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
BNDX
Vanguard Total International B

ETFs
-6.1K
- 49.99%
$48.33 - $49.5 $295K - $302K
6.1K $298M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.54K
- 49.99%
$44.68 - $46.49 $292K - $304K
6.54K $303M
FDN
First Tr Fd Dow Jones

ETFs
-1.4K
- 50.0%
$221.38 - $266.86 $309K - $372K
1.4K $310M
American Healthcare
-10.3K
- 50.0%
N/A
10.3K $313M
HYG
Ishares Tr

ETFs
-4.01K
- 50.0%
$78.51 - $80.11 $314K - $321K
4.01K $316M
CMI
Cummins Inc

Industrials
-1.2K
- 54.11%
$312.92 - $386.07 $375K - $463K
1.02K $319M
CLF
Cleveland Cliffs Inc.

Basic Materials
-39.6K
- 50.16%
$8.22 - $12.02 $325K - $476K
39.3K $323M
ACN
Accenture PLC

Technology
-1.68K
- 61.8%
$300.91 - $398.25 $505K - $669K
1.04K $324M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13K
- 50.0%
$24.91 - $29.02 $323K - $376K
13K $324M
MS
Morgan Stanley

Financial Services
-3.73K
- 57.13%
$111.68 - $141.08 $416K - $526K
2.8K $326M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
-74
- 4.09%
$189.39 - $204.09 $14K - $15.1K
1.73K $332M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.89K
- 50.15%
$49.25 - $50.66 $339K - $349K
6.85K $340M
MO
Altria Group, Inc.

Consumer Defensive
-7.17K
- 55.82%
$50.81 - $60.02 $364K - $430K
5.67K $340M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-17.2K
- 50.0%
$19.8 - $19.97 $341K - $344K
17.2K $343M
CNQ
Canadian Natural Resources LTD

Energy
-11.2K
- 50.0%
$26.72 - $32.74 $299K - $367K
11.2K $345M
SFLR
Innovator Etfs Tr Equity Manag
-11K
- 49.99%
N/A
11K $345M
DOV
Dover Corp

Industrials
-2K
- 50.19%
$174.65 - $206.43 $349K - $413K
1.99K $349M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.98K
- 56.44%
$91.45 - $91.75 $455K - $456K
3.84K $352M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-1.76K
- 27.73%
$77.67 - $90.15 $137K - $159K
4.6K $360M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-4.62K
- 50.0%
$76.94 - $78.28 $355K - $361K
4.62K $361M
ORCL
Oracle Corp

Technology
-5.51K
- 68.02%
$139.81 - $186.47 $771K - $1.03M
2.59K $362M
WFC
Wells Fargo & Company

Financial Services
-8.52K
- 62.66%
$66.78 - $81.42 $569K - $693K
5.08K $364M
Arista Networks
-5.06K
- 51.68%
N/A
4.73K $367M
FYC
First Trust Small Cap Growth A

ETFs
-5.36K
- 50.0%
$68.13 - $80.57 $365K - $432K
5.36K $369M
SLV
I Shares Silver Trust

ETFs
-11.9K
- 50.0%
$26.93 - $31.32 $321K - $373K
11.9K $369M
NUE
Nucor Corp

Basic Materials
-3.23K
- 51.11%
$114.48 - $142.52 $370K - $460K
3.09K $372M
NOW
Service Now, Inc.

Technology
-567
- 54.78%
$783.83 - $1170.39 $444K - $664K
468 $373M
Ge Vernova
-1.46K
- 54.42%
N/A
1.22K $373M
MBB
Ishares Tr

ETFs
-4.43K
- 52.58%
$90.37 - $94.08 $400K - $417K
3.99K $375M
IEFA
Ishares Tr

ETFs
-5.95K
- 54.55%
$69.57 - $78.65 $414K - $468K
4.96K $375M
IBM
International Business Machines Corp

Technology
-2.44K
- 61.71%
$217.4 - $264.74 $529K - $645K
1.51K $376M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.65K
- 53.76%
$165.25 - $224.62 $437K - $594K
2.28K $378M
GE
General Electric CO

Industrials
-2.62K
- 58.03%
$168.59 - $212.13 $442K - $556K
1.9K $379M
VTC
Vanguard Scottsdale Fds Total

ETFs
-4.95K
- 50.0%
$74.74 - $77.39 $370K - $383K
4.95K $380M
BWXT
Bwx Technologies, Inc.

Industrials
-3.92K
- 50.36%
$96.59 - $128.46 $379K - $504K
3.87K $381M
COP
Conocophillips

Energy
-5.35K
- 59.54%
$88.6 - $105.85 $474K - $566K
3.63K $382M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-2.37K
- 50.84%
$166.63 - $185.86 $395K - $440K
2.29K $382M
PULS
Pgim ETF Tr

ETFs
-7.68K
- 50.0%
$49.56 - $49.78 $381K - $382K
7.68K $382M
GVA
Granite Construction Inc

Industrials
-5.11K
- 50.04%
$70.98 - $94.81 $363K - $484K
5.1K $385M
CMF
Ishares California Muni Bond E

ETFs
-6.87K
- 50.0%
$55.93 - $57.47 $384K - $395K
6.87K $387M
CSCO
Cisco Systems, Inc.

Technology
-9.03K
- 58.9%
$58.74 - $64.87 $530K - $585K
6.3K $389M
Knife River
-4.47K
- 50.89%
N/A
4.31K $389M
IWR
Ishares Russell Mid Cap ETF

ETFs
-4.59K
- 49.99%
$82.81 - $92.93 $380K - $427K
4.59K $391M
UNP
Union Pacific Corp

Industrials
-3.54K
- 68.08%
$225.21 - $254.42 $797K - $900K
1.66K $392M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-2.41K
- 50.23%
$161.13 - $209.29 $388K - $504K
2.39K $395M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-6.28K
- 49.98%
$62.72 - $71.92 $394K - $452K
6.29K $396M
VRT
Vertiv Holdings CO

Industrials
-5.57K
- 50.15%
N/A
5.53K $400M
DELL
Dell Technologies Inc.

Technology
-4.8K
- 52.09%
$90.34 - $124.66 $433K - $598K
4.41K $402M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-968
- 5.43%
$23.56 - $24.16 $22.8K - $23.4K
16.9K $406M
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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