Golden State Wealth Management, LLC Purchases in Q2 2025

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVDV
American Centy ETF Tr Avantis

ETFs
1
+ 1.19%
$61.76 - $79.32 $61.8 - $79.3
85 $6.79M
EZPW
Ezcorp Inc

Financial Services
62
New
$12.97 - $16.38 $804 - $1.02K
62 $861K
DTM
Dt Midstream, Inc.

Energy
1
+ 1.72%
$87.23 - $109.91 $87.2 - $110
59 $6.5M
ARCO
Arcos Dorados Holdings Inc.

Consumer Cyclical
106
New
$6.87 - $8.24 $728 - $873
106 $836K
MAIN
Main Street Capital Corp

Financial Services
14
New
$49.15 - $59.32 $688 - $830
14 $827K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8
+ 50.0%
$72.61 - $88.75 $581 - $710
24 $2.13M
FCOM
Fidelity Covington Tr Msci Com

ETFs
12
New
$50.44 - $64.81 $605 - $778
12 $778K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
12
+ 75.0%
$41.22 - $55.5 $495 - $666
28 $1.51M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10
+ 1.94%
$40.82 - $43.14 $408 - $431
525 $22.7M
ST
Sensata Technologies Holding PLC

Technology
24
New
$17.69 - $30.11 $425 - $723
24 $723K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
69
New
$8.48 - $11.94 $585 - $824
69 $716K
HSBC
Hsbc Holdings PLC

Financial Services
5
+ 4.35%
$46.68 - $61.09 $233 - $305
120 $7.31M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
14
+ 1.35%
$17.5 - $18.46 $245 - $258
1.05K $19.4M
EUFN
Ishares Msci Europe Financials

ETFs
4
+ 2.44%
$24.77 - $32.27 $99.1 - $129
168 $5.33M
UHT
Universal Health Realty Income Trust

Real Estate
16
New
$36.71 - $41.51 $587 - $664
16 $640K
BLDR
Builders First Source, Inc.

Industrials
7
+ 30.43%
$105.63 - $131.12 $739 - $918
30 $3.5M
NNN
National Retail Properties, Inc.

Real Estate
13
New
$37.56 - $43.42 $488 - $564
13 $561K
ORI
Old Republic International Corp

Financial Services
13
New
$35.25 - $39.79 $458 - $517
13 $500K
ES
Eversource Energy

Utilities
2
+ 0.8%
$54.25 - $65.89 $109 - $132
252 $16M
BFS
Saul Centers, Inc.

Real Estate
14
New
$32.21 - $36.42 $451 - $510
14 $478K
BIT
Black Rock Multi Sector Income Trust

Financial Services
22
+ 2.0%
$13.11 - $14.6 $288 - $321
1.12K $16.4M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
22
+ 1.4%
$20.01 - $20.15 $440 - $443
1.59K $31.9M
WELL
Welltower Inc.

Real Estate
1
+ 0.15%
$136.49 - $155.22 $136 - $155
663 $102M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6
+ 1.22%
$46.39 - $47.84 $278 - $287
498 $23.8M
TECK
Teck Resources LTD

Basic Materials
5
+ 9.8%
$29.05 - $41.48 $145 - $207
56 $2.26M
BLDP
Ballard Power Systems Inc.

Industrials
250
New
$1.02 - $1.79 $255 - $448
250 $398K
WASH
Washington Trust Bancorp Inc

Financial Services
14
New
$26.08 - $30.06 $365 - $421
14 $396K
ICLR
Icon PLC

Healthcare
3
+ 75.0%
$126.62 - $168.7 $380 - $506
7 $1.02M
SVAL
Ishares Tr Us Small Cap Value

ETFs
2
+ 0.8%
$26.29 - $31.11 $52.6 - $62.2
253 $7.87M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
28
+ 2.04%
$10.7 - $12.22 $300 - $342
1.4K $16.9M
JBBB
Janus Detroit Str Tr Henderson

ETFs
11
+ 2.18%
$46.79 - $48.56 $515 - $534
516 $24.9M
AWR
American States Water CO

Utilities
13
+ 3.42%
$75.1 - $81.3 $976 - $1.06K
393 $30.1M
ARES
Ares Management Corp

Financial Services
1
+ 50.0%
$118.04 - $175.83 $118 - $176
3 $520K
Portman Ridge
32
+ 32.0%
N/A
132 $1.65M
EPHE
Ishares Msci Philippines ETF

ETFs
1
+ 0.94%
$23.83 - $28.12 $23.8 - $28.1
107 $2.91M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
2
New
$86.79 - $101.21 $174 - $202
2 $197K
Netclass Technology
100
New
N/A
100 $165K
RVT
Royce Value Trust, Inc.

Financial Services
8
New
$12.5 - $15.21 $100 - $122
8 $120K
Scilex Holding
20
New
N/A
20 $118K
IMTB
Ishares Tr

ETFs
2
+ 1.24%
$42.53 - $43.63 $85.1 - $87.3
163 $7.13M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1
+ 0.45%
$49.57 - $50.27 $49.6 - $50.3
223 $11.2M
UWMC
Uwm Holdings Corp

Financial Services
24
New
$3.94 - $5.79 $94.6 - $139
24 $99K
HYGW
Ishares Tr High Yield Corporat
8
+ 4.0%
N/A
208 $6.39M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2
+ 0.95%
$50.52 - $50.92 $101 - $102
212 $10.8M
LCID
Lucid Group, Inc.

Consumer Cyclical
150
+ 20.44%
$2.1 - $2.96 $315 - $444
884 $1.87M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2
+ 1.41%
$50.1 - $51.02 $100 - $102
144 $7.36M
GDV
Gabelli Dividend & Income Trust

Financial Services
3
New
$21.11 - $26.01 $63.3 - $78
3 $78K
Ishares Aaa
1
+ 1.23%
N/A
82 $4.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3
+ 1.11%
$20.66 - $20.74 $62 - $62.2
273 $5.66M
Activity Summary
Buys All Purchases 553 New Holdings 96 Increased Positions 457 Sells All Sells 410 Reductions 409 Sold out 1 Options Calls 0 Puts 0
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