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
EMB
Ishares Tr

ETFs
22
+ 16.92%
$86.54 - $92.62 $1.9K - $2.04K
152 $14.1M
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
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
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
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
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
ADBE
Adobe Inc.

Technology
2
+ 1.21%
$340.0 - $420.68 $680 - $841
167 $64.6M
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
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
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
AVDV
American Centy ETF Tr Avantis

ETFs
1
+ 1.19%
$61.76 - $79.32 $61.8 - $79.3
85 $6.79M
DTM
Dt Midstream, Inc.

Energy
1
+ 1.72%
$87.23 - $109.91 $87.2 - $110
59 $6.5M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8
+ 50.0%
$72.61 - $88.75 $581 - $710
24 $2.13M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
12
+ 75.0%
$41.22 - $55.5 $495 - $666
28 $1.51M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
10
+ 1.94%
$40.82 - $43.14 $408 - $431
525 $22.7M
EXPE
Expedia Group, Inc.

Consumer Cyclical
3
+ 0.78%
$136.63 - $176.62 $410 - $530
389 $65.7M
HSBC
Hsbc Holdings PLC

Financial Services
5
+ 4.35%
$46.68 - $61.09 $233 - $305
120 $7.31M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
14
+ 1.35%
$17.5 - $18.46 $245 - $258
1.05K $19.4M
EUFN
Ishares Msci Europe Financials

ETFs
4
+ 2.44%
$24.77 - $32.27 $99.1 - $129
168 $5.33M
BLDR
Builders First Source, Inc.

Industrials
7
+ 30.43%
$105.63 - $131.12 $739 - $918
30 $3.5M
ES
Eversource Energy

Utilities
2
+ 0.8%
$54.25 - $65.89 $109 - $132
252 $16M
BIT
Black Rock Multi Sector Income Trust

Financial Services
22
+ 2.0%
$13.11 - $14.6 $288 - $321
1.12K $16.4M
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
22
+ 1.4%
$20.01 - $20.15 $440 - $443
1.59K $31.9M
WELL
Welltower Inc.

Real Estate
1
+ 0.15%
$136.49 - $155.22 $136 - $155
663 $102M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
6
+ 1.22%
$46.39 - $47.84 $278 - $287
498 $23.8M
TECK
Teck Resources LTD

Basic Materials
5
+ 9.8%
$29.05 - $41.48 $145 - $207
56 $2.26M
ICLR
Icon PLC

Healthcare
3
+ 75.0%
$126.62 - $168.7 $380 - $506
7 $1.02M
SVAL
Ishares Tr Us Small Cap Value

ETFs
2
+ 0.8%
$26.29 - $31.11 $52.6 - $62.2
253 $7.87M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
28
+ 2.04%
$10.7 - $12.22 $300 - $342
1.4K $16.9M
JBBB
Janus Detroit Str Tr Henderson

ETFs
11
+ 2.18%
$46.79 - $48.56 $515 - $534
516 $24.9M
AWR
American States Water CO

Utilities
13
+ 3.42%
$75.1 - $81.3 $976 - $1.06K
393 $30.1M
ARES
Ares Management Corp

Financial Services
1
+ 50.0%
$118.04 - $175.83 $118 - $176
3 $520K
Portman Ridge
32
+ 32.0%
N/A
132 $1.65M
EPHE
Ishares Msci Philippines ETF

ETFs
1
+ 0.94%
$23.83 - $28.12 $23.8 - $28.1
107 $2.91M
IMTB
Ishares Tr

ETFs
2
+ 1.24%
$42.53 - $43.63 $85.1 - $87.3
163 $7.13M
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