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
Brookfield Asset
28
+ 84.85%
N/A
61 $3.47M
BRBR
Bellring Brands, Inc.

Consumer Defensive
45
New
$35.51 - $58.78 $1.6K - $2.65K
45 $1.64M
SYY
Sysco Corp

Consumer Defensive
16
+ 28.07%
$76.33 - $82.51 $1.22K - $1.32K
73 $6.02M
SIL
Global X Silver Miners ETF

ETFs
3
+ 5.0%
$47.34 - $71.63 $142 - $215
63 $4.52M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
175
+ 2.58%
$4.41 - $4.71 $772 - $824
6.96K $32M
Ishares Advantage
28
+ 6.38%
N/A
467 $14.8M
Ishares Intl
41
+ 6.78%
N/A
646 $18.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
67
New
$23.13 - $23.54 $1.55K - $1.58K
67 $1.57M
TYL
Tyler Technologies Inc

Technology
3
New
$522.22 - $611.76 $1.57K - $1.84K
3 $1.57M
NTNX
Nutanix, Inc.

Technology
21
New
$66.06 - $81.12 $1.39K - $1.7K
21 $1.56M
DOCN
Digital Ocean Holdings, Inc.

Technology
45
New
$25.74 - $37.71 $1.16K - $1.7K
45 $1.54M
FNDF
Schwab Fundamental Intl Large

ETFs
13
+ 3.93%
$39.84 - $43.15 $518 - $561
344 $14.8M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
27
New
$41.53 - $66.18 $1.12K - $1.79K
27 $1.53M
Qxo Inc
80
New
N/A
80 $1.53M
UMC
United Microelectronics Corp

Technology
201
New
$6.58 - $7.86 $1.32K - $1.58K
201 $1.52M
PLMR
Palomar Holdings, Inc.

Financial Services
13
New
$112.26 - $148.79 $1.46K - $1.93K
13 $1.52M
STAG
Stag Industrial, Inc.

Real Estate
43
New
$34.28 - $36.97 $1.47K - $1.59K
43 $1.52M
SHEL
Shell PLC

Energy
4
+ 0.37%
$69.82 - $73.93 $279 - $296
1.1K $78.6M
CCI
Crown Castle International Corp

Real Estate
15
New
$92.96 - $113.91 $1.39K - $1.71K
15 $1.45M
ICLR
Icon PLC

Healthcare
7
+ 100.0%
$139.63 - $195.01 $977 - $1.37K
14 $2.45M
DBL
Double Line Opportunistic Credit Fund

Financial Services
40
+ 0.99%
$15.1 - $15.88 $604 - $635
4.1K $63.8M
GXO
Gxo Logistics, Inc.

Industrials
27
New
$48.07 - $54.59 $1.3K - $1.47K
27 $1.43M
Ibotta Inc
51
New
N/A
51 $1.42M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.15%
$107.66 - $112.36 $108 - $112
683 $76.2M
HXL
Hexcel Corp

Industrials
22
New
$57.15 - $64.88 $1.26K - $1.43K
22 $1.38M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
20
New
$64.17 - $68.19 $1.28K - $1.36K
20 $1.36M
NWN
Northwest Natural Holding CO

Utilities
3
+ 1.27%
$39.48 - $44.93 $118 - $135
239 $10.8M
SBAC
Sba Communications Corp

Real Estate
7
New
$191.35 - $239.35 $1.34K - $1.68K
7 $1.35M
CGDV
Capital Group Divid Value ETF

ETFs
1
+ 0.2%
$39.59 - $42.21 $39.6 - $42.2
501 $21.1M
Six Flags
58
New
N/A
58 $1.32M
HSBC
Hsbc Holdings PLC

Financial Services
1
+ 0.83%
$60.27 - $70.98 $60.3 - $71
121 $8.59M
RTO
Rentokil Initial PLC

Industrials
27
+ 5.78%
$22.81 - $25.94 $616 - $700
494 $12.5M
PCAR
Paccar Inc

Industrials
1
+ 0.28%
$92.91 - $102.86 $92.9 - $103
360 $35.4M
OGS
One Gas, Inc.

Utilities
1
+ 0.8%
$72.16 - $80.94 $72.2 - $80.9
126 $10.3M
SG
Sweetgreen, Inc.

Consumer Cyclical
150
New
$7.98 - $16.26 $1.2K - $2.44K
150 $1.2M
GSHD
Goosehead Insurance, Inc.

Financial Services
16
New
$73.5 - $104.57 $1.18K - $1.67K
16 $1.19M
IGLB
Ishares 10+ Year Investment Gr

ETFs
23
New
$48.96 - $52.08 $1.13K - $1.2K
23 $1.19M
IYF
Ishares Tr

ETFs
1
+ 0.51%
$119.89 - $127.16 $120 - $127
198 $25.1M
CVE
Cenovus Energy Inc.

Energy
3
+ 0.91%
$13.87 - $17.81 $41.6 - $53.4
333 $5.66M
Invesco Bulletshares
54
New
N/A
54 $1.16M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
53
New
$20.77 - $21.32 $1.1K - $1.13K
53 $1.13M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
58
New
$18.61 - $18.94 $1.08K - $1.1K
58 $1.1M
Doubleline Mortgage
22
New
N/A
22 $1.09M
QTWO
Q2 Holdings, Inc.

Technology
19
+ 135.71%
$72.39 - $94.97 $1.38K - $1.8K
33 $2.39M
PFF
Ishares Trust Ishares Pfd And

ETFs
12
+ 1.63%
$30.67 - $32.13 $368 - $386
748 $23.7M
WCN
Waste Connections, Inc.

Industrials
6
New
$171.32 - $191.84 $1.03K - $1.15K
6 $1.06M
Doubleline Commercial
20
New
N/A
20 $1.04M
Sila Realty
9
+ 1.6%
N/A
571 $14.3M
Netskope Inc
45
New
N/A
45 $1.02M
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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