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
WAL
Western Alliance Bancorporation

Financial Services
100
+ 120.48%
$76.33 - $91.49 $7.63K - $9.15K
183 $15.9M
CDNS
Cadence Design Systems Inc

Technology
16
+ 20.25%
$309.46 - $373.37 $4.95K - $5.97K
95 $33.4M
SQ
Block, Inc.

Technology
80
+ 10.94%
N/A
811 $58.6M
ASTS
Ast Space Mobile, Inc.

Communication Services
85
+ 4.25%
$36.91 - $60.06 $3.14K - $5.11K
2.09K $102M
CG
Carlyle Group Inc.

Financial Services
50
+ 10.0%
$52.82 - $69.35 $2.64K - $3.47K
550 $34.5M
MDT
Medtronic PLC

Healthcare
7
+ 0.72%
$87.67 - $95.74 $614 - $670
979 $93.2M
MA
Mastercard Inc

Financial Services
6
+ 0.84%
$550.18 - $598.96 $3.3K - $3.59K
724 $412M
PDI
Pimco Dynamic Income Fund

Financial Services
177
+ 3.0%
$18.85 - $20.07 $3.34K - $3.55K
6.07K $120M
TROW
Price T Rowe Group Inc

Financial Services
72
+ 67.92%
$98.67 - $111.52 $7.1K - $8.03K
178 $18.3M
PLD
Prologis, Inc.

Real Estate
2
+ 0.25%
$104.08 - $115.35 $208 - $231
818 $93.7M
TSCO
Tractor Supply CO

Consumer Cyclical
117
+ 89.31%
$54.08 - $62.65 $6.33K - $7.33K
248 $14.1M
QRVO
Qorvo, Inc.

Technology
10
+ 1.01%
$83.6 - $96.31 $836 - $963
1K $91.4M
AGCO
Agco Corp

Industrials
64
+ 177.78%
$106.41 - $117.97 $6.81K - $7.55K
100 $10.7M
USB
Us Bancorp \De\

Financial Services
3
+ 0.14%
$43.94 - $50.41 $132 - $151
2.23K $108M
SCCO
Southern Copper Corp

Basic Materials
3
+ 0.97%
$90.54 - $121.36 $272 - $364
313 $38M
CB
Chubb LTD

Financial Services
36
+ 7.36%
$265.99 - $289.59 $9.58K - $10.4K
525 $148M
JMEE
J P Morgan Exchange Traded Fd

ETFs
57
+ 8.51%
$59.19 - $64.47 $3.37K - $3.67K
727 $46.1M
CCL
Carnival Corp

Consumer Cyclical
100
+ 2.27%
$28.37 - $32.49 $2.84K - $3.25K
4.5K $130M
NBCM
Neuberger Berman ETF Tr Commod
249
+ 102.05%
N/A
493 $11.6M
Flaherty & Crumrine
67
+ 1.65%
N/A
4.13K $89.4M
INDA
Ishares Msci India Index Fund

ETFs
190
+ 17.27%
$51.98 - $55.84 $9.88K - $10.6K
1.29K $67.2M
IWN
Ishares Russell2000 Val ETF

ETFs
1
+ 0.33%
$157.1 - $178.94 $157 - $179
308 $54.5M
Strategy Inc
111
+ 71.15%
N/A
267 $24.5M
ADSK
Autodesk, Inc.

Technology
10
+ 3.37%
N/A
307 $97.5M
LEVI
Levi Strauss & CO

Consumer Cyclical
8
+ 0.72%
$18.87 - $23.3 $151 - $186
1.12K $26.1M
Gsk PLC
2
+ 0.18%
N/A
1.14K $49.3M
Barrick Mining
5
+ 1.14%
N/A
442 $14.5M
CTAS
Cintas Corp

Industrials
40
+ 24.84%
$199.29 - $226.27 $7.97K - $9.05K
201 $41.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.1%
$51.78 - $57.89 $51.8 - $57.9
983 $56.6M
AWK
American Water Works Company, Inc.

Utilities
38
+ 3.39%
$135.05 - $147.0 $5.13K - $5.59K
1.16K $161M
COPX
Global X Copper Miners ETF

ETFs
2
+ 0.59%
$42.75 - $59.81 $85.5 - $120
340 $20.4M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
2
+ 0.14%
$46.4 - $51.49 $92.8 - $103
1.39K $69.6M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
13
+ 0.57%
$23.82 - $25.84 $310 - $336
2.3K $59.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6
+ 0.22%
$28.15 - $30.13 $169 - $181
2.75K $81.5M
Coreweave Inc
50
+ 55.56%
N/A
140 $19.2M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
103
+ 1.69%
$25.83 - $26.47 $2.66K - $2.73K
6.2K $163M
ADBE
Adobe Inc.

Technology
28
+ 16.77%
$333.65 - $392.1 $9.34K - $11K
195 $68.8M
SLB
Schlumberger Limited

Energy
105
+ 11.41%
$32.37 - $37.31 $3.4K - $3.92K
1.03K $35.2M
VTR
Ventas, Inc.

Real Estate
4
+ 0.75%
$62.76 - $69.99 $251 - $280
540 $37.8M
IXUS
Ishares Tr

ETFs
1
+ 0.14%
$76.35 - $82.58 $76.4 - $82.6
714 $59M
TWLO
Twilio Inc

Communication Services
45
+ 150.0%
$92.44 - $132.7 $4.16K - $5.97K
75 $7.51M
VCIT
Vanguard Intermediate Term Cor

ETFs
16
+ 0.79%
$81.75 - $84.54 $1.31K - $1.35K
2.05K $172M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
29
+ 0.63%
$46.86 - $48.27 $1.36K - $1.4K
4.63K $222M
EPD
Enterprise Products Partners L.P.

Energy
57
+ 0.81%
$30.74 - $32.14 $1.75K - $1.83K
7.08K $221M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2
+ 0.27%
$63.41 - $69.69 $127 - $139
733 $50.2M
THW
Tekla World Healthcare Fund

Financial Services
28
+ 2.04%
$10.16 - $12.6 $284 - $353
1.4K $17.7M
BBDC
Barings Bdc, Inc.

Financial Services
707
+ 9.99%
$8.76 - $9.9 $6.19K - $7K
7.78K $68.2M
DDOG
Datadog, Inc.

Technology
24
+ 1200.0%
$124.52 - $155.15 $2.99K - $3.72K
26 $3.7M
NFG
National Fuel Gas CO

Energy
2
+ 0.49%
$82.19 - $93.72 $164 - $187
407 $37.7M
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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