constellation Energy Corp

Utilities
1.53K
+ 52.44%
$170.96 - $322.76 $261K - $492K
4.43K $1.43B
First Tr Exchange Traded Fd
40.9K
+ 40.5%
N/A
142K $2.26B
FVD
First Tr Value Line Divid Inde

ETFs
17.4K
+ 3.78%
$40.62 - $45.12 $706K - $784K
478K $21.3B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
8.51K
+ 2.89%
$29.52 - $35.31 $251K - $301K
303K $10.7B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
15.9K
+ 33.43%
$32.02 - $39.74 $510K - $633K
63.6K $2.52B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
17.8K
+ 36.93%
$44.68 - $45.96 $796K - $819K
66.1K $3.02B
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.22K
+ 5.2%
$105.2 - $141.69 $128K - $173K
24.6K $3.49B
RWL
Invesco Exchange Traded Fd Tr

ETFs
6.35K
+ 38.79%
$89.02 - $104.29 $566K - $663K
22.7K $2.37B
QGRO
American Centy ETF Tr Stoxx Us

ETFs
5.37K
+ 61.68%
$83.67 - $109.12 $450K - $586K
14.1K $1.54B
WDC
Western Digital Corp

Technology
10.8K
+ 45150.0%
$30.54 - $63.99 $331K - $693K
10.9K $695M
First Trust
32.6K
New
N/A
32.6K $686M
NFLX
Netflix Inc

Communication Services
161
+ 14.26%
$855.86 - $1339.13 $138K - $216K
1.29K $1.73B
VIG
Vanguard Dividend Appreciation

ETFs
1.97K
+ 7.93%
N/A
26.8K $5.49B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
11.2K
+ 17.12%
$47.46 - $55.3 $534K - $622K
76.9K $4.24B
AIQ
Global X Funds Global X Artifi

ETFs
14.1K
+ 1107.15%
$31.5 - $43.69 $444K - $615K
15.4K $671M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.07K
New
$79.41 - $86.53 $561K - $612K
7.07K $612M
Activity Summary
Buys All Purchases 553 New Holdings 96 Increased Positions 457 Sells All Sells 410 Reductions 409 Sold out 1 Options Calls 0 Puts 0
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