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
NU
Nu Holdings Ltd.

Financial Services
-478
- 67.42%
$10.12 - $13.95 $4.84K - $6.67K
231 $2.37M
SAM
Boston Beer CO Inc

Consumer Defensive
-17
- 62.96%
$219.16 - $301.26 $3.73K - $5.12K
10 $2.39M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
-24
- 50.0%
$89.88 - $110.11 $2.16K - $2.64K
24 $2.42M
OLN
Olin Corp

Basic Materials
-176
- 63.77%
$23.36 - $34.41 $4.11K - $6.06K
100 $2.42M
PJT
Pjt Partners Inc.

Financial Services
-18
- 50.0%
$135.97 - $177.59 $2.45K - $3.2K
18 $2.48M
AZTA
Azenta, Inc.

Healthcare
-73
- 50.0%
$34.61 - $54.75 $2.53K - $4K
73 $2.53M
Annaly Capital
-247
- 66.4%
N/A
125 $2.54M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-36
- 50.0%
$66.9 - $71.57 $2.41K - $2.58K
36 $2.57M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-96
- 50.0%
$25.54 - $27.64 $2.45K - $2.65K
96 $2.63M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-110
- 53.14%
$25.93 - $29.28 $2.85K - $3.22K
97 $2.63M
XT
Ishares Tr Exponential Technol

ETFs
-46
- 50.0%
$57.56 - $64.0 $2.65K - $2.94K
46 $2.67M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-110
- 49.77%
$21.95 - $24.74 $2.41K - $2.72K
111 $2.7M
EPHE
Ishares Msci Philippines ETF

ETFs
-106
- 50.0%
$23.32 - $26.0 $2.47K - $2.76K
106 $2.7M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-68
- 50.0%
$38.99 - $40.37 $2.65K - $2.75K
68 $2.74M
Aptiv PLC
-74
- 61.67%
N/A
46 $2.74M
VRNT
Verint Systems Inc

Technology
-195
- 55.71%
N/A
155 $2.77M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-201
- 93.49%
$186.55 - $250.04 $37.5K - $50.3K
14 $2.82M
EQT
Eqt Corp

Energy
-5.49K
- 98.95%
$46.16 - $54.25 $253K - $298K
58 $3.1M
SNY
Sanofi

Healthcare
-581
- 91.79%
$48.15 - $59.42 $28K - $34.5K
52 $2.88M
BLDR
Builders First Source, Inc.

Industrials
-158
- 87.29%
$122.8 - $173.51 $19.4K - $27.4K
23 $2.87M
Amentum Holdings
-175
- 52.55%
N/A
158 $2.88M
NEM
Newmont Corp

Basic Materials
-320
- 84.21%
$37.79 - $48.39 $12.1K - $15.5K
60 $2.9M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-81
- 50.0%
$33.57 - $37.22 $2.72K - $3.01K
81 $2.91M
SXC
Sun Coke Energy, Inc.

Basic Materials
-318
- 50.0%
$8.95 - $10.57 $2.85K - $3.36K
318 $2.93M
Sunrise Communications
-61
- 50.0%
N/A
61 $2.95M
SAP
Sap Se

Technology
-11
- 50.0%
$241.4 - $293.69 $2.66K - $3.23K
11 $2.95M
MOMO
Hello Group Inc.

Communication Services
-470
- 50.0%
$6.31 - $8.15 $2.97K - $3.83K
470 $2.97M
MDB
Mongo Db, Inc.

Technology
-75
- 81.52%
$175.4 - $298.52 $13.2K - $22.4K
17 $2.98M
OSTK
Overstock.Com, Inc

Consumer Cyclical
-517
- 50.0%
N/A
517 $3M
TD
Toronto Dominion Bank

Financial Services
-50
- 50.0%
$53.12 - $61.15 $2.66K - $3.06K
50 $3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-36
- 50.0%
$81.62 - $96.63 $2.94K - $3.48K
36 $3M
NIO
Nio Inc.

Consumer Cyclical
-793
- 50.0%
$3.75 - $5.22 $2.97K - $4.14K
793 $3.02M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
-63
- 50.0%
$46.86 - $50.66 $2.95K - $3.19K
63 $3.07M
VTRS
Viatris Inc

Healthcare
-532
- 60.11%
$8.68 - $12.42 $4.62K - $6.61K
353 $3.08M
IGF
Ishares Global Infrastructure

ETFs
-390
- 87.05%
$51.96 - $54.84 $20.3K - $21.4K
58 $3.17M
VSH
Vishay Intertechnology Inc

Technology
-200
- 50.0%
$15.9 - $19.1 $3.18K - $3.82K
200 $3.18M
STX
Seagate Technology Holdings PLC

Technology
-422
- 91.74%
$84.92 - $108.42 $35.8K - $45.8K
38 $3.24M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
-145
- 50.0%
$20.83 - $23.69 $3.02K - $3.44K
145 $3.27M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
-1.01K
- 50.0%
$3.25 - $5.47 $3.27K - $5.51K
1.01K $3.27M
CAAP
Corporacion America Airports S.A.

Industrials
-179
- 50.0%
$17.5 - $20.0 $3.13K - $3.58K
179 $3.28M
EXEL
Exelixis, Inc.

Healthcare
-137
- 60.35%
$32.38 - $39.16 $4.44K - $5.36K
90 $3.32M
BAX
Baxter International Inc

Healthcare
-280
- 74.27%
$29.26 - $36.57 $8.19K - $10.2K
97 $3.33M
WK
Workiva Inc

Technology
-44
- 50.0%
$75.91 - $114.09 $3.34K - $5.02K
44 $3.34M
KRE
Spdr S&P Regional Banking ETF

ETFs
-59
- 50.0%
$55.11 - $65.5 $3.25K - $3.86K
59 $3.35M
GWRE
Guidewire Software, Inc.

Technology
-36
- 66.67%
$166.74 - $218.22 $6K - $7.86K
18 $3.37M
NVT
N Vent Electric PLC

Industrials
-97
- 60.25%
$52.42 - $75.4 $5.08K - $7.31K
64 $3.38M
U
Unity Software Inc.

Technology
-173
- 50.0%
$19.44 - $28.34 $3.36K - $4.9K
173 $3.39M
KD
Kyndryl Holdings, Inc.

Technology
-174
- 61.27%
$31.32 - $43.45 $5.45K - $7.56K
110 $3.45M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
-40
- 50.0%
$81.61 - $96.36 $3.26K - $3.85K
40 $3.45M
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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