Golden State Wealth Management, LLC Incresed Positions in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CVE
Cenovus Energy Inc.

Energy
3
+ 0.91%
$13.87 - $17.81 $41.6 - $53.4
333 $5.66M
QTWO
Q2 Holdings, Inc.

Technology
19
+ 135.71%
$72.39 - $94.97 $1.38K - $1.8K
33 $2.39M
PFF
Ishares Trust Ishares Pfd And

ETFs
12
+ 1.63%
$30.67 - $32.13 $368 - $386
748 $23.7M
Sila Realty
9
+ 1.6%
N/A
571 $14.3M
HYMU
Blackrock ETF Tr Ii High Yield
45
+ 33.09%
N/A
181 $4.04M
EXPI
Exp World Holdings, Inc.

Real Estate
2
+ 0.32%
$9.32 - $11.59 $18.6 - $23.2
634 $6.76M
TOST
Toast, Inc.

Technology
69
+ 35.38%
$36.51 - $49.3 $2.52K - $3.4K
264 $9.64M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17
+ 1.95%
$50.85 - $51.35 $864 - $873
887 $45.4M
VNQ
Vanguard Specialized Funds Van

ETFs
3
+ 0.97%
$88.47 - $93.24 $265 - $280
313 $28.6M
IAT
Ishares Tr

ETFs
2
+ 0.7%
$48.92 - $54.5 $97.8 - $109
286 $15.1M
EMLP
First Tr Exchange Traded Iv

ETFs
7
+ 0.87%
$36.99 - $38.38 $259 - $269
814 $31.2M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
13
+ 0.92%
$50.37 - $50.7 $655 - $659
1.43K $72.4M
PLUG
Plug Power Inc

Industrials
76
+ 10.07%
$1.37 - $2.65 $104 - $201
831 $1.94M
AON
Aon PLC

Financial Services
3
+ 1.12%
$350.91 - $375.27 $1.05K - $1.13K
271 $96.6M
CHWY
Chewy, Inc.

Consumer Cyclical
50
+ 8.68%
$34.27 - $42.33 $1.71K - $2.12K
626 $25.3M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
18
+ 600.0%
$42.56 - $49.08 $766 - $883
21 $902K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
7
+ 0.67%
$47.76 - $48.46 $334 - $339
1.05K $50.5M
EMN
Eastman Chemical CO

Basic Materials
29
+ 30.21%
$58.79 - $81.56 $1.7K - $2.37K
125 $7.88M
GBIL
Goldman Sachs Access Treasury

ETFs
6
+ 0.96%
$99.82 - $100.23 $599 - $601
633 $63.5M
SVAL
Ishares Tr Us Small Cap Value

ETFs
1
+ 0.4%
$30.46 - $34.49 $30.5 - $34.5
254 $8.54M
NFRA
Flexshares Stoxx Global Broad

ETFs
2
+ 0.41%
$60.61 - $63.45 $121 - $127
487 $30.7M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
6
+ 0.87%
$21.89 - $23.17 $131 - $139
692 $16M
Aegon LTD
27
+ 5.08%
N/A
559 $4.47M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5
+ 1.0%
$47.11 - $48.77 $236 - $244
503 $24.4M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
17
+ 1.11%
$19.01 - $19.39 $323 - $330
1.55K $29.9M
Ess Tech
13
+ 0.48%
N/A
2.72K $4.13M
PNR
Pentair PLC

Industrials
1
+ 1.64%
$100.62 - $112.59 $101 - $113
62 $6.87M
VTRS
Viatris Inc

Healthcare
18
+ 5.2%
$8.74 - $10.69 $157 - $192
364 $3.61M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2
+ 0.12%
$16.46 - $17.1 $32.9 - $34.2
1.65K $28.1M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
1
+ 0.7%
$56.63 - $60.72 $56.6 - $60.7
144 $8.73M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
3
+ 0.88%
$50.9 - $52.37 $153 - $157
344 $18M
ICE
Intercontinental Exchange, Inc.

Financial Services
30
+ 9.71%
$167.28 - $188.45 $5.02K - $5.65K
339 $57.2M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12
+ 1.2%
$24.11 - $24.94 $289 - $299
1.01K $25.3M
BEP
Brookfield Renewable Partners L.P.

Utilities
8
+ 1.39%
$24.32 - $27.58 $195 - $221
585 $15.1M
RFI
Cohen & Steers Total Return Realty Fund Inc

Financial Services
19
+ 1.35%
$11.82 - $12.14 $225 - $231
1.42K $17.2M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
3
+ 0.45%
$48.31 - $48.93 $145 - $147
672 $32.9M
USRT
Ishares Core U.S. Reit ETF

ETFs
1
+ 1.05%
$55.64 - $59.37 $55.6 - $59.4
96 $5.65M
CNI
Canadian National Railway CO

Industrials
10
+ 13.7%
$92.01 - $106.6 $920 - $1.07K
83 $7.83M
HYD
Vaneck High Yield Muni ETF

ETFs
2
+ 1.1%
$48.85 - $50.94 $97.7 - $102
183 $9.35M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
1
+ 6.67%
$54.83 - $84.09 $54.8 - $84.1
16 $1.28M
GILD
Gilead Sciences, Inc.

Healthcare
1
+ 0.08%
$108.22 - $120.47 $108 - $120
1.24K $137M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
2
+ 0.35%
$35.44 - $37.64 $70.9 - $75.3
567 $21.1M
DIVB
Ishares Tr U S Divid & Buyback

ETFs
1
+ 1.11%
$49.55 - $52.25 $49.6 - $52.3
91 $4.77M
VOD
Vodafone Group Public LTD CO

Communication Services
4
+ 2.41%
$10.67 - $12.06 $42.7 - $48.2
170 $1.98M
AI
C3.Ai, Inc.

Technology
16
+ 114.29%
$15.46 - $29.16 $247 - $467
30 $520K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2
+ 0.9%
$49.78 - $50.75 $99.6 - $102
225 $11.4M
AAL
American Airlines Group Inc.

Industrials
13
+ 0.92%
N/A
1.42K $16M
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1
+ 0.97%
$27.49 - $29.67 $27.5 - $29.7
104 $3.02M
SCHO
Schwab Short Term Us Treasury

ETFs
6
+ 0.96%
$24.23 - $24.42 $145 - $147
631 $15.4M
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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