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
BMRN
Biomarin Pharmaceutical Inc

Healthcare
63
+ 49.61%
$52.62 - $61.93 $3.32K - $3.9K
190 $10.3M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
301
+ 1.16%
$34.21 - $36.13 $10.3K - $10.9K
26.3K $913M
TTWO
Take Two Interactive Software Inc

Communication Services
10
+ 32.26%
$217.37 - $259.96 $2.17K - $2.6K
41 $10.6M
CGMU
Capital Group Core Plus Income
29
+ 0.86%
N/A
3.4K $92.8M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
61
+ 11.62%
$42.75 - $43.37 $2.61K - $2.65K
586 $25.4M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
2
+ 0.37%
$50.48 - $57.12 $101 - $114
537 $30M
Amentum Holdings
106
+ 63.86%
N/A
272 $6.52M
Ishares High
47
+ 9.73%
N/A
530 $26.1M
U
Unity Software Inc.

Technology
25
+ 25.51%
$24.01 - $46.53 $600 - $1.16K
123 $4.93M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
47
+ 16.21%
$42.43 - $45.05 $1.99K - $2.12K
337 $14.8M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
9
+ 0.07%
$19.85 - $20.2 $179 - $182
12.6K $252M
XYLD
Global X Fds S&P 500 Covered C

ETFs
2
+ 0.03%
$38.52 - $39.39 $77 - $78.8
7.25K $284M
ED
Consolidated Edison Inc

Utilities
22
+ 2.63%
$95.57 - $105.36 $2.1K - $2.32K
859 $86.3M
SITE
Site One Landscape Supply, Inc.

Industrials
10
+ 7.63%
$121.97 - $152.97 $1.22K - $1.53K
141 $18.2M
MUB
Ishares National Muni Bond ETF

ETFs
5
+ 0.57%
$103.24 - $106.68 $516 - $533
889 $94.8M
FTGC
First Trust Global Tactical CO

ETFs
3
+ 0.17%
$24.67 - $26.32 $74 - $79
1.81K $46.8M
AEE
Ameren Corp

Utilities
3
+ 1.34%
$95.0 - $104.38 $285 - $313
227 $23.8M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3
+ 0.44%
$61.56 - $66.95 $185 - $201
685 $45.8M
ON
On Semiconductor Corp

Technology
50
+ 45.87%
$46.98 - $62.45 $2.35K - $3.12K
159 $7.84M
IEF
Ishares Barclays

ETFs
13
+ 0.96%
$93.91 - $97.26 $1.22K - $1.26K
1.37K $132M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7
+ 0.57%
N/A
1.23K $50.5M
Solventum Corp
33
+ 25.58%
N/A
162 $11.8M
ES
Eversource Energy

Utilities
1
+ 0.4%
$62.86 - $71.14 $62.9 - $71.1
253 $18.1M
DVN
Devon Energy Corp

Energy
10
+ 2.04%
$31.75 - $36.99 $318 - $370
499 $17.5M
HQY
Healthequity, Inc.

Healthcare
20
+ 500.0%
$87.42 - $103.12 $1.75K - $2.06K
24 $2.27M
OGE
Oge Energy Corp.

Utilities
8
+ 1.03%
$43.46 - $46.27 $348 - $370
788 $36.5M
EQIX
Equinix Inc

Real Estate
3
+ 6.38%
$756.7 - $811.13 $2.27K - $2.43K
50 $39.2M
STAA
Staar Surgical CO

Healthcare
50
+ 125.0%
$16.61 - $28.57 $831 - $1.43K
90 $2.42M
GWRE
Guidewire Software, Inc.

Technology
8
+ 44.44%
$207.82 - $261.88 $1.66K - $2.1K
26 $5.98M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
31
+ 2.31%
$11.64 - $15.79 $361 - $489
1.38K $20.2M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
33
+ 0.34%
N/A
9.83K $491M
Brookfield Asset
28
+ 84.85%
N/A
61 $3.47M
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
FNDF
Schwab Fundamental Intl Large

ETFs
13
+ 3.93%
$39.84 - $43.15 $518 - $561
344 $14.8M
SHEL
Shell PLC

Energy
4
+ 0.37%
$69.82 - $73.93 $279 - $296
1.1K $78.6M
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
LQD
Ishares Iboxx $ Investment Gra

ETFs
1
+ 0.15%
$107.66 - $112.36 $108 - $112
683 $76.2M
NWN
Northwest Natural Holding CO

Utilities
3
+ 1.27%
$39.48 - $44.93 $118 - $135
239 $10.8M
CGDV
Capital Group Divid Value ETF

ETFs
1
+ 0.2%
$39.59 - $42.21 $39.6 - $42.2
501 $21.1M
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
IYF
Ishares Tr

ETFs
1
+ 0.51%
$119.89 - $127.16 $120 - $127
198 $25.1M
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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