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
HYMU
Blackrock ETF Tr Ii High Yield
136
New
N/A
136 $3.03M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2
+ 0.27%
$52.31 - $63.72 $105 - $127
731 $46.6M
KMI
Kinder Morgan, Inc.

Energy
3
+ 0.09%
$25.21 - $29.4 $75.6 - $88.2
3.3K $96.9M
SIL
Global X Silver Miners ETF

ETFs
60
New
$33.97 - $49.02 $2.04K - $2.94K
60 $2.89M
DVYE
Ishares Emerging Markets Divid

ETFs
98
New
$23.95 - $29.03 $2.35K - $2.84K
98 $2.82M
TWST
Twist Bioscience Corp

Healthcare
76
New
$28.16 - $40.27 $2.14K - $3.06K
76 $2.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
26
+ 10.97%
$107.93 - $110.97 $2.81K - $2.89K
263 $29M
EWC
Ishares Msci Canada ETF

ETFs
58
New
$37.17 - $46.2 $2.16K - $2.68K
58 $2.68M
SCCO
Southern Copper Corp

Basic Materials
3
+ 0.98%
$75.63 - $104.64 $227 - $314
310 $31.4M
EPP
Ishares Inc

ETFs
54
New
$38.85 - $49.83 $2.1K - $2.69K
54 $2.67M
Flaherty & Crumrine
68
+ 1.7%
N/A
4.06K $83.4M
ED
Consolidated Edison Inc

Utilities
100
+ 13.57%
$98.05 - $113.3 $9.81K - $11.3K
837 $84M
NFRA
Flexshares Stoxx Global Broad

ETFs
4
+ 0.83%
$53.49 - $61.88 $214 - $248
485 $30M
EMB
Ishares Tr

ETFs
22
+ 16.92%
$86.54 - $92.62 $1.9K - $2.04K
152 $14.1M
NGG
National Grid PLC

Utilities
30
New
$62.74 - $74.79 $1.88K - $2.24K
30 $2.23M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
11
+ 0.42%
$12.03 - $14.44 $132 - $159
2.62K $37.8M
BEP
Brookfield Renewable Partners L.P.

Utilities
8
+ 1.41%
$20.16 - $26.41 $161 - $211
577 $14.7M
ROIV
Roivant Sciences Ltd.

Healthcare
186
New
$9.08 - $11.62 $1.69K - $2.16K
186 $2.1M
Global X
20
+ 17.7%
N/A
133 $13.4M
MFC
Manulife Financial Corp

Financial Services
33
+ 2.65%
$26.93 - $32.44 $889 - $1.07K
1.28K $40.8M
DECK
Deckers Outdoor Corp

Consumer Cyclical
20
New
$100.44 - $129.37 $2.01K - $2.59K
20 $2.06M
PPG
Ppg Industries Inc

Basic Materials
15
+ 19.74%
$91.66 - $115.04 $1.37K - $1.73K
91 $10.4M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
27
+ 4.33%
$36.02 - $41.92 $973 - $1.13K
650 $27.2M
SHG
Shinhan Financial Group CO LTD

Financial Services
42
New
N/A
42 $1.9M
FNX
First Tr Mid Cap Core Alphadex

ETFs
1
+ 0.35%
$94.92 - $114.85 $94.9 - $115
289 $33.2M
EEM
Ishares Msci Emerging Markets

ETFs
2
+ 0.57%
$38.52 - $48.28 $77 - $96.6
354 $17.1M
IEF
Ishares Barclays

ETFs
12
+ 0.89%
$93.15 - $96.56 $1.12K - $1.16K
1.36K $130M
SKOR
Flexshares Tr Credit Scored Us

ETFs
31
+ 9.66%
$47.3 - $48.78 $1.47K - $1.51K
352 $17.2M
IGHG
Proshares Investment Grade Int

ETFs
21
New
$74.89 - $78.35 $1.57K - $1.65K
21 $1.65M
FAST
Fastenal CO

Industrials
255
+ 100.0%
$40.65 - $83.16 $10.4K - $21.2K
510 $21.4M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
27
+ 42.86%
$42.56 - $50.32 $1.15K - $1.36K
90 $4.57M
ARKG
Ark Genomic Revolution ETF (De

ETFs
59
+ 393.33%
$18.34 - $24.56 $1.08K - $1.45K
74 $1.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
51
+ 15.6%
$45.07 - $52.57 $2.3K - $2.68K
378 $18.5M
Defi Technologies
500
New
N/A
500 $1.47M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
95
New
$11.9 - $15.57 $1.13K - $1.48K
95 $1.46M
ADBE
Adobe Inc.

Technology
2
+ 1.21%
$340.0 - $420.68 $680 - $841
167 $64.6M
Pony Ai
100
New
N/A
100 $1.32M
GUNR
Flexshares Tr Morningstar Glob

ETFs
7
+ 0.9%
$33.77 - $41.16 $236 - $288
784 $31.5M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
1
+ 0.19%
$42.54 - $50.99 $42.5 - $51
535 $27.3M
GQRE
Flexshares Tr Global Quality R

ETFs
5
+ 0.97%
$51.85 - $60.01 $259 - $300
521 $31.1M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
12
New
$89.4 - $99.04 $1.07K - $1.19K
12 $1.16M
PLUG
Plug Power Inc

Industrials
715
+ 1787.5%
$0.7 - $1.49 $500 - $1.07K
755 $1.13M
Amentum Holdings
8
+ 5.06%
N/A
166 $3.92M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
117
New
$6.26 - $9.51 $732 - $1.11K
117 $1.01M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
21
+ 6.56%
$50.34 - $51.86 $1.06K - $1.09K
341 $17.5M
CNHI
Cnh Industrial N.V.

Industrials
71
+ 133.96%
N/A
124 $1.61M
Astera Labs
5
+ 31.25%
N/A
21 $1.9M
IAT
Ishares Tr

ETFs
2
+ 0.71%
$39.71 - $49.55 $79.4 - $99.1
284 $14.1M
UNFI
United Natural Foods Inc

Consumer Defensive
38
New
$21.3 - $31.55 $809 - $1.2K
38 $886K
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email