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
NWN
Northwest Natural Holding CO

Utilities
236
New
$39.62 - $44.11 $9.35K - $10.4K
236 $9.4M
ICVT
Ishares Tr Convertible Bond Et

ETFs
6
+ 0.44%
$78.98 - $90.1 $474 - $541
1.37K $124M
Barrick Mining
437
New
N/A
437 $9.1M
OGS
One Gas, Inc.

Utilities
125
New
$71.59 - $81.38 $8.95K - $10.2K
125 $9.04M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
115
New
$62.73 - $78.42 $7.21K - $9.02K
115 $8.91M
Amplify Cybersecurity
100
New
N/A
100 $8.64M
RACE
Ferrari N.V.

Consumer Cyclical
15
+ 75.0%
$397.86 - $499.02 $5.97K - $7.49K
35 $17.2M
RODM
Hartford Multifactor Developed

ETFs
16
+ 0.62%
$28.23 - $34.22 $452 - $548
2.62K $89.2M
AZN
Astrazeneca PLC

Healthcare
165
+ 20.07%
$64.87 - $75.0 $10.7K - $12.4K
987 $69M
DTE
Dte Energy CO

Utilities
69
+ 60.0%
$127.39 - $139.49 $8.79K - $9.62K
184 $24.4M
SWKS
Skyworks Solutions, Inc.

Technology
51
+ 11.36%
$49.2 - $74.95 $2.51K - $3.82K
500 $37.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1
+ 0.14%
$97.68 - $121.38 $97.7 - $121
702 $85.2M
ALL
Allstate Corp

Financial Services
47
+ 16.15%
$180.53 - $212.64 $8.48K - $9.99K
338 $68.1M
Ishares High
160
+ 49.54%
N/A
483 $23.5M
CNQ
Canadian Natural Resources LTD

Energy
24
+ 0.21%
$25.14 - $34.01 $603 - $816
11.2K $352M
PSA
Public Storage

Real Estate
26
+ 86.67%
$266.31 - $309.77 $6.92K - $8.05K
56 $16.6M
VTC
Vanguard Scottsdale Fds Total

ETFs
60
+ 1.21%
$74.71 - $77.33 $4.48K - $4.64K
5.01K $388M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
71
+ 2.66%
$22.92 - $28.05 $1.63K - $1.99K
2.74K $76.9M
USB
Us Bancorp \De\

Financial Services
4
+ 0.18%
$36.4 - $45.76 $146 - $183
2.22K $101M
Kovitz Core
256
New
N/A
256 $6.41M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
8
+ 0.24%
$37.18 - $42.55 $297 - $340
3.37K $143M
PHO
Invesco Exchange Traded Fd Tr

ETFs
70
+ 28.23%
$58.13 - $69.92 $4.07K - $4.89K
318 $22.2M
USA
Liberty All Star Equity Fund

Financial Services
316
+ 2.23%
$5.9 - $6.81 $1.86K - $2.15K
14.5K $98.7M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
17
+ 1.41%
N/A
1.22K $48.5M
NBCM
Neuberger Berman ETF Tr Commod
235
+ 2611.11%
N/A
244 $5.43M
APD
Air Products & Chemicals, Inc.

Basic Materials
19
+ 82.61%
$248.61 - $294.96 $4.72K - $5.6K
42 $11.8M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
142
New
$27.26 - $34.48 $3.87K - $4.9K
142 $4.9M
CTA
Simplify Exch Traded Fds Simpl

ETFs
184
+ 95.83%
$26.61 - $29.9 $4.9K - $5.5K
376 $10.1M
TILT
Flexshares Tr

ETFs
1
+ 0.44%
$181.13 - $224.01 $181 - $224
226 $50.7M
Ekso Bionics
1.3K
New
N/A
1.3K $4.27M
Longevity Health
1.67K
New
N/A
1.67K $4.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
46
+ 8.81%
$89.87 - $92.93 $4.13K - $4.27K
568 $52.4M
XLU
Utilities Sector Spdr

ETFs
1
+ 0.07%
$73.09 - $82.77 $73.1 - $82.8
1.37K $112M
XTEN
Bondbloxx ETF Tr Bloomberg 10
84
New
N/A
84 $3.88M
Ishares Intl
116
+ 23.72%
N/A
605 $16.5M
SAP
Sap Se

Technology
11
+ 100.0%
$237.53 - $309.8 $2.61K - $3.41K
22 $6.69M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
77
+ 0.35%
$55.57 - $62.73 $4.28K - $4.83K
22.1K $1.36B
LYG
Lloyds Banking Group PLC

Financial Services
861
New
$3.32 - $4.29 $2.86K - $3.69K
861 $3.66M
BK
Bank Of New York Mellon Corp

Financial Services
30
+ 28.57%
$73.31 - $91.62 $2.2K - $2.75K
135 $12.4M
ACLS
Axcelis Technologies Inc

Technology
50
New
$42.42 - $70.92 $2.12K - $3.55K
50 $3.49M
TCBK
Trico Bancshares

Financial Services
22
+ 0.45%
$35.9 - $41.52 $790 - $913
4.9K $198M
Ishares Advantage
98
+ 28.74%
N/A
439 $13.2M
LEVI
Levi Strauss & CO

Consumer Cyclical
8
+ 0.72%
$12.42 - $18.62 $99.4 - $149
1.11K $20.6M
FNDF
Schwab Fundamental Intl Large

ETFs
53
+ 19.06%
$32.25 - $40.02 $1.71K - $2.12K
331 $13.3M
CNRG
Spdr S&P Kensho Clean Power Et

ETFs
54
New
$43.99 - $60.85 $2.38K - $3.29K
54 $3.21M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6
+ 1.73%
$73.02 - $90.22 $438 - $541
352 $31.4M
AGCO
Agco Corp

Industrials
30
+ 500.0%
$75.77 - $108.43 $2.27K - $3.25K
36 $3.71M
SMMT
Summit Therapeutics Inc.

Healthcare
77
+ 10.25%
$16.64 - $36.7 $1.28K - $2.83K
828 $17.6M
Organigram Global
2.28K
New
N/A
2.28K $3.07M
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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