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
O
Realty Income Corp

Real Estate
-7.89K
- 52.79%
$51.67 - $58.49 $408K - $461K
7.05K $409M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-24.8K
- 50.0%
$16.57 - $18.85 $411K - $468K
24.8K $413M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-8.02K
- 49.99%
$50.25 - $55.9 $403K - $448K
8.03K $413M
VAW
Vanguard Materials ETF

ETFs
-2.2K
- 49.99%
$185.71 - $202.46 $409K - $445K
2.2K $416M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-926
- 4.82%
$22.42 - $23.22 $20.8K - $21.5K
18.3K $421M
Jpmorgan Hedged
-7.11K
- 50.0%
N/A
7.11K $424M
PM
Philip Morris International Inc.

Consumer Defensive
-3.74K
- 58.0%
$117.15 - $158.79 $438K - $594K
2.71K $430M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-1.61K
- 15.52%
$48.02 - $53.02 $77.2K - $85.2K
8.75K $433M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-6.87K
- 50.19%
$58.04 - $65.84 $399K - $452K
6.82K $434M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-22K
- 50.0%
$18.36 - $20.51 $403K - $450K
22K $434M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-15K
- 49.99%
$28.92 - $29.24 $433K - $438K
15K $438M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-14.5K
- 50.0%
$30.46 - $36.6 $441K - $530K
14.5K $441M
STLG
Ishares Factors Us Growth Styl

ETFs
-8.65K
- 49.99%
N/A
8.66K $442M
FTSD
Franklin ETF Tr Liberty Short

ETFs
-514
- 9.51%
$90.09 - $90.89 $46.3K - $46.7K
4.89K $444M
ABBV
Abb Vie Inc.

Healthcare
-3.98K
- 65.2%
$169.2 - $216.66 $673K - $862K
2.12K $445M
VTWO
Vanguard Russell 2000 ETF

ETFs
-5.53K
- 49.97%
$80.08 - $92.93 $443K - $514K
5.53K $446M
Pimco Enhanced
-16.9K
- 49.99%
N/A
16.9K $446M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.87K
- 54.73%
$185.78 - $198.58 $532K - $569K
2.37K $452M
IWM
Ishares Russell 2000 ETF

ETFs
-2.42K
- 51.4%
$198.1 - $229.79 $480K - $556K
2.29K $457M
Ishares Bitcoin
-9.76K
- 50.0%
N/A
9.76K $457M
IAU
Ishares Gold Trust

ETFs
-8.27K
- 51.39%
$49.74 - $58.96 $411K - $487K
7.82K $461M
KKR
Kkr & Co. Inc.

Financial Services
-2.19K
- 35.31%
$108.17 - $167.07 $237K - $366K
4.01K $463M
OEF
Ishares S&P 100 ETF

ETFs
-1.85K
- 51.81%
N/A
1.72K $466M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-7.64K
- 50.0%
$58.01 - $64.46 $443K - $492K
7.64K $474M
Linde PLC
-2K
- 66.1%
N/A
1.02K $477M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-158
- 2.18%
$63.91 - $70.19 $10.1K - $11.1K
7.1K $478M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-6.48K
- 50.75%
$73.78 - $76.59 $478K - $497K
6.29K $482M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-986
- 5.4%
$27.01 - $28.54 $26.6K - $28.1K
17.3K $483M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-12.4K
- 50.0%
$39.02 - $42.89 $485K - $534K
12.4K $491M
DUK
Duke Energy Corp

Utilities
-5.14K
- 55.84%
$105.87 - $121.97 $544K - $627K
4.07K $496M
Pgim Aaa
-9.65K
- 49.98%
N/A
9.65K $495M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-6.81K
- 50.0%
$71.17 - $73.66 $484K - $501K
6.81K $500M
PEP
Pepsico Inc

Consumer Defensive
-4.21K
- 55.42%
$142.64 - $156.42 $600K - $658K
3.39K $508M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-2.34K
- 51.15%
$221.78 - $273.45 $520K - $641K
2.24K $509M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-9.78K
- 50.0%
$51.52 - $52.37 $504K - $512K
9.78K $512M
RTX
Raytheon Technologies Corp

Industrials
-7.81K
- 66.77%
$114.1 - $135.66 $892K - $1.06M
3.89K $515M
CRM
Salesforce, Inc.

Technology
-3.25K
- 62.7%
$268.36 - $359.95 $871K - $1.17M
1.93K $518M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-23.8K
- 50.0%
$21.23 - $22.14 $506K - $528K
23.8K $526M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-10.6K
- 49.98%
N/A
10.6K $528M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-4.33K
- 49.97%
$120.24 - $134.3 $521K - $582K
4.34K $529M
NOC
Northrop Grumman Corp

Industrials
-1.73K
- 62.5%
$433.45 - $513.82 $751K - $890K
1.04K $532M
LOW
Lowes Companies Inc

Consumer Cyclical
-3.25K
- 58.69%
$222.66 - $268.42 $723K - $871K
2.29K $533M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.13K
- 49.99%
$126.11 - $135.06 $521K - $558K
4.13K $533M
NEE
Nextera Energy Inc

Utilities
-9.2K
- 54.77%
$66.96 - $76.16 $616K - $701K
7.6K $539M
SBLK
Star Bulk Carriers Corp.

Industrials
-35K
- 49.99%
$14.35 - $17.15 $502K - $600K
35K $544M
DSL
Double Line Income Solutions Fund

Financial Services
-44.2K
- 50.0%
$12.53 - $12.88 $554K - $570K
44.2K $558M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-12.3K
- 49.99%
$42.5 - $46.71 $524K - $576K
12.3K $558M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-20.3K
- 50.0%
$25.81 - $28.52 $523K - $578K
20.3K $559M
PEG
Public Service Enterprise Group Inc

Utilities
-7.17K
- 51.07%
$78.2 - $90.39 $561K - $648K
6.87K $565M
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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