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
NULG
Nuveen Esg Large Cap Growth Et

ETFs
895
+ 19.47%
$70.54 - $93.95 $63.1K - $84.1K
5.49K $516M
Pimco Enhanced
5.72K
+ 33.78%
N/A
22.6K $601M
LMT
Lockheed Martin Corp

Industrials
242
+ 9.32%
$430.82 - $486.45 $104K - $118K
2.84K $1.31B
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.52K
+ 15.8%
$55.15 - $68.11 $83.8K - $103K
11.1K $757M
RSG
Republic Services, Inc.

Industrials
602
+ 552.29%
$227.2 - $258.07 $137K - $155K
711 $175M
XLI
Industrial Sector Spdr

ETFs
181
+ 2.44%
$116.42 - $147.52 $21.1K - $26.7K
7.6K $1.12B
GE
General Electric CO

Industrials
149
+ 7.86%
$166.81 - $257.39 $24.9K - $38.4K
2.04K $526M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
617
+ 419.73%
$171.4 - $227.1 $106K - $140K
764 $174M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
135
+ 3.28%
$376.48 - $440.65 $50.8K - $59.5K
4.25K $1.87B
NOW
Service Now, Inc.

Technology
35
+ 7.48%
$721.65 - $1040.18 $25.3K - $36.4K
503 $517M
COF
Capital One Financial Corp

Financial Services
572
+ 96.46%
$150.57 - $212.76 $86.1K - $122K
1.17K $248M
HEQT
Simplify Exchange Traded Fds H
4.17K
+ 80.92%
$27.22 - $30.05 $114K - $125K
9.33K $280M
GVA
Granite Construction Inc

Industrials
430
+ 8.43%
$71.89 - $93.51 $30.9K - $40.2K
5.53K $517M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
165
+ 7.37%
$201.28 - $266.34 $33.2K - $43.9K
2.4K $640M
Arm Holdings
300
+ 20.55%
N/A
1.76K $285M
IWM
Ishares Russell 2000 ETF

ETFs
404
+ 17.65%
$174.82 - $215.79 $70.6K - $87.2K
2.69K $581M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.89K
+ 38.24%
$32.11 - $38.21 $92.6K - $110K
10.4K $396M
Reddit Inc
770
+ 770.0%
N/A
870 $131M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
461
+ 3.66%
N/A
13.1K $1.12B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
444
+ 7.06%
$57.46 - $75.58 $25.5K - $33.6K
6.73K $509M
STLG
Ishares Factors Us Growth Styl

ETFs
445
+ 5.14%
N/A
9.1K $550M
JCI
Johnson Controls International PLC

Industrials
817
+ 97.61%
$71.14 - $105.62 $58.1K - $86.3K
1.65K $175M
MGC
Vanguard Mega Cap ETF

ETFs
457
+ 285.63%
$179.23 - $224.92 $81.9K - $103K
617 $139M
FSCO
Fs Cr Opportunities Corp Com
13.2K
+ 31.42%
N/A
55.1K $400M
AOK
Ishares Tr Core Conservative A

ETFs
2.64K
New
$36.09 - $39.07 $95.4K - $103K
2.64K $103M
Ishares A I
3.58K
New
N/A
3.58K $103M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
1.24K
+ 121.21%
$82.21 - $83.12 $102K - $103K
2.26K $188M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
9.76K
New
$9.18 - $11.13 $89.6K - $109K
9.76K $101M
Annaly Capital
5.28K
+ 4225.6%
N/A
5.41K $102M
VB
Vanguard Small Cap ETF

ETFs
210
+ 6.49%
$193.73 - $237.37 $40.7K - $49.8K
3.45K $817M
SPIB
Spdr Portfolio Intermediate Te

ETFs
2.36K
+ 4.26%
$32.62 - $33.58 $77K - $79.3K
57.7K $1.94B
ENB
Enbridge Inc

Energy
2.08K
+ 85.2%
$41.09 - $47.16 $85.4K - $98K
4.52K $205M
QTEC
First Trust Nasdaq 100 Technol

ETFs
443
+ 1772.0%
$149.56 - $212.83 $66.3K - $94.3K
468 $99.6M
IBM
International Business Machines Corp

Technology
83
+ 5.49%
$221.03 - $294.78 $18.3K - $24.5K
1.59K $470M
EA
Electronic Arts Inc.

Communication Services
570
+ 456.0%
$132.53 - $159.7 $75.5K - $91K
695 $111M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
624
+ 9.16%
$56.88 - $70.77 $35.5K - $44.2K
7.44K $526M
EQT
Eqt Corp

Energy
1.56K
+ 2691.38%
$46.11 - $60.44 $72K - $94.3K
1.62K $94.4M
DOV
Dover Corp

Industrials
415
+ 20.9%
$151.14 - $186.7 $62.7K - $77.5K
2.4K $440M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
3.43K
+ 67.09%
N/A
8.54K $200M
HEEM
Ishares Currency Hedged Msci E

ETFs
2.63K
+ 66.11%
$24.94 - $30.1 $65.7K - $79.3K
6.62K $199M
MS
Morgan Stanley

Financial Services
122
+ 4.36%
$99.83 - $140.86 $12.2K - $17.2K
2.92K $411M
MSCI
Msci Inc.

Financial Services
146
+ 663.64%
$506.56 - $576.74 $74K - $84.2K
168 $96.9M
SPTS
Spdr Portfolio Short Term Trea

ETFs
2.84K
+ 18.91%
$29.07 - $29.38 $82.4K - $83.3K
17.8K $522M
MMM
3 M CO

Industrials
519
+ 83.31%
$126.09 - $154.15 $65.4K - $80K
1.14K $174M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
2.16K
+ 67.98%
$27.1 - $33.57 $58.5K - $72.5K
5.34K $177M
FCX
Freeport Mcmoran Inc

Basic Materials
1.65K
+ 109.69%
$29.15 - $44.46 $48.2K - $73.5K
3.16K $137M
BUCK
Simplify Exchange Traded Fds S
3.37K
New
N/A
3.37K $79.7M
EPD
Enterprise Products Partners L.P.

Energy
2.97K
+ 73.37%
$28.95 - $34.22 $86.1K - $102K
7.03K $218M
PAVE
Global X Fds Us Infrastructure

ETFs
1.49K
+ 69.62%
$33.78 - $43.68 $50.2K - $65K
3.62K $158M
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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