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
Phunware Inc
-200
- 50.0%
N/A
200 $590K
Guardforce Ai
-600
- 50.0%
N/A
600 $596K
Talen Energy
-170
- 98.27%
N/A
3 $599K
SJNK
Spdr Bloomberg Short Term High

ETFs
-24
- 50.0%
$25.08 - $25.64 $602 - $615
24 $604K
HPE
Hewlett Packard Enterprise CO

Technology
-154
- 79.38%
$14.77 - $24.42 $2.27K - $3.76K
40 $617K
LEA
Lear Corp

Consumer Cyclical
-14
- 66.67%
$87.96 - $99.36 $1.23K - $1.39K
7 $618K
IAG
Iamgold Corp

Basic Materials
-100
- 50.0%
$5.11 - $6.61 $511 - $661
100 $625K
ALGN
Align Technology Inc

Healthcare
-40
- 90.91%
$158.86 - $234.89 $6.35K - $9.4K
4 $635K
STLA
Stellantis N.V.

Consumer Cyclical
-57
- 50.0%
$11.21 - $14.21 $639 - $810
57 $639K
PATH
Ui Path, Inc.

Technology
-97
- 61.01%
$9.97 - $15.19 $967 - $1.47K
62 $639K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
-303
- 50.0%
$2.0 - $2.62 $606 - $794
303 $648K
CNHI
Cnh Industrial N.V.

Industrials
-147
- 73.5%
N/A
53 $651K
New Atlas
-739
- 95.23%
N/A
37 $660K
ICLR
Icon PLC

Healthcare
-222
- 98.23%
$174.99 - $222.58 $38.8K - $49.4K
4 $700K
OLED
Universal Display Corp Pa

Technology
-235
- 97.92%
$139.48 - $161.59 $32.8K - $38K
5 $701K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-16
- 50.0%
$39.65 - $43.35 $634 - $694
16 $673K
DOCS
Doximity, Inc.

Healthcare
-384
- 96.97%
$49.71 - $83.14 $19.1K - $31.9K
12 $696K
MANH
Manhattan Associates Inc

Technology
-43
- 91.49%
$163.5 - $295.1 $7.03K - $12.7K
4 $692K
IFF
International Flavors & Fragrances Inc

Basic Materials
-116
- 92.8%
$76.48 - $87.72 $8.87K - $10.2K
9 $698K
IBN
Icici Bank LTD

Financial Services
-22
- 50.0%
$27.55 - $31.67 $606 - $697
22 $693K
ENTG
Entegris Inc

Technology
-49
- 85.96%
$87.48 - $109.53 $4.29K - $5.37K
8 $700K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-129
- 93.48%
$77.33 - $90.16 $9.98K - $11.6K
9 $706K
STAA
Staar Surgical CO

Healthcare
-56
- 58.33%
$15.35 - $24.99 $860 - $1.4K
40 $705K
PDD
Pinduoduo Inc.

Consumer Cyclical
-6
- 50.0%
$94.68 - $131.34 $568 - $788
6 $710K
JLL
Jones Lang Lasalle Inc

Real Estate
-129
- 97.73%
$238.0 - $284.76 $30.7K - $36.7K
3 $744K
RKLB
Rocket Lab Usa, Inc.

Industrials
-40
- 50.0%
$17.12 - $31.57 $685 - $1.26K
40 $715K
CTAS
Cintas Corp

Industrials
-521
- 99.24%
$182.09 - $208.14 $94.9K - $108K
4 $822K
ONL
Orion Office Reit Inc.

Real Estate
-610
- 64.48%
$2.14 - $4.15 $1.31K - $2.53K
336 $720K
ZI
Zoom Info Technologies Inc.

Technology
-95
- 56.89%
$9.43 - $12.01 $896 - $1.14K
72 $720K
MNDY
Monday.Com Ltd.

Technology
-3
- 50.0%
$213.0 - $327.92 $639 - $984
3 $729K
IX
Orix Corp

Financial Services
-35
- 50.0%
$20.44 - $107.42 $715 - $3.76K
35 $731K
FSLR
First Solar, Inc.

Technology
-174
- 96.67%
$126.34 - $197.73 $22K - $34.4K
6 $759K
KSS
Kohls Corp

Consumer Cyclical
-93
- 50.0%
$8.06 - $14.12 $750 - $1.31K
93 $761K
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
-16
- 50.0%
$45.78 - $63.77 $732 - $1.02K
16 $765K
TNDM
Tandem Diabetes Care Inc

Healthcare
-41
- 50.0%
$17.89 - $37.53 $733 - $1.54K
41 $786K
PUK
Prudential PLC

Financial Services
-37
- 50.0%
$14.54 - $21.92 $538 - $811
37 $796K
AL
Air Lease Corp

Industrials
-17
- 50.0%
$43.38 - $51.13 $737 - $869
17 $821K
MAA
Mid America Apartment Communities Inc.

Real Estate
-92
- 94.85%
$146.9 - $170.92 $13.5K - $15.7K
5 $838K
ALGM
Allegro Microsystems, Inc.

Technology
-57
- 63.33%
$21.77 - $28.31 $1.24K - $1.61K
33 $829K
ITRN
Ituran Location & Control Ltd.

Technology
-23
- 50.0%
$31.47 - $43.91 $724 - $1.01K
23 $832K
Nextracker Inc
-41
- 67.21%
N/A
20 $843K
ONTO
Onto Innovation Inc.

Technology
-17
- 70.83%
$121.34 - $224.5 $2.06K - $3.82K
7 $849K
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
-30
- 50.0%
$28.62 - $36.65 $859 - $1.1K
30 $859K
GTLS
Chart Industries Inc

Industrials
-17
- 73.91%
$141.99 - $218.35 $2.41K - $3.71K
6 $866K
CLST
Catalyst Bancorp, Inc.

Financial Services
-75
- 50.0%
$11.54 - $11.82 $865 - $887
75 $874K
CC
Chemours CO

Basic Materials
-111
- 63.07%
$13.41 - $19.99 $1.49K - $2.22K
65 $879K
Veralto Corp
-147
- 94.23%
N/A
9 $878K
CBRE
Cbre Group, Inc.

Real Estate
-237
- 97.13%
$121.79 - $147.13 $28.9K - $34.9K
7 $915K
MCO
Moodys Corp

Financial Services
-101
- 98.06%
$437.8 - $527.48 $44.2K - $53.3K
2 $931K
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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