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
BCO
Brinks CO

Industrials
-609
- 50.54%
$83.39 - $96.29 $50.8K - $58.6K
596 $51.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.48K
- 50.0%
$20.7 - $21.15 $51.4K - $52.5K
2.48K $51.4M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-666
- 50.0%
$77.74 - $94.47 $51.8K - $62.9K
666 $51.8M
Schwab Ultra
-2.06K
- 50.0%
N/A
2.06K $52M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-453
- 50.0%
$110.75 - $119.78 $50.2K - $54.3K
453 $52.4M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-467
- 50.0%
$113.13 - $127.79 $52.8K - $59.7K
467 $52.8M
STLD
Steel Dynamics Inc

Basic Materials
-525
- 55.38%
N/A
423 $52.9M
BYD
Boyd Gaming Corp

Consumer Cyclical
-828
- 50.61%
$65.83 - $79.52 $54.5K - $65.8K
808 $53.2M
GBIL
Goldman Sachs Access Treasury

ETFs
-531
- 50.0%
$99.85 - $100.19 $53K - $53.2K
531 $53.3M
AZO
Autozone Inc

Consumer Cyclical
-43
- 75.44%
$3193.96 - $3828.11 $137K - $165K
14 $53.4M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-3.21K
- 53.09%
$18.53 - $29.07 $59.5K - $93.4K
2.84K $53.8M
CHD
Church & Dwight CO Inc

Consumer Defensive
-688
- 58.45%
$101.42 - $113.2 $69.8K - $77.9K
489 $53.8M
WSO
Watsco Inc

Industrials
-116
- 52.25%
$463.86 - $530.75 $53.8K - $61.6K
106 $53.9M
ADI
Analog Devices Inc

Technology
-830
- 75.52%
$201.56 - $243.82 $167K - $202K
269 $54.3M
MELI
Mercadolibre Inc

Consumer Cyclical
-28
- 50.0%
$1739.0 - $2260.0 $48.7K - $63.3K
28 $54.6M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-991
- 50.0%
$54.51 - $63.63 $54K - $63.1K
991 $55.5M
ICE
Intercontinental Exchange, Inc.

Financial Services
-988
- 75.42%
$142.8 - $176.36 $141K - $174K
322 $55.6M
F
Ford Motor CO

Consumer Cyclical
-6.6K
- 54.37%
$9.12 - $10.43 $60.2K - $68.9K
5.54K $55.6M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-5.2K
- 50.0%
$10.55 - $11.13 $54.8K - $57.8K
5.2K $55.6M
Fidelity Wise
-779
- 50.0%
N/A
779 $56.1M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-940
- 50.0%
$58.32 - $65.09 $54.8K - $61.2K
940 $56.6M
INDA
Ishares Msci India Index Fund

ETFs
-1.1K
- 50.0%
$47.8 - $53.4 $52.6K - $58.7K
1.1K $56.6M
IDV
Ishares Tr

ETFs
-1.83K
- 50.0%
$27.0 - $31.7 $49.3K - $57.9K
1.83K $56.7M
FCX
Freeport Mcmoran Inc

Basic Materials
-7.61K
- 83.46%
$34.5 - $43.01 $262K - $327K
1.51K $57.1M
GD
General Dynamics Corp

Industrials
-278
- 56.73%
$241.94 - $272.58 $67.3K - $75.8K
212 $57.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.15K
- 64.86%
$47.79 - $59.89 $103K - $129K
1.16K $58.4M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-1.63K
- 60.94%
$53.35 - $58.68 $86.7K - $95.4K
1.04K $58.5M
TXT
Textron Inc

Industrials
-1.1K
- 57.3%
$70.19 - $81.2 $77.4K - $89.6K
822 $59.4M
PCG
Pg&E Corp

Utilities
-6.13K
- 63.85%
$15.16 - $20.4 $92.9K - $125K
3.47K $59.6M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.58K
- 82.24%
$168.84 - $202.89 $267K - $320K
341 $59.9M
AZN
Astrazeneca PLC

Healthcare
-3.35K
- 80.32%
$65.37 - $77.96 $219K - $261K
822 $60.4M
ALL
Allstate Corp

Financial Services
-389
- 57.21%
$180.99 - $210.18 $70.4K - $81.8K
291 $60.3M
NN
Nextnav Inc.

Communication Services
-5K
- 50.0%
$9.4 - $16.11 $47K - $80.6K
5K $60.9M
Super Micro
-1.84K
- 50.93%
N/A
1.78K $60.8M
Innovator Nasdaq
-2.25K
- 50.0%
N/A
2.25K $60.8M
PAYX
Paychex Inc

Industrials
-698
- 63.8%
$136.06 - $154.52 $95K - $108K
396 $61.1M
CCL
Carnival Corp

Consumer Cyclical
-3.55K
- 52.99%
$19.08 - $28.49 $67.7K - $101K
3.15K $61.5M
TM
Toyota Motor Corp

Consumer Cyclical
-349
- 50.0%
$176.53 - $195.35 $61.6K - $68.2K
349 $61.6M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.63K
- 73.43%
$65.15 - $91.81 $171K - $241K
950 $62M
SNPS
Synopsys Inc

Technology
-288
- 66.51%
$428.58 - $551.54 $123K - $159K
145 $62.2M
LHX
L3 Harris Technologies, Inc.

Industrials
-599
- 66.7%
$194.65 - $222.86 $117K - $133K
299 $62.6M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.05K
- 50.0%
$58.11 - $65.29 $61K - $68.6K
1.05K $62.6M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-5K
- 50.0%
$12.04 - $13.32 $60.2K - $66.6K
5K $62.8M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-4.02K
- 49.99%
$15.51 - $15.85 $62.3K - $63.7K
4.02K $62.8M
PBF
Pbf Energy Inc.

Energy
-3.32K
- 50.18%
$18.97 - $31.31 $63.1K - $104K
3.3K $63M
SONY
Sony Group Corp

Technology
-2.48K
- 50.0%
$19.88 - $25.64 $49.3K - $63.6K
2.48K $63M
WABC
Westamerica Bancorporation

Financial Services
-1.25K
- 50.0%
$49.12 - $52.43 $61.2K - $65.3K
1.25K $63M
ADBE
Adobe Inc.

Technology
-485
- 74.62%
$377.84 - $464.11 $183K - $225K
165 $63.3M
OTIS
Otis Worldwide Corp

Industrials
-942
- 60.58%
$90.77 - $104.01 $85.5K - $98K
613 $63.3M
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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