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
Fortrea Holdings
-13
- 26.0%
N/A
37 $183K
Amplify Alternative
-4
- 5.41%
N/A
70 $1.27M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-4
- 3.48%
$83.54 - $100.04 $334 - $400
111 $11M
PENN
Penn National Gaming Inc

Consumer Cyclical
-20
- 14.81%
$13.75 - $18.28 $275 - $366
115 $2.06M
Digitalbridge Group
-21
- 37.5%
N/A
35 $362K
Canopy Growth
-82
- 29.29%
N/A
198 $241K
Aurora Cannabis
-2
- 12.5%
N/A
14 $59K
RBLX
Roblox Corp

Communication Services
-70
- 44.59%
$51.22 - $105.59 $3.59K - $7.39K
87 $9.15M
VTRS
Viatris Inc

Healthcare
-7
- 1.98%
$7.26 - $9.12 $50.8 - $63.8
346 $3.1M
GM
General Motors CO

Consumer Cyclical
-21
- 4.01%
$42.48 - $50.46 $892 - $1.06K
503 $24.8M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-8
- 7.21%
$21.8 - $27.71 $174 - $222
103 $2.84M
SMB
Vaneck Short Muni ETF

ETFs
-44
- 0.58%
$16.86 - $17.26 $742 - $759
7.55K $130M
OSK
Oshkosh Corp

Industrials
-18
- 14.29%
$79.17 - $113.62 $1.43K - $2.05K
108 $12.3M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-19
- 1.61%
$7.69 - $11.46 $146 - $218
1.16K $13.3M
CFG
Citizens Financial Group Inc

Financial Services
-21
- 4.6%
$34.27 - $44.75 $720 - $940
436 $19.5M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-783
- 15.81%
$180.84 - $240.32 $142K - $188K
4.17K $1B
ICE
Intercontinental Exchange, Inc.

Financial Services
-13
- 4.04%
$151.62 - $183.47 $1.97K - $2.39K
309 $56.8M
TPR
Tapestry, Inc.

Consumer Cyclical
-19
- 11.38%
$60.6 - $87.81 $1.15K - $1.67K
148 $13M
SONY
Sony Group Corp

Technology
-13
- 0.52%
$21.24 - $26.88 $276 - $349
2.47K $64.3M
T
At&T Inc.

Communication Services
-118
- 1.61%
$26.33 - $28.94 $3.11K - $3.41K
7.22K $209M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-8
- 6.96%
$160.22 - $209.35 $1.28K - $1.67K
107 $22.6M
KR
Kroger CO

Consumer Defensive
-51
- 3.82%
$64.62 - $74.0 $3.3K - $3.77K
1.29K $92.2M
TFC
Truist Financial Corp

Financial Services
-51
- 2.35%
$34.79 - $42.99 $1.77K - $2.19K
2.12K $91M
HUBB
Hubbell Inc

Industrials
-70
- 17.72%
$315.94 - $408.41 $22.1K - $28.6K
325 $133M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-64
- 0.73%
$43.28 - $50.37 $2.77K - $3.22K
8.68K $435M
CDNS
Cadence Design Systems Inc

Technology
-8
- 9.2%
$231.64 - $323.08 $1.85K - $2.58K
79 $24.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3
- 2.44%
$272.36 - $339.57 $817 - $1.02K
120 $40.7M
DG
Dollar General Corp

Consumer Defensive
-15
- 7.46%
$86.02 - $114.95 $1.29K - $1.72K
186 $21.3M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-152
- 7.58%
$58.52 - $71.7 $8.9K - $10.9K
1.85K $127M
IREN
Iris Energy LTD

Financial Services
-300
- 30.0%
$5.3 - $14.57 $1.59K - $4.37K
700 $10.2M
CELH
Celsius Holdings, Inc.

Consumer Defensive
-127
- 13.55%
$33.89 - $46.39 $4.3K - $5.89K
810 $37.6M
ARKW
Ark Next Generation Internet E

ETFs
-18
- 10.71%
$82.77 - $147.9 $1.49K - $2.66K
150 $22.1M
TDG
Trans Digm Group Inc

Industrials
-1
- 1.75%
$1231.75 - $1520.64 $1.23K - $1.52K
56 $86.1M
ABT
Abbott Laboratories

Healthcare
-5
- 0.23%
$123.95 - $138.08 $620 - $690
2.15K $292M
Blackrock Fdg
-19
- 7.09%
N/A
249 $262M
BOTZ
Global X Fds

ETFs
-146
- 4.91%
$24.51 - $32.65 $3.58K - $4.77K
2.83K $92.3M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-5
- 1.1%
$104.23 - $134.39 $521 - $672
448 $60.2M
ADI
Analog Devices Inc

Technology
-7
- 2.6%
$164.6 - $238.02 $1.15K - $1.67K
262 $62.4M
MPWR
Monolithic Power Systems Inc

Technology
-2
- 3.03%
$455.19 - $737.73 $910 - $1.48K
64 $46.8M
SHOP
Shopify Inc.

Technology
-50
- 6.79%
$76.89 - $115.35 $3.84K - $5.77K
686 $79.1M
TT
Trane Technologies PLC

Industrials
-3
- 2.94%
$315.21 - $437.41 $946 - $1.31K
99 $43.3M
PM
Philip Morris International Inc.

Consumer Defensive
-298
- 11.01%
$149.23 - $184.95 $44.5K - $55.1K
2.41K $439M
LDOS
Leidos Holdings, Inc.

Technology
-12
- 2.2%
$132.9 - $160.3 $1.59K - $1.92K
533 $84.1M
GNRC
Generac Holdings Inc.

Industrials
-10
- 1.33%
$101.92 - $143.21 $1.02K - $1.43K
740 $106M
TER
Teradyne, Inc

Technology
-7
- 0.43%
$67.96 - $91.05 $476 - $637
1.62K $146M
HON
Honeywell International Inc

Industrials
-21
- 2.62%
$182.86 - $232.88 $3.84K - $4.89K
780 $182M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-313
- 2.74%
$75.06 - $87.96 $23.5K - $27.5K
11.1K $978M
EW
Edwards Lifesciences Corp

Healthcare
-3
- 0.13%
$67.07 - $78.22 $201 - $235
2.28K $178M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.7K
- 5.48%
$51.16 - $62.02 $138K - $167K
46.5K $2.89B
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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