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
RF
Regions Financial Corp

Financial Services
-605
- 79.08%
$20.84 - $24.77 $12.6K - $15K
160 $3.48M
Aegon LTD
-532
- 50.0%
N/A
532 $3.51M
Globalstar Inc
-170
- 50.0%
N/A
170 $3.55M
SMG
Scotts Miracle Gro CO

Basic Materials
-71
- 52.21%
$54.76 - $77.7 $3.89K - $5.52K
65 $3.59M
PSI
Invesco Exchange Traded Fd Tr

ETFs
-75
- 50.0%
$47.38 - $64.98 $3.55K - $4.87K
75 $3.59M
Sila Realty
-135
- 50.0%
N/A
135 $3.62M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
-200
- 50.0%
$18.12 - $19.21 $3.62K - $3.84K
200 $3.64M
AA
Alcoa Corp

Basic Materials
-179
- 59.87%
$30.5 - $39.53 $5.46K - $7.08K
120 $3.66M
Liberty Global
-306
- 50.0%
N/A
306 $3.66M
NI
Nisource Inc.

Utilities
-421
- 82.07%
$35.57 - $41.23 $15K - $17.4K
92 $3.69M
ZM
Zoom Video Communications, Inc.

Technology
-61
- 54.95%
$72.23 - $88.64 $4.41K - $5.41K
50 $3.69M
CRDO
Credo Technology Group Holding LTD

Technology
-92
- 50.0%
$39.45 - $85.5 $3.63K - $7.87K
92 $3.7M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-166
- 50.0%
$22.27 - $22.65 $3.7K - $3.76K
166 $3.71M
RWO
Spdr Dow Jones Global Real Est

ETFs
-87
- 50.0%
$41.41 - $45.24 $3.6K - $3.94K
87 $3.8M
IONS
Ionis Pharmaceuticals Inc

Healthcare
-154
- 55.0%
$30.17 - $34.97 $4.65K - $5.39K
126 $3.8M
CNDT
Conduent Inc

Technology
-1.42K
- 50.0%
$2.7 - $4.42 $3.84K - $6.29K
1.42K $3.84M
PLCE
Childrens Place, Inc.

Consumer Cyclical
-439
- 49.94%
$7.08 - $11.39 $3.11K - $5K
440 $3.85M
MAT
Mattel Inc

Consumer Cyclical
-265
- 56.99%
$17.73 - $21.94 $4.7K - $5.81K
200 $3.89M
BKR
Baker Hughes CO

Energy
-604
- 87.16%
$41.16 - $48.85 $24.9K - $29.5K
89 $3.91M
AVB
Avalonbay Communities Inc

Real Estate
-1.24K
- 98.49%
$207.86 - $228.08 $257K - $282K
19 $4.2M
INOD
Innodata Inc

Technology
-110
- 50.0%
$33.19 - $64.17 $3.65K - $7.06K
110 $3.95M
HUBS
Hubspot Inc

Technology
-90
- 92.78%
$571.29 - $819.71 $51.4K - $73.8K
7 $4M
IXJ
Ishares Global Healthcare ETF

ETFs
-44
- 50.0%
$86.01 - $94.19 $3.78K - $4.14K
44 $4.01M
BFA
Brown Forman Corp Cl A
-135
- 52.94%
N/A
120 $4.02M
PRGO
Perrigo CO PLC

Healthcare
-144
- 50.0%
$23.5 - $29.47 $3.38K - $4.24K
144 $4.04M
EPM
Evolution Petroleum Corp

Energy
-783
- 50.0%
$4.82 - $5.6 $3.77K - $4.38K
783 $4.06M
OMFL
Invesco Exchange Traded Self I

ETFs
-76
- 50.0%
$52.19 - $57.45 $3.97K - $4.37K
76 $4.06M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
-83
- 56.46%
$63.82 - $127.89 $5.3K - $10.6K
64 $4.09M
CCJ
Cameco Corp

Energy
-100
- 50.0%
$40.64 - $56.86 $4.06K - $5.69K
100 $4.12M
PR
Permian Resources Corporation

Energy
-380
- 55.88%
$12.33 - $16.0 $4.69K - $6.08K
300 $4.16M
Spdr Index
-72
- 50.0%
N/A
72 $4.15M
BRCC
Brc Inc.

Consumer Defensive
-2K
- 50.0%
$1.94 - $3.19 $3.88K - $6.38K
2K $4.18M
MMT
Mfs Multimarket Income Trust

Financial Services
-900
- 50.0%
$4.6 - $4.74 $4.14K - $4.27K
900 $4.19M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-143
- 71.86%
$61.92 - $76.95 $8.85K - $11K
56 $4.2M
SNOW
Snowflake Inc.

Technology
-183
- 86.32%
$146.16 - $192.78 $26.7K - $35.3K
29 $4.24M
MNST
Monster Beverage Corp

Consumer Defensive
-1.97K
- 96.38%
$46.16 - $58.58 $91K - $115K
74 $4.33M
Blackrock Ishares
-81
- 50.0%
N/A
81 $4.23M
ALB
Albemarle Corp

Basic Materials
-75
- 55.97%
$69.95 - $97.49 $5.25K - $7.31K
59 $4.25M
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-232
- 50.33%
$16.25 - $41.86 $3.77K - $9.71K
229 $4.26M
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
-363
- 50.0%
$11.76 - $15.2 $4.27K - $5.52K
363 $4.27M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-166
- 50.0%
$23.92 - $26.89 $3.97K - $4.46K
166 $4.29M
CHX
Champion X Corp

Energy
-183
- 55.96%
$27.3 - $31.27 $5K - $5.72K
144 $4.29M
SYY
Sysco Corp

Consumer Defensive
-372
- 86.71%
$70.0 - $77.13 $26K - $28.7K
57 $4.33M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-25
- 50.0%
$173.56 - $210.67 $4.34K - $5.27K
25 $4.34M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-86
- 64.18%
$87.72 - $111.91 $7.54K - $9.62K
48 $4.34M
Atlanta Braves
-100
- 50.0%
N/A
100 $4.39M
EAT
Brinker International, Inc

Consumer Cyclical
-30
- 50.0%
$133.46 - $189.14 $4K - $5.67K
30 $4.47M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-24
- 50.0%
$185.73 - $221.19 $4.46K - $5.31K
24 $4.47M
PTC
Ptc Inc.

Technology
-39
- 57.35%
$153.3 - $193.48 $5.98K - $7.55K
29 $4.49M
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