Golden State Wealth Management, LLC Sells in Q3 2025

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
First Trust
-3.77K
- 11.58%
N/A
28.8K $614M
Pgim Aaa
-1.41K
- 12.9%
N/A
9.51K $490M
PM
Philip Morris International Inc.

Consumer Defensive
-96
- 3.99%
$157.77 - $183.27 $15.1K - $17.6K
2.31K $375M
AVDE
American Centy ETF Tr Avantis

ETFs
-3.14K
- 8.23%
$73.24 - $79.04 $230K - $248K
35K $2.76B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-1.61K
- 7.28%
$60.96 - $64.31 $98K - $103K
20.5K $1.3B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.12K
- 9.56%
$48.72 - $50.73 $54.4K - $56.6K
10.6K $520M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-802
- 11.86%
$71.6 - $76.11 $57.4K - $61K
5.96K $451M
ADP
Automatic Data Processing Inc

Industrials
-145
- 25.66%
$288.69 - $310.94 $41.9K - $45.1K
420 $123M
FTCS
First Trust Capital Strength E

ETFs
-3.85K
- 3.38%
$89.72 - $93.74 $346K - $361K
110K $10.3B
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-1.16K
- 9.43%
$40.49 - $40.7 $46.8K - $47.1K
11.1K $452M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-886
- 10.79%
$52.39 - $53.11 $46.4K - $47.1K
7.33K $388M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.37K
- 32.5%
$39.37 - $44.24 $54K - $60.7K
2.85K $125M
SMB
Vaneck Short Muni ETF

ETFs
-2.31K
- 30.62%
$17.24 - $17.48 $39.8K - $40.4K
5.24K $91.2M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-371
- 20.01%
$57.1 - $70.52 $21.2K - $26.2K
1.48K $88.4M
FXH
First Tr Exchange Trd Fd Healt

ETFs
-1.13K
- 7.89%
$98.56 - $110.68 $112K - $126K
13.2K $1.45B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-5.7K
- 5.82%
$33.07 - $34.84 $188K - $199K
92.2K $3.21B
PCG
Pg&E Corp

Utilities
-2.75K
- 82.6%
$13.0 - $15.73 $35.8K - $43.3K
580 $8.75M
PG
Procter & Gamble CO

Consumer Defensive
-15
- 0.25%
$150.47 - $161.22 $2.26K - $2.42K
6.04K $928M
XLP
Consumer Staples Sector Spdr

ETFs
-73
- 0.62%
N/A
11.7K $914M
OXY
Occidental Petroleum Corp

Energy
-985
- 46.22%
$42.54 - $48.1 $41.9K - $47.4K
1.15K $54.2M
Canadian Pacific
-362
- 20.99%
N/A
1.36K $102M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.29K
- 8.42%
$47.56 - $49.7 $61.3K - $64K
14K $693M
TCBK
Trico Bancshares

Financial Services
-1.2K
- 24.58%
$40.26 - $46.49 $48.5K - $56K
3.7K $164M
PANW
Palo Alto Networks Inc

Technology
-128
- 1.64%
$167.06 - $208.19 $21.4K - $26.6K
7.68K $1.56B
DSL
Double Line Income Solutions Fund

Financial Services
-2.88K
- 7.03%
$11.99 - $12.67 $34.6K - $36.5K
38.1K $468M
Knife River
-140
- 2.98%
N/A
4.55K $350M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-845
- 14.63%
$40.94 - $42.85 $34.6K - $36.2K
4.93K $208M
SBUX
Starbucks Corp

Consumer Cyclical
-51
- 1.38%
$81.9 - $96.86 $4.18K - $4.94K
3.65K $309M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-1.99K
- 75.95%
$14.33 - $15.08 $28.5K - $30K
630 $9.45M
LLY
Eli Lilly & CO

Healthcare
-15
- 1.57%
$625.65 - $812.69 $9.38K - $12.2K
943 $720M
PID
Invesco Exchange Traded Fd Tr

ETFs
-2.32K
- 7.87%
N/A
27.1K $577M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-1.37K
- 13.28%
$26.52 - $27.64 $36.2K - $37.7K
8.92K $246M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.61K
- 17.04%
$28.92 - $32.19 $46.4K - $51.7K
7.82K $250M
VAW
Vanguard Materials ETF

ETFs
-201
- 12.97%
$193.21 - $210.15 $38.8K - $42.2K
1.35K $276M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-200
- 12.1%
$65.64 - $78.22 $13.1K - $15.6K
1.45K $97.4M
PSET
Principal Exchange Traded Fund

ETFs
-1.3K
- 4.41%
$73.5 - $76.72 $95.4K - $99.6K
28.1K $2.14B
EWJ
Ishares Msci Japan ETF

ETFs
-378
- 34.18%
$71.69 - $81.49 $27.1K - $30.8K
728 $58.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
-163
- 44.05%
$118.3 - $142.16 $19.3K - $23.2K
207 $25.1M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-290
- 29.77%
$94.17 - $99.95 $27.3K - $29K
684 $68.4M
PGR
Progressive Corp

Financial Services
-56
- 11.27%
$238.61 - $264.3 $13.4K - $14.8K
441 $109M
HEFA
Ishares Currency Hedged Msci E

ETFs
-995
- 9.54%
$37.2 - $39.61 $37K - $39.4K
9.44K $374M
OKTA
Okta, Inc.

Technology
-165
- 19.23%
$88.51 - $101.1 $14.6K - $16.7K
693 $63.6M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-264
- 91.67%
$81.76 - $86.36 $21.6K - $22.8K
24 $2.04M
ETN
Eaton Corp PLC

Industrials
-176
- 6.72%
$342.99 - $392.76 $60.4K - $69.1K
2.44K $914M
Intuitive Machines
-1.8K
- 64.29%
N/A
1K $10.5M
Grayscale Bitcoin
-421
- 64.27%
N/A
234 $11.8M
CSCO
Cisco Systems, Inc.

Technology
-199
- 3.33%
$66.2 - $71.79 $13.2K - $14.3K
5.78K $395M
TDG
Trans Digm Group Inc

Industrials
-6
- 10.71%
$1271.04 - $1620.83 $7.63K - $9.72K
50 $67M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-58
- 1.87%
$60.9 - $70.75 $3.53K - $4.1K
3.04K $190M
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email