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
PNC
Pnc Financial Services Group, Inc.

Financial Services
187
+ 48.07%
$185.88 - $207.44 $34.8K - $38.8K
576 $116M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
600
+ 12.09%
$43.65 - $46.42 $26.2K - $27.9K
5.56K $258M
HLN
Haleon PLC

Healthcare
4.94K
+ 181.37%
$8.72 - $10.35 $43K - $51.1K
7.66K $68.7M
Wisdomtree Us
664
+ 148.55%
N/A
1.11K $63.7M
BUCK
Simplify Exchange Traded Fds S
1.66K
+ 49.18%
N/A
5.03K $120M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.21K
+ 12.84%
$28.95 - $29.73 $34.9K - $35.8K
10.6K $315M
AVIG
American Centy ETF Tr Avantis

ETFs
767
+ 4.84%
$41.02 - $42.32 $31.5K - $32.5K
16.6K $699M
NEM
Newmont Corp

Basic Materials
359
+ 101.99%
$57.35 - $85.25 $20.6K - $30.6K
711 $59.9M
MO
Altria Group, Inc.

Consumer Defensive
3
+ 0.06%
$57.75 - $67.68 $173 - $203
5.08K $335M
C
Citigroup Inc

Financial Services
2
+ 0.09%
$85.57 - $103.49 $171 - $207
2.29K $232M
WM
Waste Management Inc

Industrials
196
+ 23.09%
$213.88 - $237.1 $41.9K - $46.5K
1.05K $231M
Super Micro
789
+ 44.43%
N/A
2.57K $123M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
25
+ 0.22%
$87.51 - $91.22 $2.19K - $2.28K
11.1K $1.01B
PSA
Public Storage

Real Estate
125
+ 223.21%
$271.94 - $298.09 $34K - $37.3K
181 $52.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
339
+ 63.48%
$98.52 - $103.93 $33.4K - $35.2K
873 $90M
JD
Jd.Com, Inc.

Consumer Cyclical
1K
+ 657.89%
$30.39 - $35.64 $30.4K - $35.6K
1.15K $40.3M
MCD
Mcdonalds Corp

Consumer Cyclical
9
+ 0.33%
$291.67 - $316.99 $2.63K - $2.85K
2.77K $843M
DTE
Dte Energy CO

Utilities
235
+ 127.72%
$130.26 - $141.49 $30.6K - $33.3K
419 $59.3M
QCOM
Qualcomm Inc

Technology
21
+ 0.49%
$145.84 - $173.55 $3.06K - $3.64K
4.3K $716M
DG
Dollar General Corp

Consumer Defensive
343
+ 184.41%
$101.86 - $116.32 $34.9K - $39.9K
529 $54.7M
ITA
Ishares Tr

ETFs
145
+ 172.62%
$184.73 - $209.26 $26.8K - $30.3K
229 $47.9M
FLMI
Franklin Dynamic Municipal Bon

ETFs
575
+ 1.65%
$23.96 - $24.81 $13.8K - $14.3K
35.5K $879M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
370
+ 13.64%
$47.99 - $54.16 $17.8K - $20K
3.08K $163M
JOBY
Joby Aviation, Inc.

Industrials
200
+ 3.88%
$9.81 - $20.39 $1.96K - $4.08K
5.35K $86.3M
DEO
Diageo PLC

Consumer Defensive
392
+ 38.66%
$93.64 - $115.33 $36.7K - $45.2K
1.41K $134M
VONG
Vanguard Russell 1000 Growth E

ETFs
254
+ 244.23%
$108.08 - $121.73 $27.5K - $30.9K
358 $43.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
518
+ 9.94%
$48.5 - $50.19 $25.1K - $26K
5.73K $287M
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 0.12%
$111.55 - $125.05 $335 - $375
2.58K $323M
APD
Air Products & Chemicals, Inc.

Basic Materials
114
+ 271.43%
$265.78 - $299.3 $30.3K - $34.1K
156 $42.5M
IEFA
Ishares Tr

ETFs
130
+ 2.59%
$81.7 - $87.53 $10.6K - $11.4K
5.14K $449M
MBB
Ishares Tr

ETFs
258
+ 10.04%
$92.46 - $95.73 $23.9K - $24.7K
2.83K $269M
CSGP
Costar Group, Inc.

Real Estate
166
+ 4.8%
$81.42 - $96.83 $13.5K - $16.1K
3.63K $306M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
919
+ 5.27%
$22.89 - $23.7 $21K - $21.8K
18.4K $433M
Jpmorgan Hedged
135
+ 1.76%
N/A
7.82K $508M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
7
+ 0.41%
$210.88 - $226.87 $1.48K - $1.59K
1.7K $386M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.11K
+ 100.54%
$23.54 - $23.97 $26.2K - $26.7K
2.22K $53.2M
TGT
Target Corp

Consumer Defensive
365
+ 54.72%
$86.56 - $107.43 $31.6K - $39.2K
1.03K $92.6M
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
ARKW
Ark Next Generation Internet E

ETFs
100
+ 66.67%
$144.46 - $174.76 $14.4K - $17.5K
250 $43.7M
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
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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