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
EHC
Encompass Health Corp

Healthcare
-79
- 52.67%
$91.05 - $102.2 $7.19K - $8.07K
71 $7.19M
LOCO
El Pollo Loco Holdings, Inc.

Consumer Cyclical
-700
- 50.0%
$9.88 - $12.56 $6.92K - $8.79K
700 $7.21M
IEX
Idex Corp

Industrials
-50
- 55.56%
$178.23 - $224.31 $8.91K - $11.2K
40 $7.24M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-142
- 50.0%
$50.87 - $51.09 $7.22K - $7.25K
142 $7.27M
QLYS
Qualys, Inc.

Technology
-66
- 53.23%
$121.57 - $147.7 $8.02K - $9.75K
58 $7.3M
RMD
Resmed Inc

Healthcare
-127
- 79.38%
$219.7 - $257.65 $27.9K - $32.7K
33 $7.39M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-1.12K
- 80.64%
$27.8 - $39.18 $31K - $43.7K
268 $7.45M
STE
Steris PLC

Healthcare
-166
- 83.42%
$202.46 - $232.74 $33.6K - $38.6K
33 $7.48M
Intuitive Machines
-1K
- 50.0%
N/A
1K $7.45M
MCHP
Microchip Technology Inc

Technology
-1.39K
- 89.94%
$48.41 - $64.3 $67.1K - $89.1K
155 $7.53M
SVAL
Ishares Tr Us Small Cap Value

ETFs
-251
- 50.0%
$29.28 - $33.43 $7.35K - $8.39K
251 $7.56M
FYX
First Tr Small Cap Core Alphad

ETFs
-84
- 50.0%
$89.26 - $104.61 $7.5K - $8.79K
84 $7.57M
QLC
Flexshares Tr Us Quality Large

ETFs
-119
- 50.0%
$62.78 - $69.86 $7.47K - $8.31K
119 $7.61M
TAP
Molson Coors Beverage CO

Consumer Defensive
-290
- 69.71%
$52.44 - $62.91 $15.2K - $18.2K
126 $7.67M
CNP
Centerpoint Energy Inc

Utilities
-1.01K
- 82.54%
$30.87 - $36.25 $31.1K - $36.5K
213 $7.72M
WEC
Wec Energy Group, Inc.

Utilities
-271
- 79.24%
$92.12 - $108.98 $25K - $29.5K
71 $7.74M
WY
Weyerhaeuser CO

Real Estate
-402
- 60.45%
$27.29 - $31.39 $11K - $12.6K
263 $7.73M
IQV
Iqvia Holdings Inc.

Healthcare
-130
- 74.71%
$176.3 - $209.96 $22.9K - $27.3K
44 $7.76M
PAAS
Pan American Silver Corp

Basic Materials
-300
- 50.0%
$20.61 - $26.7 $6.18K - $8.01K
300 $7.75M
FQAL
Fidelity Covington Tr Quality

ETFs
-121
- 50.0%
$63.12 - $69.13 $7.64K - $8.36K
121 $7.76M
IYG
Ishares Tr

ETFs
-99
- 50.0%
$74.6 - $84.81 $7.39K - $8.4K
99 $7.78M
KEYS
Keysight Technologies, Inc.

Technology
-83
- 61.48%
$148.16 - $185.11 $12.3K - $15.4K
52 $7.79M
TRV
Travelers Companies, Inc.

Financial Services
-1.59K
- 98.09%
$232.43 - $265.13 $370K - $422K
31 $8.2M
IYH
Ishares Tr

ETFs
-128
- 50.0%
$58.32 - $62.76 $7.46K - $8.03K
128 $7.79M
BSM
Black Stone Minerals, L.P.

Energy
-515
- 50.0%
$14.48 - $15.59 $7.46K - $8.03K
515 $7.86M
Ekso Bionics
-19.5K
- 50.0%
N/A
19.5K $7.86M
AMG
Affiliated Managers Group, Inc.

Financial Services
-80
- 62.99%
$154.65 - $189.71 $12.4K - $15.2K
47 $7.9M
JBHT
Hunt J B Transport Services Inc

Industrials
-57
- 51.35%
$146.12 - $186.55 $8.33K - $10.6K
54 $7.99M
FYBR
Frontier Communications Parent, Inc.

Communication Services
-302
- 57.52%
$34.83 - $36.05 $10.5K - $10.9K
223 $8M
CAH
Cardinal Health Inc

Healthcare
-336
- 85.06%
$118.02 - $137.77 $39.7K - $46.3K
59 $8.13M
EQNR
Equinor Asa

Energy
-306
- 50.0%
$22.37 - $26.45 $6.85K - $8.09K
306 $8.09M
ACHR
Archer Aviation Inc.

Industrials
-1.15K
- 50.0%
$6.8 - $11.51 $7.82K - $13.2K
1.15K $8.18M
Madison Square
-250
- 50.0%
N/A
250 $8.19M
FXR
First Trust Industrials/Produc

ETFs
-118
- 50.0%
$68.3 - $79.81 $8.06K - $9.42K
118 $8.22M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-123
- 50.0%
$60.44 - $69.57 $7.43K - $8.56K
123 $8.23M
PPG
Ppg Industries Inc

Basic Materials
-809
- 91.41%
$107.44 - $124.29 $86.9K - $101K
76 $8.31M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-82
- 50.0%
$97.76 - $107.35 $8.02K - $8.8K
82 $8.25M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-142
- 50.0%
$55.76 - $59.54 $7.92K - $8.45K
142 $8.26M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-203
- 72.5%
$100.91 - $174.52 $20.5K - $35.4K
77 $8.27M
RUN
Sunrun Inc.

Technology
-1.42K
- 50.0%
$5.86 - $11.37 $8.32K - $16.1K
1.42K $8.32M
CAG
Conagra Brands Inc.

Consumer Defensive
-741
- 70.17%
$23.9 - $27.67 $17.7K - $20.5K
315 $8.4M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-123
- 50.0%
$67.03 - $74.61 $8.24K - $9.18K
123 $8.41M
REXR
Rexford Industrial Realty, Inc.

Real Estate
-264
- 55.11%
$37.17 - $41.44 $9.81K - $10.9K
215 $8.42M
IGT
International Game Technology PLC

Consumer Cyclical
-518
- 50.0%
$16.24 - $18.35 $8.41K - $9.51K
518 $8.42M
TDY
Teledyne Technologies Inc

Technology
-35
- 67.31%
$455.51 - $518.84 $15.9K - $18.2K
17 $8.46M
IWX
Ishares Tr Russell 200 Value E

ETFs
-103
- 50.0%
$78.54 - $84.86 $8.09K - $8.74K
103 $8.47M
GOLD
Barrick Gold Corp

Basic Materials
-437
- 50.0%
$15.45 - $19.56 $6.75K - $8.55K
437 $8.5M
PARA
Paramount Global

Communication Services
-710
- 50.0%
$10.16 - $12.14 $7.21K - $8.62K
710 $8.5M
ONON
On Holding Ag

Consumer Cyclical
-217
- 52.8%
$43.92 - $63.62 $9.53K - $13.8K
194 $8.52M
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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