Golden State Wealth Management, LLC Reduced Holdings in Q1 2025

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STT
State Street Corp

Financial Services
-310
- 65.13%
$84.47 - $102.23 $26.2K - $31.7K
166 $14.9M
AAL
American Airlines Group Inc.

Industrials
-1.71K
- 54.83%
N/A
1.41K $14.9M
VDC
Vanguard Consumer Staples ETF

ETFs
-67
- 49.63%
$206.54 - $226.16 $13.8K - $15.2K
68 $14.9M
CHWY
Chewy, Inc.

Consumer Cyclical
-481
- 51.12%
$31.83 - $39.8 $15.3K - $19.1K
460 $15M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-498
- 50.0%
$29.82 - $30.1 $14.9K - $15K
498 $15M
Nuveen Global
-1.15K
- 50.0%
N/A
1.15K $15M
ATI
Allegheny Technologies Inc

Industrials
-304
- 51.01%
$50.0 - $65.86 $15.2K - $20K
292 $15.2M
Spdr Msci
-429
- 50.0%
N/A
429 $15.2M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-488
- 51.42%
$32.86 - $38.05 $16K - $18.6K
461 $15.3M
HPQ
Hp Inc

Technology
-966
- 63.55%
$27.69 - $34.72 $26.7K - $33.5K
554 $15.3M
PPL
Ppl Corp

Utilities
-2.37K
- 84.69%
$31.68 - $36.11 $75K - $85.5K
428 $15.5M
EEM
Ishares Msci Emerging Markets

ETFs
-352
- 50.0%
$40.81 - $45.34 $14.4K - $16K
352 $15.4M
TRFM
ETF Ser Solutions Aam Transfor
-446
- 50.0%
$34.51 - $41.76 $15.4K - $18.6K
446 $15.4M
DOW
Dow Inc.

Basic Materials
-736
- 62.43%
$34.36 - $41.92 $25.3K - $30.9K
443 $15.5M
SKOR
Flexshares Tr Credit Scored Us

ETFs
-321
- 50.0%
$47.35 - $48.46 $15.2K - $15.6K
321 $15.5M
ES
Eversource Energy

Utilities
-578
- 69.81%
$55.63 - $63.8 $32.2K - $36.9K
250 $15.6M
Brookfield Corp
-296
- 50.0%
N/A
296 $15.5M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
-1.74K
- 50.0%
$8.5 - $11.33 $14.7K - $19.7K
1.74K $15.7M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-282
- 50.0%
$52.16 - $56.68 $14.7K - $16K
282 $15.7M
LITE
Lumentum Holdings Inc.

Technology
-260
- 50.78%
$57.41 - $100.38 $14.9K - $26.1K
252 $15.7M
GWW
W.W. Grainger, Inc.

Industrials
-109
- 87.2%
$953.54 - $1132.42 $104K - $123K
16 $15.8M
ASX
Ase Technology Holding Co., Ltd.

Technology
-1.8K
- 50.0%
$8.76 - $11.36 $15.7K - $20.4K
1.8K $15.7M
TRP
Tc Energy Corp

Energy
-742
- 68.96%
$44.29 - $49.27 $32.9K - $36.6K
334 $15.8M
D
Dominion Energy, Inc

Utilities
-628
- 69.01%
$52.85 - $57.43 $33.2K - $36.1K
282 $15.8M
DTE
Dte Energy CO

Utilities
-1.19K
- 91.17%
$117.6 - $138.27 $140K - $164K
115 $16M
Hennessy Stance
-530
- 50.0%
N/A
530 $15.8M
FDM
First Trust Dow Jones Select M

ETFs
-255
- 50.0%
$61.73 - $71.81 $15.7K - $18.3K
255 $15.9M
KBE
Spdr S&P Bank ETF

ETFs
-300
- 50.0%
$51.28 - $59.92 $15.4K - $18K
300 $15.9M
ARKW
Ark Next Generation Internet E

ETFs
-168
- 50.0%
$91.59 - $125.64 $15.4K - $21.1K
168 $15.9M
BIT
Black Rock Multi Sector Income Trust

Financial Services
-1.1K
- 50.0%
$14.43 - $14.85 $15.8K - $16.3K
1.1K $15.9M
SITE
Site One Landscape Supply, Inc.

Industrials
-139
- 51.48%
$120.25 - $147.7 $16.7K - $20.5K
131 $15.9M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-230
- 50.0%
$66.3 - $74.17 $15.2K - $17.1K
230 $16M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-248
- 50.0%
$63.77 - $68.75 $15.8K - $17.1K
248 $16M
Blackrock Ishares
-323
- 50.0%
N/A
323 $16M
BUG
Global X Fds Cybersecurity ETF

ETFs
-500
- 50.0%
$31.56 - $36.78 $15.8K - $18.4K
500 $16.2M
BBY
Best Buy CO Inc

Consumer Cyclical
-235
- 51.65%
$70.3 - $91.1 $16.5K - $21.4K
220 $16.2M
DVN
Devon Energy Corp

Energy
-1.49K
- 77.24%
$33.15 - $38.55 $49.4K - $57.4K
439 $16.4M
ALC
Alcon Inc

Healthcare
-173
- 50.0%
$82.73 - $96.8 $14.3K - $16.7K
173 $16.4M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-69
- 72.63%
$634.14 - $744.83 $43.8K - $51.4K
26 $16.5M
PFGC
Performance Food Group CO

Consumer Defensive
-697
- 76.85%
$74.86 - $90.93 $52.2K - $63.4K
210 $16.5M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-320
- 50.0%
$51.26 - $52.53 $16.4K - $16.8K
320 $16.5M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
-1.37K
- 49.98%
$11.44 - $12.4 $15.7K - $17K
1.38K $16.6M
AME
Ametek Inc

Industrials
-197
- 66.78%
$170.39 - $190.43 $33.6K - $37.5K
98 $16.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-327
- 50.0%
$48.65 - $53.06 $15.9K - $17.4K
327 $17M
FIZZ
National Beverage Corp

Consumer Defensive
-420
- 50.6%
$38.95 - $43.68 $16.4K - $18.3K
410 $17M
TGTX
Tg Therapeutics, Inc.

Healthcare
-433
- 50.0%
$27.67 - $42.99 $12K - $18.6K
433 $17.1M
SOUN
Soundhound Ai, Inc.

Technology
-2.12K
- 50.0%
$8.12 - $20.62 $17.2K - $43.6K
2.12K $17.2M
First Trust
-423
- 50.0%
N/A
423 $17.2M
LEVI
Levi Strauss & CO

Consumer Cyclical
-1.11K
- 50.0%
$15.59 - $19.22 $17.2K - $21.2K
1.11K $17.2M
Activity Summary
Buys All Purchases 0 New Holdings 0 Increased Positions 0 Sells All Sells 1586 Reductions 1586 Sold out 0 Options Calls 0 Puts 0
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