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
SHW
Sherwin Williams CO

Basic Materials
70
+ 50.72%
$313.51 - $363.51 $21.9K - $25.4K
208 $71.4M
Intuitive Machines
1.8K
+ 180.0%
N/A
2.8K $30.4M
STRL
Sterling Construction CO Inc

Industrials
51
+ 54.84%
$104.96 - $231.51 $5.35K - $11.8K
144 $33.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
229
+ 3.64%
$75.05 - $77.34 $17.2K - $17.7K
6.52K $504M
DOCS
Doximity, Inc.

Healthcare
360
+ 3000.0%
$50.71 - $61.34 $18.3K - $22.1K
372 $22.8M
AMH
American Homes 4 Rent

Real Estate
606
+ 2244.44%
$32.8 - $39.31 $19.9K - $23.8K
633 $22.8M
EL
Estee Lauder Companies Inc

Consumer Defensive
210
+ 69.54%
$50.06 - $80.8 $10.5K - $17K
512 $41.4M
TXN
Texas Instruments Inc

Technology
4
+ 0.56%
N/A
722 $150M
UL
Unilever PLC

Consumer Defensive
325
+ 79.08%
$57.9 - $65.43 $18.8K - $21.3K
736 $45M
IDEV
Ishares Core Msci Intl Develop

ETFs
1
+ 0.04%
$61.79 - $76.67 $61.8 - $76.7
2.83K $215M
Celestica Inc
83
+ 102.47%
N/A
164 $25.6M
PINS
Pinterest, Inc.

Communication Services
506
+ 282.68%
$24.21 - $35.95 $12.3K - $18.2K
685 $24.6M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
197
+ 16.92%
$45.98 - $56.15 $9.06K - $11.1K
1.36K $76.4M
NEM
Newmont Corp

Basic Materials
292
+ 486.67%
$44.18 - $59.46 $12.9K - $17.4K
352 $20.5M
CRDO
Credo Technology Group Holding LTD

Technology
134
+ 145.65%
$33.3 - $95.05 $4.46K - $12.7K
226 $20.9M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2
+ 0.11%
$57.14 - $72.68 $114 - $145
1.86K $135M
MET
Metlife Inc

Financial Services
197
+ 41.91%
$68.42 - $82.49 $13.5K - $16.3K
667 $53.6M
FNV
Franco Nevada Corp

Basic Materials
90
+ 78.26%
$143.04 - $178.17 $12.9K - $16K
205 $33.6M
AVB
Avalonbay Communities Inc

Real Estate
77
+ 405.26%
$187.23 - $215.61 $14.4K - $16.6K
96 $19.7M
SQ
Block, Inc.

Technology
99
+ 15.66%
N/A
731 $49.7M
UAL
United Airlines Holdings, Inc.

Industrials
176
+ 176.0%
$56.15 - $84.23 $9.88K - $14.8K
276 $22M
ARKQ
Ark Autonomous Technology & Ro

ETFs
145
+ 172.62%
$58.8 - $89.17 $8.53K - $12.9K
229 $20.4M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
544
+ 283.33%
$25.27 - $27.14 $13.7K - $14.8K
736 $20M
HLN
Haleon PLC

Healthcare
1.41K
+ 107.55%
$9.27 - $11.41 $13.1K - $16.1K
2.72K $28.2M
LRN
Stride, Inc.

Consumer Defensive
75
+ 37.5%
$124.45 - $160.72 $9.33K - $12.1K
275 $39.9M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
669
+ 26.93%
$20.12 - $21.0 $13.5K - $14K
3.15K $66M
EAT
Brinker International, Inc

Consumer Cyclical
73
+ 243.33%
$128.68 - $181.78 $9.39K - $13.3K
103 $18.6M
DOCU
Docusign, Inc.

Technology
183
+ 265.22%
$70.35 - $93.84 $12.9K - $17.2K
252 $19.6M
SLGN
Silgan Holdings Inc

Consumer Cyclical
258
+ 5160.0%
$45.48 - $56.15 $11.7K - $14.5K
263 $14.2M
Liberty Media
126
+ 2520.0%
N/A
131 $13.7M
CMCSA
Comcast Corp

Communication Services
484
+ 13.62%
$32.84 - $36.72 $15.9K - $17.8K
4.04K $144M
PNC
Pnc Financial Services Group, Inc.

Financial Services
48
+ 14.08%
$149.76 - $186.42 $7.19K - $8.95K
389 $72.5M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
76
+ 14.34%
$44.23 - $62.66 $3.36K - $4.76K
606 $38M
VCIT
Vanguard Intermediate Term Cor

ETFs
120
+ 6.27%
$79.56 - $82.92 $9.55K - $9.95K
2.03K $169M
IXUS
Ishares Tr

ETFs
95
+ 15.37%
$62.37 - $77.63 $5.93K - $7.37K
713 $55.2M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
11
+ 6.51%
$49.95 - $128.54 $549 - $1.41K
180 $22.4M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
2.18K
+ 47.26%
$3.4 - $4.51 $7.41K - $9.82K
6.79K $30.3M
CSX
Csx Corp

Industrials
1
+ 0.03%
$26.69 - $32.91 $26.7 - $32.9
3.64K $119M
WM
Waste Management Inc

Industrials
60
+ 7.6%
$216.47 - $242.1 $13K - $14.5K
849 $194M
WCC
Wesco International Inc

Industrials
60
+ 2000.0%
$132.86 - $186.1 $7.97K - $11.2K
63 $11.7M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
206
+ 4.33%
$38.18 - $45.52 $7.87K - $9.38K
4.96K $217M
SOUN
Soundhound Ai, Inc.

Technology
500
+ 23.64%
$7.18 - $11.76 $3.59K - $5.88K
2.62K $28.1M
VPN
Global X Fds Data Ctr Reits &

ETFs
499
+ 75.61%
N/A
1.16K $21.6M
DLR
Digital Realty Trust, Inc.

Real Estate
1
+ 0.29%
$136.11 - $177.69 $136 - $178
348 $60.7M
Linde PLC
16
+ 1.56%
N/A
1.04K $488M
KD
Kyndryl Holdings, Inc.

Technology
226
+ 205.45%
$27.77 - $41.96 $6.28K - $9.48K
336 $14.1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
62
+ 413.33%
$144.63 - $179.53 $8.97K - $11.1K
77 $12.7M
ATGE
Adtalem Global Education Inc.

Consumer Defensive
76
+ 316.67%
$97.32 - $136.25 $7.4K - $10.4K
100 $12.7M
IBRX
Immunity Bio, Inc.

Healthcare
4K
+ 571.43%
$1.89 - $3.44 $7.56K - $13.8K
4.7K $12.4M
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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