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
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.09K
+ 5.62%
$40.51 - $44.74 $44.2K - $48.9K
20.5K $883M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.22K
+ 2.33%
$43.1 - $44.6 $52.8K - $54.6K
53.7K $2.38B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.75K
+ 14.75%
$45.6 - $46.92 $79.9K - $82.3K
13.6K $637M
TRV
Travelers Companies, Inc.

Financial Services
308
+ 258.82%
$250.62 - $279.43 $77.2K - $86.1K
427 $119M
VO
Vanguard Mid Cap ETF

ETFs
88
+ 2.01%
$279.83 - $293.74 $24.6K - $25.8K
4.47K $1.31B
VEA
Vanguard Ftse Developed Market

ETFs
520
+ 2.76%
$56.02 - $60.3 $29.1K - $31.4K
19.4K $1.16B
SHOP
Shopify Inc.

Technology
420
+ 61.22%
$112.11 - $157.12 $47.1K - $66K
1.11K $164M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
354
+ 4.32%
$136.48 - $142.97 $48.3K - $50.6K
8.55K $1.2B
Te Connectivity
226
+ 32.66%
N/A
918 $202M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
496
+ 67.12%
$138.08 - $151.2 $68.5K - $75K
1.24K $187M
UPS
United Parcel Service Inc

Industrials
1.26K
+ 93.34%
$82.58 - $105.54 $104K - $133K
2.61K $218M
TMUS
T Mobile Us, Inc.

Communication Services
331
+ 48.6%
$226.02 - $259.01 $74.8K - $85.7K
1.01K $242M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.71K
+ 453.44%
$46.51 - $50.07 $79.7K - $85.8K
2.09K $98.2M
TER
Teradyne, Inc

Technology
16
+ 0.99%
$90.15 - $137.64 $1.44K - $2.2K
1.64K $225M
Ishares Bitcoin
790
+ 10.74%
N/A
8.15K $530M
CL
Colgate Palmolive CO

Consumer Defensive
1.01K
+ 703.5%
$79.36 - $93.33 $79.8K - $93.9K
1.15K $91.9M
LHX
L3 Harris Technologies, Inc.

Industrials
169
+ 34.14%
$252.18 - $305.41 $42.6K - $51.6K
664 $203M
META
Meta Platforms, Inc.

Communication Services
149
+ 1.73%
$695.21 - $791.73 $104K - $118K
8.74K $6.42B
XLE
Energy Sector Spdr

ETFs
515
+ 7.54%
$84.25 - $91.99 $43.4K - $47.4K
7.35K $656M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.01K
+ 3.26%
$49.09 - $50.58 $49.4K - $50.9K
31.9K $1.61B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.52K
+ 2.38%
$37.5 - $40.3 $56.9K - $61.1K
65.1K $2.6B
MISL
First Tr Exchange Traded Fd In
875
+ 9.62%
N/A
9.98K $413M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
169
+ 7.0%
$50.79 - $76.4 $8.58K - $12.9K
2.58K $197M
TJX
Tjx Companies Inc

Consumer Cyclical
62
+ 2.21%
$121.35 - $144.54 $7.52K - $8.96K
2.87K $415M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
116
+ 3.24%
$68.94 - $86.3 $8K - $10K
3.7K $319M
CMCSA
Comcast Corp

Communication Services
2.69K
+ 66.64%
$31.41 - $36.33 $84.5K - $97.8K
6.73K $211M
CMF
Ishares California Muni Bond E

ETFs
1.04K
+ 19.63%
$55.16 - $57.13 $57.6K - $59.6K
6.36K $363M
VB
Vanguard Small Cap ETF

ETFs
26
+ 0.75%
$237.58 - $259.17 $6.18K - $6.74K
3.47K $883M
COF
Capital One Financial Corp

Financial Services
312
+ 26.78%
$207.29 - $229.74 $64.7K - $71.7K
1.48K $314M
Linde PLC
125
+ 12.03%
N/A
1.16K $553M
UL
Unilever PLC

Consumer Defensive
1.1K
+ 148.78%
$58.43 - $65.01 $64K - $71.2K
1.83K $109M
IONQ
Ion Q, Inc.

Technology
625
+ 47.78%
$36.79 - $75.14 $23K - $47K
1.93K $119M
SMR
Nuscale Power Corp

Industrials
1.78K
+ 507.14%
$32.65 - $51.67 $58K - $91.7K
2.13K $76.5M
XLF
Financial Sector Spdr

ETFs
139
+ 0.39%
$51.37 - $54.25 $7.14K - $7.54K
36.1K $1.94B
MET
Metlife Inc

Financial Services
701
+ 105.1%
$73.82 - $82.37 $51.7K - $57.7K
1.37K $113M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
608
+ 2533.33%
$87.69 - $96.0 $53.3K - $58.4K
632 $59.6M
MS
Morgan Stanley

Financial Services
20
+ 0.69%
$139.09 - $161.16 $2.78K - $3.22K
2.94K $467M
Ishares U S
1.15K
+ 22.56%
N/A
6.27K $237M
DHR
Danaher Corp

Healthcare
267
+ 445.0%
$181.46 - $212.2 $48.4K - $56.7K
327 $64.9M
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.25K
+ 4640.74%
$33.63 - $42.59 $42.1K - $53.4K
1.28K $53.8M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
728
+ 51.16%
N/A
2.15K $144M
OSCR
Oscar Health, Inc.

Healthcare
3.05K
+ 108.93%
$13.42 - $20.45 $40.9K - $62.4K
5.85K $111M
AZN
Astrazeneca PLC

Healthcare
570
+ 57.75%
$68.72 - $82.11 $39.2K - $46.8K
1.56K $119M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
452
+ 8.26%
N/A
5.93K $626M
AVB
Avalonbay Communities Inc

Real Estate
245
+ 255.21%
$182.72 - $204.51 $44.8K - $50.1K
341 $66M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
46
+ 1.24%
$134.94 - $145.86 $6.21K - $6.71K
3.75K $545M
SFLR
Innovator Etfs Tr Equity Manag
458
+ 4.09%
N/A
11.7K $420M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
118
+ 0.9%
N/A
13.2K $1.16B
KO
Coca Cola CO

Consumer Defensive
926
+ 22.76%
$65.67 - $71.67 $60.8K - $66.4K
5K $331M
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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