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
VICR
Vicor Corp

Technology
-19
- 50.0%
$46.78 - $64.71 $889 - $1.23K
19 $889K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-58
- 50.0%
$14.13 - $16.72 $820 - $970
58 $897K
LC
Lending Club Corp

Financial Services
-88
- 50.0%
$10.25 - $17.51 $902 - $1.54K
88 $908K
BNTX
Bio N Tech Se

Healthcare
-10
- 50.0%
$91.06 - $126.88 $911 - $1.27K
10 $911K
ALLE
Allegion PLC

Industrials
-7
- 50.0%
$123.79 - $135.5 $867 - $949
7 $913K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
-59
- 50.0%
$11.4 - $17.29 $673 - $1.02K
59 $923K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-3
- 50.0%
$307.43 - $357.48 $922 - $1.07K
3 $927K
EXPD
Expeditors International Of Washington Inc

Industrials
-246
- 96.85%
$109.09 - $126.48 $26.8K - $31.1K
8 $962K
Liberty Media
-20
- 60.61%
N/A
13 $937K
LUMN
Lumen Technologies, Inc.

Communication Services
-241
- 50.0%
$3.92 - $5.92 $945 - $1.43K
241 $945K
Astera Labs
-33
- 67.35%
N/A
16 $955K
WDC
Western Digital Corp

Technology
-139
- 85.28%
$40.43 - $72.03 $5.62K - $10K
24 $970K
Noble Corp
-41
- 50.0%
N/A
41 $972K
AMH
American Homes 4 Rent

Real Estate
-747
- 96.51%
$34.43 - $37.81 $25.7K - $28.2K
27 $1.02M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-15
- 50.0%
$59.37 - $95.63 $891 - $1.43K
15 $1.02M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-162
- 84.38%
$30.38 - $34.94 $4.92K - $5.66K
30 $1.03M
EDEN
Ishares Tr Msci Denmark ETF

ETFs
-10
- 50.0%
$103.21 - $114.0 $1.03K - $1.14K
10 $1.04M
AYI
Acuity Brands Inc

Industrials
-55
- 93.22%
$257.8 - $337.07 $14.2K - $18.5K
4 $1.05M
APA
Apa Corp

Energy
-1.38K
- 96.44%
$18.54 - $25.45 $25.6K - $35.2K
51 $1.07M
HUM
Humana Inc

Healthcare
-53
- 92.98%
$249.11 - $303.11 $13.2K - $16.1K
4 $1.06M
GXO
Gxo Logistics, Inc.

Industrials
-851
- 96.81%
$36.31 - $46.18 $30.9K - $39.3K
28 $1.09M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-20
- 50.0%
$46.83 - $56.05 $937 - $1.12K
20 $1.07M
EWX
Spdr S&P Emerging Markets Smal

ETFs
-19
- 50.0%
$55.48 - $59.47 $1.05K - $1.13K
19 $1.08M
CERT
Certara, Inc.

Healthcare
-109
- 50.0%
$9.9 - $14.25 $1.08K - $1.55K
109 $1.08M
ZETA
Zeta Global Holdings Corp.

Technology
-80
- 50.0%
$13.56 - $24.69 $1.08K - $1.98K
80 $1.09M
CHTR
Charter Communications, Inc.

Communication Services
-54
- 94.74%
$334.89 - $384.77 $18.1K - $20.8K
3 $1.11M
QTWO
Q2 Holdings, Inc.

Technology
-14
- 50.0%
$71.37 - $102.68 $999 - $1.44K
14 $1.12M
JPEM
Jp Morgan Diversified Return

ETFs
-21
- 50.0%
$50.81 - $54.04 $1.07K - $1.13K
21 $1.13M
UHAL
Amerco

Industrials
-18
- 51.43%
$62.22 - $74.71 $1.12K - $1.34K
17 $1.14M
OC
Owens Corning

Industrials
-28
- 77.78%
$137.83 - $191.19 $3.86K - $5.35K
8 $1.14M
CFLT
Confluent, Inc.

Technology
-91
- 65.0%
$23.44 - $37.65 $2.13K - $3.43K
49 $1.15M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-21
- 50.0%
$49.06 - $56.82 $1.03K - $1.19K
21 $1.16M
KEY
Keycorp

Financial Services
-456
- 86.2%
$15.15 - $18.3 $6.91K - $8.34K
73 $1.17M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-54
- 50.0%
$21.23 - $23.75 $1.15K - $1.28K
54 $1.16M
BETZ
Listed Fds Trroundhill Sports
-62
- 50.0%
N/A
62 $1.17M
DT
Dynatrace, Inc.

Technology
-138
- 84.66%
$47.15 - $62.42 $6.51K - $8.61K
25 $1.18M
F&G Annuities
-33
- 50.0%
N/A
33 $1.19M
MBLY
Mobileye Global Inc.
-83
- 50.0%
$14.24 - $21.85 $1.18K - $1.81K
83 $1.2M
UA
Under Armour Inc Cl C

Consumer Cyclical
-201
- 50.0%
$5.95 - $7.79 $1.2K - $1.57K
201 $1.2M
YUM
Yum Brands Inc

Consumer Cyclical
-348
- 97.75%
$123.25 - $162.53 $42.9K - $56.6K
8 $1.26M
MTB
M&T Bank Corp

Financial Services
-251
- 97.29%
$170.47 - $201.98 $42.8K - $50.7K
7 $1.25M
RKT
Rocket Companies, Inc.

Financial Services
-143
- 58.85%
$10.28 - $15.77 $1.47K - $2.26K
100 $1.21M
CGNT
Cognyte Software Ltd.

Technology
-155
- 50.0%
$7.8 - $10.97 $1.21K - $1.7K
155 $1.21M
GTLB
Gitlab Inc.

Technology
-34
- 56.67%
$47.0 - $73.14 $1.6K - $2.49K
26 $1.22M
IT
Gartner Inc

Technology
-54
- 94.74%
$418.25 - $548.38 $22.6K - $29.6K
3 $1.26M
Dave Inc
-15
- 50.0%
N/A
15 $1.24M
ESTC
Elastic N.V.

Technology
-18
- 56.25%
$89.1 - $117.76 $1.6K - $2.12K
14 $1.25M
MCHI
Ishares Msci China ETF

ETFs
-23
- 50.0%
$43.71 - $58.65 $1.01K - $1.35K
23 $1.25M
South Bow
-49
- 50.0%
N/A
49 $1.25M
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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