Golden State Wealth Management, LLC Reduced Holdings in Q2 2025

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-61
- 5.99%
$713.71 - $898.95 $43.5K - $54.8K
958 $747M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-872
- 56.11%
$105.23 - $109.61 $91.8K - $95.6K
682 $74.8M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-525
- 21.98%
$146.74 - $176.07 $77K - $92.4K
1.86K $302M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-4.69K
- 27.17%
$19.58 - $19.93 $91.7K - $93.4K
12.6K $250M
CMF
Ishares California Muni Bond E

ETFs
-1.56K
- 22.62%
$54.52 - $56.7 $84.8K - $88.2K
5.32K $296M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.07K
- 3.85%
$42.72 - $44.24 $88.5K - $91.7K
51.8K $2.27B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-631
- 19.24%
$152.93 - $181.74 $96.5K - $115K
2.65K $481M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.64K
- 23.96%
$48.13 - $49.85 $79K - $81.9K
5.21K $255M
BCE
Bce Inc

Communication Services
-3.67K
- 92.78%
$20.87 - $22.95 $76.5K - $84.1K
285 $6.32M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.72K
- 26.33%
$45.2 - $46.6 $77.9K - $80.3K
4.82K $223M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.57K
- 16.05%
$51.68 - $52.76 $81.1K - $82.8K
8.21K $433M
PRU
Prudential Financial Inc

Financial Services
-696
- 82.37%
$95.12 - $112.71 $66.2K - $78.4K
149 $16M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-2.12K
- 15.03%
$45.88 - $54.4 $97.2K - $115K
12K $652M
LEN
Lennar Corp

Consumer Cyclical
-650
- 54.85%
$102.76 - $115.66 $66.8K - $75.2K
535 $59.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-5.66K
- 25.75%
$17.76 - $22.1 $100K - $125K
16.3K $360M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-1.45K
- 30.35%
$48.5 - $49.35 $70.4K - $71.6K
3.33K $164M
MRK
Merck & Co., Inc.

Healthcare
-23
- 0.35%
$73.47 - $87.12 $1.69K - $2K
6.49K $514M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.12K
- 33.46%
$32.0 - $39.87 $67.9K - $84.6K
4.22K $168M
COP
Conocophillips

Energy
-143
- 3.94%
$82.66 - $106.1 $11.8K - $15.2K
3.49K $313M
NFE
New Fortress Energy Inc.

Utilities
-7.6K
- 97.44%
$2.04 - $8.57 $15.5K - $65.1K
200 $664K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.67K
- 3.08%
$42.51 - $43.7 $70.9K - $72.9K
52.5K $2.29B
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-1.59K
- 2.26%
$22.81 - $23.8 $36.2K - $37.8K
68.8K $1.6B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.29K
- 6.47%
$28.21 - $28.85 $64.7K - $66.1K
33.2K $954M
DSL
Double Line Income Solutions Fund

Financial Services
-3.23K
- 7.3%
$11.15 - $12.57 $36K - $40.6K
41K $502M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-681
- 17.12%
$60.77 - $68.5 $41.4K - $46.6K
3.3K $220M
VOE
Vanguard Mid Cap Value Index F

ETFs
-360
- 17.48%
$141.87 - $164.49 $51.1K - $59.2K
1.7K $279M
IYW
Ishares Dj Us Tech ETF

ETFs
-1.09K
- 25.94%
$122.57 - $173.27 $133K - $189K
3.11K $538M
PHM
Pultegroup Inc

Consumer Cyclical
-500
- 55.01%
$92.02 - $106.54 $46K - $53.3K
409 $43.1M
FSK
Fs Kkr Capital Corp

Financial Services
-1.84K
- 3.03%
$17.95 - $21.5 $32.9K - $39.5K
58.8K $1.22B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.53K
- 27.22%
$22.27 - $29.21 $78.5K - $103K
9.43K $275M
DFAX
Dimensional ETF Tr
-2.35K
- 33.61%
$23.37 - $29.39 $55K - $69.2K
4.65K $137M
Ishares Flexible
-911
- 22.7%
N/A
3.1K $164M
VHT
Vanguard Health Care ETF

ETFs
-122
- 14.63%
$236.71 - $261.92 $28.9K - $32K
712 $177M
XLB
Select Sector Spdr Fd Material

ETFs
-540
- 22.97%
$74.27 - $88.92 $40.1K - $48K
1.81K $159M
MO
Altria Group, Inc.

Consumer Defensive
-597
- 10.53%
$55.56 - $60.91 $33.2K - $36.4K
5.08K $298M
CLF
Cleveland Cliffs Inc.

Basic Materials
-2.3K
- 5.85%
$5.83 - $8.88 $13.4K - $20.4K
37K $281M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-98
- 17.35%
$196.72 - $266.32 $19.3K - $26.1K
467 $108M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-847
- 44.91%
$47.02 - $47.83 $39.8K - $40.5K
1.04K $49.7M
IYE
Ishares Tr

ETFs
-642
- 24.11%
$40.36 - $49.67 $25.9K - $31.9K
2.02K $91.4M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-763
- 7.23%
N/A
9.79K $490M
OUNZ
Van Eck Merk Gold Trust

ETFs
-1.6K
- 21.42%
$28.68 - $33.09 $45.7K - $52.8K
5.85K $187M
UPS
United Parcel Service Inc

Industrials
-224
- 14.21%
$91.92 - $110.2 $20.6K - $24.7K
1.35K $136M
TTE
Total Energies Se

Energy
-484
- 28.4%
N/A
1.22K $75M
AAON
Aaon, Inc.

Industrials
-380
- 23.31%
$71.78 - $106.87 $27.3K - $40.6K
1.25K $92.2M
HTRB
Hartford Fds Total Return Bd E

ETFs
-1.04K
- 2.25%
$33.14 - $34.12 $34.6K - $35.6K
45.4K $1.54B
ITA
Ishares Tr

ETFs
-245
- 74.47%
$135.31 - $188.64 $33.2K - $46.2K
84 $15.8M
PFM
Invesco Exchange Traded Fd Tr

ETFs
-807
- 43.36%
$41.05 - $48.17 $33.1K - $38.9K
1.05K $50.8M
HOOD
Robinhood Markets, Inc.

Technology
-940
- 91.09%
$34.17 - $93.63 $32.1K - $88K
92 $8.61M
CGO
Calamos Global Total Return Fund

Financial Services
-3.32K
- 98.46%
$8.91 - $11.71 $29.6K - $38.9K
52 $612K
Activity Summary
Buys All Purchases 553 New Holdings 96 Increased Positions 457 Sells All Sells 410 Reductions 409 Sold out 1 Options Calls 0 Puts 0
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