Golden State Wealth Management, LLC Reduced Holdings in Q1 2025

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NRZ
New Residential Investment Corp.

Real Estate
-500
- 50.0%
N/A
500 $5.73M
RIG
Transocean Ltd.

Energy
-1.83K
- 50.0%
$2.67 - $4.28 $4.89K - $7.83K
1.83K $5.8M
VFC
V F Corp

Consumer Cyclical
-499
- 57.03%
$15.52 - $26.93 $7.74K - $13.4K
376 $5.85M
IDU
Ishares Tr U S Utils ETF

ETFs
-58
- 50.0%
$95.33 - $102.77 $5.53K - $5.96K
58 $5.91M
AVDV
American Centy ETF Tr Avantis

ETFs
-84
- 50.0%
$63.74 - $71.96 $5.35K - $6.04K
84 $5.92M
SUI
Sun Communities Inc

Real Estate
-46
- 50.0%
$120.53 - $136.43 $5.54K - $6.28K
46 $5.92M
POWL
Powell Industries Inc

Industrials
-35
- 50.0%
$155.56 - $311.38 $5.44K - $10.9K
35 $5.96M
UHS
Universal Health Services Inc

Healthcare
-39
- 54.93%
$163.99 - $193.27 $6.4K - $7.54K
32 $6.01M
BGS
B&G Foods, Inc.

Consumer Defensive
-884
- 50.0%
$5.62 - $7.87 $4.97K - $6.96K
884 $6.08M
IREN
Iris Energy LTD

Financial Services
-1K
- 50.0%
$6.07 - $13.18 $6.07K - $13.2K
1K $6.09M
EXPI
Exp World Holdings, Inc.

Real Estate
-630
- 50.0%
$9.38 - $11.76 $5.91K - $7.41K
630 $6.16M
DDOG
Datadog, Inc.

Technology
-89
- 58.55%
$98.68 - $151.89 $8.78K - $13.5K
63 $6.25M
JD
Jd.Com, Inc.

Consumer Cyclical
-152
- 50.0%
$33.1 - $45.21 $5.03K - $6.87K
152 $6.25M
PIN
Invesco India ETF Trust India
-248
- 49.9%
N/A
249 $6.24M
NTR
Nutrien Ltd.

Basic Materials
-126
- 50.0%
$45.28 - $53.84 $5.71K - $6.78K
126 $6.26M
DLB
Dolby Laboratories, Inc.

Industrials
-86
- 52.44%
$76.37 - $87.32 $6.57K - $7.51K
78 $6.27M
HYGW
Ishares Tr High Yield Corporat
-200
- 50.0%
N/A
200 $6.29M
WAL
Western Alliance Bancorporation

Financial Services
-98
- 54.14%
$72.65 - $94.0 $7.12K - $9.21K
83 $6.38M
SNA
Snap On Inc

Industrials
-80
- 80.81%
$324.09 - $358.62 $25.9K - $28.7K
19 $6.4M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-395
- 50.0%
$15.98 - $24.03 $6.31K - $9.49K
395 $6.38M
Celestica Inc
-81
- 50.0%
N/A
81 $6.38M
CTRA
Coterra Energy Inc.

Energy
-422
- 65.53%
$25.51 - $29.83 $10.8K - $12.6K
222 $6.42M
TTWO
Take Two Interactive Software Inc

Communication Services
-54
- 63.53%
$178.61 - $217.95 $9.64K - $11.8K
31 $6.43M
RWT
Redwood Trust Inc

Real Estate
-1.06K
- 50.0%
$6.01 - $6.72 $6.36K - $7.11K
1.06K $6.42M
APG
A Pi Group Corp

Industrials
-196
- 52.13%
$35.67 - $40.88 $6.99K - $8.01K
180 $6.44M
Franklin Bitcoin
-135
- 50.0%
N/A
135 $6.45M
TOST
Toast, Inc.

Technology
-232
- 54.33%
$32.61 - $41.98 $7.57K - $9.74K
195 $6.47M
MKC
Mccormick & CO Inc

Consumer Defensive
-118
- 59.9%
$71.24 - $84.73 $8.41K - $10K
79 $6.5M
REET
Ishares Global Reit ETF

ETFs
-268
- 50.0%
$23.24 - $25.16 $6.23K - $6.74K
268 $6.5M
XPEV
Xpeng Inc.

Consumer Cyclical
-315
- 50.0%
$11.55 - $26.34 $3.64K - $8.3K
315 $6.53M
AER
Aer Cap Holdings N.V.

Industrials
-64
- 50.0%
$94.11 - $105.78 $6.02K - $6.77K
64 $6.54M
APD
Air Products & Chemicals, Inc.

Basic Materials
-806
- 97.23%
$283.24 - $338.07 $228K - $272K
23 $6.78M
BWA
Borgwarner Inc

Consumer Cyclical
-1.37K
- 85.63%
$27.78 - $32.9 $38.1K - $45.1K
230 $6.59M
SWK
Stanley Black & Decker, Inc.

Industrials
-236
- 73.29%
$76.43 - $90.41 $18K - $21.3K
86 $6.61M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-50
- 50.0%
$131.2 - $160.72 $6.56K - $8.04K
50 $6.61M
CRL
Charles River Laboratories International, Inc.

Healthcare
-84
- 65.63%
$150.52 - $190.14 $12.6K - $16K
44 $6.62M
HSBC
Hsbc Holdings PLC

Financial Services
-115
- 50.0%
$48.68 - $61.58 $5.6K - $7.08K
115 $6.63M
EVGO
E Vgo Inc.

Consumer Cyclical
-2.5K
- 50.0%
$2.37 - $4.46 $5.93K - $11.2K
2.5K $6.65M
INSP
Inspire Medical Systems, Inc.

Healthcare
-47
- 52.81%
$157.24 - $215.42 $7.39K - $10.1K
42 $6.69M
AUR
Aurora Innovation, Inc.

Technology
-1K
- 50.0%
$6.1 - $10.19 $6.1K - $10.2K
1K $6.73M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
-96
- 50.0%
$66.47 - $71.08 $6.38K - $6.82K
96 $6.76M
GLW
Corning Inc

Technology
-335
- 69.21%
$44.91 - $54.25 $15K - $18.2K
149 $6.82M
UAL
United Airlines Holdings, Inc.

Industrials
-178
- 64.03%
$69.05 - $110.52 $12.3K - $19.7K
100 $6.91M
BHP
Bhp Group LTD

Basic Materials
-142
- 50.0%
$48.18 - $52.11 $6.84K - $7.4K
142 $6.9M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-163
- 50.0%
N/A
163 $6.93M
AVY
Avery Dennison Corp

Industrials
-72
- 64.86%
$174.58 - $195.91 $12.6K - $14.1K
39 $6.94M
IMTB
Ishares Tr

ETFs
-161
- 50.0%
$41.91 - $43.46 $6.75K - $7K
161 $7.01M
MTD
Mettler Toledo International Inc

Healthcare
-35
- 85.37%
$1177.09 - $1390.0 $41.2K - $48.7K
6 $7.09M
CNI
Canadian National Railway CO

Industrials
-73
- 50.0%
$95.46 - $106.79 $6.97K - $7.8K
73 $7.12M
Activity Summary
Buys All Purchases 0 New Holdings 0 Increased Positions 0 Sells All Sells 1586 Reductions 1586 Sold out 0 Options Calls 0 Puts 0
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