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
UBER
Uber Technologies, Inc

Technology
593
+ 56.26%
$64.62 - $93.3 $38.3K - $55.3K
1.65K $154M
CION
Cion Investment Corp

Financial Services
8.83K
+ 87.98%
$8.68 - $10.48 $76.6K - $92.5K
18.9K $180M
HYLS
First Tr Tactical High Yield L

ETFs
1.54K
+ 10.74%
$39.8 - $41.84 $61.4K - $64.6K
15.9K $665M
CRBG
Corebridge Financial, Inc.

Financial Services
2.12K
+ 2750.65%
$25.41 - $35.83 $53.8K - $75.9K
2.2K $77.9M
WTMF
Wisdomtree Tr Managed Futures

ETFs
1.98K
+ 59.99%
$32.91 - $35.38 $65.1K - $70K
5.28K $186M
Fidelity Enhanced
1.55K
+ 52.92%
N/A
4.48K $166M
INTU
Intuit Inc

Technology
18
+ 5.36%
$544.07 - $787.63 $9.79K - $14.2K
354 $279M
Te Connectivity
377
+ 119.68%
N/A
692 $117M
VLUE
Ishares Msci Usa Value Factor

ETFs
501
+ 24.14%
$93.5 - $113.21 $46.8K - $56.7K
2.58K $292M
TMUS
T Mobile Us, Inc.

Communication Services
336
+ 97.39%
$220.99 - $268.54 $74.3K - $90.2K
681 $162M
YYY
Amplify ETF Tr High Income ETF

ETFs
5.58K
+ 54.77%
$10.18 - $11.74 $56.8K - $65.5K
15.8K $185M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
161
+ 169.47%
$421.16 - $509.5 $67.8K - $82K
256 $114M
ADSK
Autodesk, Inc.

Technology
204
+ 219.35%
N/A
297 $91.9M
MISL
First Tr Exchange Traded Fd In
100
+ 1.11%
N/A
9.1K $340M
American Healthcare
18
+ 0.17%
N/A
10.3K $380M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
725
+ 18.88%
$91.43 - $91.74 $66.3K - $66.5K
4.57K $419M
Pgim Aaa
1.26K
+ 13.09%
N/A
10.9K $562M
OKE
Oneok Inc

Energy
801
+ 13350.0%
$78.71 - $100.37 $63K - $80.4K
807 $65.9M
CVS
Cvs Health Corp

Healthcare
927
+ 318.56%
$60.04 - $70.18 $55.7K - $65.1K
1.22K $84M
VST
Vistra Corp.

Utilities
322
+ 1400.0%
$98.07 - $195.04 $31.6K - $62.8K
345 $66.9M
TJX
Tjx Companies Inc

Consumer Cyclical
486
+ 20.9%
$119.13 - $135.03 $57.9K - $65.6K
2.81K $347M
FCAL
First Tr Iii Calif Mun High In

ETFs
1.4K
+ 24.17%
$47.18 - $49.3 $66K - $69K
7.19K $345M
JNJ
Johnson & Johnson

Healthcare
733
+ 19.46%
$146.36 - $159.82 $107K - $117K
4.5K $687M
Lithium Amers
23.5K
+ 174.07%
N/A
37K $99.2M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.08%
$154.86 - $239.07 $155 - $239
1.23K $293M
CCL
Carnival Corp

Consumer Cyclical
1.25K
+ 39.6%
$16.43 - $28.12 $20.5K - $35.1K
4.4K $124M
LHX
L3 Harris Technologies, Inc.

Industrials
196
+ 65.55%
$200.21 - $256.99 $39.2K - $50.4K
495 $124M
PYPL
Pay Pal Holdings, Inc.

Financial Services
703
+ 74.0%
$57.41 - $74.81 $40.4K - $52.6K
1.65K $123M
AIG
American International Group, Inc.

Financial Services
719
+ 95.23%
$77.56 - $87.72 $55.8K - $63.1K
1.47K $126M
OSCR
Oscar Health, Inc.

Healthcare
2.8K
New
$11.6 - $21.44 $32.5K - $60K
2.8K $60M
SLV
I Shares Silver Trust

ETFs
1.14K
+ 9.55%
$27.08 - $33.74 $30.8K - $38.4K
13K $428M
CTVA
Corteva, Inc.

Basic Materials
666
+ 113.85%
$55.52 - $74.53 $37K - $49.6K
1.25K $93.2M
Jpmorgan Hedged
571
+ 8.03%
N/A
7.68K $481M
AMT
American Tower Corp

Real Estate
250
+ 67.75%
$203.96 - $228.19 $51K - $57K
619 $137M
MCHP
Microchip Technology Inc

Technology
748
+ 482.58%
$35.34 - $71.6 $26.4K - $53.6K
903 $63.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
240
+ 5.23%
$74.88 - $91.97 $18K - $22.1K
4.83K $444M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.24K
+ 4138.89%
$19.1 - $23.83 $42.7K - $53.3K
2.29K $54.6M
SCHW
Schwab Charles Corp

Financial Services
560
+ 386.21%
$69.06 - $91.24 $38.7K - $51.1K
705 $64.3M
OKTA
Okta, Inc.

Technology
535
+ 165.63%
$91.24 - $127.3 $48.8K - $68.1K
858 $85.8M
GD
General Dynamics Corp

Industrials
162
+ 76.42%
$247.68 - $291.66 $40.1K - $47.2K
374 $109M
MTG
Mgic Investment Corp

Financial Services
1.83K
+ 2006.59%
$22.43 - $28.1 $41K - $51.3K
1.92K $53.4M
OMF
One Main Holdings, Inc.

Financial Services
882
+ 2940.0%
$40.42 - $57.0 $35.7K - $50.3K
912 $52M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
272
+ 58.24%
$101.69 - $139.02 $27.7K - $37.8K
739 $103M
GWW
W.W. Grainger, Inc.

Industrials
47
+ 293.75%
$919.93 - $1101.66 $43.2K - $51.8K
63 $65.5M
APO
Apollo Global Management, Inc.

Financial Services
142
+ 2.51%
$108.68 - $145.07 $15.4K - $20.6K
5.81K $824M
Rocket Lab
1.34K
New
N/A
1.34K $47.9M
FDHY
Fidelity Covington Trust High

ETFs
953
+ 148.91%
$46.01 - $48.93 $43.8K - $46.6K
1.59K $77.8M
DUK
Duke Energy Corp

Utilities
531
+ 13.06%
$112.46 - $124.05 $59.7K - $65.9K
4.6K $542M
BBDC
Barings Bdc, Inc.

Financial Services
5.16K
+ 269.56%
$7.89 - $9.51 $40.7K - $49.1K
7.08K $64.7M
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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