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
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.28K
- 49.98%
$169.43 - $182.84 $555K - $599K
3.28K $568M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-15.9K
- 56.26%
$44.72 - $46.25 $712K - $736K
12.4K $570M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.35K
- 49.95%
$85.29 - $92.57 $541K - $588K
6.36K $579M
MRK
Merck & Co., Inc.

Healthcare
-10.6K
- 61.87%
$83.01 - $101.02 $877K - $1.07M
6.51K $584M
CEG
Constellation Energy Corp

Utilities
-3K
- 50.78%
$201.63 - $347.44 $605K - $1.04M
2.91K $586M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.49K
- 51.68%
$140.44 - $166.79 $630K - $748K
4.19K $589M
HYLS
First Tr Tactical High Yield L

ETFs
-14.4K
- 49.99%
$40.95 - $41.77 $588K - $600K
14.4K $590M
AMGN
Amgen Inc

Healthcare
-2.94K
- 60.32%
$258.59 - $327.36 $760K - $962K
1.93K $602M
XSMO
Invesco S&P Smallcap Momentum

ETFs
-9.61K
- 49.99%
$59.97 - $70.03 $576K - $673K
9.61K $603M
ETN
Eaton Corp PLC

Industrials
-2.81K
- 55.91%
$271.83 - $371.23 $765K - $1.04M
2.22K $603M
AXON
Axon Enterprise, Inc.

Industrials
-1.21K
- 51.05%
$496.65 - $710.01 $602K - $861K
1.16K $612M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-5.06K
- 49.98%
$120.29 - $134.6 $608K - $681K
5.06K $618M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
-15.7K
- 50.0%
$37.78 - $43.82 $591K - $686K
15.7K $619M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-372
- 5.76%
$101.98 - $115.66 $37.9K - $43K
6.09K $624M
JNJ
Johnson & Johnson

Healthcare
-7.07K
- 65.24%
$142.06 - $167.7 $1M - $1.19M
3.77K $625M
AVIG
American Centy ETF Tr Avantis

ETFs
-15.1K
- 49.99%
$40.06 - $41.55 $605K - $627K
15.1K $625M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-6.84K
- 50.0%
$89.18 - $104.04 $610K - $711K
6.84K $626M
MA
Mastercard Inc

Financial Services
-1.67K
- 59.12%
$504.67 - $576.31 $844K - $964K
1.16K $635M
AMAT
Applied Materials Inc

Technology
-5.13K
- 53.59%
$145.06 - $195.51 $745K - $1M
4.45K $645M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-16.4K
- 50.0%
$40.24 - $40.65 $659K - $666K
16.4K $666M
FTHI
First Trust Exchange Traded Fd

ETFs
-30.6K
- 49.99%
$21.62 - $23.74 $661K - $726K
30.6K $669M
FAD
First Tr Multi Cap Growth Alph

ETFs
-5.18K
- 50.0%
$125.55 - $147.66 $650K - $764K
5.18K $670M
ROK
Rockwell Automation, Inc

Industrials
-2.66K
- 50.59%
$255.29 - $303.75 $679K - $807K
2.6K $671M
QCOM
Qualcomm Inc

Technology
-5.88K
- 56.88%
$151.94 - $175.86 $893K - $1.03M
4.46K $685M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-6.49K
- 50.0%
N/A
6.49K $685M
YLDE
Legg Mason ETF Invt Tr

ETFs
-13.6K
- 50.0%
$49.87 - $52.92 $679K - $721K
13.6K $705M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-10.2K
- 50.0%
$69.32 - $78.69 $707K - $802K
10.2K $711M
DIS
Walt Disney CO

Communication Services
-9.13K
- 55.84%
$96.87 - $114.0 $884K - $1.04M
7.22K $713M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-14.3K
- 50.0%
$49.75 - $50.27 $709K - $716K
14.3K $713M
PID
Invesco Exchange Traded Fd Tr

ETFs
-37.6K
- 50.0%
N/A
37.6K $717M
VB
Vanguard Small Cap ETF

ETFs
-3.26K
- 50.17%
$217.89 - $252.64 $710K - $823K
3.24K $718M
LVHI
Franklin International Low Vol

ETFs
-22.5K
- 50.0%
$30.53 - $32.85 $687K - $739K
22.5K $729M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-14.1K
- 50.0%
$51.45 - $58.51 $725K - $825K
14.1K $730M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-25.3K
- 51.96%
$32.42 - $36.13 $821K - $915K
23.4K $772M
APO
Apollo Global Management, Inc.

Financial Services
-8.05K
- 58.7%
$126.01 - $172.06 $1.01M - $1.39M
5.66K $776M
XLE
Energy Sector Spdr

ETFs
-8.3K
- 49.98%
$85.7 - $93.96 $711K - $779K
8.3K $776M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-15.7K
- 50.0%
$49.22 - $51.73 $771K - $810K
15.7K $791M
SBUX
Starbucks Corp

Consumer Cyclical
-9.57K
- 53.84%
$91.75 - $115.81 $878K - $1.11M
8.2K $805M
PFE
Pfizer Inc

Healthcare
-33.6K
- 51.24%
$25.01 - $27.13 $839K - $910K
31.9K $809M
QGRO
American Centy ETF Tr Stoxx Us

ETFs
-8.71K
- 50.0%
$91.68 - $109.93 $799K - $958K
8.71K $816M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-33.4K
- 50.0%
$24.22 - $24.86 $810K - $831K
33.4K $817M
LLY
Eli Lilly & CO

Healthcare
-1.78K
- 63.65%
$725.72 - $929.72 $1.29M - $1.66M
1.02K $842M
SO
Southern CO

Utilities
-10.3K
- 52.9%
$80.96 - $92.96 $833K - $956K
9.16K $842M
XLC
Select Sector Spdr Tr Communic

ETFs
-8.78K
- 50.0%
$94.84 - $105.31 $833K - $925K
8.79K $847M
MCK
Mckesson Corp

Healthcare
-1.41K
- 52.72%
$566.21 - $672.99 $801K - $952K
1.27K $853M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.4K
- 55.28%
$279.74 - $321.29 $951K - $1.09M
2.75K $859M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-17.1K
- 50.0%
$47.08 - $50.67 $806K - $868K
17.1K $860M
UNH
Unitedhealth Group Inc

Healthcare
-3.13K
- 65.52%
$461.52 - $548.18 $1.44M - $1.72M
1.65K $863M
ISRG
Intuitive Surgical Inc

Healthcare
-2.12K
- 54.7%
$476.63 - $610.45 $1.01M - $1.3M
1.76K $870M
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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