Golden State Wealth Management, LLC Reduced Holdings in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
-34K
- 22.34%
$50.23 - $50.48 $1.71M - $1.72M
118K $5.95B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-33.7K
- 65.09%
$43.36 - $44.8 $1.46M - $1.51M
18.1K $803M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-24.5K
- 35.18%
$50.47 - $50.74 $1.24M - $1.25M
45.2K $2.29B
RDVY
First Trust Rising Dividend Ac

ETFs
-31.1K
- 13.87%
$62.38 - $67.29 $1.94M - $2.1M
193K $13B
FSK
Fs Kkr Capital Corp

Financial Services
-48K
- 81.67%
$14.93 - $22.48 $717K - $1.08M
10.8K $161M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-16.8K
- 58.99%
$57.15 - $62.12 $960K - $1.04M
11.7K $725M
FVD
First Tr Value Line Divid Inde

ETFs
-31.2K
- 6.53%
$44.73 - $46.86 $1.4M - $1.46M
446K $20.6B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-11.7K
- 15.24%
$55.15 - $58.11 $647K - $681K
65.2K $3.75B
NOW
Service Now, Inc.

Technology
-444
- 88.27%
$850.86 - $1044.69 $378K - $464K
59 $54.8M
QWLD
Spdr Index Shs Fds

ETFs
-3.41K
- 39.6%
$132.92 - $140.43 $453K - $479K
5.2K $731M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-911
- 22.35%
$567.09 - $607.37 $517K - $553K
3.17K $1.89B
COST
Costco Wholesale Corp

Consumer Defensive
-162
- 4.17%
$915.95 - $994.57 $148K - $161K
3.72K $3.44B
PULS
Pgim ETF Tr

ETFs
-7.72K
- 31.22%
$49.58 - $49.83 $383K - $385K
17K $848M
SBLK
Star Bulk Carriers Corp.

Industrials
-22K
- 89.33%
$17.38 - $19.87 $382K - $437K
2.63K $48.8M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.66K
- 20.72%
$100.16 - $100.7 $367K - $369K
14K $1.41B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-5.06K
- 22.26%
$72.01 - $74.44 $364K - $377K
17.7K $1.3B
GAL
Ssga Active ETF Tr

ETFs
-8.36K
- 31.13%
$46.79 - $49.44 $391K - $413K
18.5K $909M
FICS
First Tr Exchange Traded Fd Vi

ETFs
-4.75K
- 4.16%
$37.37 - $39.97 $178K - $190K
110K $4.18B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.73K
- 10.38%
$59.81 - $60.11 $283K - $284K
40.8K $2.45B
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-5.33K
- 61.84%
$50.7 - $54.86 $270K - $292K
3.29K $180M
EFG
Msci Eafe Growth ETF

ETFs
-2.41K
- 26.44%
$106.99 - $114.46 $258K - $276K
6.7K $763M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-4.91K
- 47.01%
$50.53 - $50.82 $248K - $249K
5.53K $281M
GAB
Gabelli Equity Trust Inc

Financial Services
-53.4K
- 15.7%
$5.81 - $6.32 $310K - $337K
287K $1.74B
NFLX
Netflix Inc

Communication Services
-40
- 3.1%
$1147.87 - $1297.18 $45.9K - $51.9K
1.25K $1.5B
CRM
Salesforce, Inc.

Technology
-648
- 35.82%
$231.66 - $273.65 $150K - $177K
1.16K $275M
HUSV
First Tr ETF Iii Horizon Manag
-4.83K
- 2.66%
N/A
177K $7.04B
ISRG
Intuitive Surgical Inc

Healthcare
-112
- 6.78%
$433.66 - $544.47 $48.6K - $61K
1.54K $689M
PFE
Pfizer Inc

Healthcare
-8.69K
- 32.85%
$23.29 - $25.88 $202K - $225K
17.8K $453M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-990
- 53.14%
$138.59 - $171.12 $137K - $169K
873 $123M
KORP
American Centy ETF Tr Diversif

ETFs
-3.97K
- 17.46%
$46.36 - $47.95 $184K - $190K
18.8K $893M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.87K
- 8.01%
$192.76 - $203.86 $361K - $381K
21.5K $4.38B
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-1.89K
- 26.77%
$85.71 - $86.94 $162K - $164K
5.18K $450M
HTGC
Hercules Capital, Inc.

Financial Services
-11K
- 14.51%
$18.34 - $19.53 $201K - $214K
64.6K $1.22B
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-2.29K
- 22.88%
$77.99 - $84.32 $179K - $193K
7.72K $644M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.4K
- 3.02%
$100.37 - $100.74 $140K - $141K
44.8K $4.51B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.24K
- 29.1%
$85.01 - $90.35 $105K - $112K
3.01K $269M
IAU
Ishares Gold Trust

ETFs
-2.93K
- 28.35%
$61.62 - $72.77 $181K - $214K
7.42K $540M
XLI
Industrial Sector Spdr

ETFs
-1.01K
- 13.33%
$147.94 - $154.99 $150K - $157K
6.59K $1.02B
CRWD
Crowd Strike Holdings, Inc.

Technology
-159
- 13.74%
$412.46 - $514.1 $65.6K - $81.7K
998 $489M
ACN
Accenture PLC

Technology
-179
- 16.85%
$232.56 - $304.78 $41.6K - $54.6K
883 $218M
VNLA
Janus Henderson Short Duration

ETFs
-2.17K
- 1.94%
$48.99 - $49.29 $106K - $107K
109K $5.39B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.71K
- 4.1%
$45.26 - $46.63 $123K - $126K
63.3K $2.93B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-353
- 60.55%
$275.84 - $326.36 $97.4K - $115K
230 $75.1M
DIS
Walt Disney CO

Communication Services
-111
- 1.41%
$112.25 - $124.0 $12.5K - $13.8K
7.75K $887M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.63K
- 78.72%
$30.71 - $30.86 $80.9K - $81.3K
712 $22M
VGIT
Vanguard Intermediate Term Tre

ETFs
-1.34K
- 94.18%
$58.97 - $60.36 $79.1K - $81K
83 $5.02M
Lithium Amers
-33K
- 89.19%
N/A
4K $22.8M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1.03K
- 15.27%
$70.85 - $76.96 $72.8K - $79.1K
5.7K $433M
FSIG
First Tr ETF Iv LTD Duration I
-4.02K
- 17.77%
$19.03 - $19.33 $76.4K - $77.6K
18.6K $357M
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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