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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.02K
- 50.0%
$81.83 - $82.73 $83.7K - $84.6K
1.02K $84.7M
SPOT
Spotify Technology S.A.

Communication Services
-174
- 53.05%
$457.79 - $648.32 $79.7K - $113K
154 $84.7M
DASH
Door Dash, Inc.

Communication Services
-501
- 51.92%
$168.37 - $213.38 $84.4K - $107K
464 $84.8M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-1.86K
- 50.0%
$44.92 - $48.18 $83.6K - $89.7K
1.86K $85.2M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.1K
- 50.0%
$55.75 - $77.63 $61.3K - $85.4K
1.1K $85.4M
ELV
Elevance Health, Inc.

Healthcare
-266
- 57.45%
$365.9 - $436.25 $97.3K - $116K
197 $85.9M
LUV
Southwest Airlines CO

Industrials
-3.04K
- 54.03%
$28.18 - $34.84 $85.8K - $106K
2.59K $87M
Frontline PLC
-5.9K
- 50.0%
N/A
5.9K $87.6M
CARR
Carrier Global Corp

Industrials
-1.82K
- 56.76%
$62.07 - $70.55 $113K - $129K
1.39K $88.1M
FDX
Fedex Corp

Industrials
-499
- 57.96%
$230.33 - $281.53 $115K - $140K
362 $88.3M
IDX
Vaneck ETF Tr Indonesia Index

ETFs
-7.15K
- 49.99%
$12.0 - $15.21 $85.8K - $109K
7.15K $89.3M
MPC
Marathon Petroleum Corp

Energy
-867
- 58.46%
$134.72 - $159.03 $117K - $138K
616 $89.7M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.89K
- 50.0%
$47.33 - $47.92 $89.3K - $90.4K
1.89K $89.8M
CEV
Eaton Vance California Municipal Income Trust

Financial Services
-9K
- 50.0%
$9.93 - $10.39 $89.4K - $93.5K
9K $90.2M
HES
Hess Corp

Energy
-966
- 63.1%
$135.42 - $160.52 $131K - $155K
565 $90.2M
KR
Kroger CO

Consumer Defensive
-1.63K
- 55.0%
$58.36 - $67.72 $95.3K - $111K
1.34K $90.4M
BCE
Bce Inc

Communication Services
-3.95K
- 50.0%
$22.14 - $25.18 $87.5K - $99.5K
3.95K $90.7M
PLD
Prologis, Inc.

Real Estate
-1.61K
- 66.42%
$103.59 - $124.04 $167K - $199K
813 $91M
CGMU
Capital Group Core Plus Income
-3.39K
- 49.99%
N/A
3.39K $91M
MDT
Medtronic PLC

Healthcare
-1.74K
- 63.05%
$79.84 - $94.5 $139K - $164K
1.02K $91.4M
TMUS
T Mobile Us, Inc.

Communication Services
-2.43K
- 87.59%
$211.3 - $272.83 $514K - $664K
345 $92.1M
MMM
3 M CO

Industrials
-979
- 61.11%
$129.7 - $155.12 $127K - $152K
623 $91.6M
SYK
Stryker Corp

Healthcare
-546
- 68.85%
$355.18 - $399.9 $194K - $218K
247 $92M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1.17K
- 50.0%
$77.7 - $78.94 $90.6K - $92K
1.17K $92.1M
Fidelity Enhanced
-2.93K
- 50.0%
N/A
2.93K $92.3M
MUB
Ishares National Muni Bond ETF

ETFs
-921
- 51.14%
$104.71 - $107.69 $96.4K - $99.2K
880 $92.8M
USA
Liberty All Star Equity Fund

Financial Services
-14.2K
- 50.0%
$6.41 - $7.32 $90.9K - $104K
14.2K $92.9M
PHM
Pultegroup Inc

Consumer Cyclical
-945
- 50.97%
$101.09 - $118.51 $95.5K - $112K
909 $93.4M
USB
Us Bancorp \De\

Financial Services
-3.35K
- 60.19%
$40.92 - $50.9 $137K - $171K
2.22K $93.7M
KMI
Kinder Morgan, Inc.

Energy
-3.6K
- 52.2%
$26.1 - $31.22 $93.8K - $112K
3.29K $93.9M
LNG
Cheniere Energy, Inc.

Energy
-454
- 52.79%
$209.32 - $253.66 $95K - $115K
406 $93.9M
PRU
Prudential Financial Inc

Financial Services
-942
- 52.71%
$105.04 - $122.33 $98.9K - $115K
845 $94.4M
GNRC
Generac Holdings Inc.

Industrials
-760
- 50.33%
$126.65 - $164.06 $96.3K - $125K
750 $95M
PSX
Phillips 66

Energy
-1.22K
- 61.19%
$113.93 - $131.55 $139K - $160K
772 $95.4M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
-3.18K
- 49.99%
$28.16 - $31.35 $89.4K - $99.5K
3.18K $95.9M
FGM
First Trust Germany Alphadex F

ETFs
-2.09K
- 49.96%
$38.02 - $50.64 $79.4K - $106K
2.09K $96.1M
GILD
Gilead Sciences, Inc.

Healthcare
-2.91K
- 77.11%
$89.14 - $117.41 $259K - $341K
863 $96.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.5K
- 58.84%
$90.0 - $96.32 $135K - $145K
1.05K $97.1M
IFRA
Ishares Tr

ETFs
-2.15K
- 49.85%
$44.8 - $49.25 $96.1K - $106K
2.16K $97.3M
VRIG
Invesco Actively Managed ETF F

ETFs
-3.88K
- 50.0%
$25.06 - $25.19 $97.3K - $97.8K
3.88K $97.4M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-4.28K
- 50.0%
$21.84 - $23.31 $93.5K - $99.7K
4.28K $97.4M
CI
Cigna Corp

Healthcare
-515
- 63.42%
$274.49 - $329.0 $141K - $169K
297 $98M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-977
- 50.0%
$100.32 - $100.76 $98K - $98.4K
977 $98.3M
AB
Alliancebernstein Holding L.P.

Financial Services
-2.58K
- 50.0%
$35.0 - $40.73 $90.1K - $105K
2.58K $98.6M
SJM
J M Smucker CO

Consumer Defensive
-845
- 50.09%
$100.41 - $118.41 $84.8K - $100K
842 $99.8M
IP
International Paper CO

Consumer Cyclical
-2.05K
- 52.14%
$49.38 - $60.09 $101K - $123K
1.88K $100M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.19K
- 50.0%
$34.58 - $45.97 $75.9K - $101K
2.19K $101M
PH
Parker Hannifin Corp

Industrials
-462
- 73.45%
$591.65 - $707.05 $273K - $327K
167 $102M
WELL
Welltower Inc.

Real Estate
-1.23K
- 65.05%
$124.05 - $156.86 $153K - $193K
662 $102M
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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