Golden State Wealth Management, LLC Reduced Holdings in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DSI
Ishares Msci Kld 400 Social Et

ETFs
-52
- 0.86%
$115.96 - $125.95 $6.03K - $6.55K
5.96K $751M
GVA
Granite Construction Inc

Industrials
-335
- 6.06%
$92.28 - $111.29 $30.9K - $37.3K
5.2K $570M
LOW
Lowes Companies Inc

Consumer Cyclical
-59
- 2.58%
$215.01 - $273.02 $12.7K - $16.1K
2.23K $561M
SPMD
Spdr Portfolio

ETFs
-2.08K
- 3.34%
$54.43 - $58.29 $113K - $121K
60.2K $3.44B
LVHI
Franklin International Low Vol

ETFs
-78
- 0.29%
$32.69 - $35.19 $2.55K - $2.74K
26.7K $930M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-80
- 1.88%
$435.72 - $463.74 $34.9K - $37.1K
4.17K $1.94B
FDVV
Fidelity High Dividend ETF

ETFs
-1.25K
- 3.39%
$52.42 - $55.71 $65.5K - $69.6K
35.6K $1.98B
IWM
Ishares Russell 2000 ETF

ETFs
-13
- 0.48%
$214.92 - $244.84 $2.79K - $3.18K
2.68K $649M
FAD
First Tr Multi Cap Growth Alph

ETFs
-8
- 0.15%
$145.87 - $162.49 $1.17K - $1.3K
5.17K $830M
LMT
Lockheed Martin Corp

Industrials
-58
- 2.04%
$410.74 - $499.21 $23.8K - $29K
2.78K $1.39B
BWXT
Bwx Technologies, Inc.

Industrials
-405
- 10.59%
$136.45 - $184.37 $55.3K - $74.7K
3.42K $631M
AMD
Advanced Micro Devices Inc

Technology
-606
- 6.71%
$134.8 - $184.42 $81.7K - $112K
8.42K $1.36B
AMAT
Applied Materials Inc

Technology
-31
- 0.72%
$156.25 - $204.95 $4.84K - $6.35K
4.29K $877M
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-726
- 2.11%
$37.04 - $40.86 $26.9K - $29.7K
33.7K $1.37B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-60
- 2.12%
$420.11 - $472.68 $25.2K - $28.4K
2.76K $1.29B
SLV
I Shares Silver Trust

ETFs
-354
- 2.71%
$32.73 - $42.5 $11.6K - $15K
12.7K $538M
VUG
Vanguard Growth ETF

ETFs
-19
- 0.65%
$433.97 - $484.08 $8.25K - $9.2K
2.9K $1.39B
NOC
Northrop Grumman Corp

Industrials
-7
- 0.61%
$498.9 - $609.32 $3.49K - $4.27K
1.15K $700M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.13K
- 2.27%
$59.61 - $63.09 $127K - $134K
91.4K $5.75B
PTF
Invesco Exchange Traded Fd Tr

ETFs
-491
- 1.83%
$65.69 - $76.84 $32.3K - $37.7K
26.3K $1.97B
MU
Micron Technology Inc

Technology
-58
- 1.72%
$104.88 - $168.89 $6.08K - $9.8K
3.31K $554M
CLF
Cleveland Cliffs Inc.

Basic Materials
-1.4K
- 3.78%
$8.12 - $12.84 $11.4K - $18K
35.6K $434M
XLK
Technology Sector Spdr

ETFs
-251
- 3.17%
$250.97 - $282.66 $63K - $70.9K
7.67K $2.16B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-591
- 2.3%
$108.46 - $120.63 $64.1K - $71.3K
25.1K $2.98B
Arista Networks
-280
- 5.46%
N/A
4.85K $706M
SKYY
First Trust Cloud Computing Et

ETFs
-371
- 1.94%
$118.24 - $138.53 $43.9K - $51.4K
18.8K $2.52B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-943
- 3.75%
$148.97 - $165.88 $140K - $156K
24.2K $3.98B
CAT
Caterpillar Inc

Industrials
-174
- 5.26%
$390.92 - $477.15 $68K - $83K
3.13K $1.5B
HD
Home Depot, Inc.

Consumer Cyclical
-96
- 1.42%
$357.4 - $423.42 $34.3K - $40.6K
6.68K $2.71B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-364
- 3.5%
$284.45 - $324.95 $104K - $118K
10K $3.21B
ACWI
Ishares Msci Acwi ETF

ETFs
-135
- 0.48%
$128.32 - $138.41 $17.3K - $18.7K
28.3K $3.91B
FPX
First Trust Us Equity Opportun

ETFs
-597
- 3.08%
$141.57 - $166.21 $84.5K - $99.2K
18.8K $3.12B
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-21.9K
- 4.3%
N/A
488K $15.2B
BX
Blackstone Inc.

Financial Services
-4.32K
- 7.89%
$152.77 - $188.68 $661K - $816K
50.5K $8.62B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-2.25K
- 1.96%
$72.65 - $78.68 $164K - $177K
113K $8.83B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-780
- 0.65%
$84.28 - $89.46 $65.7K - $69.8K
119K $10.6B
WDC
Western Digital Corp

Technology
-21
- 0.19%
$63.84 - $120.06 $1.34K - $2.52K
10.8K $1.3B
GLD
Spdr Gold Trust

ETFs
-121
- 0.89%
$300.96 - $355.47 $36.4K - $43K
13.4K $4.78B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-547
- 1.62%
$546.99 - $602.2 $299K - $329K
33.3K $20B
TSLA
Tesla, Inc.

Consumer Cyclical
-133
- 0.6%
$293.94 - $444.72 $39.1K - $59.1K
22K $9.79B
IVV
Ishares Core S&P 500 ETF

ETFs
-504
- 0.51%
$620.67 - $670.08 $313K - $338K
98K $65.6B
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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