Golden State Wealth Management, LLC Reduced Holdings in Q2 2025

Golden State Wealth Management, LLC

  • $822 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-327
- 1.89%
$24.32 - $27.87 $7.95K - $9.11K
16.9K $449M
COST
Costco Wholesale Corp

Consumer Defensive
-217
- 5.29%
$908.13 - $1056.85 $197K - $229K
3.88K $3.84B
VBR
Vanguard Small Cap Value ETF

ETFs
-241
- 15.18%
$162.76 - $195.77 $39.2K - $47.2K
1.35K $263M
CHY
Calamos Convertible & High Income Fund

Financial Services
-3.24K
- 96.95%
$9.18 - $10.99 $29.8K - $35.7K
102 $1.13M
AMP
Ameriprise Financial Inc

Financial Services
-69
- 82.14%
$422.19 - $533.73 $29.1K - $36.8K
15 $8.01M
CORP
Pimco Investment Grade Corp Bd

ETFs
-329
- 31.3%
$94.14 - $97.31 $31K - $32K
722 $70.3M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-3.29K
- 11.22%
$30.04 - $35.71 $98.9K - $118K
26K $910M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-312
- 2.12%
$93.63 - $103.68 $29.2K - $32.3K
14.4K $1.49B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-893
- 1.1%
$23.36 - $24.11 $20.9K - $21.5K
80.4K $1.92B
AWK
American Water Works Company, Inc.

Utilities
-144
- 11.37%
$133.82 - $151.96 $19.3K - $21.9K
1.12K $156M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-640
- 14.75%
$108.06 - $135.3 $69.2K - $86.6K
3.7K $501M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.23K
- 17.23%
$34.72 - $42.74 $42.7K - $52.5K
5.9K $252M
RUM
Rumble Inc.

Technology
-4K
- 99.65%
$6.94 - $10.56 $27.8K - $42.2K
14 $126K
NEE
Nextera Energy Inc

Utilities
-242
- 3.19%
$64.11 - $75.0 $15.5K - $18.2K
7.36K $511M
AZO
Autozone Inc

Consumer Cyclical
-7
- 50.0%
$3478.38 - $3880.15 $24.3K - $27.2K
7 $26M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-6.17K
- 4.89%
$71.28 - $83.74 $440K - $517K
120K $10.1B
IBB
Ishares Biotechnology ETF

ETFs
-200
- 20.88%
$112.02 - $129.0 $22.4K - $25.8K
758 $95.9M
HLI
Houlihan Lokey, Inc.

Financial Services
-178
- 58.36%
$141.59 - $182.75 $25.2K - $32.5K
127 $22.9M
VNLA
Janus Henderson Short Duration

ETFs
-635
- 0.57%
$48.74 - $49.2 $30.9K - $31.2K
112K $5.49B
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.92K
- 20.31%
$10.79 - $14.14 $20.7K - $27.1K
7.53K $103M
FSZ
First Trust Switzerland Alphad

ETFs
-525
- 31.29%
$61.24 - $77.09 $32.2K - $40.5K
1.15K $88.2M
CRM
Salesforce, Inc.

Technology
-122
- 6.32%
$236.26 - $291.15 $28.8K - $35.5K
1.81K $493M
INTC
Intel Corp

Technology
-1.02K
- 16.89%
$18.13 - $22.69 $18.6K - $23.2K
5.04K $113M
IFRA
Ishares Tr

ETFs
-673
- 31.17%
$40.97 - $49.19 $27.6K - $33.1K
1.49K $73.1M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-103
- 15.21%
$90.21 - $112.66 $9.29K - $11.6K
574 $52.4M
CB
Chubb LTD

Financial Services
-60
- 10.93%
$274.32 - $302.46 $16.5K - $18.1K
489 $142M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-1.17K
- 13.61%
$18.11 - $18.97 $21.3K - $22.3K
7.45K $140M
BP
Bp PLC

Energy
-477
- 20.47%
$26.11 - $33.81 $12.5K - $16.1K
1.85K $55.5M
NVO
Novo Nordisk A S

Healthcare
-324
- 18.46%
$58.08 - $81.05 $18.8K - $26.3K
1.43K $98.8M
PRI
Primerica, Inc.

Financial Services
-77
- 62.6%
$244.39 - $290.62 $18.8K - $22.4K
46 $12.6M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-870
- 20.33%
$20.19 - $23.59 $17.6K - $20.5K
3.41K $75.1M
ROLL
Rbc Bearings Inc

Industrials
-78
- 61.42%
N/A
49 $18.9M
IWV
Ishares Russell 3000 ETF

ETFs
-104
- 23.16%
$281.67 - $351.0 $29.3K - $36.5K
345 $121M
FDT
First Trust Developed Markets

ETFs
-840
- 24.26%
$52.2 - $68.76 $43.8K - $57.8K
2.62K $180M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-497
- 4.01%
$45.12 - $46.23 $22.4K - $23K
11.9K $549M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-353
- 19.88%
N/A
1.42K $93M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-277
- 40.92%
$70.7 - $82.14 $19.6K - $22.8K
400 $32.9M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-573
- 62.28%
$35.3 - $37.51 $20.2K - $21.5K
347 $13M
DVY
Ishares Tr

ETFs
-135
- 7.94%
$118.37 - $134.86 $16K - $18.2K
1.57K $208M
OTIS
Otis Worldwide Corp

Industrials
-169
- 27.57%
$90.88 - $104.3 $15.4K - $17.6K
444 $44M
XLP
Consumer Staples Sector Spdr

ETFs
-130
- 1.1%
N/A
11.7K $950M
SYK
Stryker Corp

Healthcare
-61
- 24.7%
$337.37 - $395.63 $20.6K - $24.1K
186 $73.6M
CMI
Cummins Inc

Industrials
-100
- 9.84%
$267.12 - $336.65 $26.7K - $33.7K
916 $300M
KIE
Spdr S&P Insurance ETF

ETFs
-300
- 66.67%
$53.63 - $61.12 $16.1K - $18.3K
150 $8.96M
Newsmax Inc
-125
- 53.42%
N/A
109 $1.65M
REZ
Ishares Tr Residential And Mul

ETFs
-185
- 33.64%
$76.14 - $86.35 $14.1K - $16K
365 $30.1M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-368
- 7.41%
$46.41 - $47.7 $17.1K - $17.6K
4.6K $219M
UBS
Ubs Group Ag

Financial Services
-873
- 21.44%
$26.12 - $33.82 $22.8K - $29.5K
3.2K $108M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-300
- 31.91%
$54.27 - $63.01 $16.3K - $18.9K
640 $40.1M
Activity Summary
Buys All Purchases 553 New Holdings 96 Increased Positions 457 Sells All Sells 410 Reductions 409 Sold out 1 Options Calls 0 Puts 0
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