Golden State Wealth Management, LLC Reduced Holdings in Q2 2025

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-531
- 0.41%
$172.42 - $223.89 $91.6K - $119K
128K $26.3B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-2.24K
- 35.51%
$468.22 - $566.51 $1.05M - $1.27M
4.08K $2.31B
GAB
Gabelli Equity Trust Inc

Financial Services
-179K
- 34.47%
$4.97 - $5.87 $889K - $1.05M
340K $1.98B
VTI
Vanguard Total Stock Market Et

ETFs
-2.84K
- 39.54%
$243.75 - $303.93 $692K - $862K
4.34K $1.32B
FTHI
First Trust Exchange Traded Fd

ETFs
-29.3K
- 95.87%
$19.66 - $22.85 $576K - $670K
1.26K $28.9M
HTGC
Hercules Capital, Inc.

Financial Services
-27.9K
- 27.01%
$16.24 - $19.1 $454K - $534K
75.5K $1.38B
UNH
Unitedhealth Group Inc

Healthcare
-750
- 45.54%
$274.35 - $599.47 $206K - $450K
897 $280M
SBUX
Starbucks Corp

Consumer Cyclical
-4.5K
- 54.84%
$79.69 - $99.41 $358K - $447K
3.7K $339M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-4.49K
- 8.86%
$100.35 - $100.71 $451K - $452K
46.2K $4.65B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.12K
- 89.94%
$72.02 - $73.82 $441K - $452K
685 $50.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-23.2K
- 93.35%
$14.97 - $16.79 $347K - $389K
1.65K $27.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.47K
- 96.9%
$77.74 - $78.78 $348K - $352K
143 $11.3M
ARCC
Ares Capital Corp

Financial Services
-15K
- 76.42%
$18.91 - $22.43 $284K - $337K
4.63K $102M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-10.8K
- 45.95%
$29.12 - $35.84 $313K - $385K
12.6K $453M
IWD
Ishares Russell 1000 Val ETF

ETFs
-2.33K
- 9.08%
$166.82 - $194.23 $389K - $453K
23.4K $4.54B
USXF
Ishares Esg Advanced Msci Usa

Technology
-5.44K
- 92.07%
$41.54 - $53.93 $226K - $293K
469 $25.3M
BNDX
Vanguard Total International B

ETFs
-5.04K
- 82.69%
$48.77 - $49.55 $246K - $250K
1.06K $52.3M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-9.83K
- 48.47%
$24.38 - $30.18 $240K - $297K
10.4K $315M
MA
Mastercard Inc

Financial Services
-439
- 37.94%
$479.92 - $590.74 $211K - $259K
718 $404M
FYC
First Trust Small Cap Growth A

ETFs
-3.57K
- 66.59%
$61.01 - $79.58 $218K - $284K
1.79K $142M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-3.99K
- 25.49%
$45.3 - $50.64 $181K - $202K
11.7K $573M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-5.2K
- 41.77%
$35.62 - $39.64 $185K - $206K
7.24K $282M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.11K
- 33.15%
$83.97 - $92.85 $177K - $196K
4.25K $375M
CVX
Chevron Corp

Energy
-88
- 1.12%
$133.73 - $168.51 $11.8K - $14.8K
7.75K $1.11B
XLE
Energy Sector Spdr

ETFs
-1.47K
- 17.73%
$76.44 - $94.13 $113K - $139K
6.83K $579M
XLV
Select Sector Spdr Fund Health

ETFs
-755
- 9.21%
$128.77 - $144.3 $97.2K - $109K
7.44K $1B
FTCS
First Trust Capital Strength E

ETFs
-3.71K
- 3.15%
$81.6 - $92.39 $303K - $343K
114K $10.4B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-8.01K
- 1.57%
$24.98 - $25.66 $200K - $206K
504K $12.9B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.89K
- 5.97%
$59.8 - $60.07 $173K - $174K
45.5K $2.73B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.33K
- 64.83%
$22.54 - $23.17 $165K - $170K
3.97K $91.3M
PFE
Pfizer Inc

Healthcare
-5.48K
- 17.16%
$21.59 - $24.84 $118K - $136K
26.5K $641M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-4.12K
- 25.12%
$40.41 - $40.68 $166K - $167K
12.3K $499M
NXPI
Nxp Semiconductors N.V.

Technology
-911
- 58.89%
$153.5 - $218.72 $140K - $199K
636 $139M
HUSV
First Tr ETF Iii Horizon Manag
-2.68K
- 1.45%
N/A
181K $7.25B
XOM
Exxon Mobil Corp

Energy
-353
- 3.65%
$99.93 - $119.04 $35.3K - $42K
9.31K $1B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-2.11K
- 3.92%
$49.12 - $50.93 $104K - $107K
51.8K $2.58B
MBB
Ishares Tr

ETFs
-1.43K
- 35.68%
$91.41 - $94.22 $130K - $134K
2.57K $241M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.83K
- 10.66%
$44.37 - $50.04 $81K - $91.3K
15.3K $728M
VZ
Verizon Communications Inc

Communication Services
-1.65K
- 5.95%
$41.67 - $45.62 $68.7K - $75.2K
26.1K $1.13B
SPMD
Spdr Portfolio

ETFs
-6.38K
- 9.29%
$44.89 - $54.38 $286K - $347K
62.3K $3.39B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.43K
- 65.77%
$49.73 - $51.44 $121K - $125K
1.27K $65.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.33K
- 8.31%
$90.56 - $109.49 $211K - $255K
25.7K $2.81B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-6.03K
- 20.13%
$32.66 - $40.75 $197K - $246K
23.9K $968M
SBLK
Star Bulk Carriers Corp.

Industrials
-10.4K
- 29.61%
$12.66 - $17.4 $131K - $180K
24.6K $425M
STZ
Constellation Brands, Inc.

Consumer Defensive
-583
- 60.48%
$160.0 - $195.62 $93.3K - $114K
381 $62.1M
VAW
Vanguard Materials ETF

ETFs
-651
- 29.58%
$163.82 - $196.64 $107K - $128K
1.55K $302M
PID
Invesco Exchange Traded Fd Tr

ETFs
-8.13K
- 21.64%
N/A
29.5K $604M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-1.02K
- 15.71%
N/A
5.47K $578M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.11K
- 50.89%
$50.08 - $63.14 $106K - $133K
2.04K $129M
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email