Golden State Wealth Management, LLC New Holdings in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MRCY
Mercury Systems Inc

Industrials
30
New
$50.09 - $77.4 $1.5K - $2.32K
30 $2.32M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
111
New
$20.41 - $20.67 $2.27K - $2.29K
111 $2.29M
LOB
Live Oak Bancshares, Inc.

Financial Services
65
New
$30.54 - $38.72 $1.99K - $2.52K
65 $2.29M
ALRM
Alarm.Com Holdings, Inc.

Technology
43
New
$51.29 - $59.16 $2.21K - $2.54K
43 $2.28M
TMDX
Trans Medics Group, Inc.

Healthcare
20
New
$103.61 - $132.04 $2.07K - $2.64K
20 $2.24M
CLBT
Cellebrite Di Ltd.

Technology
120
New
$13.52 - $18.97 $1.62K - $2.28K
120 $2.22M
Fuelcell Energy
275
New
N/A
275 $2.15M
ATEC
Alphatec Holdings, Inc.

Healthcare
144
New
$10.31 - $16.55 $1.48K - $2.38K
144 $2.09M
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
22
New
$84.46 - $96.68 $1.86K - $2.13K
22 $2.09M
Lucid Group
87
New
N/A
87 $2.07M
TTD
Trade Desk, Inc.

Technology
40
New
$43.93 - $89.76 $1.76K - $3.59K
40 $1.96M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
75
New
$25.5 - $35.2 $1.91K - $2.64K
75 $1.91M
FN
Fabrinet

Technology
5
New
$277.04 - $389.47 $1.39K - $1.95K
5 $1.82M
HRI
Herc Holdings Inc

Industrials
15
New
$110.5 - $149.88 $1.66K - $2.25K
15 $1.75M
Howard Hughes
21
New
N/A
21 $1.73M
Serve Robotics
144
New
N/A
144 $1.68M
BSCV
Invesco ETF Self Indexed Fd Tr
99
New
$16.39 - $16.83 $1.62K - $1.67K
99 $1.66M
BRBR
Bellring Brands, Inc.

Consumer Defensive
45
New
$35.51 - $58.78 $1.6K - $2.65K
45 $1.64M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
67
New
$23.13 - $23.54 $1.55K - $1.58K
67 $1.57M
TYL
Tyler Technologies Inc

Technology
3
New
$522.22 - $611.76 $1.57K - $1.84K
3 $1.57M
NTNX
Nutanix, Inc.

Technology
21
New
$66.06 - $81.12 $1.39K - $1.7K
21 $1.56M
TREX
Trex CO Inc

Industrials
30
New
$50.48 - $68.49 $1.51K - $2.05K
30 $1.55M
DOCN
Digital Ocean Holdings, Inc.

Technology
45
New
$25.74 - $37.71 $1.16K - $1.7K
45 $1.54M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
27
New
$41.53 - $66.18 $1.12K - $1.79K
27 $1.53M
Qxo Inc
80
New
N/A
80 $1.53M
UMC
United Microelectronics Corp

Technology
201
New
$6.58 - $7.86 $1.32K - $1.58K
201 $1.52M
PLMR
Palomar Holdings, Inc.

Financial Services
13
New
$112.26 - $148.79 $1.46K - $1.93K
13 $1.52M
STAG
Stag Industrial, Inc.

Real Estate
43
New
$34.28 - $36.97 $1.47K - $1.59K
43 $1.52M
CCI
Crown Castle International Corp

Real Estate
15
New
$92.96 - $113.91 $1.39K - $1.71K
15 $1.45M
GXO
Gxo Logistics, Inc.

Industrials
27
New
$48.07 - $54.59 $1.3K - $1.47K
27 $1.43M
Ibotta Inc
51
New
N/A
51 $1.42M
HXL
Hexcel Corp

Industrials
22
New
$57.15 - $64.88 $1.26K - $1.43K
22 $1.38M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
20
New
$64.17 - $68.19 $1.28K - $1.36K
20 $1.36M
SBAC
Sba Communications Corp

Real Estate
7
New
$191.35 - $239.35 $1.34K - $1.68K
7 $1.35M
Six Flags
58
New
N/A
58 $1.32M
SG
Sweetgreen, Inc.

Consumer Cyclical
150
New
$7.98 - $16.26 $1.2K - $2.44K
150 $1.2M
GSHD
Goosehead Insurance, Inc.

Financial Services
16
New
$73.5 - $104.57 $1.18K - $1.67K
16 $1.19M
IGLB
Ishares 10+ Year Investment Gr

ETFs
23
New
$48.96 - $52.08 $1.13K - $1.2K
23 $1.19M
Invesco Bulletshares
54
New
N/A
54 $1.16M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
53
New
$20.77 - $21.32 $1.1K - $1.13K
53 $1.13M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
58
New
$18.61 - $18.94 $1.08K - $1.1K
58 $1.1M
Doubleline Mortgage
22
New
N/A
22 $1.09M
WCN
Waste Connections, Inc.

Industrials
6
New
$171.32 - $191.84 $1.03K - $1.15K
6 $1.06M
Doubleline Commercial
20
New
N/A
20 $1.04M
Netskope Inc
45
New
N/A
45 $1.02M
RXO
Rxo, Inc.
64
New
$14.25 - $17.9 $912 - $1.15K
64 $984K
SPYI
Shp ETF Tr Neos S&P 500 High I
18
New
N/A
18 $951K
Sonnet Biotherapeutics
202
New
N/A
202 $925K
BOX
Box Inc

Technology
28
New
$31.03 - $33.73 $869 - $944
28 $904K
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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