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
MFA
Mfa Financial, Inc.

Real Estate
-535
- 43.32%
$8.17 - $10.35 $4.37K - $5.54K
700 $6.62M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-6
- 23.08%
$483.07 - $625.6 $2.9K - $3.75K
20 $10.5M
DDOG
Datadog, Inc.

Technology
-61
- 96.83%
$87.0 - $134.33 $5.31K - $8.19K
2 $269K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-9
- 5.81%
$212.1 - $244.27 $1.91K - $2.2K
146 $31.9M
EQR
Equity Residential

Real Estate
-60
- 13.64%
$61.82 - $71.72 $3.71K - $4.3K
380 $25.7M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-47
- 0.57%
$121.58 - $136.74 $5.71K - $6.43K
8.19K $1.11B
BOH
Bank Of Hawaii Corp

Financial Services
-80
- 28.99%
$60.02 - $70.83 $4.8K - $5.67K
196 $13.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-79
- 35.11%
$75.29 - $91.16 $5.95K - $7.2K
146 $13.2M
KHC
Kraft Heinz CO

Consumer Defensive
-82
- 11.37%
$25.61 - $30.81 $2.1K - $2.53K
639 $16.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-78
- 7.41%
$81.46 - $94.63 $6.35K - $7.38K
974 $92.2M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
-242
- 13.63%
$18.83 - $19.22 $4.56K - $4.65K
1.53K $29.4M
VXF
Vanguard Extended Market ETF

ETFs
-48
- 21.62%
$150.43 - $192.71 $7.22K - $9.25K
174 $33.6M
ZS
Zscaler, Inc.

Technology
-25
- 89.29%
$174.67 - $315.32 $4.37K - $7.88K
3 $942K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-158
- 13.63%
$24.14 - $25.43 $3.81K - $4.02K
1K $24.8M
KWEB
Kraneshares Tr Csi China Inter

ETFs
-125
- 82.24%
$28.28 - $35.22 $3.54K - $4.4K
27 $927K
HSY
Hershey CO

Consumer Defensive
-1
- 0.13%
$151.29 - $173.13 $151 - $173
755 $125M
BYD
Boyd Gaming Corp

Consumer Cyclical
-180
- 22.28%
$60.8 - $79.02 $10.9K - $14.2K
628 $49.1M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
-386
- 42.56%
$29.19 - $50.24 $11.3K - $19.4K
521 $26.2M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-288
- 1.71%
$23.61 - $24.24 $6.8K - $6.98K
16.6K $402M
IYM
Ishares Tr

ETFs
-32
- 30.77%
$116.16 - $140.01 $3.72K - $4.48K
72 $10.1M
IGT
International Game Technology PLC

Consumer Cyclical
-218
- 42.08%
$14.44 - $17.89 $3.15K - $3.9K
300 $4.74M
AEE
Ameren Corp

Utilities
-26
- 10.4%
$94.23 - $101.68 $2.45K - $2.64K
224 $21.5M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-33
- 1.05%
$63.54 - $68.5 $2.1K - $2.26K
3.1K $209M
INSP
Inspire Medical Systems, Inc.

Healthcare
-17
- 40.48%
$127.18 - $161.88 $2.16K - $2.75K
25 $3.24M
SHEL
Shell PLC

Energy
-4
- 0.36%
$59.75 - $73.05 $239 - $292
1.09K $77.1M
FCNCA
First Citizens Bancshares Inc

Financial Services
-2
- 40.0%
$1561.69 - $1966.55 $3.12K - $3.93K
3 $5.87M
PFF
Ishares Trust Ishares Pfd And

ETFs
-109
- 12.9%
$29.0 - $30.68 $3.16K - $3.34K
736 $22.6M
SFIX
Stitch Fix, Inc.

Consumer Cyclical
-1K
- 99.3%
$2.75 - $4.79 $2.75K - $4.79K
7 $26K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-117
- 14.57%
$22.18 - $23.36 $2.6K - $2.73K
686 $15.4M
ATO
Atmos Energy Corp

Utilities
-20
- 28.99%
$145.06 - $162.66 $2.9K - $3.25K
49 $7.55M
LIT
Global X Fds Global X Lithium

ETFs
-75
- 13.04%
$31.82 - $39.24 $2.39K - $2.94K
500 $19.2M
VFC
V F Corp

Consumer Cyclical
-132
- 35.11%
$9.74 - $16.39 $1.29K - $2.16K
244 $2.88M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-200
- 25.54%
$179.95 - $278.88 $36K - $55.8K
583 $163M
VNQ
Vanguard Specialized Funds Van

ETFs
-28
- 8.28%
$79.79 - $91.42 $2.23K - $2.56K
310 $27.7M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
-91
- 14.82%
$25.21 - $34.03 $2.29K - $3.1K
523 $15.7M
VOD
Vodafone Group Public LTD CO

Communication Services
-329
- 66.46%
$8.19 - $10.66 $2.69K - $3.51K
166 $1.78M
SBH
Sally Beauty Holdings, Inc.

Consumer Cyclical
-352
- 20.29%
$7.79 - $9.98 $2.74K - $3.51K
1.38K $12.8M
F
Ford Motor CO

Consumer Cyclical
-674
- 12.16%
$8.69 - $10.85 $5.86K - $7.31K
4.87K $52.8M
SU
Suncor Energy Inc

Energy
-36
- 3.29%
$31.54 - $41.04 $1.14K - $1.48K
1.06K $39.6M
QCOM
Qualcomm Inc

Technology
-175
- 3.93%
$124.66 - $159.48 $21.8K - $27.9K
4.28K $682M
HYG
Ishares Tr

ETFs
-121
- 3.02%
$75.75 - $80.65 $9.17K - $9.76K
3.88K $313M
BAX
Baxter International Inc

Healthcare
-76
- 78.35%
$27.8 - $34.02 $2.11K - $2.59K
21 $648K
IDX
Vaneck ETF Tr Indonesia Index

ETFs
-1.19K
- 16.7%
$11.03 - $15.18 $13.2K - $18.1K
5.96K $86.6M
CAH
Cardinal Health Inc

Healthcare
-25
- 42.37%
$125.0 - $168.0 $3.13K - $4.2K
34 $5.71M
EMN
Eastman Chemical CO

Basic Materials
-12
- 11.11%
$72.7 - $88.29 $872 - $1.06K
96 $7.17M
PLCE
Childrens Place, Inc.

Consumer Cyclical
-101
- 22.95%
$3.74 - $9.21 $378 - $930
339 $1.5M
PBF
Pbf Energy Inc.

Energy
-500
- 15.15%
$14.37 - $24.39 $7.19K - $12.2K
2.8K $60.7M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-46
- 20.35%
$41.42 - $46.68 $1.91K - $2.15K
180 $8.2M
ECL
Ecolab Inc.

Basic Materials
-20
- 10.0%
$225.65 - $270.95 $4.51K - $5.42K
180 $48.5M
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
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