Golden State Wealth Management, LLC Purchases in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QGRO
American Centy ETF Tr Stoxx Us

ETFs
114K
+ 809.25%
$107.5 - $115.86 $12.3M - $13.2M
128K $14.7B
BBUS
J P Morgan Exchg Traded Fd

ETFs
81.1K
+ 3495.22%
$111.77 - $121.28 $9.07M - $9.84M
83.4K $10.1B
AAPL
Apple Inc.

Technology
101
+ 0.08%
$202.38 - $256.87 $20.4K - $25.9K
128K $32.6B
NVDA
Nvidia Corp

Technology
9.33K
+ 8.25%
$153.3 - $186.58 $1.43M - $1.74M
122K $22.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.75K
+ 2.23%
$617.65 - $666.84 $1.08M - $1.17M
80.2K $53.4B
GOOGL
Alphabet Inc.

Communication Services
10
+ 0.02%
$174.36 - $254.72 $1.74K - $2.55K
65.4K $15.9B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
44K
+ 1320.87%
$49.05 - $49.99 $2.16M - $2.2M
47.3K $2.36B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
8.98K
+ 980.98%
$195.29 - $223.85 $1.75M - $2.01M
9.89K $2.2B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.64K
+ 60.81%
$567.77 - $614.76 $1.5M - $1.62M
6.98K $4.27B
Pimco Enhanced
60.6K
+ 267.59%
N/A
83.2K $2.23B
USMC
Principal ETF U S Mega Cap

ETFs
2.81K
+ 1.44%
$62.08 - $68.69 $175K - $193K
198K $13.5B
IWY
Ishares Tr Russell 200 Growth

ETFs
3.6K
+ 37.35%
$243.93 - $275.62 $878K - $992K
13.2K $3.62B
SPYG
Spdr Portfolio

ETFs
5.17K
+ 7.78%
$94.33 - $105.31 $487K - $544K
71.6K $7.48B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.93K
+ 21.76%
$110.74 - $122.12 $767K - $846K
38.8K $4.69B
MSFT
Microsoft Corp

Technology
973
+ 3.66%
$491.09 - $535.64 $478K - $521K
27.5K $14.3B
AVGO
Broadcom Inc.

Technology
313
+ 1.88%
$264.74 - $369.57 $82.9K - $116K
17K $5.6B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.09K
+ 0.69%
$35.42 - $38.65 $73.9K - $80.7K
305K $11.6B
GOOG
Alphabet Inc.

Communication Services
759
+ 7.26%
$175.16 - $255.24 $133K - $194K
11.2K $2.73B
Acuren Corp
59.9K
New
N/A
59.9K $798M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
27.4K
+ 20.12%
$24.73 - $25.29 $678K - $694K
164K $4.12B
AMZN
Amazon Com Inc

Consumer Cyclical
3.16K
+ 3.74%
$211.65 - $238.24 $669K - $754K
87.8K $19.3B
CEG
Constellation Energy Corp

Utilities
1.82K
+ 41.01%
$298.82 - $354.89 $543K - $645K
6.25K $2.06B
FTLS
First Tr Long/Short Equity ETF

ETFs
5.17K
+ 7.33%
$65.78 - $69.95 $340K - $362K
75.7K $5.29B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.82K
+ 1.1%
$97.75 - $100.75 $275K - $284K
259K $26B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.85K
+ 11.02%
$42.26 - $47.16 $290K - $323K
69K $3.2B
FCAL
First Tr Iii Calif Mun High In

ETFs
9.98K
+ 138.84%
$47.44 - $48.99 $473K - $489K
17.2K $837M
QUAL
Ishares Msci Usa Quality Facto

ETFs
272
+ 0.75%
$182.33 - $194.5 $49.6K - $52.9K
36.6K $7.12B
FSMD
Fidelity Covington Tr Small Mi

ETFs
7.44K
+ 16.54%
$41.29 - $44.71 $307K - $333K
52.4K $2.31B
IDV
Ishares Tr

ETFs
7.32K
+ 8.67%
$34.54 - $37.28 $253K - $273K
91.7K $3.35B
JPM
Jpmorgan Chase & CO

Financial Services
192
+ 1.52%
$282.78 - $316.06 $54.3K - $60.7K
12.8K $4.05B
Ge Vernova
429
+ 33.78%
N/A
1.7K $1.04B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.2K
+ 2.7%
$52.12 - $55.33 $115K - $122K
83.4K $4.62B
PPA
Invesco Exchange Traded Fd Tr

ETFs
58
+ 0.24%
$139.82 - $155.45 $8.11K - $9.02K
24.7K $3.84B
WMT
Walmart Inc.

Consumer Defensive
2.27K
+ 13.64%
$94.4 - $104.27 $215K - $237K
18.9K $1.95B
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.07%
N/A
26.8K $5.79B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
341
+ 8.85%
$224.68 - $282.71 $76.6K - $96.4K
4.19K $1.17B
Ishares A I
8.12K
+ 227.13%
N/A
11.7K $400M
ORCL
Oracle Corp

Technology
448
+ 17.36%
$218.96 - $328.33 $98.1K - $147K
3.03K $852M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.7K
+ 608.88%
$68.24 - $73.73 $253K - $273K
4.31K $317M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
3.4K
+ 14.61%
$49.41 - $54.08 $168K - $184K
26.6K $1.44B
IVW
Ishares S&P 500 Growth ETF

ETFs
838
+ 5.35%
$108.97 - $121.65 $91.3K - $102K
16.5K $1.99B
BDX
Becton Dickinson & CO

Healthcare
1.4K
+ 1920.55%
$172.41 - $199.66 $242K - $280K
1.48K $276M
FTGS
First Tr Exchange Traded Fd Gr
4.77K
+ 9.12%
N/A
57.1K $2.05B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.23K
+ 43.43%
$69.02 - $73.57 $223K - $238K
10.7K $785M
CVX
Chevron Corp

Energy
1.05K
+ 13.61%
$145.57 - $161.83 $153K - $171K
8.8K $1.37B
MUST
Columbia ETF Tr I Multi Sector

ETFs
12K
New
$19.87 - $20.65 $238K - $248K
12K $246M
COLB
Columbia Banking System, Inc.

Financial Services
9.39K
New
$23.26 - $27.31 $218K - $256K
9.39K $242M
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.1K
+ 8.2%
$17.81 - $18.39 $180K - $186K
133K $2.43B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.22K
+ 17.66%
$39.8 - $42.86 $168K - $181K
28.1K $1.2B
Activity Summary
Buys All Purchases 599 New Holdings 139 Increased Positions 460 Sells All Sells 346 Reductions 342 Sold out 4 Options Calls 0 Puts 0
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