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
FXI
Ishares Tr

ETFs
-500
- 21.51%
$29.59 - $37.41 $14.8K - $18.7K
1.83K $67.1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-481
- 32.88%
$40.94 - $52.1 $19.7K - $25.1K
982 $51.2M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-815
- 4.46%
$22.43 - $23.23 $18.3K - $18.9K
17.5K $405M
JMEE
J P Morgan Exchange Traded Fd

ETFs
-321
- 32.39%
$49.07 - $59.23 $15.8K - $19K
670 $39.7M
DGRO
Ishares Core Dividend Growth E

ETFs
-577
- 5.84%
$55.22 - $63.94 $31.9K - $36.9K
9.3K $595M
CAL
Caleres Inc

Consumer Cyclical
-217
- 8.51%
$12.22 - $17.83 $2.65K - $3.87K
2.33K $28.5M
DHR
Danaher Corp

Healthcare
-70
- 53.85%
$174.64 - $205.16 $12.2K - $14.4K
60 $11.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-477
- 95.78%
$29.82 - $30.19 $14.2K - $14.4K
21 $634K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-212
- 46.39%
$65.84 - $80.81 $14K - $17.1K
245 $19.6M
RH
Rh

Consumer Cyclical
-33
- 19.08%
$145.66 - $249.35 $4.81K - $8.23K
140 $26.5M
Peakstone Realty
-1.14K
- 40.89%
N/A
1.65K $21.7M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-433
- 11.46%
$30.29 - $30.83 $13.1K - $13.3K
3.35K $103M
PCG
Pg&E Corp

Utilities
-135
- 3.89%
$13.55 - $17.87 $1.83K - $2.41K
3.33K $46.5M
FGM
First Trust Germany Alphadex F

ETFs
-613
- 29.3%
$41.75 - $56.36 $25.6K - $34.5K
1.48K $83.4M
V
Visa Inc.

Financial Services
-134
- 1.75%
$308.27 - $373.31 $41.3K - $50K
7.53K $2.67B
URI
United Rentals, Inc.

Industrials
-52
- 24.41%
$551.94 - $753.4 $28.7K - $39.2K
161 $121M
LUV
Southwest Airlines CO

Industrials
-264
- 10.19%
$24.04 - $34.36 $6.35K - $9.07K
2.33K $75.5M
PH
Parker Hannifin Corp

Industrials
-38
- 22.75%
$517.23 - $700.54 $19.7K - $26.6K
129 $90.1M
IYF
Ishares Tr

ETFs
-114
- 36.66%
$99.23 - $120.99 $11.3K - $13.8K
197 $23.9M
SCHO
Schwab Short Term Us Treasury

ETFs
-453
- 42.02%
$24.19 - $24.45 $11K - $11.1K
625 $15.2M
PPBI
Pacific Premier Bancorp Inc

Financial Services
-444
- 7.02%
$18.35 - $22.87 $8.15K - $10.2K
5.88K $124M
DWAC
Digital World Acquisition Corp.

Financial Services
-400
- 17.33%
N/A
1.91K $34.4M
ELV
Elevance Health, Inc.

Healthcare
-4
- 2.03%
$372.27 - $452.69 $1.49K - $1.81K
193 $75.2M
ADEA
Adeia Inc.

Technology
-771
- 98.97%
$11.23 - $14.24 $8.66K - $11K
8 $113K
VDE
Vanguard Energy ETF

ETFs
-50
- 12.63%
$105.87 - $130.56 $5.29K - $6.53K
346 $41.2M
JHMM
John Hancock Multifactor Mid C

ETFs
-202
- 34.06%
$50.32 - $61.13 $10.2K - $12.3K
391 $23.9M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-180
- 3.02%
$37.08 - $42.26 $6.67K - $7.61K
5.78K $239M
NBIX
Neurocrine Biosciences Inc

Healthcare
-100
- 54.64%
$87.54 - $128.18 $8.75K - $12.8K
83 $10.4M
O
Realty Income Corp

Real Estate
-120
- 1.7%
$52.27 - $58.52 $6.27K - $7.02K
6.93K $399M
KO
Coca Cola CO

Consumer Defensive
-85
- 2.05%
$68.37 - $73.9 $5.81K - $6.28K
4.07K $288M
Millrose Pptys
-374
- 71.65%
N/A
148 $4.22M
KMB
Kimberly Clark Corp

Consumer Defensive
-59
- 41.55%
$126.84 - $145.22 $7.48K - $8.57K
83 $10.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-127
- 10.89%
$77.94 - $79.5 $9.9K - $10.1K
1.04K $82.7M
TGT
Target Corp

Consumer Defensive
-54
- 7.49%
$88.76 - $105.77 $4.79K - $5.71K
667 $65.9M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-478
- 2.0%
$21.55 - $22.2 $10.3K - $10.6K
23.4K $516M
FTSD
Franklin ETF Tr Liberty Short

ETFs
-106
- 2.17%
$90.19 - $91.19 $9.56K - $9.67K
4.79K $435M
IXC
Ishares Tr Global Energy ETF

ETFs
-185
- 34.2%
$34.69 - $42.32 $6.42K - $7.83K
356 $14M
ON
On Semiconductor Corp

Technology
-243
- 69.03%
$31.95 - $54.21 $7.76K - $13.2K
109 $5.71M
CARR
Carrier Global Corp

Industrials
-300
- 21.6%
$55.55 - $75.83 $16.7K - $22.7K
1.09K $79.7M
XEL
Xcel Energy Inc

Utilities
-48
- 2.57%
$65.65 - $72.39 $3.15K - $3.47K
1.82K $124M
IEO
Ishares Tr

ETFs
-73
- 26.74%
$74.87 - $95.92 $5.47K - $7K
200 $17.7M
C
Citigroup Inc

Financial Services
-563
- 19.76%
$58.13 - $85.12 $32.7K - $47.9K
2.29K $195M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-100
- 31.35%
$69.8 - $85.28 $6.98K - $8.53K
219 $18.2M
HPQ
Hp Inc

Technology
-233
- 42.06%
$21.88 - $29.32 $5.1K - $6.83K
321 $7.85M
TDOC
Teladoc Health, Inc.

Healthcare
-950
- 57.68%
$6.51 - $8.71 $6.18K - $8.27K
697 $6.07M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-307
- 21.7%
$22.4 - $23.8 $6.88K - $7.31K
1.11K $26.4M
MDT
Medtronic PLC

Healthcare
-45
- 4.42%
$80.68 - $88.86 $3.63K - $4K
972 $84.7M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-309
- 24.2%
$30.87 - $39.17 $9.54K - $12.1K
968 $37.9M
Ishares Bitcoin
-2.41K
- 24.63%
N/A
7.36K $450M
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
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