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
WSM
Williams Sonoma Inc

Consumer Cyclical
-136
- 55.28%
$158.1 - $217.71 $21.5K - $29.6K
110 $17.4M
BMI
Badger Meter Inc

Technology
-92
- 50.0%
$189.49 - $221.51 $17.4K - $20.4K
92 $17.5M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-445
- 72.48%
$97.25 - $104.79 $43.3K - $46.6K
169 $17.5M
CTSH
Cognizant Technology Solutions Corp

Technology
-669
- 74.42%
$75.32 - $90.7 $50.4K - $60.7K
230 $17.6M
DG
Dollar General Corp

Consumer Defensive
-342
- 62.98%
$68.44 - $87.93 $23.4K - $30.1K
201 $17.7M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-154
- 50.0%
$113.22 - $126.36 $17.4K - $19.5K
154 $17.7M
IONQ
Ion Q, Inc.

Technology
-808
- 50.0%
$18.27 - $51.07 $14.8K - $41.3K
808 $17.8M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-204
- 50.0%
N/A
204 $18M
HWM
Howmet Aerospace Inc.

Industrials
-294
- 67.9%
$110.79 - $139.39 $32.6K - $41K
139 $18M
EA
Electronic Arts Inc.

Communication Services
-221
- 63.87%
$116.53 - $146.29 $25.8K - $32.3K
125 $18.1M
MLM
Martin Marietta Materials Inc

Basic Materials
-61
- 61.62%
$460.39 - $552.64 $28.1K - $33.7K
38 $18.2M
GRX
Gabelli Healthcare & Wellness Rx Trust

Financial Services
-1.81K
- 50.0%
$9.55 - $10.42 $17.3K - $18.9K
1.81K $18.3M
BBDC
Barings Bdc, Inc.

Financial Services
-1.92K
- 50.0%
$9.36 - $10.78 $17.9K - $20.6K
1.92K $18.3M
ABC
Amerisourcebergen Corp

Healthcare
-104
- 61.18%
N/A
66 $18.4M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-802
- 49.97%
$22.83 - $23.75 $18.3K - $19K
803 $18.5M
IAF
Aberdeen Australia Equity Fund Inc

Financial Services
-4.61K
- 50.0%
$3.96 - $4.48 $18.3K - $20.6K
4.61K $18.6M
ARW
Arrow Electronics Inc

Technology
-200
- 52.77%
$101.93 - $119.3 $20.4K - $23.9K
179 $18.6M
E
Eni Spa

Energy
-601
- 50.0%
$27.51 - $31.47 $16.5K - $18.9K
601 $18.6M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-706
- 53.48%
$28.45 - $41.08 $20.1K - $29K
614 $18.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-225
- 50.0%
$78.97 - $85.82 $17.8K - $19.3K
225 $18.7M
CFG
Citizens Financial Group Inc

Financial Services
-1.69K
- 78.74%
$39.73 - $48.36 $67.3K - $81.9K
457 $18.7M
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
-1.04K
- 50.0%
$18.01 - $18.31 $18.6K - $19K
1.04K $18.7M
BGR
Black Rock Energy & Resources Trust

Financial Services
-1.38K
- 50.0%
$12.77 - $13.89 $17.7K - $19.2K
1.38K $18.8M
ILMN
Illumina, Inc.

Healthcare
-292
- 55.2%
$79.34 - $144.22 $23.2K - $42.1K
237 $18.8M
Kenvue Inc
-2.29K
- 74.39%
N/A
789 $18.9M
AIN
Albany International Corp

Consumer Cyclical
-275
- 50.0%
$69.04 - $82.96 $19K - $22.8K
275 $19M
BOH
Bank Of Hawaii Corp

Financial Services
-305
- 52.5%
$65.97 - $75.81 $20.1K - $23.1K
276 $19M
Jacobs Solutions
-453
- 74.14%
N/A
158 $19.1M
Crane CO
-131
- 51.17%
N/A
125 $19.1M
MTN
Vail Resorts Inc

Consumer Cyclical
-123
- 50.62%
$153.58 - $184.72 $18.9K - $22.7K
120 $19.2M
ADM
Archer Daniels Midland CO

Consumer Defensive
-439
- 52.32%
$45.22 - $52.17 $19.9K - $22.9K
400 $19.2M
BLOK
Amplify ETF Tr Trnsformational

ETFs
-528
- 50.0%
$36.88 - $49.3 $19.5K - $26K
528 $19.5M
CVS
Cvs Health Corp

Healthcare
-3.66K
- 92.63%
$44.22 - $68.64 $162K - $251K
291 $19.7M
Newsmax Inc
-234
- 50.0%
N/A
234 $19.5M
AWI
Armstrong World Industries Inc

Industrials
-140
- 50.0%
$136.0 - $154.19 $19K - $21.6K
140 $19.7M
FAST
Fastenal CO

Industrials
-494
- 65.95%
$71.11 - $79.98 $35.1K - $39.5K
255 $19.8M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-1.71K
- 51.91%
$10.61 - $16.49 $18.2K - $28.3K
1.59K $19.8M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-175
- 50.0%
$111.29 - $123.42 $19.5K - $21.6K
175 $20M
EL
Estee Lauder Companies Inc

Consumer Defensive
-324
- 51.76%
$64.26 - $85.48 $20.8K - $27.7K
302 $20M
FLKR
Franklin Templeton ETF Tr

ETFs
-1.1K
- 50.0%
$17.48 - $19.91 $19.2K - $21.8K
1.1K $20.1M
Schwab High
-770
- 50.0%
N/A
770 $20.1M
NBIX
Neurocrine Biosciences Inc

Healthcare
-214
- 53.9%
$107.22 - $153.29 $22.9K - $32.8K
183 $20.2M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
-263
- 50.0%
$74.87 - $79.99 $19.7K - $21K
263 $20.2M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-126
- 50.0%
$157.71 - $180.77 $19.9K - $22.8K
126 $20.2M
VRSN
Verisign Inc

Technology
-104
- 56.52%
$205.1 - $254.74 $21.3K - $26.5K
80 $20.3M
KMB
Kimberly Clark Corp

Consumer Defensive
-198
- 58.24%
$124.46 - $147.4 $24.6K - $29.2K
142 $20.3M
HCA
Hca Healthcare, Inc.

Healthcare
-212
- 78.23%
$296.7 - $345.55 $62.9K - $73.3K
59 $20.4M
RYAAY
Ryanair Holdings PLC

Industrials
-481
- 50.0%
$41.54 - $50.08 $20K - $24.1K
481 $20.4M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-300
- 50.0%
$67.24 - $84.27 $20.2K - $25.3K
300 $20.5M
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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