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
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
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
WMB
Williams Companies, Inc.

Energy
306
+ 6.39%
$54.33 - $62.87 $16.6K - $19.2K
5.09K $320M
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
MNST
Monster Beverage Corp

Consumer Defensive
479
+ 647.3%
$55.01 - $64.24 $26.3K - $30.8K
553 $34.6M
Innovator Nasdaq
800
+ 35.52%
N/A
3.05K $91.1M
MTB
M&T Bank Corp

Financial Services
155
+ 2214.29%
$156.58 - $193.99 $24.3K - $30.1K
162 $31.4M
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
439
+ 10975.0%
$64.31 - $75.93 $28.2K - $33.3K
443 $30.1M
APP
App Lovin Corp

Technology
74
+ 160.87%
$219.37 - $417.89 $16.2K - $30.9K
120 $42M
SCHX
Schwab Strategic Tr Us Large C

ETFs
324
+ 3.5%
$19.6 - $24.44 $6.35K - $7.92K
9.58K $234M
VEU
Vanguard Ftse All World Ex Us

ETFs
3
+ 0.07%
$54.19 - $67.22 $163 - $202
4.49K $302M
FLMI
Franklin Dynamic Municipal Bon

ETFs
1.46K
+ 4.36%
$23.57 - $24.6 $34.4K - $35.9K
34.9K $847M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
880
+ 10.35%
$27.29 - $29.28 $24K - $25.8K
9.39K $275M
SNOW
Snowflake Inc.

Technology
121
+ 417.24%
$130.53 - $223.77 $15.8K - $27.1K
150 $33.6M
PFGC
Performance Food Group CO

Consumer Defensive
312
+ 148.57%
$71.62 - $89.56 $22.3K - $27.9K
522 $45.7M
SNPS
Synopsys Inc

Technology
32
+ 22.07%
$380.9 - $517.66 $12.2K - $16.6K
177 $90.7M
ASML
Asml Holding Nv

Technology
17
+ 16.19%
$595.37 - $815.24 $10.1K - $13.9K
122 $97.8M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
182
+ 7.19%
$35.38 - $48.3 $6.44K - $8.79K
2.71K $131M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
165
+ 46.48%
$106.81 - $136.49 $17.6K - $22.5K
520 $71M
CLH
Clean Harbors Inc

Industrials
109
+ 145.33%
$182.1 - $233.5 $19.8K - $25.5K
184 $42.5M
CLNE
Clean Energy Fuels Corp.

Energy
10K
+ 50.0%
$1.32 - $2.08 $13.2K - $20.8K
30K $58.5M
SO
Southern CO

Utilities
290
+ 3.17%
$84.91 - $92.56 $24.6K - $26.8K
9.45K $867M
ABNB
Airbnb, Inc.

Consumer Cyclical
171
+ 85.93%
$105.69 - $140.64 $18.1K - $24K
370 $49M
BAH
Booz Allen Hamilton Holding Corp

Industrials
240
+ 244.9%
$99.97 - $129.69 $24K - $31.1K
338 $35.2M
ZETA
Zeta Global Holdings Corp.

Technology
1.6K
+ 2000.0%
$11.02 - $16.81 $17.6K - $26.9K
1.68K $26M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
220
+ 10.03%
$41.45 - $54.46 $9.12K - $12K
2.41K $126M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
591
+ 7.36%
$47.42 - $51.67 $28K - $30.5K
8.62K $437M
VT
Vanguard Total World Stk Index

ETFs
8
+ 0.44%
$103.16 - $128.52 $825 - $1.03K
1.85K $237M
TRV
Travelers Companies, Inc.

Financial Services
88
+ 283.87%
$233.83 - $276.34 $20.6K - $24.3K
119 $31.8M
PODD
Insulet Corp

Healthcare
69
+ 202.94%
$238.57 - $327.47 $16.5K - $22.6K
103 $32.4M
Tko Group
126
+ 840.0%
N/A
141 $25.7M
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
594
+ 65.85%
$25.97 - $33.21 $15.4K - $19.7K
1.5K $49.7M
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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