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
STRL
Sterling Construction CO Inc

Industrials
-93
- 50.0%
$108.65 - $200.56 $10.1K - $18.7K
93 $10.5M
LOGI
Logitech International S.A.

Technology
-125
- 50.0%
$81.64 - $105.06 $10.2K - $13.1K
125 $10.6M
SLVM
Sylvamo Corp

Basic Materials
-157
- 50.0%
$63.64 - $81.86 $9.99K - $12.9K
157 $10.6M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
-351
- 67.5%
$62.41 - $133.91 $21.9K - $47K
169 $10.6M
ATO
Atmos Energy Corp

Utilities
-262
- 79.15%
$136.51 - $154.58 $35.8K - $40.5K
69 $10.7M
RTO
Rentokil Initial PLC

Industrials
-467
- 50.0%
$20.76 - $27.11 $9.69K - $12.7K
467 $10.7M
EMGF
Ishares Msci Emerging Markets

ETFs
-229
- 50.0%
$44.18 - $48.23 $10.1K - $11K
229 $10.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-210
- 50.0%
$50.72 - $50.92 $10.7K - $10.7K
210 $10.7M
ETR
Entergy Corp

Utilities
-797
- 86.35%
$75.26 - $87.89 $60K - $70K
126 $10.8M
VPN
Global X Fds Data Ctr Reits &

ETFs
-660
- 50.0%
N/A
660 $10.7M
KIM
Kimco Realty Corp

Real Estate
-911
- 63.97%
$20.15 - $23.42 $18.4K - $21.3K
513 $10.9M
Labcorp Holdings
-64
- 57.66%
N/A
47 $10.9M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
-300
- 50.0%
$34.17 - $38.11 $10.3K - $11.4K
300 $11.1M
FFIN
First Financial Bankshares Inc

Financial Services
-357
- 53.6%
$34.78 - $38.52 $12.4K - $13.8K
309 $11.1M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-547
- 71.13%
$48.43 - $49.9 $26.5K - $27.3K
222 $11.1M
GCBC
Greene County Bancorp Inc

Financial Services
-461
- 50.0%
$22.01 - $27.41 $10.1K - $12.6K
461 $11.1M
BCS
Barclays PLC

Financial Services
-727
- 50.0%
$12.69 - $16.25 $9.23K - $11.8K
727 $11.2M
SCHW
Schwab Charles Corp

Financial Services
-2.09K
- 93.52%
$71.24 - $83.64 $149K - $175K
145 $11.4M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-115
- 50.0%
$96.3 - $112.23 $11.1K - $12.9K
115 $11.2M
CX
Cemex Sab De Cv

Basic Materials
-2K
- 50.0%
$5.36 - $6.78 $10.7K - $13.6K
2K $11.2M
RFDI
First Trust ETF Iii Riverfront

ETFs
-170
- 50.0%
$61.15 - $68.44 $10.4K - $11.6K
170 $11.3M
Global X
-113
- 50.0%
N/A
113 $11.4M
WDFC
Wd 40 CO

Basic Materials
-99
- 67.81%
$226.67 - $250.92 $22.4K - $24.8K
47 $11.5M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-262
- 50.0%
$42.93 - $44.71 $11.2K - $11.7K
262 $11.5M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-901
- 50.0%
$11.96 - $13.56 $10.8K - $12.2K
901 $11.6M
YEAR
Ab Active Etfs Inc Ultra Short
-228
- 50.0%
N/A
228 $11.5M
TNL
Travel & Leisure Co.

Consumer Cyclical
-250
- 50.0%
$46.29 - $57.86 $11.6K - $14.5K
250 $11.6M
CNC
Centene Corp

Healthcare
-388
- 67.01%
$55.93 - $65.89 $21.7K - $25.6K
191 $11.6M
BMAR
Innovator U.S. Equity Buffer E

ETFs
-255
- 50.0%
$44.99 - $47.69 $11.5K - $12.2K
255 $11.6M
SOFI
So Fi Technologies, Inc.

Financial Services
-1.06K
- 51.48%
$11.18 - $18.03 $11.9K - $19.1K
1K $11.6M
Allianzim U S
-376
- 50.0%
N/A
376 $11.7M
TPR
Tapestry, Inc.

Consumer Cyclical
-720
- 81.17%
$65.63 - $89.21 $47.3K - $64.2K
167 $11.8M
NXTG
First Tr Exchange Traded Fd Ii

ETFs
-138
- 50.0%
$83.91 - $90.87 $11.6K - $12.5K
138 $11.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
-48
- 50.0%
$237.72 - $276.98 $11.4K - $13.3K
48 $11.7M
EMB
Ishares Tr

ETFs
-195
- 60.0%
$88.64 - $92.03 $17.3K - $17.9K
130 $11.8M
CF
Cf Industries Holdings, Inc.

Basic Materials
-227
- 60.05%
$75.03 - $97.25 $17K - $22.1K
151 $11.8M
VEEV
Veeva Systems Inc

Healthcare
-78
- 60.47%
$210.58 - $246.8 $16.4K - $19.3K
51 $11.8M
AVK
Advent Convertible & Income Fund

Financial Services
-1.03K
- 50.0%
$11.44 - $12.34 $11.7K - $12.7K
1.03K $11.8M
JPSE
J P Morgan Diversified Return

ETFs
-273
- 50.0%
$42.78 - $48.51 $11.7K - $13.2K
273 $11.9M
OSK
Oshkosh Corp

Industrials
-186
- 59.62%
$89.56 - $116.4 $16.7K - $21.7K
126 $11.9M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
-55
- 50.46%
$218.17 - $305.86 $12K - $16.8K
54 $11.9M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-279
- 50.27%
$42.69 - $52.91 $11.9K - $14.8K
276 $12M
UNF
Unifirst Corp

Industrials
-69
- 50.0%
$169.33 - $230.5 $11.7K - $15.9K
69 $12M
ING
Ing Groep Nv

Financial Services
-614
- 50.0%
$15.51 - $20.74 $9.52K - $12.7K
614 $12M
APP
App Lovin Corp

Technology
-155
- 77.11%
$238.08 - $510.13 $36.9K - $79.1K
46 $12.2M
SEVN
Seven Hills Realty Trust

Real Estate
-982
- 50.0%
$12.27 - $13.61 $12K - $13.4K
982 $12.3M
OMC
Omnicom Group Inc.

Communication Services
-343
- 69.72%
$79.43 - $88.34 $27.2K - $30.3K
149 $12.4M
MLI
Mueller Industries Inc

Industrials
-168
- 50.76%
$76.14 - $82.67 $12.8K - $13.9K
163 $12.4M
MSCI
Msci Inc.

Financial Services
-74
- 77.08%
$541.46 - $628.34 $40.1K - $46.5K
22 $12.4M
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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