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
CORP
Pimco Investment Grade Corp Bd

ETFs
-1.05K
- 50.0%
$93.89 - $97.32 $98.7K - $102K
1.05K $102M
WPC
W. P. Carey Inc.

Real Estate
-1.65K
- 50.43%
$53.5 - $65.05 $88.3K - $107K
1.62K $102M
Canadian Pacific
-1.82K
- 55.58%
N/A
1.46K $102M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-2.53K
- 50.0%
$40.67 - $48.92 $103K - $124K
2.53K $103M
Victoryshares Free
-3K
- 50.0%
N/A
3K $103M
DEO
Diageo PLC

Consumer Defensive
-2.7K
- 73.24%
$104.79 - $126.12 $283K - $341K
987 $103M
CION
Cion Investment Corp

Financial Services
-10K
- 50.0%
$10.35 - $12.55 $104K - $126K
10K $104M
OXY
Occidental Petroleum Corp

Energy
-3.09K
- 59.17%
$45.45 - $52.7 $140K - $163K
2.13K $105M
APH
Amphenol Corp

Technology
-1.86K
- 53.64%
$61.62 - $78.55 $114K - $146K
1.6K $105M
COF
Capital One Financial Corp

Financial Services
-2.34K
- 79.8%
$163.87 - $209.82 $384K - $491K
593 $106M
CSX
Csx Corp

Industrials
-4.53K
- 55.49%
$29.11 - $33.67 $132K - $153K
3.64K $107M
ENB
Enbridge Inc

Energy
-12.8K
- 84.03%
$41.54 - $45.45 $533K - $583K
2.44K $108M
XLU
Utilities Sector Spdr

ETFs
-1.37K
- 50.0%
$74.7 - $80.27 $102K - $110K
1.37K $108M
Wells Fargo
-91
- 50.0%
N/A
91 $109M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-647
- 54.69%
$203.38 - $274.79 $132K - $178K
536 $110M
TTE
Total Energies Se

Energy
-2.7K
- 61.29%
N/A
1.7K $110M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
-5.11K
- 50.0%
N/A
5.11K $111M
HEEM
Ishares Currency Hedged Msci E

ETFs
-3.98K
- 50.0%
$26.44 - $29.01 $105K - $116K
3.98K $112M
WTMF
Wisdomtree Tr Managed Futures

ETFs
-3.3K
- 50.0%
$33.94 - $35.62 $112K - $117K
3.3K $113M
PDI
Pimco Dynamic Income Fund

Financial Services
-5.72K
- 50.0%
$18.51 - $20.05 $106K - $115K
5.72K $113M
FSZ
First Trust Switzerland Alphad

ETFs
-1.67K
- 49.94%
$62.47 - $70.18 $105K - $117K
1.68K $114M
URA
Global X Uranium ETF

ETFs
-4.97K
- 49.99%
$22.92 - $30.98 $114K - $154K
4.97K $114M
IXN
Ishares Global Information Tec

ETFs
-1.5K
- 49.97%
$75.73 - $88.4 $114K - $133K
1.5K $114M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.78K
- 50.0%
N/A
1.78K $114M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-1.37K
- 50.0%
$83.18 - $89.27 $114K - $122K
1.37K $114M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-567
- 49.78%
$200.77 - $270.08 $114K - $153K
572 $115M
BFZ
Blackrock California Municipal Income Trust

Financial Services
-10.6K
- 50.0%
$10.85 - $11.5 $115K - $122K
10.6K $116M
YYY
Amplify ETF Tr High Income ETF

ETFs
-10.2K
- 50.0%
$11.38 - $12.01 $116K - $122K
10.2K $116M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-3.78K
- 49.99%
$30.71 - $30.87 $116K - $117K
3.78K $116M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-2.67K
- 50.0%
$43.48 - $52.89 $116K - $141K
2.67K $117M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.86K
- 50.0%
$59.28 - $66.1 $110K - $123K
1.86K $118M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-4.72K
- 50.0%
$23.43 - $25.55 $111K - $121K
4.72K $121M
NVO
Novo Nordisk A S

Healthcare
-2.37K
- 57.49%
$69.3 - $90.95 $164K - $216K
1.76K $122M
IBB
Ishares Biotechnology ETF

ETFs
-958
- 50.0%
$127.9 - $140.56 $123K - $135K
958 $123M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.01K
- 50.0%
$46.15 - $63.53 $92.6K - $127K
2.01K $124M
UBS
Ubs Group Ag

Financial Services
-4.07K
- 50.0%
$30.28 - $35.78 $123K - $146K
4.07K $125M
AAON
Aaon, Inc.

Industrials
-1.64K
- 50.18%
$73.52 - $136.95 $121K - $225K
1.63K $127M
IEF
Ishares Barclays

ETFs
-1.35K
- 49.98%
$91.17 - $95.39 $123K - $128K
1.35K $128M
TXN
Texas Instruments Inc

Technology
-2.38K
- 76.82%
N/A
718 $129M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-9.45K
- 50.0%
$11.66 - $14.98 $110K - $142K
9.45K $129M
HSY
Hershey CO

Consumer Defensive
-851
- 52.96%
$144.74 - $186.36 $123K - $159K
756 $129M
SMB
Vaneck Short Muni ETF

ETFs
-7.59K
- 49.99%
$17.08 - $17.25 $130K - $131K
7.59K $130M
HUBB
Hubbell Inc

Industrials
-414
- 51.17%
$330.91 - $456.86 $137K - $189K
395 $131M
CMCSA
Comcast Corp

Communication Services
-15K
- 80.83%
$33.19 - $38.23 $497K - $573K
3.55K $131M
IYE
Ishares Tr

ETFs
-2.66K
- 49.97%
$45.23 - $49.95 $120K - $133K
2.66K $131M
XEL
Xcel Energy Inc

Utilities
-2.56K
- 57.78%
$63.37 - $72.1 $162K - $185K
1.87K $132M
URI
United Rentals, Inc.

Industrials
-468
- 68.72%
$594.17 - $789.56 $278K - $370K
213 $133M
TER
Teradyne, Inc

Technology
-1.88K
- 53.64%
$82.6 - $140.0 $156K - $264K
1.63K $135M
PPBI
Pacific Premier Bancorp Inc

Financial Services
-6.32K
- 50.0%
$21.05 - $26.35 $133K - $167K
6.32K $135M
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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