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
PDP
Invesco Exchange Traded Fd Tr

ETFs
-45
- 50.0%
$96.95 - $116.13 $4.36K - $5.23K
45 $4.5M
MGA
Magna International Inc

Consumer Cyclical
-133
- 50.0%
$33.99 - $41.85 $4.52K - $5.57K
133 $4.52M
CVE
Cenovus Energy Inc.

Energy
-326
- 50.0%
$12.24 - $15.63 $3.99K - $5.1K
326 $4.55M
EUSB
Ishares Tr Esg Advanced Total

Technology
-105
- 50.0%
$42.05 - $43.43 $4.42K - $4.56K
105 $4.55M
LCTD
Blackrock ETF World Ex Us Carb
-99
- 50.0%
N/A
99 $4.57M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-50
- 50.0%
$91.76 - $103.26 $4.59K - $5.16K
50 $4.63M
IGR
Cbre Global Real Estate Income Fund

Financial Services
-900
- 50.0%
$4.79 - $5.34 $4.31K - $4.81K
900 $4.64M
EXC
Exelon Corp

Utilities
-313
- 75.6%
$37.3 - $46.08 $11.7K - $14.4K
101 $4.65M
VOD
Vodafone Group Public LTD CO

Communication Services
-495
- 50.0%
$8.05 - $9.86 $3.98K - $4.88K
495 $4.65M
ACMR
Acm Research, Inc.

Technology
-200
- 50.0%
$15.41 - $29.98 $3.08K - $6K
200 $4.67M
THO
Thor Industries Inc

Consumer Cyclical
-67
- 51.94%
$75.81 - $105.39 $5.08K - $7.06K
62 $4.7M
HRL
Hormel Foods Corp

Consumer Defensive
-200
- 56.34%
$28.29 - $31.52 $5.66K - $6.3K
155 $4.8M
DIOD
Diodes Inc

Technology
-112
- 50.0%
$43.17 - $65.74 $4.84K - $7.36K
112 $4.84M
MSGS
Madison Square Garden Sports Corp.

Communication Services
-25
- 50.0%
$185.75 - $223.33 $4.64K - $5.58K
25 $4.87M
FNDE
Schwab Fundamental Emerging Mk

ETFs
-159
- 50.0%
$28.11 - $32.0 $4.47K - $5.09K
159 $4.9M
UAA
Under Armour, Inc.

Consumer Cyclical
-785
- 50.0%
$6.25 - $8.66 $4.91K - $6.8K
785 $4.91M
DFS
Discover Financial Services

Financial Services
-154
- 84.15%
$152.99 - $203.25 $23.6K - $31.3K
29 $4.95M
SMR
Nuscale Power Corp

Industrials
-350
- 50.0%
$14.16 - $29.08 $4.96K - $10.2K
350 $4.96M
FDS
Factset Research Systems Inc

Financial Services
-88
- 88.89%
$427.5 - $476.51 $37.6K - $41.9K
11 $5M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
-210
- 50.0%
$23.71 - $27.77 $4.98K - $5.83K
210 $4.99M
FISV
Fiserv Inc

Technology
-711
- 96.87%
N/A
23 $5.08M
FIVE
Five Below, Inc

Consumer Cyclical
-76
- 53.15%
$72.25 - $103.2 $5.49K - $7.84K
67 $5.02M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-127
- 50.0%
$38.22 - $41.19 $4.85K - $5.23K
127 $5.15M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-192
- 50.0%
$26.64 - $27.14 $5.11K - $5.21K
192 $5.17M
HAS
Hasbro, Inc.

Consumer Cyclical
-143
- 62.72%
$56.16 - $69.06 $8.03K - $9.88K
85 $5.23M
STWD
Starwood Property Trust, Inc.

Real Estate
-359
- 57.35%
$18.41 - $20.53 $6.61K - $7.37K
267 $5.28M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-152
- 50.0%
$27.29 - $38.29 $4.15K - $5.82K
152 $5.31M
TWLO
Twilio Inc

Communication Services
-87
- 61.27%
$94.9 - $148.35 $8.26K - $12.9K
55 $5.39M
FR
First Industrial Realty Trust Inc

Real Estate
-126
- 55.75%
$48.46 - $57.99 $6.11K - $7.31K
100 $5.4M
PNR
Pentair PLC

Industrials
-98
- 61.64%
$84.0 - $105.35 $8.23K - $10.3K
61 $5.4M
XHS
Spdr S&P Health Care Services

ETFs
-55
- 50.0%
$90.69 - $103.0 $4.99K - $5.67K
55 $5.4M
Cooper Cos
-93
- 59.24%
N/A
64 $5.4M
HBAN
Huntington Bancshares Inc

Financial Services
-1.87K
- 83.77%
$14.28 - $17.39 $26.7K - $32.5K
362 $5.43M
USRT
Ishares Core U.S. Reit ETF

ETFs
-94
- 50.0%
$55.14 - $60.29 $5.18K - $5.67K
94 $5.46M
PINS
Pinterest, Inc.

Communication Services
-1.04K
- 85.29%
$29.79 - $40.0 $30.9K - $41.5K
179 $5.55M
THLV
Thor Finl Technologies Tr Low
-204
- 50.0%
N/A
204 $5.52M
LKFN
Lakeland Financial Corp

Financial Services
-93
- 50.0%
$59.44 - $69.54 $5.53K - $6.47K
93 $5.53M
ZS
Zscaler, Inc.

Technology
-35
- 55.56%
$181.66 - $216.87 $6.36K - $7.59K
28 $5.56M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-84
- 50.0%
$65.76 - $84.94 $5.52K - $7.13K
84 $5.57M
ENSG
Ensign Group, Inc

Healthcare
-43
- 50.0%
$125.4 - $148.86 $5.39K - $6.4K
43 $5.57M
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
-9.22K
- 50.0%
$0.6 - $1.22 $5.53K - $11.2K
9.22K $5.58M
MCY
Mercury General Corp

Financial Services
-100
- 50.0%
$47.18 - $65.75 $4.72K - $6.58K
100 $5.59M
DOCU
Docusign, Inc.

Technology
-315
- 82.03%
$74.7 - $97.7 $23.5K - $30.8K
69 $5.62M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-270
- 50.0%
$20.64 - $20.73 $5.57K - $5.6K
270 $5.6M
Fidelity Enhanced
-180
- 50.0%
N/A
180 $5.61M
ZBRA
Zebra Technologies Corp

Technology
-23
- 53.49%
$271.72 - $421.11 $6.25K - $9.69K
20 $5.65M
DTM
Dt Midstream, Inc.

Energy
-83
- 58.87%
$86.95 - $113.75 $7.22K - $9.44K
58 $5.65M
KINS
Kingstone Companies, Inc.

Financial Services
-340
- 50.0%
$13.67 - $18.47 $4.65K - $6.28K
340 $5.66M
CTA
Simplify Exch Traded Fds Simpl

ETFs
-192
- 50.0%
$27.81 - $30.21 $5.34K - $5.8K
192 $5.7M
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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