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
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-679
- 50.0%
$47.59 - $48.35 $32.3K - $32.8K
679 $32.9M
Proshares Short
-739
- 50.0%
N/A
739 $32.9M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.42K
- 50.0%
$23.32 - $23.84 $33K - $33.7K
1.42K $33.1M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-1.06K
- 52.99%
$21.28 - $35.62 $22.5K - $37.6K
937 $33.4M
AFL
Aflac Inc

Financial Services
-1.12K
- 78.61%
$100.99 - $111.19 $113K - $124K
304 $33.8M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-457
- 50.0%
$67.08 - $76.14 $30.7K - $34.8K
457 $33.7M
CHY
Calamos Convertible & High Income Fund

Financial Services
-3.35K
- 50.0%
$10.1 - $12.0 $33.8K - $40.2K
3.35K $33.8M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-919
- 49.97%
$36.63 - $37.45 $33.7K - $34.4K
920 $33.9M
JHMM
John Hancock Multifactor Mid C

ETFs
-593
- 50.0%
$55.69 - $63.12 $33K - $37.4K
593 $34M
OKTA
Okta, Inc.

Technology
-334
- 50.84%
$78.83 - $116.72 $26.3K - $39K
323 $34M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
-732
- 49.97%
$46.12 - $52.9 $33.8K - $38.7K
733 $34.1M
TT
Trane Technologies PLC

Industrials
-363
- 78.06%
$332.0 - $400.86 $121K - $146K
102 $34.4M
SQ
Block, Inc.

Technology
-1.35K
- 68.11%
$54.04 - $92.95 $73K - $125K
632 $34.3M
Federated Hermes
-1.37K
- 50.0%
N/A
1.37K $34.4M
CGO
Calamos Global Total Return Fund

Financial Services
-3.37K
- 50.0%
$10.33 - $11.66 $34.9K - $39.3K
3.37K $34.9M
PCAR
Paccar Inc

Industrials
-513
- 58.9%
$96.91 - $112.51 $49.7K - $57.7K
358 $34.9M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-527
- 50.0%
$65.27 - $71.18 $34.4K - $37.5K
527 $35M
VUSB
Vanguard Bd Index Fds
-700
- 50.0%
N/A
700 $34.9M
PRI
Primerica, Inc.

Financial Services
-130
- 51.38%
$271.41 - $296.43 $35.3K - $38.5K
123 $35M
Peakstone Realty
-2.78K
- 50.0%
N/A
2.78K $35.1M
IYF
Ishares Tr

ETFs
-311
- 50.0%
$107.69 - $119.37 $33.5K - $37.1K
311 $35.2M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-2.61K
- 49.99%
$13.63 - $15.28 $35.5K - $39.9K
2.61K $35.6M
Ab Core
-1.01K
- 50.0%
N/A
1.01K $35.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-300
- 50.0%
$117.4 - $131.02 $35.2K - $39.3K
300 $35.9M
CWS
Advisorshares Tr Advisorshares

ETFs
-550
- 50.0%
$63.1 - $68.75 $34.7K - $37.8K
550 $36M
IBUY
Amplify ETF Tr Amplify Online

ETFs
-600
- 50.0%
$59.47 - $74.1 $35.7K - $44.5K
600 $36.1M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
-516
- 49.66%
$66.62 - $81.69 $34.4K - $42.2K
523 $36.2M
BIIB
Biogen Inc.

Healthcare
-312
- 54.07%
$133.43 - $153.27 $41.6K - $47.8K
265 $36.3M
Cava Group
-428
- 50.47%
N/A
420 $36.3M
Lithium Amers
-13.5K
- 50.0%
N/A
13.5K $36.6M
CTVA
Corteva, Inc.

Basic Materials
-1.8K
- 75.5%
$55.94 - $66.15 $101K - $119K
585 $36.8M
JOBY
Joby Aviation, Inc.

Industrials
-6.15K
- 50.0%
$5.99 - $10.27 $36.8K - $63.2K
6.15K $37M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
-932
- 50.0%
$37.06 - $41.11 $34.5K - $38.3K
932 $37.2M
UMH
Umh Properties, Inc.

Real Estate
-2K
- 50.0%
$17.49 - $19.0 $35K - $38K
2K $37.4M
MET
Metlife Inc

Financial Services
-4.07K
- 89.65%
$77.7 - $87.0 $316K - $354K
470 $37.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-123
- 50.0%
$302.31 - $337.54 $37.2K - $41.5K
123 $37.7M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-499
- 76.3%
$208.48 - $244.03 $104K - $122K
155 $37.9M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-4.21K
- 50.0%
$9.03 - $17.11 $38K - $72K
4.21K $38M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-905
- 50.0%
$40.79 - $42.32 $36.9K - $38.3K
905 $38.1M
MPWR
Monolithic Power Systems Inc

Technology
-82
- 55.41%
$565.7 - $720.25 $46.4K - $59.1K
66 $38.3M
VXF
Vanguard Extended Market ETF

ETFs
-222
- 50.0%
$170.36 - $201.04 $37.8K - $44.6K
222 $38.3M
SLB
Schlumberger Limited

Energy
-2.56K
- 73.56%
$38.4 - $43.74 $98.3K - $112K
920 $38.5M
VLO
Valero Energy Corp

Energy
-439
- 60.05%
$121.76 - $142.99 $53.5K - $62.8K
292 $38.6M
MFC
Manulife Financial Corp

Financial Services
-1.24K
- 50.0%
$28.41 - $31.82 $35.3K - $39.6K
1.24K $38.7M
ET
Energy Transfer LP

Energy
-2.09K
- 49.99%
$17.26 - $21.08 $36.1K - $44.1K
2.09K $38.9M
ACGL
Arch Capital Group Ltd.

Financial Services
-561
- 57.89%
$88.13 - $96.94 $49.4K - $54.4K
408 $39.2M
Abrdn Asia
-2.5K
- 50.0%
N/A
2.5K $39.3M
DNP
Dnp Select Income Fund Inc

Financial Services
-4K
- 50.0%
$8.93 - $9.92 $35.7K - $39.7K
4K $39.6M
PAGP
Plains Gp Holdings LP

Energy
-4.12K
- 68.69%
$18.52 - $22.13 $76.3K - $91.1K
1.88K $40.1M
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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