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
XLB
Select Sector Spdr Fd Material

ETFs
-2.34K
- 49.9%
$83.19 - $90.99 $195K - $213K
2.35K $202M
C
Citigroup Inc

Financial Services
-3.43K
- 54.63%
$67.23 - $84.63 $231K - $290K
2.85K $202M
VV
Vanguard Large Cap ETF

ETFs
-792
- 50.0%
$253.32 - $282.66 $201K - $224K
792 $204M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.26K
- 50.0%
$21.75 - $24.28 $201K - $225K
9.26K $204M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-4.76K
- 50.0%
$41.61 - $44.72 $198K - $213K
4.76K $206M
INTU
Intuit Inc

Technology
-572
- 63.0%
$555.63 - $630.23 $318K - $360K
336 $206M
T
At&T Inc.

Communication Services
-11.2K
- 60.45%
$21.56 - $28.28 $242K - $317K
7.34K $208M
Ishares Flexible
-4.27K
- 51.52%
N/A
4.01K $210M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.78K
- 54.68%
$56.12 - $68.15 $212K - $257K
3.13K $212M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
-3.04K
- 50.0%
$68.32 - $78.49 $207K - $238K
3.04K $213M
BMY
Bristol Myers Squibb CO

Healthcare
-4.55K
- 56.41%
$53.9 - $63.11 $245K - $287K
3.52K $215M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-2.29K
- 51.3%
$99.5 - $110.97 $228K - $254K
2.17K $219M
VHT
Vanguard Health Care ETF

ETFs
-834
- 50.0%
$254.06 - $273.83 $212K - $228K
834 $221M
VLUE
Ishares Msci Usa Value Factor

ETFs
-2.07K
- 49.95%
$104.89 - $113.56 $217K - $235K
2.08K $221M
VMC
Vulcan Materials CO

Basic Materials
-2.15K
- 69.34%
$220.9 - $277.54 $475K - $597K
951 $222M
OUNZ
Van Eck Merk Gold Trust

ETFs
-7.45K
- 50.0%
$25.41 - $30.14 $189K - $224K
7.45K $224M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-9.71K
- 50.0%
$23.16 - $27.04 $225K - $263K
9.71K $227M
DVY
Ishares Tr

ETFs
-1.7K
- 50.0%
$128.58 - $138.1 $219K - $235K
1.7K $228M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.9K
- 54.11%
$54.25 - $57.64 $266K - $282K
4.15K $229M
JSML
Janus Detroit Str Tr Henderson

ETFs
-3.78K
- 50.0%
$58.87 - $69.7 $222K - $263K
3.78K $230M
SOXX
Ishares Semiconductor ETF

ETFs
-1.23K
- 50.0%
$188.17 - $235.81 $231K - $289K
1.23K $231M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.78K
- 50.0%
$48.31 - $49.23 $231K - $235K
4.78K $235M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-335
- 6.32%
$45.92 - $47.58 $15.4K - $15.9K
4.97K $236M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-6.34K
- 50.0%
$36.64 - $45.76 $232K - $290K
6.34K $238M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-8.5K
- 49.97%
$28.55 - $29.09 $243K - $247K
8.51K $245M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.42K
- 50.0%
$97.38 - $104.52 $236K - $253K
2.42K $248M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-5.95K
- 49.96%
$39.18 - $43.52 $233K - $259K
5.96K $249M
DE
Deere & CO

Industrials
-690
- 56.37%
$408.57 - $509.27 $282K - $351K
534 $251M
Blackrock Fdg
-364
- 57.59%
N/A
268 $254M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-10.3K
- 50.0%
$24.66 - $26.1 $254K - $268K
10.3K $256M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-12.9K
- 53.25%
$22.25 - $23.0 $286K - $296K
11.3K $260M
CSGP
Costar Group, Inc.

Real Estate
-3.49K
- 50.73%
$69.29 - $80.37 $241K - $280K
3.39K $268M
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.49K
- 49.99%
$56.51 - $62.98 $254K - $283K
4.49K $272M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-3.98K
- 50.0%
$64.2 - $69.24 $255K - $275K
3.98K $272M
MISL
First Tr Exchange Traded Fd In
-9K
- 50.0%
N/A
9K $273M
HEFA
Ishares Currency Hedged Msci E

ETFs
-8.09K
- 51.75%
$34.83 - $37.52 $282K - $304K
7.55K $274M
USXF
Ishares Esg Advanced Msci Usa

Technology
-469
- 7.35%
$46.38 - $52.65 $21.8K - $24.7K
5.91K $276M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.13K
- 50.0%
$37.07 - $40.63 $264K - $290K
7.13K $281M
FCAL
First Tr Iii Calif Mun High In

ETFs
-5.79K
- 50.0%
$48.53 - $49.76 $281K - $288K
5.79K $281M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.28K
- 64.82%
$112.81 - $126.16 $483K - $540K
2.33K $283M
ABT
Abbott Laboratories

Healthcare
-3.49K
- 61.88%
$111.1 - $140.22 $388K - $489K
2.15K $285M
WMB
Williams Companies, Inc.

Energy
-13.1K
- 73.21%
$54.02 - $61.09 $707K - $799K
4.79K $286M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.15K
- 50.0%
$247.97 - $296.33 $286K - $342K
1.15K $290M
IEMG
Ishares Inc

ETFs
-7.37K
- 57.73%
N/A
5.4K $291M
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-5.56K
- 50.0%
$51.6 - $58.13 $287K - $323K
5.56K $293M
NXPI
Nxp Semiconductors N.V.

Technology
-1.67K
- 51.87%
$189.99 - $245.86 $317K - $410K
1.55K $294M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.59K
- 50.0%
$183.02 - $207.75 $291K - $330K
1.59K $296M
FSCO
Fs Cr Opportunities Corp Com
-41.9K
- 50.0%
N/A
41.9K $295M
KO
Coca Cola CO

Consumer Defensive
-10.6K
- 71.76%
$60.81 - $72.32 $642K - $763K
4.15K $298M
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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