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
VRRM
Verra Mobility Corp

Industrials
36
New
$23.49 - $25.65 $846 - $923
36 $889K
Snow Lake
197
New
N/A
197 $863K
CFLT
Confluent, Inc.

Technology
40
New
$15.91 - $27.35 $636 - $1.09K
40 $792K
FSV
First Service Corp

Real Estate
4
New
$175.69 - $208.43 $703 - $834
4 $762K
CGGR
Capital Group Growth ETF Shs C

ETFs
17
New
$40.2 - $44.58 $683 - $758
17 $747K
Spdr Ssga
27
New
N/A
27 $679K
GIC
Global Industrial CO

Industrials
18
New
$26.89 - $38.46 $484 - $692
18 $660K
UFPT
Ufp Technologies Inc

Healthcare
3
New
$190.04 - $252.55 $570 - $758
3 $599K
MNDY
Monday.Com Ltd.

Technology
3
New
$171.46 - $309.62 $514 - $929
3 $581K
SCHP
Schwab Strategic Us Tips ETF

ETFs
19
New
$26.44 - $27.1 $502 - $515
19 $514K
SSTK
Shutterstock, Inc.

Communication Services
23
New
$18.17 - $22.02 $418 - $506
23 $480K
SATS
Echo Star Corp

Technology
6
New
$26.33 - $83.57 $158 - $501
6 $458K
VNO
Vornado Realty Trust

Real Estate
11
New
$35.91 - $42.97 $395 - $473
11 $446K
STNE
Stone Co Ltd.

Technology
21
New
$12.57 - $19.46 $264 - $409
21 $397K
Cohen & Steers
4.83K
New
N/A
4.83K $378K
ANIP
Ani Pharmaceuticals Inc

Healthcare
4
New
$63.35 - $98.81 $253 - $395
4 $366K
CGNX
Cognex Corp

Technology
8
New
$31.85 - $46.54 $255 - $372
8 $362K
CRNC
Cerence Inc.

Technology
25
New
$8.14 - $13.52 $204 - $338
25 $312K
MLPA
Global X Mlp ETF

ETFs
6
New
$48.25 - $51.56 $290 - $309
6 $291K
ADT
Adt Inc.

Industrials
30
New
$8.27 - $8.85 $248 - $266
30 $261K
CGGO
Capital Group Global Growth Eq

ETFs
7
New
$31.71 - $34.17 $222 - $239
7 $239K
AIKI
A Ikido Pharma Inc.

Healthcare
30
New
N/A
30 $213K
EFAD
Proshares Tr Proshares Msci Ea

ETFs
5
New
$40.75 - $42.89 $204 - $214
5 $212K
BE
Bloom Energy Corp

Industrials
2
New
$22.13 - $86.27 $44.3 - $173
2 $169K
HL
Hecla Mining CO

Basic Materials
10
New
$5.59 - $12.1 $55.9 - $121
10 $121K
DBX
Dropbox, Inc.

Technology
4
New
$26.13 - $32.17 $105 - $129
4 $121K
BROS
Dutch Bros Inc.

Consumer Cyclical
2
New
$52.34 - $74.24 $105 - $148
2 $105K
EXFY
Expensify, Inc.

Technology
55
New
$1.7 - $2.61 $93.5 - $144
55 $102K
Amplify Junior
4
New
N/A
4 $92K
LOVE
Lovesac CO

Consumer Cyclical
5
New
$16.93 - $20.75 $84.7 - $104
5 $85K
JAN
Jan One Inc.

Industrials
30
New
N/A
30 $81K
IRBT
Irobot Corp

Consumer Cyclical
9
New
$3.14 - $5.23 $28.3 - $47.1
9 $32K
CSIQ
Canadian Solar Inc.

Technology
2
New
$9.51 - $14.09 $19 - $28.2
2 $26K
NVAX
Novavax Inc

Healthcare
2
New
$6.56 - $9.71 $13.1 - $19.4
2 $17K
Trivago N V
4
New
N/A
4 $13K
SCKT
Socket Mobile, Inc.

Technology
5
New
$0.92 - $1.24 $4.6 - $6.2
5 $5K
PBE
Invesco Exchange Traded Fd Tr

ETFs
0
New
$64.0 - $71.44 $0 - $0
0 $0
ROBO
Robo Global Robotics And Autom

ETFs
0
New
$59.49 - $67.23 $0 - $0
0 $0
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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