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
LMND
Lemonade, Inc.

Financial Services
1.04K
+ 1733.33%
$25.12 - $45.79 $26.1K - $47.6K
1.1K $48.2M
NOC
Northrop Grumman Corp

Industrials
116
+ 11.16%
$456.3 - $540.39 $52.9K - $62.7K
1.16K $578M
FHN
First Horizon Corp

Financial Services
2.12K
+ 2906.85%
$16.21 - $21.2 $34.4K - $45K
2.2K $46.5M
PPL
Ppl Corp

Utilities
1.36K
+ 316.59%
$33.45 - $36.5 $45.3K - $49.5K
1.78K $60.4M
Talen Energy
153
+ 5100.0%
N/A
156 $45.4M
VMC
Vulcan Materials CO

Basic Materials
71
+ 7.47%
$226.49 - $276.01 $16.1K - $19.6K
1.02K $267M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
682
New
$61.03 - $67.59 $41.6K - $46.1K
682 $43.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
84
+ 1.52%
$70.56 - $87.22 $5.93K - $7.33K
5.62K $490M
IEFA
Ishares Tr

ETFs
56
+ 1.13%
$67.83 - $84.09 $3.8K - $4.71K
5.01K $418M
VGT
Vanguard Information Technolog

ETFs
39
+ 27.66%
$470.37 - $663.28 $18.3K - $25.9K
180 $120M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
86
+ 61.87%
$299.15 - $396.54 $25.7K - $34.1K
225 $89.3M
ABBV
Abb Vie Inc.

Healthcare
503
+ 23.68%
$170.16 - $206.27 $85.6K - $104K
2.63K $488M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
832
+ 2189.47%
$50.09 - $51.09 $41.7K - $42.5K
870 $44.4M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
781
+ 5.48%
$49.18 - $50.17 $38.4K - $39.2K
15K $754M
HUBS
Hubspot Inc

Technology
74
+ 1057.14%
$487.07 - $672.24 $36K - $49.7K
81 $45.1M
BBUS
J P Morgan Exchg Traded Fd

ETFs
148
+ 6.81%
$89.63 - $111.92 $13.3K - $16.6K
2.32K $260M
SPGI
S&P Global Inc.

Financial Services
73
+ 75.26%
$438.31 - $527.29 $32K - $38.5K
170 $89.8M
GILD
Gilead Sciences, Inc.

Healthcare
371
+ 42.99%
$96.91 - $113.0 $36K - $41.9K
1.23K $137M
Viking Holdings
332
+ 20.12%
N/A
1.98K $106M
Hcw Biologics
10K
New
N/A
10K $39.7M
DRI
Darden Restaurants Inc

Consumer Cyclical
134
+ 14.5%
$186.58 - $225.78 $25K - $30.3K
1.06K $231M
IONQ
Ion Q, Inc.

Technology
500
+ 61.88%
$20.68 - $48.04 $10.3K - $24K
1.31K $56.2M
AYI
Acuity Brands Inc

Industrials
127
+ 3175.0%
$223.31 - $304.18 $28.4K - $38.6K
131 $39.3M
VTV
Vanguard Value ETF

ETFs
92
+ 1.68%
$153.67 - $176.74 $14.1K - $16.3K
5.57K $984M
FDL
First Tr Morningstar Dividend

ETFs
2.14K
+ 6.49%
$38.19 - $43.19 $81.8K - $92.5K
35.1K $1.47B
FISV
Fiserv Inc

Technology
221
+ 960.87%
N/A
244 $42.1M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
365
+ 215.98%
$97.29 - $105.63 $35.5K - $38.6K
534 $54.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
139
+ 3.36%
$114.78 - $133.31 $16K - $18.5K
4.27K $569M
NUE
Nucor Corp

Basic Materials
61
+ 1.97%
$103.22 - $131.43 $6.3K - $8.02K
3.15K $408M
PSX
Phillips 66

Energy
330
+ 42.75%
$92.87 - $125.73 $30.6K - $41.5K
1.1K $131M
UNP
Union Pacific Corp

Industrials
198
+ 11.94%
$208.27 - $238.46 $41.2K - $47.2K
1.86K $427M
CTAS
Cintas Corp

Industrials
157
+ 3925.0%
$190.11 - $227.66 $29.8K - $35.7K
161 $35.9M
EQIX
Equinix Inc

Real Estate
44
+ 1466.67%
$740.07 - $914.43 $32.6K - $40.2K
47 $37.4M
LYB
Lyondell Basell Industries N.V.

Basic Materials
600
New
$53.23 - $70.65 $31.9K - $42.4K
600 $34.7M
OGE
Oge Energy Corp.

Utilities
780
New
$42.23 - $46.38 $32.9K - $36.2K
780 $34.7M
AVIG
American Centy ETF Tr Avantis

ETFs
747
+ 4.95%
$40.41 - $41.62 $30.2K - $31.1K
15.9K $660M
Canadian Pacific
269
+ 18.48%
N/A
1.73K $137M
NFG
National Fuel Gas CO

Energy
405
New
$73.0 - $86.01 $29.6K - $34.8K
405 $34.3M
VTR
Ventas, Inc.

Real Estate
536
New
$62.45 - $70.08 $33.5K - $37.6K
536 $33.9M
WMB
Williams Companies, Inc.

Energy
306
+ 6.39%
$54.33 - $62.87 $16.6K - $19.2K
5.09K $320M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
536
New
$49.48 - $61.22 $26.5K - $32.8K
536 $32.7M
SRE
Sempra Energy

Utilities
321
+ 16.9%
$63.78 - $78.91 $20.5K - $25.3K
2.22K $168M
GPC
Genuine Parts CO

Consumer Cyclical
265
+ 8833.33%
$105.54 - $129.09 $28K - $34.2K
268 $32.5M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
100
+ 3.74%
$38.95 - $53.59 $3.9K - $5.36K
2.77K $149M
WDAY
Workday, Inc.

Technology
133
+ 2216.67%
$210.47 - $274.71 $28K - $36.5K
139 $33.4M
YLDE
Legg Mason ETF Invt Tr

ETFs
380
+ 2.79%
$46.94 - $52.62 $17.8K - $20K
14K $737M
SFLR
Innovator Etfs Tr Equity Manag
213
+ 1.94%
N/A
11.2K $376M
MUSA
Murphy Usa Inc.

Consumer Cyclical
77
+ 1925.0%
$388.56 - $520.27 $29.9K - $40.1K
81 $33M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
657
+ 89.63%
$40.64 - $47.27 $26.7K - $31.1K
1.39K $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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