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
ROAD
Construction Partners, Inc.

Industrials
-563
- 50.0%
$67.61 - $93.18 $38.1K - $52.5K
563 $40.5M
RH
Rh

Consumer Cyclical
-174
- 50.14%
$216.63 - $454.52 $37.7K - $79.1K
173 $40.6M
AMP
Ameriprise Financial Inc

Financial Services
-305
- 78.41%
$472.29 - $575.13 $144K - $175K
84 $40.7M
ROLL
Rbc Bearings Inc

Industrials
-136
- 51.71%
N/A
127 $40.9M
VIS
Vanguard Industrial ETF

ETFs
-166
- 50.0%
$243.63 - $273.99 $40.4K - $45.5K
166 $41.1M
PKG
Packaging Corp Of America

Consumer Cyclical
-243
- 53.88%
$192.03 - $242.13 $46.7K - $58.8K
208 $41.2M
UGI
Ugi Corp

Utilities
-1.32K
- 51.18%
$28.0 - $34.16 $36.9K - $45.1K
1.26K $41.6M
FTS
Fortis Inc.

Utilities
-914
- 50.0%
$40.49 - $45.58 $37K - $41.7K
914 $41.7M
LYV
Live Nation Entertainment, Inc.

Communication Services
-388
- 54.72%
$115.79 - $154.66 $44.9K - $60K
321 $41.9M
NSC
Norfolk Southern Corp

Industrials
-208
- 54.03%
$227.69 - $259.76 $47.4K - $54K
177 $41.9M
HOOD
Robinhood Markets, Inc.

Technology
-1.06K
- 50.72%
$35.63 - $65.28 $37.8K - $69.3K
1.03K $43M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
-355
- 50.0%
$119.84 - $136.1 $42.5K - $48.3K
355 $43M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.2K
- 49.98%
N/A
1.21K $43M
CHKP
Check Point Software Technologies LTD

Technology
-189
- 50.0%
$179.88 - $231.31 $34K - $43.7K
189 $43.1M
IXUS
Ishares Tr

ETFs
-618
- 50.0%
$65.06 - $72.31 $40.2K - $44.7K
618 $43.1M
BUSE
First Busey Corp

Financial Services
-2.07K
- 50.87%
$21.26 - $25.35 $44.1K - $52.5K
2K $43.2M
PWZ
Invesco California Amt Free Mu

ETFs
-1.82K
- 50.0%
$23.68 - $24.72 $43.1K - $45K
1.82K $43.4M
SWX
Southwest Gas Holdings, Inc.

Utilities
-619
- 50.53%
$68.42 - $78.18 $42.4K - $48.4K
606 $43.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-729
- 50.0%
$58.81 - $68.2 $42.9K - $49.7K
729 $43.6M
SPG
Simon Property Group Inc

Real Estate
-509
- 65.93%
$159.48 - $187.78 $81.2K - $95.6K
263 $43.7M
CAL
Caleres Inc

Consumer Cyclical
-2.55K
- 49.99%
$15.27 - $22.49 $38.9K - $57.3K
2.55K $43.9M
Gsk PLC
-1.14K
- 49.98%
N/A
1.14K $44.1M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.28K
- 49.98%
$32.74 - $36.2 $41.8K - $46.2K
1.28K $44.6M
Te Connectivity
-1.53K
- 82.96%
N/A
315 $44.6M
DWAC
Digital World Acquisition Corp.

Financial Services
-2.31K
- 50.0%
N/A
2.31K $45.1M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-563
- 85.56%
$402.49 - $513.76 $227K - $289K
95 $46.1M
FTGC
First Trust Global Tactical CO

ETFs
-1.8K
- 50.0%
$23.95 - $25.86 $43.2K - $46.6K
1.8K $46M
AIQ
Global X Funds Global X Artifi

ETFs
-1.27K
- 50.0%
$36.38 - $42.77 $46.3K - $54.4K
1.27K $46.3M
TILT
Flexshares Tr

ETFs
-225
- 50.0%
$202.06 - $225.8 $45.5K - $50.8K
225 $46.4M
IWN
Ishares Russell2000 Val ETF

ETFs
-307
- 50.0%
$149.27 - $169.4 $45.8K - $52K
307 $46.5M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-139
- 50.0%
$333.37 - $384.99 $46.3K - $53.5K
139 $46.5M
FTNT
Fortinet, Inc.

Technology
-656
- 57.29%
$92.49 - $114.57 $60.7K - $75.2K
489 $47.1M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-1.32K
- 50.0%
$34.23 - $36.9 $45.2K - $48.7K
1.32K $47.1M
REZ
Ishares Tr Residential And Mul

ETFs
-550
- 50.0%
$78.21 - $88.48 $43K - $48.7K
550 $47.5M
SHW
Sherwin Williams CO

Basic Materials
-530
- 79.34%
$330.16 - $365.55 $175K - $194K
138 $48.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
-522
- 50.0%
$89.27 - $92.9 $46.6K - $48.5K
522 $48.3M
SPGI
S&P Global Inc.

Financial Services
-534
- 84.63%
$478.26 - $543.77 $255K - $290K
97 $49.4M
HLI
Houlihan Lokey, Inc.

Financial Services
-308
- 50.24%
$154.43 - $187.4 $47.6K - $57.7K
305 $49.3M
EMR
Emerson Electric CO

Industrials
-596
- 56.87%
$108.64 - $131.17 $64.7K - $78.2K
452 $49.6M
DLR
Digital Realty Trust, Inc.

Real Estate
-686
- 66.41%
$142.1 - $183.56 $97.5K - $126K
347 $49.8M
Vanguard Tax
-505
- 50.0%
N/A
505 $49.7M
ASTS
Ast Space Mobile, Inc.

Communication Services
-2.2K
- 50.0%
$17.72 - $33.8 $39K - $74.4K
2.2K $50M
PFG
Principal Financial Group Inc

Financial Services
-1.22K
- 67.09%
$76.34 - $89.04 $92.8K - $108K
596 $50.3M
ITA
Ishares Tr

ETFs
-329
- 50.0%
$144.84 - $159.5 $47.7K - $52.5K
329 $50.4M
ECL
Ecolab Inc.

Basic Materials
-356
- 64.03%
$229.72 - $269.82 $81.8K - $96.1K
200 $50.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.01K
- 50.0%
$50.44 - $50.7 $50.8K - $51.1K
1.01K $51.1M
ROP
Roper Technologies Inc

Industrials
-133
- 60.45%
$502.71 - $593.81 $66.9K - $79K
87 $51.3M
RIO
Rio Tinto PLC

Basic Materials
-1.32K
- 60.75%
$58.19 - $64.29 $76.9K - $85K
854 $51.3M
VDE
Vanguard Energy ETF

ETFs
-396
- 50.0%
$119.14 - $132.76 $47.2K - $52.6K
396 $51.4M
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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