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
YY
Joyy Inc.

Communication Services
-30
- 50.0%
$38.19 - $52.08 $1.15K - $1.56K
30 $1.26M
CEVA
Ceva Inc

Technology
-50
- 50.0%
$25.61 - $38.44 $1.28K - $1.92K
50 $1.28M
FNDA
Schwab Fundamental U S Small C

ETFs
-48
- 50.0%
$26.87 - $30.99 $1.29K - $1.49K
48 $1.32M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-16
- 50.0%
$80.73 - $94.96 $1.29K - $1.52K
16 $1.33M
GLO
Clough Global Opportunities Fund

Financial Services
-273
- 50.0%
$4.84 - $5.37 $1.32K - $1.47K
273 $1.34M
CCI
Crown Castle International Corp

Real Estate
-199
- 93.87%
$84.33 - $106.39 $16.8K - $21.2K
13 $1.36M
WDAY
Workday, Inc.

Technology
-272
- 97.84%
$233.53 - $277.82 $63.5K - $75.6K
6 $1.4M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-42
- 50.0%
$30.35 - $33.16 $1.27K - $1.39K
42 $1.34M
AJG
Arthur J. Gallagher & Co.

Financial Services
-110
- 96.49%
$275.89 - $345.24 $30.3K - $38K
4 $1.38M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-6
- 50.0%
$217.62 - $242.36 $1.31K - $1.45K
6 $1.36M
CRSP
Crispr Therapeutics Ag

Healthcare
-40
- 50.0%
$34.03 - $53.02 $1.36K - $2.12K
40 $1.36M
FHN
First Horizon Corp

Financial Services
-2.59K
- 97.26%
$17.7 - $22.43 $45.8K - $58.1K
73 $1.42M
SIHY
Harbor ETF Tr Harbor Scientifi

ETFs
-31
- 50.0%
$44.65 - $46.38 $1.38K - $1.44K
31 $1.38M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
-17
- 50.0%
$81.05 - $95.73 $1.38K - $1.63K
17 $1.4M
Aeva Technologies
-200
- 50.0%
N/A
200 $1.4M
OMF
One Main Holdings, Inc.

Financial Services
-1.07K
- 97.28%
$45.35 - $58.06 $48.6K - $62.2K
30 $1.47M
SEE
Sealed Air Corp

Consumer Cyclical
-61
- 55.45%
$28.9 - $35.65 $1.76K - $2.17K
49 $1.42M
Portman Ridge
-100
- 50.0%
N/A
100 $1.44M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-129
- 50.0%
$11.22 - $11.8 $1.45K - $1.52K
129 $1.45M
Amplify Alternative
-73
- 49.66%
N/A
74 $1.45M
JBL
Jabil Inc

Technology
-264
- 96.0%
$130.51 - $173.33 $34.5K - $45.8K
11 $1.5M
PHG
Koninklijke Philips Nv

Healthcare
-58
- 50.0%
$24.92 - $28.61 $1.45K - $1.66K
58 $1.47M
TTD
Trade Desk, Inc.

Technology
-76
- 73.79%
$53.59 - $126.58 $4.07K - $9.62K
27 $1.48M
Sidus Space
-1K
- 50.0%
N/A
1K $1.48M
Atlassian Corp
-30
- 81.08%
N/A
7 $1.49M
OGN
Organon & Co.

Healthcare
-1.37K
- 93.0%
$14.29 - $16.41 $19.6K - $22.5K
103 $1.54M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-24
- 50.0%
$56.68 - $73.5 $1.36K - $1.76K
24 $1.53M
BOX
Box Inc

Technology
-54
- 51.92%
$30.22 - $35.39 $1.63K - $1.91K
50 $1.54M
JEF
Jefferies Financial Group Inc.

Financial Services
-105
- 78.36%
$52.22 - $81.31 $5.48K - $8.54K
29 $1.55M
OXYWS
Occidental Pete Corp Wt Exp 08
-56
- 50.0%
N/A
56 $1.55M
FANG
Diamondback Energy, Inc.

Energy
-213
- 95.52%
$139.9 - $180.18 $29.8K - $38.4K
10 $1.6M
USFD
Us Foods Holding Corp.

Consumer Defensive
-73
- 75.26%
$63.38 - $72.02 $4.63K - $5.26K
24 $1.57M
AGX
Argan Inc

Industrials
-12
- 50.0%
$104.05 - $185.35 $1.25K - $2.22K
12 $1.57M
MPW
Medical Properties Trust Inc

Real Estate
-360
- 57.88%
$3.83 - $6.21 $1.38K - $2.24K
262 $1.58M
IDNA
Ishares Tr Genomics Immunology

ETFs
-77
- 50.0%
$20.49 - $23.63 $1.58K - $1.82K
77 $1.59M
Tempus Ai
-33
- 50.0%
N/A
33 $1.59M
RFV
Invesco Exchange Traded Fd Tr

ETFs
-14
- 50.0%
$111.51 - $128.61 $1.56K - $1.8K
14 $1.6M
Brookfield Asset
-33
- 50.0%
N/A
33 $1.6M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-15
- 50.0%
$106.44 - $113.12 $1.6K - $1.7K
15 $1.64M
FVRR
Fiverr International Ltd.

Communication Services
-70
- 50.0%
$23.68 - $34.44 $1.66K - $2.41K
70 $1.66M
FVAL
Fidelity Covington Tr Value Fa

ETFs
-28
- 50.0%
$58.79 - $65.0 $1.65K - $1.82K
28 $1.67M
APPN
Appian Corp

Technology
-58
- 50.0%
$28.81 - $37.23 $1.67K - $2.16K
58 $1.67M
LAMR
Lamar Advertising CO

Real Estate
-231
- 93.9%
$110.65 - $132.9 $25.6K - $30.7K
15 $1.71M
FLGT
Fulgent Genetics, Inc.

Healthcare
-100
- 50.0%
$15.28 - $18.95 $1.53K - $1.9K
100 $1.69M
FOXA
Fox Corp

Communication Services
-41
- 57.75%
$47.9 - $58.0 $1.96K - $2.38K
30 $1.7M
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
-3.7K
- 50.0%
$0.29 - $0.96 $1.07K - $3.55K
3.7K $1.71M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-126
- 61.46%
$19.58 - $22.02 $2.47K - $2.77K
79 $1.74M
ARGX
Argenx Se

Healthcare
-71
- 95.95%
$571.0 - $671.75 $40.5K - $47.7K
3 $1.78M
FNF
Fidelity National Financial, Inc.

Financial Services
-54
- 66.67%
$54.25 - $65.27 $2.93K - $3.52K
27 $1.76M
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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