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
PFF
Ishares Trust Ishares Pfd And

ETFs
-845
- 50.0%
$30.73 - $32.26 $26K - $27.3K
845 $26M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
-2.06K
- 50.0%
$12.53 - $13.05 $25.9K - $26.9K
2.06K $26M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-534
- 50.0%
$48.37 - $55.84 $25.8K - $29.8K
534 $26.1M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.08K
- 49.98%
$24.1 - $24.34 $26K - $26.2K
1.08K $26.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-365
- 60.63%
$106.22 - $111.09 $38.8K - $40.5K
237 $26.3M
NTAP
Net App, Inc.

Technology
-373
- 55.42%
$87.84 - $126.3 $32.8K - $47.1K
300 $26.4M
RSG
Republic Services, Inc.

Industrials
-237
- 68.5%
$200.09 - $242.16 $47.4K - $57.4K
109 $26.4M
Healthcare Realty
-1.64K
- 51.36%
N/A
1.56K $26.3M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-901
- 49.97%
$28.11 - $30.42 $25.3K - $27.4K
902 $26.4M
DHI
Horton D R Inc

Consumer Cyclical
-529
- 71.78%
$125.29 - $147.65 $66.3K - $78.1K
208 $26.5M
PZC
Pimco California Municipal Income Fund Iii

Financial Services
-4.16K
- 50.0%
$6.52 - $6.93 $27.1K - $28.8K
4.16K $27.1M
KIE
Spdr S&P Insurance ETF

ETFs
-450
- 50.0%
$54.24 - $60.81 $24.4K - $27.4K
450 $27.2M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-1.5K
- 50.0%
$17.95 - $18.89 $26.9K - $28.3K
1.5K $27.6M
ROST
Ross Stores, Inc.

Consumer Cyclical
-261
- 54.6%
$123.3 - $154.95 $32.2K - $40.4K
217 $27.7M
NFRA
Flexshares Stoxx Global Broad

ETFs
-481
- 50.0%
$53.37 - $57.8 $25.7K - $27.8K
481 $27.7M
UTMD
Utah Medical Products Inc

Healthcare
-500
- 50.0%
$56.04 - $64.17 $28K - $32.1K
500 $28M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-346
- 50.0%
$75.32 - $84.77 $26.1K - $29.3K
346 $28.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-147
- 50.0%
$192.82 - $222.1 $28.3K - $32.6K
147 $28.4M
RUM
Rumble Inc.

Technology
-4.01K
- 50.0%
$7.07 - $13.77 $28.4K - $55.3K
4.01K $28.4M
EBAY
Ebay Inc

Consumer Cyclical
-899
- 68.05%
$61.61 - $70.93 $55.4K - $63.8K
422 $28.6M
FIW
First Trust Water ETF

ETFs
-284
- 50.0%
$99.48 - $106.74 $28.3K - $30.3K
284 $28.6M
SCCO
Southern Copper Corp

Basic Materials
-320
- 51.04%
$85.92 - $101.48 $27.5K - $32.5K
307 $28.7M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-476
- 50.0%
$59.79 - $67.15 $28.5K - $32K
476 $28.8M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
-718
- 50.0%
$35.54 - $49.81 $25.5K - $35.8K
718 $28.9M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-1.55K
- 50.0%
$17.61 - $18.7 $27.3K - $29K
1.55K $28.9M
VPU
Vanguard Utilities ETF

ETFs
-170
- 50.0%
$161.24 - $173.33 $27.4K - $29.5K
170 $29M
SWKS
Skyworks Solutions, Inc.

Technology
-482
- 51.77%
$64.12 - $93.96 $30.9K - $45.3K
449 $29.1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-1.16K
- 50.0%
$25.12 - $26.05 $29.1K - $30.2K
1.16K $29.2M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-700
- 50.0%
$41.26 - $44.98 $28.9K - $31.5K
700 $29.4M
GRMN
Garmin LTD

Technology
-308
- 69.37%
$204.55 - $241.93 $63K - $74.5K
136 $29.5M
RLI
Rli Corp

Financial Services
-390
- 51.18%
$71.75 - $163.21 $28K - $63.7K
372 $29.9M
AWR
American States Water CO

Utilities
-380
- 50.0%
$70.84 - $80.98 $26.9K - $30.8K
380 $29.9M
GQRE
Flexshares Tr Global Quality R

ETFs
-515
- 49.95%
$54.82 - $59.44 $28.2K - $30.6K
516 $29.9M
CME
Cme Group Inc.

Financial Services
-488
- 81.06%
$225.82 - $266.54 $110K - $130K
114 $30.2M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-907
- 50.0%
$32.96 - $44.43 $29.9K - $40.3K
907 $30.2M
GUNR
Flexshares Tr Morningstar Glob

ETFs
-776
- 49.97%
$36.6 - $39.56 $28.4K - $30.7K
777 $30.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-337
- 49.93%
$85.55 - $94.34 $28.8K - $31.8K
338 $30.6M
FDHY
Fidelity Covington Trust High

ETFs
-640
- 50.0%
$47.92 - $49.1 $30.7K - $31.4K
640 $30.7M
Bny Mellon
-995
- 50.0%
N/A
995 $30.7M
SR
Spire Inc

Utilities
-409
- 50.93%
$65.62 - $78.25 $26.8K - $32K
394 $30.8M
AVUV
American Centy ETF Tr Avantis

ETFs
-355
- 50.0%
$84.95 - $100.62 $30.2K - $35.7K
355 $30.9M
CLNE
Clean Energy Fuels Corp.

Energy
-20K
- 50.0%
$1.55 - $3.57 $31K - $71.4K
20K $31M
NSIT
Insight Enterprises Inc

Technology
-210
- 50.12%
$149.36 - $174.13 $31.4K - $36.6K
209 $31.3M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-288
- 50.0%
$105.28 - $121.93 $30.3K - $35.1K
288 $31.5M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
-1.57K
- 49.98%
$20.07 - $20.16 $31.4K - $31.6K
1.57K $31.5M
EQR
Equity Residential

Real Estate
-475
- 51.91%
$66.98 - $75.02 $31.8K - $35.6K
440 $31.5M
EIX
Edison International

Utilities
-2.43K
- 81.78%
$50.06 - $80.01 $122K - $195K
542 $31.9M
MGC
Vanguard Mega Cap ETF

ETFs
-160
- 50.0%
$199.2 - $222.69 $31.9K - $35.6K
160 $32.2M
DD
Du Pont De Nemours, Inc.

Basic Materials
-837
- 65.85%
$72.7 - $84.32 $60.8K - $70.6K
434 $32.4M
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
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