Golden State Wealth Management, LLC Purchases in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
365
+ 54.72%
$86.56 - $107.43 $31.6K - $39.2K
1.03K $92.6M
PCQ
Pimco California Municipal Income Fund

Financial Services
3.06K
New
$8.19 - $8.8 $25.1K - $26.9K
3.06K $26.7M
EQT
Eqt Corp

Energy
603
+ 37.25%
$49.19 - $59.19 $29.7K - $35.7K
2.22K $121M
ASML
Asml Holding Nv

Technology
6
+ 4.92%
$689.63 - $968.09 $4.14K - $5.81K
128 $124M
DE
Deere & CO

Industrials
115
+ 21.62%
$457.26 - $524.37 $52.6K - $60.3K
647 $296M
MMM
3 M CO

Industrials
136
+ 11.91%
$144.41 - $160.2 $19.6K - $21.8K
1.28K $198M
Viking Holdings
85
+ 4.29%
N/A
2.07K $128M
IWR
Ishares Russell Mid Cap ETF

ETFs
3
+ 0.06%
$92.26 - $97.51 $277 - $293
4.83K $467M
HSY
Hershey CO

Consumer Defensive
33
+ 4.37%
$161.95 - $193.45 $5.34K - $6.38K
788 $147M
Ishares Flexible
382
+ 12.31%
N/A
3.49K $186M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
250
New
$84.77 - $103.36 $21.2K - $25.8K
250 $21.4M
JBL
Jabil Inc

Technology
97
+ 881.82%
$202.08 - $234.45 $19.6K - $22.7K
108 $23.5M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
279
+ 1.86%
$50.09 - $50.73 $14K - $14.2K
15.3K $774M
FCX
Freeport Mcmoran Inc

Basic Materials
846
+ 26.77%
$35.34 - $47.21 $29.9K - $39.9K
4.01K $157M
MRVL
Marvell Technology, Inc.

Technology
73
+ 3.5%
$62.31 - $84.07 $4.55K - $6.14K
2.16K $182M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
18
+ 2.36%
$225.11 - $247.9 $4.05K - $4.46K
782 $193M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
693
+ 94.16%
$26.88 - $27.78 $18.6K - $19.3K
1.43K $39.7M
IONS
Ionis Pharmaceuticals Inc

Healthcare
250
+ 198.41%
$39.94 - $65.42 $9.99K - $16.4K
376 $24.6M
LITE
Lumentum Holdings Inc.

Technology
14
+ 5.56%
$90.44 - $171.5 $1.27K - $2.4K
266 $43.3M
Viper Energy
500
New
N/A
500 $19.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
6
+ 0.13%
$66.38 - $71.68 $398 - $430
4.5K $321M
PSX
Phillips 66

Energy
4
+ 0.36%
$118.37 - $139.46 $473 - $558
1.11K $151M
SOUN
Soundhound Ai, Inc.

Technology
300
+ 11.47%
$10.11 - $18.05 $3.03K - $5.42K
2.92K $46.9M
First Trust
320
New
N/A
320 $18.8M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
675
+ 225.0%
$26.87 - $27.9 $18.1K - $18.8K
975 $26.8M
HOOD
Robinhood Markets, Inc.

Technology
99
+ 107.61%
$91.27 - $143.18 $9.04K - $14.2K
191 $27.3M
NUE
Nucor Corp

Basic Materials
1
+ 0.03%
$133.3 - $150.33 $133 - $150
3.15K $427M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.07%
$195.41 - $212.37 $195 - $212
1.35K $281M
RGTI
Rigetti Computing, Inc.

Technology
610
New
$11.33 - $32.1 $6.91K - $19.6K
610 $18.2M
Jacobs Solutions
100
+ 63.29%
N/A
258 $38.7M
VT
Vanguard Total World Stk Index

ETFs
5
+ 0.27%
$128.41 - $138.03 $642 - $690
1.85K $255M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
400
+ 17.47%
$158.24 - $191.13 $63.3K - $76.5K
2.69K $447M
BOTZ
Global X Fds

ETFs
267
+ 9.44%
$32.14 - $35.96 $8.58K - $9.6K
3.1K $110M
AMT
American Tower Corp

Real Estate
182
+ 29.4%
$192.32 - $232.35 $35K - $42.3K
801 $154M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
300
+ 6.22%
$45.72 - $47.27 $13.7K - $14.2K
5.12K $241M
Msc Income
1.24K
New
N/A
1.24K $16.3M
COMM
Comm Scope Holding Company, Inc.

Technology
1.05K
New
$7.29 - $16.99 $7.65K - $17.8K
1.05K $16.3M
CVS
Cvs Health Corp

Healthcare
111
+ 9.11%
$58.75 - $76.5 $6.52K - $8.49K
1.33K $100M
WLDN
Willdan Group, Inc.

Industrials
165
New
$63.73 - $120.35 $10.5K - $19.9K
165 $16M
Kenvue Inc
1.19K
+ 150.06%
N/A
1.98K $32.2M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
220
New
$63.92 - $70.83 $14.1K - $15.6K
220 $15.5M
DKNG
Draft Kings Inc.

Consumer Cyclical
704
+ 35.34%
$37.4 - $48.23 $26.3K - $34K
2.7K $101M
NBIX
Neurocrine Biosciences Inc

Healthcare
100
+ 120.48%
$123.98 - $146.67 $12.4K - $14.7K
183 $25.7M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
110
+ 129.41%
$159.87 - $247.68 $17.6K - $27.2K
195 $34.7M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
1
+ 0.21%
$232.86 - $268.01 $233 - $268
468 $122M
ICVT
Ishares Tr Convertible Bond Et

ETFs
4
+ 0.29%
$89.29 - $100.17 $357 - $401
1.38K $138M
TXN
Texas Instruments Inc

Technology
170
+ 23.55%
N/A
892 $164M
DXPE
Dxp Enterprises Inc

Industrials
115
New
$89.1 - $125.82 $10.2K - $14.5K
115 $13.7M
SOFI
So Fi Technologies, Inc.

Financial Services
200
+ 20.0%
$17.64 - $29.81 $3.53K - $5.96K
1.2K $31.7M
Activity Summary
Buys All Purchases 599 New Holdings 139 Increased Positions 460 Sells All Sells 346 Reductions 342 Sold out 4 Options Calls 0 Puts 0
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