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
FEX
First Tr Large Cap Core Alphde

ETFs
-14.6K
- 50.0%
$99.27 - $109.89 $1.45M - $1.6M
14.6K $1.5B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-14.7K
- 50.0%
$102.5 - $112.02 $1.51M - $1.65M
14.7K $1.52B
FTGS
First Tr Exchange Traded Fd Gr
-52.4K
- 49.99%
N/A
52.4K $1.56B
HTRB
Hartford Fds Total Return Bd E

ETFs
-33.9K
- 42.19%
$33.03 - $34.09 $1.12M - $1.16M
46.5K $1.57B
GOOG
Alphabet Inc.

Communication Services
-12.1K
- 54.27%
$156.06 - $207.71 $1.88M - $2.5M
10.2K $1.59B
RWL
Invesco Exchange Traded Fd Tr

ETFs
-16.4K
- 49.99%
$96.9 - $104.39 $1.59M - $1.71M
16.4K $1.63B
PLTR
Palantir Technologies Inc.

Technology
-20.6K
- 51.23%
$64.98 - $124.62 $1.34M - $2.57M
19.6K $1.65B
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
-70.4K
- 50.0%
$23.43 - $24.23 $1.65M - $1.7M
70.4K $1.66B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-31.9K
- 40.06%
$34.14 - $37.91 $1.09M - $1.21M
47.7K $1.7B
XLK
Technology Sector Spdr

ETFs
-8.24K
- 49.99%
$206.38 - $242.18 $1.7M - $2M
8.24K $1.7B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-18.9K
- 49.95%
$87.68 - $94.52 $1.66M - $1.79M
18.9K $1.77B
SPIB
Spdr Portfolio Intermediate Te

ETFs
-55.8K
- 50.18%
$32.5 - $33.3 $1.81M - $1.86M
55.4K $1.84B
XLF
Financial Sector Spdr

ETFs
-37.8K
- 50.0%
$47.32 - $52.19 $1.79M - $1.97M
37.8K $1.88B
SKYY
First Trust Cloud Computing Et

ETFs
-18.4K
- 50.0%
$102.23 - $131.18 $1.88M - $2.42M
18.4K $1.88B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
-81.3K
- 50.0%
$23.87 - $24.35 $1.94M - $1.98M
81.3K $1.95B
VTI
Vanguard Total Stock Market Et

ETFs
-4.71K
- 39.65%
$271.18 - $303.12 $1.28M - $1.43M
7.18K $1.97B
HTGC
Hercules Capital, Inc.

Financial Services
-103K
- 50.0%
$18.01 - $22.0 $1.86M - $2.28M
103K $1.99B
PSET
Principal Exchange Traded Fund

ETFs
-30.2K
- 50.0%
$65.47 - $75.27 $1.97M - $2.27M
30.2K $1.99B
HD
Home Depot, Inc.

Consumer Cyclical
-7.7K
- 57.42%
$347.25 - $424.87 $2.67M - $3.27M
5.71K $2.09B
FPE
First Tr Pfd Secs & Income ETF

ETFs
-122K
- 49.99%
$17.53 - $17.87 $2.15M - $2.19M
122K $2.15B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-17.6K
- 26.78%
$44.41 - $45.98 $784K - $811K
48.2K $2.2B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-44.4K
- 50.0%
$50.39 - $50.66 $2.24M - $2.25M
44.4K $2.25B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.39K
- 50.07%
$507.05 - $563.67 $2.22M - $2.47M
4.37K $2.25B
FPX
First Trust Us Equity Opportun

ETFs
-21.1K
- 50.0%
$106.21 - $143.53 $2.24M - $3.02M
21.1K $2.35B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-29.8K
- 35.49%
$42.36 - $43.8 $1.26M - $1.31M
54.2K $2.35B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-29.9K
- 35.71%
$42.4 - $44.11 $1.27M - $1.32M
53.8K $2.36B
FV
First Trust Dorsey Wright Focu

ETFs
-43.4K
- 50.0%
$53.91 - $63.03 $2.34M - $2.74M
43.4K $2.38B
AVDE
American Centy ETF Tr Avantis

ETFs
-37.3K
- 50.0%
$60.63 - $68.55 $2.26M - $2.56M
37.3K $2.47B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-61.1K
- 50.14%
$40.03 - $46.81 $2.45M - $2.86M
60.8K $2.48B
AVGO
Broadcom Inc.

Technology
-22K
- 58.13%
$167.43 - $244.7 $3.68M - $5.39M
15.9K $2.65B
V
Visa Inc.

Financial Services
-9.57K
- 55.54%
$306.92 - $362.71 $2.94M - $3.47M
7.67K $2.69B
FMB
First Tr Exchange Traded Fd Ii

ETFs
-53.9K
- 50.0%
$50.17 - $51.45 $2.7M - $2.77M
53.9K $2.72B
PPA
Invesco Exchange Traded Fd Tr

ETFs
-23.4K
- 50.0%
$113.59 - $123.29 $2.66M - $2.89M
23.4K $2.73B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-11K
- 49.99%
$254.58 - $302.92 $2.79M - $3.32M
11K $2.8B
GBTG
Global Business Travel Group, Inc.

Technology
-388K
- 50.0%
$7.14 - $9.11 $2.77M - $3.54M
388K $2.82B
GAB
Gabelli Equity Trust Inc

Financial Services
-519K
- 50.0%
$5.36 - $5.67 $2.78M - $2.94M
519K $2.86B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-49.4K
- 50.07%
$57.21 - $65.8 $2.82M - $3.25M
49.2K $2.87B
META
Meta Platforms, Inc.

Communication Services
-7.19K
- 58.9%
$576.36 - $736.67 $4.14M - $5.29M
5.01K $2.89B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-48.4K
- 50.0%
$59.78 - $60.03 $2.9M - $2.91M
48.4K $2.9B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-97.8K
- 50.0%
$29.68 - $32.59 $2.9M - $3.19M
97.8K $2.92B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-28.2K
- 50.17%
$102.49 - $119.96 $2.89M - $3.38M
28K $2.93B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-122K
- 50.0%
$24.5 - $24.95 $2.98M - $3.03M
122K $3.01B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.52K
- 53.41%
$442.66 - $534.52 $2.88M - $3.48M
5.68K $3.03B
ACWI
Ishares Msci Acwi ETF

ETFs
-26.6K
- 49.98%
$115.16 - $124.13 $3.07M - $3.31M
26.6K $3.1B
JPM
Jpmorgan Chase & CO

Financial Services
-17K
- 56.88%
$225.19 - $279.95 $3.83M - $4.77M
12.9K $3.17B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-6.32K
- 50.0%
$522.96 - $601.18 $3.31M - $3.8M
6.32K $3.37B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-27.2K
- 50.35%
$126.86 - $146.45 $3.45M - $3.98M
26.8K $3.41B
SPMD
Spdr Portfolio

ETFs
-68.6K
- 49.98%
$50.21 - $57.73 $3.45M - $3.96M
68.7K $3.52B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-65.7K
- 50.0%
$53.6 - $58.97 $3.52M - $3.87M
65.7K $3.6B
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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