Golden State Wealth Management, LLC New Holdings in Q2 2025

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
9.64K
New
$187.5 - $246.51 $1.81M - $2.38M
9.64K $2.38B
FCPI
Fidelity Covington Tr Stocks F

ETFs
41.1K
New
$38.29 - $46.65 $1.57M - $1.92M
41.1K $1.92B
FDVV
Fidelity High Dividend ETF

ETFs
36.8K
New
$43.6 - $52.02 $1.61M - $1.92M
36.8K $1.92B
FSMD
Fidelity Covington Tr Small Mi

ETFs
45K
New
$34.67 - $41.47 $1.56M - $1.87M
45K $1.87B
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
28.5K
New
$48.22 - $60.41 $1.37M - $1.72M
28.5K $1.7B
IOO
Ishares Tr Global 100 ETF

ETFs
11.1K
New
$84.95 - $107.81 $939K - $1.19M
11.1K $1.19B
QWLD
Spdr Index Shs Fds

ETFs
8.61K
New
$114.78 - $134.88 $989K - $1.16M
8.61K $1.16B
KORP
American Centy ETF Tr Diversif

ETFs
22.7K
New
$45.37 - $47.07 $1.03M - $1.07M
22.7K $1.07B
First Trust
32.6K
New
N/A
32.6K $686M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
7.07K
New
$79.41 - $86.53 $561K - $612K
7.07K $612M
FSIG
First Tr ETF Iv LTD Duration I
22.6K
New
$18.77 - $19.14 $424K - $433K
22.6K $432M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
2.93K
New
$55.5 - $69.0 $163K - $202K
2.93K $202M
Ishares U S
5.12K
New
N/A
5.12K $182M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
915
New
$139.8 - $197.22 $128K - $180K
915 $180M
AOK
Ishares Tr Core Conservative A

ETFs
2.64K
New
$36.09 - $39.07 $95.4K - $103K
2.64K $103M
Ishares A I
3.58K
New
N/A
3.58K $103M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
9.76K
New
$9.18 - $11.13 $89.6K - $109K
9.76K $101M
BUCK
Simplify Exchange Traded Fds S
3.37K
New
N/A
3.37K $79.7M
OSCR
Oscar Health, Inc.

Healthcare
2.8K
New
$11.6 - $21.44 $32.5K - $60K
2.8K $60M
Rocket Lab
1.34K
New
N/A
1.34K $47.9M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
682
New
$61.03 - $67.59 $41.6K - $46.1K
682 $43.7M
Hcw Biologics
10K
New
N/A
10K $39.7M
LYB
Lyondell Basell Industries N.V.

Basic Materials
600
New
$53.23 - $70.65 $31.9K - $42.4K
600 $34.7M
OGE
Oge Energy Corp.

Utilities
780
New
$42.23 - $46.38 $32.9K - $36.2K
780 $34.7M
NFG
National Fuel Gas CO

Energy
405
New
$73.0 - $86.01 $29.6K - $34.8K
405 $34.3M
VTR
Ventas, Inc.

Real Estate
536
New
$62.45 - $70.08 $33.5K - $37.6K
536 $33.9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
536
New
$49.48 - $61.22 $26.5K - $32.8K
536 $32.7M
EMLP
First Tr Exchange Traded Iv

ETFs
807
New
$33.62 - $37.89 $27.1K - $30.6K
807 $30.3M
CORT
Corcept Therapeutics Inc

Healthcare
386
New
$62.24 - $91.93 $24K - $35.5K
386 $28.3M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
216
New
$101.93 - $128.63 $22K - $27.8K
216 $27.8M
EMLD
Ftac Emerald Acquisition Corp.

Financial Services
5.9K
New
N/A
5.9K $25M
Wisdomtree Us
447
New
N/A
447 $23.5M
CGDV
Capital Group Divid Value ETF

ETFs
500
New
$31.93 - $39.49 $16K - $19.7K
500 $19.7M
Microstrategy Inc
156
New
N/A
156 $18.9M
POOL
Pool Corp

Industrials
62
New
$285.0 - $325.66 $17.7K - $20.2K
62 $18.1M
QBTS
D Wave Quantum Inc.

Technology
1.1K
New
$6.22 - $19.04 $6.84K - $20.9K
1.1K $16.1M
Coreweave Inc
90
New
N/A
90 $14.7M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
426
New
$26.97 - $32.13 $11.5K - $13.7K
426 $13.7M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
36
New
$224.32 - $326.09 $8.08K - $11.7K
36 $11.7M
Usa Rare
1K
New
N/A
1K $11M
SSRM
Ssr Mining Inc.

Basic Materials
856
New
$9.09 - $13.07 $7.78K - $11.2K
856 $10.9M
TROW
Price T Rowe Group Inc

Financial Services
106
New
$80.27 - $98.06 $8.51K - $10.4K
106 $10.3M
NWN
Northwest Natural Holding CO

Utilities
236
New
$39.62 - $44.11 $9.35K - $10.4K
236 $9.4M
Barrick Mining
437
New
N/A
437 $9.1M
OGS
One Gas, Inc.

Utilities
125
New
$71.59 - $81.38 $8.95K - $10.2K
125 $9.04M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
115
New
$62.73 - $78.42 $7.21K - $9.02K
115 $8.91M
Amplify Cybersecurity
100
New
N/A
100 $8.64M
Kovitz Core
256
New
N/A
256 $6.41M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
142
New
$27.26 - $34.48 $3.87K - $4.9K
142 $4.9M
Activity Summary
Buys All Purchases 553 New Holdings 96 Increased Positions 457 Sells All Sells 410 Reductions 409 Sold out 1 Options Calls 0 Puts 0
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