Golden State Wealth Management, LLC Incresed Positions in Q2 2025

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
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
NKE
Nike, Inc.

Consumer Cyclical
660
+ 22.72%
$53.27 - $72.04 $35.2K - $47.5K
3.57K $253M
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
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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