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
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1
+ 0.45%
$49.57 - $50.27 $49.6 - $50.3
223 $11.2M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2
+ 0.95%
$50.52 - $50.92 $101 - $102
212 $10.8M
HYGW
Ishares Tr High Yield Corporat
8
+ 4.0%
N/A
208 $6.39M
LCID
Lucid Group, Inc.

Consumer Cyclical
150
+ 20.44%
$2.1 - $2.96 $315 - $444
884 $1.87M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2
+ 1.41%
$50.1 - $51.02 $100 - $102
144 $7.36M
Ishares Aaa
1
+ 1.23%
N/A
82 $4.3M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3
+ 1.11%
$20.66 - $20.74 $62 - $62.2
273 $5.66M
Westport Fuel
24
+ 80.0%
N/A
54 $169K
IDNA
Ishares Tr Genomics Immunology

ETFs
1
+ 1.3%
$17.92 - $21.5 $17.9 - $21.5
78 $1.6M
Proshares Short
3
+ 23.08%
N/A
16 $539K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1
+ 0.7%
$50.46 - $58.08 $50.5 - $58.1
143 $8.25M
CVE
Cenovus Energy Inc.

Energy
4
+ 1.23%
$10.58 - $14.83 $42.3 - $59.3
330 $4.49M
USRT
Ishares Core U.S. Reit ETF

ETFs
1
+ 1.06%
$50.37 - $57.97 $50.4 - $58
95 $5.4M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2
+ 0.22%
$10.49 - $12.99 $21 - $26
903 $11.5M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
4
+ 2.76%
$19.12 - $22.36 $76.5 - $89.4
149 $3.2M
HYD
Vaneck High Yield Muni ETF

ETFs
2
+ 1.12%
$49.08 - $51.35 $98.2 - $103
181 $9.12M
WPC
W. P. Carey Inc.

Real Estate
14
+ 0.86%
$56.12 - $64.53 $786 - $903
1.64K $102M
Gsk PLC
1
+ 0.09%
N/A
1.14K $43.8M
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.45%
$102.31 - $105.8 $409 - $423
884 $92.5M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.7%
$87.57 - $96.0 $87.6 - $96
143 $13M
ITB
Ishares Tr

ETFs
2
+ 0.74%
$85.52 - $96.61 $171 - $193
272 $25.4M
MPW
Medical Properties Trust Inc

Real Estate
16
+ 6.11%
$4.31 - $5.91 $69 - $94.6
278 $1.2M
EXPI
Exp World Holdings, Inc.

Real Estate
2
+ 0.32%
$7.46 - $9.89 $14.9 - $19.8
632 $5.75M
DBL
Double Line Opportunistic Credit Fund

Financial Services
38
+ 0.95%
$15.1 - $15.75 $574 - $599
4.06K $62.4M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2
+ 0.69%
$38.81 - $44.28 $77.6 - $88.6
290 $12.3M
PCAR
Paccar Inc

Industrials
1
+ 0.28%
$86.4 - $99.09 $86.4 - $99.1
359 $34.2M
ET
Energy Transfer LP

Energy
10
+ 0.48%
$15.65 - $18.93 $157 - $189
2.1K $38.1M
DVN
Devon Energy Corp

Energy
50
+ 11.39%
$26.8 - $37.92 $1.34K - $1.9K
489 $15.6M
WY
Weyerhaeuser CO

Real Estate
3
+ 1.14%
$24.69 - $29.48 $74.1 - $88.4
266 $6.84M
DEO
Diageo PLC

Consumer Defensive
27
+ 2.74%
$99.86 - $115.75 $2.7K - $3.13K
1.01K $102M
THW
Tekla World Healthcare Fund

Financial Services
45
+ 3.38%
$10.05 - $11.31 $452 - $509
1.38K $14.1M
PDI
Pimco Dynamic Income Fund

Financial Services
174
+ 3.04%
$17.02 - $19.87 $2.96K - $3.46K
5.9K $112M
FTGC
First Trust Global Tactical CO

ETFs
2
+ 0.11%
$23.09 - $25.91 $46.2 - $51.8
1.8K $44.5M
BDX
Becton Dickinson & CO

Healthcare
11
+ 17.74%
$165.15 - $226.42 $1.82K - $2.49K
73 $12.6M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
8
+ 0.13%
$25.57 - $26.34 $205 - $211
6.1K $159M
Ge Healthcare
148
+ 7.44%
N/A
2.14K $158M
Kenvue Inc
4
+ 0.51%
N/A
793 $16.6M
EIX
Edison International

Utilities
29
+ 5.35%
$48.32 - $59.92 $1.4K - $1.74K
571 $29.5M
Proshares Short
3
+ 0.41%
N/A
742 $29.4M
HDV
Ishares Core High Dividend ETF

ETFs
17
+ 1.22%
$108.41 - $120.51 $1.84K - $2.05K
1.41K $166M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
630
+ 1400.0%
$87.84 - $1441.89 $55.3K - $908K
675 $60.8M
PLD
Prologis, Inc.

Real Estate
3
+ 0.37%
$89.76 - $112.34 $269 - $337
816 $85.8M
SJM
J M Smucker CO

Consumer Defensive
119
+ 14.13%
$94.41 - $118.52 $11.2K - $14.1K
961 $94.4M
Knife River
380
+ 8.81%
N/A
4.69K $383M
ACN
Accenture PLC

Technology
24
+ 2.31%
$279.23 - $323.21 $6.7K - $7.76K
1.06K $318M
WTW
Willis Towers Watson PLC

Financial Services
1
+ 0.43%
$295.96 - $337.43 $296 - $337
231 $70.8M
HES
Hess Corp

Energy
6
+ 1.06%
$126.32 - $161.29 $758 - $968
571 $79.1M
OXY
Occidental Petroleum Corp

Energy
1
+ 0.05%
$36.11 - $49.33 $36.1 - $49.3
2.13K $89.6M
LOW
Lowes Companies Inc

Consumer Cyclical
5
+ 0.22%
$210.83 - $235.28 $1.05K - $1.18K
2.29K $508M
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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