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
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
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
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
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
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
FPE
First Tr Pfd Secs & Income ETF

ETFs
961
+ 0.79%
$16.93 - $17.81 $16.3K - $17.1K
123K $2.2B
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
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
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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