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
SRE
Sempra Energy

Utilities
-8.02K
- 80.86%
$67.85 - $87.67 $544K - $703K
1.9K $136M
LEN
Lennar Corp

Consumer Cyclical
-1.55K
- 56.69%
$113.93 - $141.54 $177K - $220K
1.19K $136M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-3.36K
- 49.99%
$39.61 - $42.65 $133K - $143K
3.36K $137M
INTC
Intel Corp

Technology
-9.09K
- 59.98%
$19.1 - $27.39 $174K - $249K
6.06K $138M
PWR
Quanta Services, Inc.

Industrials
-703
- 56.42%
$236.71 - $358.03 $166K - $252K
543 $138M
EPD
Enterprise Products Partners L.P.

Energy
-4.05K
- 49.99%
$31.75 - $34.14 $129K - $138K
4.05K $138M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.87K
- 49.96%
$68.32 - $75.06 $128K - $140K
1.87K $140M
PGR
Progressive Corp

Financial Services
-1.4K
- 73.81%
$235.61 - $291.22 $330K - $408K
497 $141M
IWV
Ishares Russell 3000 ETF

ETFs
-449
- 50.0%
$313.1 - $349.83 $141K - $157K
449 $143M
MRVL
Marvell Technology, Inc.

Technology
-2.52K
- 51.9%
$61.57 - $126.06 $155K - $318K
2.34K $144M
HEQT
Simplify Exchange Traded Fds H
-5.16K
- 50.0%
$28.48 - $30.52 $147K - $157K
5.16K $147M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-563
- 49.91%
$246.3 - $299.62 $139K - $169K
565 $148M
HAL
Halliburton CO

Energy
-7.47K
- 55.27%
$24.15 - $29.9 $180K - $223K
6.05K $153M
Arm Holdings
-1.46K
- 50.0%
N/A
1.46K $156M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.92K
- 50.07%
$79.17 - $82.04 $152K - $157K
1.91K $156M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-67
- 66.34%
$4295.4 - $5141.88 $288K - $345K
34 $158M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
-6.09K
- 50.0%
$25.21 - $26.38 $154K - $161K
6.09K $161M
Ge Healthcare
-2.39K
- 54.57%
N/A
1.99K $161M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-511
- 50.54%
$308.87 - $383.33 $158K - $196K
500 $164M
Lam Research
-3.13K
- 58.21%
N/A
2.25K $164M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-8.63K
- 50.0%
$19.04 - $20.15 $164K - $174K
8.63K $164M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.77K
- 50.0%
$57.44 - $59.4 $159K - $165K
2.77K $165M
EW
Edwards Lifesciences Corp

Healthcare
-2.85K
- 55.56%
$67.95 - $76.19 $194K - $217K
2.28K $165M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-783
- 50.0%
$211.47 - $267.17 $166K - $209K
783 $166M
CB
Chubb LTD

Financial Services
-877
- 61.5%
$257.71 - $301.99 $226K - $265K
549 $166M
GS
Goldman Sachs Group Inc

Financial Services
-681
- 68.93%
$524.81 - $672.19 $357K - $458K
307 $168M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.55K
- 50.0%
$105.1 - $109.61 $163K - $170K
1.55K $169M
HDV
Ishares Core High Dividend ETF

ETFs
-1.39K
- 49.98%
$110.86 - $121.12 $155K - $169K
1.4K $169M
HON
Honeywell International Inc

Industrials
-1.53K
- 65.58%
$202.75 - $226.52 $309K - $346K
801 $170M
ADP
Automatic Data Processing Inc

Industrials
-796
- 58.49%
$286.85 - $318.64 $228K - $254K
565 $173M
NDSN
Nordson Corp

Industrials
-864
- 50.2%
$200.12 - $224.07 $173K - $194K
857 $173M
MU
Micron Technology Inc

Technology
-3.09K
- 60.79%
$86.89 - $109.38 $268K - $338K
1.99K $173M
UPS
United Parcel Service Inc

Industrials
-1.83K
- 53.69%
$109.66 - $136.26 $200K - $249K
1.58K $173M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.66K
- 50.0%
$47.25 - $67.02 $173K - $245K
3.66K $174M
STZ
Constellation Brands, Inc.

Consumer Defensive
-1.24K
- 56.26%
$161.05 - $222.93 $200K - $276K
964 $177M
WM
Waste Management Inc

Industrials
-1.84K
- 70.0%
$200.54 - $233.78 $369K - $430K
789 $183M
CRWD
Crowd Strike Holdings, Inc.

Technology
-812
- 60.96%
$308.86 - $455.36 $251K - $370K
520 $183M
DFAX
Dimensional ETF Tr
-8.46K
- 54.7%
$24.45 - $27.2 $207K - $230K
7K $183M
NKE
Nike, Inc.

Consumer Cyclical
-3.42K
- 54.04%
$63.29 - $81.72 $216K - $279K
2.91K $184M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
-4.19K
- 50.0%
$40.34 - $45.45 $169K - $190K
4.19K $185M
ITW
Illinois Tool Works Inc

Industrials
-932
- 55.54%
$244.9 - $274.48 $228K - $256K
746 $185M
AWK
American Water Works Company, Inc.

Utilities
-1.35K
- 51.66%
$121.01 - $149.31 $164K - $202K
1.27K $187M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-3.7K
- 49.99%
$49.67 - $51.43 $184K - $190K
3.7K $189M
MAR
Marriott International Inc

Consumer Cyclical
-1.01K
- 55.99%
$237.01 - $304.45 $240K - $309K
797 $190M
DRI
Darden Restaurants Inc

Consumer Cyclical
-958
- 50.9%
$180.02 - $208.56 $172K - $200K
924 $192M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.83K
- 50.0%
$63.77 - $71.36 $180K - $202K
2.83K $195M
TCBK
Trico Bancshares

Financial Services
-4.88K
- 50.0%
$39.87 - $45.12 $194K - $220K
4.88K $195M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-599
- 52.82%
$314.47 - $431.35 $188K - $258K
535 $196M
FDT
First Trust Developed Markets

ETFs
-3.46K
- 50.0%
$53.51 - $60.98 $185K - $211K
3.46K $202M
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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