Golden State Wealth Management, LLC Incresed Positions in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
553
+ 61.65%
$237.77 - $353.61 $131K - $196K
1.45K $501M
RODM
Hartford Multifactor Developed

ETFs
5.66K
+ 216.28%
$33.53 - $35.95 $190K - $203K
8.27K $294M
RTX
Raytheon Technologies Corp

Industrials
533
+ 10.35%
$144.19 - $167.33 $76.9K - $89.2K
5.68K $951M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.06K
+ 3.77%
$54.35 - $59.32 $57.6K - $62.8K
29.2K $1.73B
XOM
Exxon Mobil Corp

Energy
1.32K
+ 14.17%
$105.83 - $117.22 $140K - $155K
10.6K $1.2B
First Trust
3.42K
+ 2.41%
N/A
145K $2.45B
AOR
Ishares Tr Core Growth Allocat

ETFs
2.65K
+ 32.85%
$60.99 - $64.39 $162K - $171K
10.7K $690M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
182
+ 3.12%
$459.11 - $506.91 $83.6K - $92.3K
6.02K $3.03B
IGRO
Ishares Tr International Divid

ETFs
2.09K
+ 9.65%
$75.97 - $80.24 $159K - $168K
23.8K $1.89B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.97K
+ 43.04%
$91.44 - $91.77 $180K - $180K
6.53K $599M
TMO
Thermo Fisher Scientific Inc.

Healthcare
49
+ 2.58%
$404.94 - $499.99 $19.8K - $24.5K
1.95K $945M
Lam Research
671
+ 30.21%
N/A
2.89K $387M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
5.58K
+ 16.82%
$28.38 - $29.05 $158K - $162K
38.7K $1.12B
DELL
Dell Technologies Inc.

Technology
525
+ 11.19%
$120.96 - $141.77 $63.5K - $74.4K
5.22K $739M
HYLS
First Tr Tactical High Yield L

ETFs
3.74K
+ 23.52%
$41.62 - $42.32 $156K - $158K
19.6K $826M
IEMG
Ishares Inc

ETFs
1.55K
+ 15.8%
N/A
11.3K $747M
OEF
Ishares S&P 100 ETF

ETFs
271
+ 11.58%
N/A
2.61K $869M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.88K
+ 83.25%
$82.38 - $83.0 $155K - $156K
4.15K $344M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
6.5K
+ 27.81%
$21.77 - $22.57 $141K - $147K
29.9K $670M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
645
+ 111.98%
$103.83 - $179.9 $67K - $116K
1.22K $218M
SRE
Sempra Energy

Utilities
1.26K
+ 56.58%
$74.14 - $89.98 $93.1K - $113K
3.48K $313M
FCPI
Fidelity Covington Tr Stocks F

ETFs
39
+ 0.09%
$46.6 - $50.13 $1.82K - $1.96K
41.2K $2.06B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
641
+ 0.13%
$25.21 - $25.99 $16.2K - $16.7K
504K $13B
EFV
Msci Eafe Value ETF

ETFs
442
+ 1.76%
$62.79 - $68.42 $27.8K - $30.2K
25.5K $1.73B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.42K
+ 40.94%
$42.67 - $46.91 $103K - $113K
8.32K $390M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
15
+ 0.1%
$35.24 - $44.04 $529 - $661
14.5K $633M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.69K
+ 14.14%
$53.81 - $57.52 $91.2K - $97.4K
13.7K $786M
ENB
Enbridge Inc

Energy
2.16K
+ 47.84%
$43.79 - $50.46 $94.6K - $109K
6.68K $337M
AIQ
Global X Funds Global X Artifi

ETFs
900
+ 5.86%
$43.2 - $49.66 $38.9K - $44.7K
16.3K $803M
GE
General Electric CO

Industrials
123
+ 6.02%
$244.75 - $305.63 $30.1K - $37.6K
2.17K $652M
ABBV
Abb Vie Inc.

Healthcare
8
+ 0.3%
$184.85 - $231.54 $1.48K - $1.85K
2.64K $610M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.63K
+ 237.37%
$72.57 - $74.72 $118K - $121K
2.31K $172M
MARA
Marathon Digital Holdings, Inc.

Financial Services
6.5K
+ 846.35%
N/A
7.27K $133M
SPIB
Spdr Portfolio Intermediate Te

ETFs
3.03K
+ 5.24%
$33.26 - $34.01 $101K - $103K
60.7K $2.06B
XSMO
Invesco S&P Smallcap Momentum

ETFs
742
+ 6.67%
$67.1 - $74.29 $49.8K - $55.1K
11.9K $874M
VTI
Vanguard Total Stock Market Et

ETFs
29
+ 0.67%
$303.93 - $329.86 $8.81K - $9.57K
4.37K $1.43B
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.88K
+ 21.77%
$29.12 - $29.34 $113K - $114K
21.7K $637M
STLG
Ishares Factors Us Growth Styl

ETFs
995
+ 10.93%
N/A
10.1K $663M
CMI
Cummins Inc

Industrials
61
+ 6.66%
$327.85 - $426.39 $20K - $26K
977 $413M
XLC
Select Sector Spdr Tr Communic

ETFs
255
+ 3.12%
$105.99 - $119.41 $27K - $30.4K
8.42K $997M
VMC
Vulcan Materials CO

Basic Materials
203
+ 19.86%
$260.62 - $307.62 $52.9K - $62.4K
1.23K $377M
IVE
Ishares S&P 500 Value ETF

ETFs
317
+ 7.9%
$194.44 - $206.51 $61.6K - $65.5K
4.33K $894M
XLY
Select Sector Spdr Consumer Di

ETFs
1
+ 0.02%
$216.09 - $242.18 $216 - $242
4.91K $1.18B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
960
+ 7.92%
$49.43 - $54.52 $47.5K - $52.3K
13.1K $708M
AEP
American Electric Power CO Inc

Utilities
101
+ 0.91%
$103.26 - $115.0 $10.4K - $11.6K
11.2K $1.26B
FDL
First Tr Morningstar Dividend

ETFs
1.22K
+ 3.48%
$41.96 - $44.59 $51.3K - $54.5K
36.4K $1.58B
WMB
Williams Companies, Inc.

Energy
1.55K
+ 30.35%
$56.52 - $64.01 $87.4K - $99K
6.64K $421M
UNP
Union Pacific Corp

Industrials
376
+ 20.26%
$214.91 - $237.16 $80.8K - $89.2K
2.23K $528M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
422
+ 5.16%
$98.53 - $107.1 $41.6K - $45.2K
8.6K $902M
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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