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
CPB
Campbell Soup CO

Consumer Defensive
-1.63K
- 50.4%
$37.29 - $42.04 $60.6K - $68.4K
1.6K $63.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-86
- 65.65%
$1187.71 - $1432.58 $102K - $123K
45 $64.5M
NFE
New Fortress Energy Inc.

Utilities
-7.95K
- 50.48%
$8.31 - $16.3 $66.1K - $130K
7.8K $64.8M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-414
- 51.75%
$157.11 - $206.52 $65K - $85.5K
386 $65M
AIG
American International Group, Inc.

Financial Services
-1.74K
- 69.68%
$70.5 - $86.94 $122K - $151K
755 $65.6M
Viking Holdings
-1.65K
- 50.0%
N/A
1.65K $65.6M
BSX
Boston Scientific Corp

Healthcare
-1.02K
- 60.99%
$89.38 - $106.18 $91.3K - $108K
653 $65.9M
DKNG
Draft Kings Inc.

Consumer Cyclical
-2.93K
- 59.52%
$33.21 - $53.49 $97.3K - $157K
1.99K $66.2M
JCI
Johnson Controls International PLC

Industrials
-2.22K
- 72.65%
$76.12 - $90.6 $169K - $201K
837 $67.1M
CLX
Clorox CO

Consumer Defensive
-546
- 54.55%
$141.76 - $162.89 $77.4K - $88.9K
455 $67M
COIN
Coinbase Global, Inc.

Technology
-426
- 52.14%
$172.23 - $301.3 $73.4K - $128K
391 $67.3M
FICO
Fair Isaac Corp

Technology
-51
- 57.95%
$1695.35 - $2030.47 $86.5K - $104K
37 $68.2M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-1.82K
- 50.77%
$38.18 - $50.93 $69.5K - $92.7K
1.77K $68.2M
FTA
First Tr Large Cap Value

ETFs
-898
- 50.0%
$74.42 - $80.34 $66.8K - $72.1K
898 $68.9M
NDAQ
Nasdaq, Inc.

Financial Services
-1.64K
- 64.27%
$72.17 - $83.76 $118K - $137K
909 $69M
ASML
Asml Holding Nv

Technology
-190
- 64.41%
$662.63 - $776.99 $126K - $148K
105 $69.6M
JETS
ETF Ser Solutions U S Global J

ETFs
-3.36K
- 50.0%
$20.77 - $26.81 $69.8K - $90.1K
3.36K $69.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.67K
- 50.0%
$25.58 - $29.24 $68.3K - $78.1K
2.67K $70M
SHOP
Shopify Inc.

Technology
-746
- 50.34%
$90.59 - $129.31 $67.6K - $96.5K
736 $70.2M
NTRA
Natera, Inc.

Healthcare
-517
- 50.84%
$132.63 - $177.0 $68.6K - $91.5K
500 $70.7M
MGV
Vanguard Mega Cap Value

ETFs
-553
- 50.0%
$123.61 - $133.01 $68.4K - $73.6K
553 $71.2M
QRVO
Qorvo, Inc.

Technology
-994
- 50.0%
$69.12 - $90.57 $68.7K - $90K
994 $72M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-7.51K
- 50.0%
$9.49 - $9.97 $71.3K - $74.9K
7.51K $72M
CPRT
Copart Inc

Consumer Cyclical
-1.61K
- 55.79%
$52.3 - $59.83 $84.2K - $96.3K
1.28K $72.2M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-1.44K
- 49.98%
$50.24 - $50.57 $72.3K - $72.8K
1.44K $72.8M
EWJ
Ishares Msci Japan ETF

ETFs
-1.07K
- 50.0%
$65.24 - $71.7 $69.8K - $76.7K
1.07K $73.4M
LDOS
Leidos Holdings, Inc.

Technology
-551
- 50.27%
$126.82 - $161.11 $69.9K - $88.8K
545 $73.5M
TGT
Target Corp

Consumer Defensive
-1.11K
- 60.64%
$103.65 - $142.5 $115K - $158K
721 $75.2M
UBER
Uber Technologies, Inc

Technology
-3.78K
- 78.2%
$63.17 - $81.49 $239K - $308K
1.05K $76.8M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-734
- 52.02%
$98.98 - $113.18 $72.7K - $83.1K
677 $76.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.18K
- 50.0%
$62.43 - $84.12 $73.7K - $99.3K
1.18K $76.9M
VGT
Vanguard Information Technolog

ETFs
-141
- 50.0%
$542.38 - $646.34 $76.5K - $91.1K
141 $77M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-701
- 50.0%
$108.02 - $120.45 $75.7K - $84.4K
701 $77.3M
WTW
Willis Towers Watson PLC

Financial Services
-379
- 62.23%
$306.61 - $340.78 $116K - $129K
230 $77.7M
NOK
Nokia Corp

Technology
-14.9K
- 50.0%
$4.43 - $5.42 $66K - $80.8K
14.9K $78.5M
IWS
Ishares Russell Midcap Value E

ETFs
-624
- 50.0%
$122.59 - $135.24 $76.5K - $84.4K
624 $78.6M
BP
Bp PLC

Energy
-3.14K
- 57.38%
$29.93 - $35.31 $93.9K - $111K
2.33K $78.7M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-596
- 49.96%
$80.53 - $147.57 $48K - $88K
597 $79M
NVS
Novartis Ag

Healthcare
-710
- 50.0%
$97.14 - $115.57 $69K - $82.1K
710 $79.2M
FAB
First Tr Multi Cap Value Alpha

ETFs
-997
- 50.0%
$77.33 - $86.01 $77.1K - $85.8K
997 $79.3M
TDG
Trans Digm Group Inc

Industrials
-76
- 57.14%
$1251.32 - $1394.11 $95.1K - $106K
57 $79.7M
AMT
American Tower Corp

Real Estate
-1.86K
- 83.45%
$173.46 - $217.6 $323K - $405K
369 $80.5M
SHEL
Shell PLC

Energy
-1.6K
- 59.33%
$62.84 - $73.29 $101K - $117K
1.1K $80.5M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.14K
- 50.0%
$37.31 - $43.82 $79.7K - $93.6K
2.14K $80.6M
RODM
Hartford Multifactor Developed

ETFs
-2.6K
- 50.0%
$28.07 - $31.56 $73K - $82.1K
2.6K $80.6M
Flaherty & Crumrine
-3.99K
- 49.99%
N/A
4K $80.9M
ED
Consolidated Edison Inc

Utilities
-867
- 54.05%
$88.0 - $110.59 $76.3K - $95.9K
737 $81.5M
FXI
Ishares Tr

ETFs
-2.33K
- 50.0%
$28.65 - $38.55 $66.6K - $89.6K
2.33K $83.3M
BOTZ
Global X Fds

ETFs
-2.97K
- 50.0%
$28.46 - $34.53 $84.6K - $103K
2.97K $84.6M
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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