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
VBK
Vanguard Small Cap Growth ETF

ETFs
-49
- 4.25%
$219.76 - $276.94 $10.8K - $13.6K
1.1K $306M
JOBY
Joby Aviation, Inc.

Industrials
-1K
- 16.26%
$5.33 - $10.55 $5.33K - $10.6K
5.15K $54.3M
MRVL
Marvell Technology, Inc.

Technology
-253
- 10.82%
$49.38 - $79.97 $12.5K - $20.2K
2.09K $162M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-2.29K
- 5.15%
$24.57 - $29.72 $56.3K - $68.1K
42.2K $1.24B
DE
Deere & CO

Industrials
-2
- 0.37%
$412.99 - $531.48 $826 - $1.06K
532 $271M
JSML
Janus Detroit Str Tr Henderson

ETFs
-43
- 1.14%
$54.0 - $67.45 $2.32K - $2.9K
3.73K $252M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-29
- 5.07%
$160.63 - $257.78 $4.66K - $7.48K
543 $139M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-339
- 4.77%
$59.98 - $74.92 $20.3K - $25.4K
6.76K $503M
CSCO
Cisco Systems, Inc.

Technology
-320
- 5.08%
$53.19 - $69.38 $17K - $22.2K
5.98K $415M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-182
- 2.85%
$37.77 - $48.45 $6.87K - $8.82K
6.19K $300M
ISRG
Intuitive Surgical Inc

Healthcare
-104
- 5.92%
$451.58 - $565.94 $47K - $58.9K
1.65K $898M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-594
- 5.49%
$72.96 - $90.39 $43.3K - $53.7K
10.2K $915M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-3.24K
- 8.61%
$29.41 - $37.21 $95.4K - $121K
34.4K $1.28B
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-181
- 2.27%
$40.79 - $50.93 $7.38K - $9.22K
7.78K $396M
EFG
Msci Eafe Growth ETF

ETFs
-764
- 7.74%
$89.8 - $112.0 $68.6K - $85.6K
9.11K $1.02B
WFC
Wells Fargo & Company

Financial Services
-80
- 1.58%
$60.98 - $80.12 $4.88K - $6.41K
5K $400M
XLC
Select Sector Spdr Tr Communic

ETFs
-620
- 7.06%
$86.13 - $108.53 $53.4K - $67.3K
8.17K $886M
COIN
Coinbase Global, Inc.

Technology
-87
- 22.25%
$151.47 - $375.07 $13.2K - $32.6K
304 $107M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-220
- 1.78%
$39.89 - $49.46 $8.78K - $10.9K
12.1K $599M
ASTS
Ast Space Mobile, Inc.

Communication Services
-200
- 9.09%
$20.07 - $51.83 $4.01K - $10.4K
2K $93.5M
FV
First Trust Dorsey Wright Focu

ETFs
-2.46K
- 5.66%
$48.43 - $59.26 $119K - $146K
41K $2.43B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-150
- 2.96%
$108.12 - $135.04 $16.2K - $20.3K
4.91K $663M
GS
Goldman Sachs Group Inc

Financial Services
-2
- 0.65%
$462.22 - $707.75 $924 - $1.42K
305 $216M
APH
Amphenol Corp

Technology
-12
- 0.75%
$59.09 - $98.75 $709 - $1.19K
1.59K $157M
Lam Research
-28
- 1.24%
N/A
2.22K $216M
GAL
Ssga Active ETF Tr

ETFs
-108
- 0.4%
$41.46 - $47.0 $4.48K - $5.08K
26.9K $1.26B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-875
- 1.07%
$45.11 - $52.34 $39.5K - $45.8K
81.3K $4.25B
FEX
First Tr Large Cap Core Alphde

ETFs
-413
- 2.83%
$90.17 - $109.96 $37.2K - $45.4K
14.2K $1.56B
PWR
Quanta Services, Inc.

Industrials
-3
- 0.55%
$239.47 - $381.26 $718 - $1.14K
540 $204M
VO
Vanguard Mid Cap ETF

ETFs
-101
- 2.25%
$228.54 - $279.83 $23.1K - $28.3K
4.38K $1.23B
KKR
Kkr & Co. Inc.

Financial Services
-9
- 0.22%
$92.79 - $134.29 $835 - $1.21K
4K $532M
BX
Blackstone Inc.

Financial Services
-3.32K
- 5.71%
$120.07 - $151.11 $399K - $502K
54.8K $8.19B
DSI
Ishares Msci Kld 400 Social Et

ETFs
-74
- 1.22%
$91.62 - $116.16 $6.78K - $8.6K
6.01K $699M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-70
- 1.92%
$40.51 - $71.03 $2.84K - $4.97K
3.59K $252M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
-181
- 1.78%
$62.75 - $79.31 $11.4K - $14.4K
10K $794M
FTLS
First Tr Long/Short Equity ETF

ETFs
-931
- 1.3%
$60.06 - $66.28 $55.9K - $61.7K
70.5K $4.67B
VEA
Vanguard Ftse Developed Market

ETFs
-346
- 1.8%
$45.65 - $57.01 $15.8K - $19.7K
18.8K $1.07B
BA
Boeing CO

Industrials
-486
- 9.26%
$136.59 - $217.51 $66.4K - $106K
4.76K $998M
CAT
Caterpillar Inc

Industrials
-251
- 7.05%
$273.94 - $388.21 $68.8K - $97.4K
3.31K $1.28B
WMT
Walmart Inc.

Consumer Defensive
-317
- 1.87%
$81.79 - $99.98 $25.9K - $31.7K
16.7K $1.63B
AXP
American Express CO

Financial Services
-173
- 4.38%
$231.39 - $318.98 $40K - $55.2K
3.78K $1.21B
AMAT
Applied Materials Inc

Technology
-131
- 2.95%
$126.95 - $183.52 $16.6K - $24K
4.32K $790M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-578
- 5.27%
$224.16 - $285.86 $130K - $165K
10.4K $2.97B
BWXT
Bwx Technologies, Inc.

Industrials
-40
- 1.03%
$89.24 - $144.06 $3.57K - $5.76K
3.83K $551M
PSET
Principal Exchange Traded Fund

ETFs
-745
- 2.47%
$58.64 - $73.6 $43.7K - $54.8K
29.4K $2.16B
VUG
Vanguard Growth ETF

ETFs
-50
- 1.69%
$329.49 - $438.4 $16.5K - $21.9K
2.92K $1.28B
GLD
Spdr Gold Trust

ETFs
-127
- 0.93%
$273.71 - $316.29 $34.8K - $40.2K
13.6K $4.13B
ORCL
Oracle Corp

Technology
-12
- 0.46%
$122.82 - $218.63 $1.47K - $2.62K
2.58K $564M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-36
- 0.82%
$456.74 - $568.03 $16.4K - $20.4K
4.34K $2.46B
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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