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
REM
Ishares Tr Mtg Real Estate ETF

ETFs
3
+ 2.01%
$21.64 - $23.57 $64.9 - $70.7
152 $3.35M
DVYE
Ishares Emerging Markets Divid

ETFs
2
+ 2.04%
$28.5 - $30.64 $57 - $61.3
100 $2.97M
MILN
Global X Funds Global X Millen

ETFs
1
+ 0.5%
$47.48 - $50.72 $47.5 - $50.7
202 $9.99M
HYGW
Ishares Tr High Yield Corporat
6
+ 2.88%
N/A
214 $6.52M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
1
+ 0.47%
$50.81 - $51.07 $50.8 - $51.1
213 $10.9M
APG
A Pi Group Corp

Industrials
90
+ 50.0%
$33.09 - $36.34 $2.98K - $3.27K
270 $9.28M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1
+ 2.78%
$67.48 - $71.55 $67.5 - $71.6
37 $2.65M
ITRN
Ituran Location & Control Ltd.

Technology
4
+ 17.39%
$32.8 - $42.59 $131 - $170
27 $964K
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
3
+ 0.19%
$20.07 - $20.17 $60.2 - $60.5
1.59K $32M
Ishares Aaa
1
+ 1.22%
N/A
83 $4.36M
SDGR
Schrodinger, Inc.

Healthcare
3
+ 20.0%
$18.15 - $23.03 $54.4 - $69.1
18 $361K
CHY
Calamos Convertible & High Income Fund

Financial Services
3
+ 2.94%
$10.75 - $11.45 $32.3 - $34.3
105 $1.18M
SNPS
Synopsys Inc

Technology
7
+ 3.95%
$387.78 - $645.35 $2.71K - $4.52K
184 $90.8M
CGO
Calamos Global Total Return Fund

Financial Services
1
+ 1.92%
$11.48 - $12.33 $11.5 - $12.3
53 $642K
WAT
Waters Corp

Healthcare
4
+ 16.67%
$277.72 - $357.04 $1.11K - $1.43K
28 $8.39M
Amc Entertainment
2
+ 2.35%
N/A
87 $253K
Peakstone Realty
10
+ 0.61%
N/A
1.66K $21.7M
CAH
Cardinal Health Inc

Healthcare
2
+ 5.88%
$146.04 - $167.63 $292 - $335
36 $5.65M
WY
Weyerhaeuser CO

Real Estate
2
+ 0.75%
$24.1 - $26.83 $48.2 - $53.7
268 $6.65M
CROX
Crocs, Inc.

Consumer Cyclical
16
+ 17.98%
$74.39 - $108.79 $1.19K - $1.74K
105 $8.77M
BYND
Beyond Meat, Inc.

Consumer Defensive
2
+ 1.25%
$1.82 - $4.28 $3.64 - $8.56
162 $307K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
3
+ 0.33%
$12.11 - $12.64 $36.3 - $37.9
906 $11.2M
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 1.2%
$121.72 - $136.77 $122 - $137
84 $10.5M
HDB
Hdfc Bank LTD

Financial Services
181
+ 114.56%
$34.14 - $78.94 $6.18K - $14.3K
339 $11.6M
JKHY
Henry Jack & Associates Inc

Technology
5
+ 12.2%
$148.45 - $182.09 $742 - $910
46 $6.85M
DOCU
Docusign, Inc.

Technology
12
+ 4.76%
$67.14 - $85.01 $806 - $1.02K
264 $19M
EQR
Equity Residential

Real Estate
2
+ 0.53%
$62.3 - $68.34 $125 - $137
382 $24.8M
BIT
Black Rock Multi Sector Income Trust

Financial Services
23
+ 2.05%
$13.31 - $14.89 $306 - $342
1.14K $15.3M
BAH
Booz Allen Hamilton Holding Corp

Industrials
1
+ 0.3%
$97.53 - $115.95 $97.5 - $116
339 $33.9M
TTE
Total Energies Se

Energy
2
+ 0.16%
N/A
1.22K $73M
SYK
Stryker Corp

Healthcare
7
+ 3.76%
$368.57 - $403.53 $2.58K - $2.82K
193 $71.4M
WSO
Watsco Inc

Industrials
3
+ 2.83%
$381.94 - $489.97 $1.15K - $1.47K
109 $44.1M
Maplebear Inc
46
+ 8.63%
N/A
579 $21.3M
COIN
Coinbase Global, Inc.

Technology
3
+ 0.99%
$297.99 - $419.78 $894 - $1.26K
307 $104M
KR
Kroger CO

Consumer Defensive
35
+ 2.72%
$64.52 - $74.35 $2.26K - $2.6K
1.32K $89M
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.06%
$26.23 - $28.5 $52.5 - $57
3.3K $93.4M
FSCO
Fs Cr Opportunities Corp Com
2.26K
+ 4.1%
N/A
57.3K $396M
USA
Liberty All Star Equity Fund

Financial Services
395
+ 2.72%
$6.34 - $6.94 $2.5K - $2.74K
14.9K $94.4M
NOK
Nokia Corp

Technology
100
+ 0.67%
$4.05 - $5.23 $405 - $523
15K $72.1M
AB
Alliancebernstein Holding L.P.

Financial Services
19
+ 0.74%
$37.76 - $42.88 $717 - $815
2.59K $99.1M
OKE
Oneok Inc

Energy
11
+ 1.36%
$71.36 - $83.47 $785 - $918
818 $59.8M
HUBS
Hubspot Inc

Technology
1
+ 1.23%
$420.79 - $560.9 $421 - $561
82 $38.4M
HON
Honeywell International Inc

Industrials
50
+ 6.41%
$207.7 - $240.4 $10.4K - $12K
830 $175M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 2.94%
$5364.25 - $5815.92 $5.36K - $5.82K
35 $191M
ZTS
Zoetis Inc.

Healthcare
1
+ 0.11%
$141.13 - $159.19 $141 - $159
888 $130M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
43
+ 0.9%
$24.0 - $27.1 $1.03K - $1.17K
4.83K $120M
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.13%
$255.35 - $282.87 $255 - $283
798 $208M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
9
+ 3.52%
$366.54 - $479.53 $3.3K - $4.32K
265 $104M
STZ
Constellation Brands, Inc.

Consumer Defensive
1
+ 0.26%
$131.78 - $176.09 $132 - $176
382 $51.5M
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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