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
EFA
Ishares Tr Msci Eafe ETF

ETFs
-10.8K
- 50.0%
$74.85 - $84.89 $810K - $919K
10.8K $885M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2.16K
- 54.75%
$497.6 - $606.74 $1.07M - $1.31M
1.78K $887M
BA
Boeing CO

Industrials
-5.53K
- 51.28%
$148.15 - $186.25 $819K - $1.03M
5.25K $896M
AMD
Advanced Micro Devices Inc

Technology
-9.95K
- 52.87%
$96.63 - $129.55 $961K - $1.29M
8.87K $911M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-20.5K
- 41.12%
$28.41 - $32.26 $582K - $661K
29.3K $941M
VTV
Vanguard Value ETF

ETFs
-5.48K
- 49.99%
$167.73 - $179.21 $918K - $981K
5.48K $946M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-813
- 6.64%
$81.8 - $88.86 $66.5K - $72.2K
11.4K $966M
XLP
Consumer Staples Sector Spdr

ETFs
-11.9K
- 50.0%
N/A
11.9K $969M
XLY
Select Sector Spdr Consumer Di

ETFs
-4.91K
- 50.0%
$192.6 - $233.2 $946K - $1.15M
4.91K $970M
XLI
Industrial Sector Spdr

ETFs
-7.43K
- 50.03%
$128.78 - $141.67 $957K - $1.05M
7.42K $973M
AFG
American Financial Group Inc

Financial Services
-7.52K
- 50.06%
$119.82 - $138.45 $901K - $1.04M
7.5K $985M
EFG
Msci Eafe Growth ETF

ETFs
-8.36K
- 45.85%
$96.1 - $106.37 $803K - $889K
9.88K $988M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.74K
- 50.0%
$360.07 - $417.26 $988K - $1.14M
2.74K $991M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
-12.6K
- 49.99%
N/A
12.6K $995M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
-22K
- 49.99%
$44.7 - $49.05 $984K - $1.08M
22K $997M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-5.13K
- 50.87%
$196.12 - $229.48 $1.01M - $1.18M
4.95K $1B
BAC
Bank Of America Corp

Financial Services
-30.8K
- 55.94%
$39.61 - $47.74 $1.22M - $1.47M
24.3K $1.01B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-35.4K
- 50.0%
$27.64 - $28.58 $980K - $1.01M
35.4K $1.01B
PG
Procter & Gamble CO

Consumer Defensive
-9.31K
- 60.79%
$158.56 - $176.26 $1.48M - $1.64M
6.01K $1.02B
NFLX
Netflix Inc

Communication Services
-1.97K
- 63.62%
$828.4 - $1058.6 $1.64M - $2.09M
1.13K $1.05B
AXP
American Express CO

Financial Services
-4.73K
- 54.48%
$255.39 - $325.87 $1.21M - $1.54M
3.95K $1.06B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-29.9K
- 50.0%
$33.84 - $37.77 $1.01M - $1.13M
29.9K $1.09B
VUG
Vanguard Growth ETF

ETFs
-2.98K
- 50.12%
$369.1 - $427.61 $1.1M - $1.27M
2.97K $1.1B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-2.34K
- 22.12%
$128.74 - $138.67 $301K - $324K
8.24K $1.12B
XOM
Exxon Mobil Corp

Energy
-15.4K
- 61.42%
$105.44 - $118.93 $1.62M - $1.83M
9.66K $1.15B
TDIV
First Trust Nasdaq Technology

ETFs
-15.7K
- 50.0%
$73.39 - $83.95 $1.15M - $1.32M
15.7K $1.16B
VO
Vanguard Mid Cap ETF

ETFs
-4.5K
- 50.09%
$251.87 - $277.95 $1.13M - $1.25M
4.48K $1.16B
EFV
Msci Eafe Value ETF

ETFs
-17.5K
- 47.04%
$51.88 - $60.73 $906K - $1.06M
19.7K $1.16B
LMT
Lockheed Martin Corp

Industrials
-2.82K
- 52.03%
$423.19 - $506.29 $1.19M - $1.43M
2.6K $1.16B
CAT
Caterpillar Inc

Industrials
-4.07K
- 53.34%
$326.75 - $407.63 $1.33M - $1.66M
3.56K $1.17B
AEP
American Electric Power CO Inc

Utilities
-11.5K
- 51.21%
$90.32 - $109.27 $1.04M - $1.26M
11K $1.2B
XLV
Select Sector Spdr Fund Health

ETFs
-6.05K
- 42.47%
$137.61 - $149.68 $833K - $906K
8.2K $1.2B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-21.3K
- 46.29%
$48.06 - $53.73 $1.02M - $1.15M
24.7K $1.21B
GAL
Ssga Active ETF Tr

ETFs
-20.9K
- 43.64%
$43.75 - $45.8 $914K - $956K
27K $1.21B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-44.5K
- 50.0%
$25.98 - $28.41 $1.16M - $1.26M
44.5K $1.23B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-20.6K
- 35.39%
$31.09 - $34.34 $641K - $708K
37.6K $1.25B
VZ
Verizon Communications Inc

Communication Services
-31.6K
- 53.27%
$37.81 - $46.49 $1.2M - $1.47M
27.7K $1.26B
PANW
Palo Alto Networks Inc

Technology
-8.05K
- 52.15%
$167.82 - $208.28 $1.35M - $1.68M
7.39K $1.26B
FSK
Fs Kkr Capital Corp

Financial Services
-60.6K
- 50.0%
$20.47 - $24.06 $1.24M - $1.46M
60.6K $1.27B
CVX
Chevron Corp

Energy
-9.52K
- 54.86%
$146.71 - $167.97 $1.4M - $1.6M
7.84K $1.31B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-22K
- 49.99%
$59.15 - $62.71 $1.3M - $1.38M
22K $1.36B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-27.5K
- 50.0%
$49.69 - $50.76 $1.36M - $1.39M
27.5K $1.37B
PTF
Invesco Exchange Traded Fd Tr

ETFs
-23.3K
- 49.99%
$56.97 - $77.14 $1.33M - $1.8M
23.3K $1.37B
IVW
Ishares S&P 500 Growth ETF

ETFs
-13.5K
- 47.72%
$92.45 - $106.69 $1.25M - $1.45M
14.8K $1.38B
IWP
Ishares Russell Mid Cap Growth

ETFs
-12K
- 50.0%
$114.9 - $139.6 $1.38M - $1.67M
12K $1.41B
First Tr Exchange Traded Fd
-61.5K
- 37.82%
N/A
101K $1.43B
FDL
First Tr Morningstar Dividend

ETFs
-33K
- 49.98%
$39.69 - $43.83 $1.31M - $1.45M
33K $1.43B
IGRO
Ishares Tr International Divid

ETFs
-20.2K
- 49.97%
$66.91 - $73.87 $1.35M - $1.49M
20.2K $1.46B
WMT
Walmart Inc.

Consumer Defensive
-20.3K
- 54.5%
$84.5 - $105.05 $1.72M - $2.14M
17K $1.49B
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email