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
FCG
First Tr Exchange Traded Fd

ETFs
-500
- 50.0%
$22.37 - $27.09 $11.2K - $13.5K
500 $12.4M
CDW
Cdw Corp

Technology
-185
- 70.34%
$160.26 - $206.13 $29.6K - $38.1K
78 $12.5M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
-114
- 50.0%
$109.48 - $136.56 $12.5K - $15.6K
114 $12.5M
DRIV
Global X Fds Global X Autonomo

ETFs
-591
- 50.0%
$21.14 - $24.23 $12.5K - $14.3K
591 $12.5M
FFIV
F5, Inc.

Technology
-58
- 55.24%
$251.75 - $310.6 $14.6K - $18K
47 $12.5M
EOG
Eog Resources Inc

Energy
-313
- 76.16%
$120.54 - $138.05 $37.7K - $43.2K
98 $12.6M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-237
- 50.0%
$51.3 - $56.76 $12.2K - $13.5K
237 $12.6M
RGA
Reinsurance Group Of America Inc

Financial Services
-84
- 56.76%
$186.01 - $231.1 $15.6K - $19.4K
64 $12.6M
BEP
Brookfield Renewable Partners L.P.

Utilities
-569
- 50.0%
$20.03 - $23.79 $11.4K - $13.5K
569 $12.6M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-305
- 50.0%
$35.35 - $42.74 $10.8K - $13K
305 $12.6M
MFA
Mfa Financial, Inc.

Real Estate
-1.24K
- 50.0%
$9.53 - $11.0 $11.8K - $13.6K
1.24K $12.7M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-1.7K
- 58.92%
$9.47 - $11.46 $16.1K - $19.4K
1.18K $12.7M
DGX
Quest Diagnostics Inc

Healthcare
-118
- 61.14%
N/A
75 $12.7M
Blackrock Ishares
-489
- 50.0%
N/A
489 $12.7M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-287
- 49.91%
$42.18 - $45.16 $12.1K - $13K
288 $12.8M
SAIA
Saia Inc

Industrials
-47
- 55.95%
$349.29 - $508.47 $16.4K - $23.9K
37 $12.9M
MGM
Mgm Resorts International

Consumer Cyclical
-562
- 56.2%
$29.64 - $40.37 $16.7K - $22.7K
438 $13M
TDOC
Teladoc Health, Inc.

Healthcare
-1.69K
- 50.64%
$7.96 - $14.33 $13.5K - $24.2K
1.65K $13.1M
IR
Ingersoll Rand Inc.

Industrials
-313
- 65.62%
$79.44 - $94.23 $24.9K - $29.5K
164 $13.1M
IAT
Ishares Tr

ETFs
-282
- 50.0%
$44.84 - $53.56 $12.6K - $15.1K
282 $13.2M
CYBR
Cyber Ark Software Ltd.

Technology
-39
- 50.0%
$312.8 - $414.31 $12.2K - $16.2K
39 $13.2M
COPX
Global X Copper Miners ETF

ETFs
-338
- 50.0%
$37.72 - $43.32 $12.7K - $14.6K
338 $13.2M
TPL
Texas Pacific Land Corp

Energy
-11
- 52.38%
$1180.08 - $1431.01 $13K - $15.7K
10 $13.3M
HLN
Haleon PLC

Healthcare
-23.8K
- 94.78%
$9.02 - $10.67 $215K - $254K
1.31K $13.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-621
- 50.0%
$20.2 - $22.24 $12.5K - $13.8K
621 $13.4M
CL
Colgate Palmolive CO

Consumer Defensive
-379
- 72.74%
$85.68 - $97.5 $32.5K - $37K
142 $13.4M
AMN
Amn Healthcare Services Inc

Healthcare
-604
- 52.11%
$23.07 - $28.1 $13.9K - $17K
555 $13.6M
MSB
Mesabi Trust

Basic Materials
-500
- 50.0%
$23.6 - $34.76 $11.8K - $17.4K
500 $13.6M
BDX
Becton Dickinson & CO

Healthcare
-1.97K
- 96.95%
$222.79 - $249.08 $439K - $491K
62 $14.2M
FTXN
First Tr ETF Vi Nasdaq Oil & G

ETFs
-456
- 50.0%
$27.77 - $31.75 $12.7K - $14.5K
456 $13.8M
Millrose Pptys
-871
- 62.53%
N/A
522 $13.8M
ROKU
Roku, Inc

Communication Services
-247
- 55.63%
$67.36 - $99.07 $16.6K - $24.5K
197 $13.9M
FITB
Fifth Third Bancorp

Financial Services
-1.83K
- 83.71%
$37.48 - $44.96 $68.6K - $82.2K
356 $14M
VALE
Vale S.A.

Basic Materials
-2.71K
- 65.87%
$8.5 - $10.19 $23.1K - $27.6K
1.41K $14M
IYM
Ishares Tr

ETFs
-104
- 50.0%
$128.53 - $142.03 $13.4K - $14.8K
104 $14M
PAYC
Paycom Software, Inc.

Technology
-73
- 52.9%
$199.42 - $225.82 $14.6K - $16.5K
65 $14.2M
UMC
United Microelectronics Corp

Technology
-2K
- 50.0%
$5.69 - $7.15 $11.4K - $14.3K
2K $14.3M
ON
On Semiconductor Corp

Technology
-352
- 50.0%
$40.69 - $64.51 $14.3K - $22.7K
352 $14.3M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-308
- 50.0%
$46.06 - $49.24 $14.2K - $15.2K
308 $14.4M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
-410
- 50.0%
$34.83 - $38.02 $14.3K - $15.6K
410 $14.4M
FTRI
First Tr ETF Fd Ii First Tr In

ETFs
-1.09K
- 50.0%
$12.18 - $13.34 $13.3K - $14.6K
1.09K $14.4M
NVR
Nvr Inc

Consumer Cyclical
-7
- 77.78%
$7062.02 - $8382.63 $49.4K - $58.7K
2 $14.5M
SMMT
Summit Therapeutics Inc.

Healthcare
-751
- 50.0%
$16.65 - $23.76 $12.5K - $17.8K
751 $14.5M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-198
- 62.66%
$106.31 - $123.73 $21K - $24.5K
118 $14.6M
CLH
Clean Harbors Inc

Industrials
-276
- 78.63%
$188.14 - $246.1 $51.9K - $67.9K
75 $14.8M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-200
- 50.0%
$73.28 - $92.15 $14.7K - $18.4K
200 $14.8M
RRX
Regal Rexnord Corp

Industrials
-138
- 51.49%
$113.85 - $167.1 $15.7K - $23.1K
130 $14.8M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
-463
- 50.0%
$29.14 - $32.97 $13.5K - $15.3K
463 $14.8M
RELX
Relx PLC

Communication Services
-294
- 50.0%
$45.34 - $51.91 $13.3K - $15.3K
294 $14.8M
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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