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
Liberty Media
-4
- 50.0%
N/A
4 $286K
AI
C3.Ai, Inc.

Technology
-25
- 64.1%
$20.92 - $36.93 $523 - $923
14 $295K
SDGR
Schrodinger, Inc.

Healthcare
-15
- 50.0%
$18.69 - $26.15 $280 - $392
15 $296K
Grail Inc
-12
- 50.0%
N/A
12 $306K
USO
United States Oil Fund, LP

ETFs
-4
- 50.0%
$70.89 - $84.34 $284 - $337
4 $309K
ARKG
Ark Genomic Revolution ETF (De

ETFs
-15
- 50.0%
$20.76 - $29.81 $311 - $447
15 $311K
DFAE
Dimensional ETF Tr

ETFs
-12
- 50.0%
$24.64 - $26.86 $296 - $322
12 $311K
GPC
Genuine Parts CO

Consumer Cyclical
-319
- 99.07%
$115.91 - $129.02 $37K - $41.2K
3 $357K
XSW
Spdr S&P Software & Services E

ETFs
-2
- 50.0%
$159.76 - $197.42 $320 - $395
2 $320K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-10
- 66.67%
$64.24 - $90.95 $642 - $910
5 $321K
NWL
Newell Brands Inc.

Consumer Defensive
-54
- 50.0%
$6.2 - $10.66 $335 - $576
54 $335K
YOLO
Advisorshares Tr Pure Cannabis

ETFs
-195
- 50.0%
$1.77 - $2.59 $345 - $505
195 $347K
HQY
Healthequity, Inc.

Healthcare
-17
- 80.95%
$84.32 - $114.51 $1.43K - $1.95K
4 $353K
RDFN
Redfin Corp

Real Estate
-40
- 50.0%
$5.82 - $11.39 $233 - $456
40 $368K
ZIMV
Zim Vie Inc.

Healthcare
-34
- 50.0%
$10.8 - $15.22 $367 - $517
34 $368K
Fortrea Holdings
-129
- 72.07%
N/A
50 $377K
Sandisk Corp
-48
- 85.71%
N/A
8 $381K
Corbus Pharmaceuticals
-73
- 50.0%
N/A
73 $388K
TLRY
Tilray Brands, Inc.

Healthcare
-603
- 50.0%
$0.59 - $1.46 $356 - $880
603 $396K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-18
- 50.0%
$21.77 - $22.56 $392 - $406
18 $404K
SBAC
Sba Communications Corp

Real Estate
-73
- 97.33%
$192.76 - $224.91 $14.1K - $16.4K
2 $444K
WCC
Wesco International Inc

Industrials
-181
- 98.37%
$155.3 - $199.95 $28.1K - $36.2K
3 $466K
Liberty Media
-183
- 97.34%
N/A
5 $450K
HST
Host Hotels & Resorts, Inc.

Real Estate
-53
- 62.35%
$14.21 - $17.45 $753 - $925
32 $455K
NVTS
Navitas Semiconductor Corp

Technology
-222
- 50.0%
$1.83 - $4.25 $406 - $944
222 $455K
WEX
Wex Inc.

Technology
-23
- 88.46%
$148.29 - $186.78 $3.41K - $4.3K
3 $471K
Venture Global
-2.13K
- 97.89%
N/A
46 $474K
CIEN
Ciena Corp

Technology
-31
- 79.49%
$60.43 - $98.18 $1.87K - $3.04K
8 $483K
BYND
Beyond Meat, Inc.

Consumer Defensive
-160
- 50.0%
$3.05 - $4.4 $488 - $704
160 $489K
Oatly Group
-50
- 50.0%
N/A
50 $492K
Digitalbridge Group
-129
- 69.73%
N/A
56 $494K
CNO
Cno Financial Group, Inc.

Financial Services
-33
- 73.33%
$35.99 - $42.34 $1.19K - $1.4K
12 $500K
GDRX
Good Rx Holdings, Inc.

Healthcare
-117
- 50.0%
$4.15 - $5.13 $486 - $600
117 $516K
OKE
Oneok Inc

Energy
-788
- 99.24%
$89.57 - $109.85 $70.6K - $86.6K
6 $595K
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
-500
- 50.0%
$1.0 - $1.22 $500 - $610
500 $525K
PCOR
Procore Technologies, Inc.

Technology
-28
- 77.78%
$65.21 - $88.33 $1.83K - $2.47K
8 $528K
CRH.L
Crh PLC

Basic Materials
-30
- 83.33%
N/A
6 $528K
Proshares Short
-13
- 50.0%
N/A
13 $528K
CPRI
Capri Holdings LTD

Consumer Cyclical
-74
- 73.27%
$19.02 - $25.84 $1.41K - $1.91K
27 $533K
SNAP
Snap Inc

Communication Services
-62
- 50.0%
$8.37 - $12.57 $519 - $779
62 $540K
AGCO
Agco Corp

Industrials
-22
- 78.57%
$88.82 - $106.69 $1.95K - $2.35K
6 $555K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-295
- 85.51%
$9.19 - $12.93 $2.71K - $3.81K
50 $559K
VONV
Vanguard Russell 1000 Value Et

ETFs
-235
- 97.11%
$80.21 - $86.14 $18.8K - $20.2K
7 $578K
MBI
Mbia Inc

Financial Services
-113
- 50.0%
$4.98 - $7.33 $563 - $828
113 $563K
RS
Reliance Steel & Aluminum CO

Basic Materials
-25
- 92.59%
$266.61 - $302.66 $6.67K - $7.57K
2 $578K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-132
- 85.16%
$25.0 - $39.76 $3.3K - $5.25K
23 $575K
FNDC
Schwab Fundamental Intl Small

ETFs
-16
- 50.0%
$33.34 - $37.44 $533 - $599
16 $579K
WDS
Woodside Energy Group LTD

Energy
-40
- 50.0%
$14.15 - $16.33 $566 - $653
40 $579K
HII
Huntington Ingalls Industries, Inc.

Industrials
-111
- 97.37%
$159.75 - $208.61 $17.7K - $23.2K
3 $612K
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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