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
ACWI
Ishares Msci Acwi ETF

ETFs
1.77K
+ 6.65%
$103.59 - $128.6 $183K - $228K
28.4K $3.65B
FICS
First Tr Exchange Traded Fd Vi

ETFs
5.64K
+ 5.19%
$33.47 - $40.22 $189K - $227K
114K $4.5B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
10K
+ 2458.09%
$49.79 - $50.75 $499K - $509K
10.4K $530M
AOR
Ishares Tr Core Growth Allocat

ETFs
8.07K
New
$53.36 - $61.57 $431K - $497K
8.07K $497M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.58K
+ 69.36%
$141.37 - $228.57 $223K - $361K
3.85K $873M
PTF
Invesco Exchange Traded Fd Tr

ETFs
3.49K
+ 14.98%
$51.29 - $68.29 $179K - $238K
26.8K $1.83B
SKYY
First Trust Cloud Computing Et

ETFs
712
+ 3.86%
$89.46 - $121.64 $63.7K - $86.6K
19.1K $2.33B
EFV
Msci Eafe Value ETF

ETFs
5.42K
+ 27.56%
$52.4 - $64.65 $284K - $350K
25.1K $1.59B
FSIG
First Tr ETF Iv LTD Duration I
22.6K
New
$18.77 - $19.14 $424K - $433K
22.6K $432M
CRWD
Crowd Strike Holdings, Inc.

Technology
637
+ 122.5%
$321.63 - $509.31 $205K - $324K
1.16K $589M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.7K
+ 12.1%
$24.48 - $24.9 $360K - $366K
136K $3.39B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
844
+ 0.91%
$50.39 - $60.05 $42.5K - $50.7K
93.5K $5.62B
AMD
Advanced Micro Devices Inc

Technology
160
+ 1.8%
$78.21 - $143.81 $12.5K - $23K
9.03K $1.28B
AVDE
American Centy ETF Tr Avantis

ETFs
843
+ 2.26%
$59.32 - $74.36 $50K - $62.7K
38.2K $2.83B
VRT
Vertiv Holdings CO

Industrials
297
+ 5.37%
N/A
5.83K $749M
IVW
Ishares S&P 500 Growth ETF

ETFs
810
+ 5.46%
$82.96 - $110.1 $67.2K - $89.2K
15.7K $1.72B
PANW
Palo Alto Networks Inc

Technology
420
+ 5.69%
$152.44 - $204.64 $64K - $85.9K
7.81K $1.6B
IVE
Ishares S&P 500 Value ETF

ETFs
1.64K
+ 69.37%
$168.34 - $195.42 $277K - $321K
4.01K $785M
ETN
Eaton Corp PLC

Industrials
399
+ 17.98%
$246.52 - $356.99 $98.4K - $142K
2.62K $935M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
83
+ 0.08%
$27.46 - $33.2 $2.28K - $2.76K
97.9K $3.25B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.35K
+ 13.56%
$43.53 - $54.46 $146K - $183K
28.1K $1.53B
Ge Vernova
48
+ 3.93%
N/A
1.27K $672M
IEMG
Ishares Inc

ETFs
4.38K
+ 81.16%
N/A
9.78K $587M
GOOG
Alphabet Inc.

Communication Services
288
+ 2.83%
$146.58 - $180.01 $42.2K - $51.8K
10.4K $1.85B
DIS
Walt Disney CO

Communication Services
637
+ 8.82%
$81.72 - $124.01 $52.1K - $79K
7.86K $974M
OEF
Ishares S&P 100 ETF

ETFs
620
+ 36.05%
N/A
2.34K $712M
IGRO
Ishares Tr International Divid

ETFs
1.44K
+ 7.13%
$66.32 - $80.17 $95.6K - $116K
21.7K $1.71B
MU
Micron Technology Inc

Technology
1.37K
+ 68.94%
$64.72 - $127.91 $88.9K - $176K
3.37K $415M
RTX
Raytheon Technologies Corp

Industrials
1.26K
+ 32.37%
$113.75 - $148.48 $143K - $187K
5.15K $752M
FDN
First Tr Fd Dow Jones

ETFs
581
+ 41.65%
$200.29 - $269.33 $116K - $156K
1.98K $532M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.58K
+ 861.0%
$61.92 - $81.5 $160K - $211K
2.88K $235M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
3.54K
+ 63.71%
$46.54 - $55.66 $165K - $197K
9.09K $506M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
3.11K
+ 653.99%
$53.69 - $67.27 $167K - $209K
3.59K $241M
IWF
Ishares Russell 1000 Gr ETF

ETFs
81
+ 2.95%
$320.42 - $424.58 $26K - $34.4K
2.82K $1.2B
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
2.93K
New
$55.5 - $69.0 $163K - $202K
2.93K $202M
IAU
Ishares Gold Trust

ETFs
2.53K
+ 32.37%
$56.1 - $64.74 $142K - $164K
10.3K $645M
Ishares U S
5.12K
New
N/A
5.12K $182M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
915
New
$139.8 - $197.22 $128K - $180K
915 $180M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
1.34K
+ 19.59%
$82.17 - $99.96 $110K - $134K
8.18K $803M
DELL
Dell Technologies Inc.

Technology
280
+ 6.35%
$71.63 - $125.98 $20.1K - $35.3K
4.69K $575M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.44K
+ 2.36%
$35.35 - $42.68 $50.7K - $61.2K
62.2K $2.65B
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
3.78K
+ 24.14%
$34.34 - $40.99 $130K - $155K
19.4K $791M
BAC
Bank Of America Corp

Financial Services
761
+ 3.13%
$34.39 - $47.46 $26.2K - $36.1K
25K $1.18B
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
1.86K
+ 61.11%
$62.52 - $78.19 $116K - $145K
4.89K $380M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.23K
+ 5.59%
$40.73 - $50.06 $50.1K - $61.6K
23.2K $1.16B
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
2.64K
+ 62.99%
$39.69 - $51.24 $105K - $135K
6.82K $350M
Sandisk Corp
3.61K
+ 45150.0%
N/A
3.62K $164M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.42K
+ 12.47%
$48.46 - $50.2 $166K - $172K
30.9K $1.53B
Arista Networks
396
+ 8.37%
N/A
5.13K $525M
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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