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
NUEM
Nuveen Esg Emerging Markets Eq

ETFs
-4
- 0.27%
$33.05 - $35.83 $132 - $143
1.49K $53.3M
GM
General Motors CO

Consumer Cyclical
-36
- 7.16%
$48.89 - $61.24 $1.76K - $2.2K
467 $28.5M
TFC
Truist Financial Corp

Financial Services
-40
- 1.89%
$42.83 - $47.07 $1.71K - $1.88K
2.08K $95M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-61
- 1.81%
$42.39 - $44.63 $2.59K - $2.72K
3.31K $148M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
-7
- 0.13%
$32.29 - $34.3 $226 - $240
5.33K $181M
HEEM
Ishares Currency Hedged Msci E

ETFs
-561
- 8.48%
$29.85 - $33.65 $16.7K - $18.9K
6.06K $204M
FAB
First Tr Multi Cap Value Alpha

ETFs
-12
- 1.2%
$81.15 - $88.6 $974 - $1.06K
985 $86M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-239
- 5.73%
$236.25 - $257.69 $56.5K - $61.6K
3.93K $1.01B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-317
- 6.45%
$135.0 - $146.02 $42.8K - $46.3K
4.6K $669M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
-1.87K
- 4.44%
$29.19 - $31.2 $54.7K - $58.5K
40.4K $1.25B
VZ
Verizon Communications Inc

Communication Services
-236
- 0.91%
$40.84 - $45.06 $9.64K - $10.6K
25.8K $1.14B
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
-763
- 8.39%
$55.01 - $62.78 $42K - $47.9K
8.33K $513M
DVY
Ishares Tr

ETFs
-46
- 2.94%
$133.88 - $142.57 $6.16K - $6.56K
1.52K $216M
CLNE
Clean Energy Fuels Corp.

Energy
-4.06K
- 13.54%
$1.97 - $2.83 $8K - $11.5K
25.9K $66.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-343
- 3.35%
$87.29 - $93.61 $29.9K - $32.1K
9.89K $923M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-19
- 1.63%
$10.78 - $19.82 $205 - $377
1.14K $22.3M
MPC
Marathon Petroleum Corp

Energy
-37
- 6.01%
$158.59 - $198.69 $5.87K - $7.35K
579 $112M
FV
First Trust Dorsey Wright Focu

ETFs
-1.61K
- 3.92%
$59.23 - $62.14 $95.2K - $99.9K
39.4K $2.44B
LVS
Las Vegas Sands Corp

Consumer Cyclical
-100
- 6.48%
$47.38 - $57.71 $4.74K - $5.77K
1.44K $77.7M
WFC
Wells Fargo & Company

Financial Services
-95
- 1.9%
$77.05 - $85.16 $7.32K - $8.09K
4.9K $411M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2
- 0.07%
$74.68 - $80.26 $149 - $161
2.83K $227M
PEP
Pepsico Inc

Consumer Defensive
-125
- 3.56%
$133.81 - $152.16 $16.7K - $19K
3.38K $475M
VOE
Vanguard Mid Cap Value Index F

ETFs
-30
- 1.77%
$164.63 - $174.58 $4.94K - $5.24K
1.67K $291M
O
Realty Income Corp

Real Estate
-160
- 2.31%
$56.13 - $60.79 $8.98K - $9.73K
6.77K $412M
XLV
Select Sector Spdr Fund Health

ETFs
-142
- 1.91%
$129.01 - $139.72 $18.3K - $19.8K
7.3K $1.02B
HTRB
Hartford Fds Total Return Bd E

ETFs
-172
- 0.38%
$33.47 - $34.58 $5.76K - $5.95K
45.2K $1.55B
SO
Southern CO

Utilities
-149
- 1.58%
$90.83 - $96.0 $13.5K - $14.3K
9.3K $881M
VGT
Vanguard Information Technolog

ETFs
-2
- 1.11%
$656.44 - $753.15 $1.31K - $1.51K
178 $134M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-37
- 1.4%
$181.56 - $190.33 $6.72K - $7.04K
2.61K $496M
AAON
Aaon, Inc.

Industrials
-100
- 8.0%
$72.08 - $94.26 $7.21K - $9.43K
1.15K $107M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-3
- 0.1%
$68.95 - $75.02 $207 - $225
2.93K $219M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-19
- 0.22%
$50.02 - $53.28 $950 - $1.01K
8.66K $453M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-15
- 0.42%
$67.21 - $72.65 $1.01K - $1.09K
3.57K $259M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
-62
- 1.47%
$16.03 - $22.49 $994 - $1.39K
4.15K $90.2M
DUK
Duke Energy Corp

Utilities
-41
- 0.89%
$116.31 - $125.93 $4.77K - $5.16K
4.56K $564M
NEE
Nextera Energy Inc

Utilities
-304
- 4.13%
$69.77 - $77.54 $21.2K - $23.6K
7.05K $532M
DGRO
Ishares Core Dividend Growth E

ETFs
-218
- 2.34%
$64.12 - $68.08 $14K - $14.8K
9.08K $618M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-427
- 0.83%
$49.32 - $50.93 $21.1K - $21.7K
51.3K $2.6B
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-26
- 4.79%
$256.21 - $323.54 $6.66K - $8.41K
517 $165M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-115
- 0.39%
$92.18 - $95.14 $10.6K - $10.9K
29.5K $2.81B
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-40
- 0.51%
$50.79 - $54.95 $2.03K - $2.2K
7.74K $424M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-14
- 0.25%
$92.97 - $100.18 $1.3K - $1.4K
5.48K $545M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-107
- 0.85%
$36.04 - $38.78 $3.86K - $4.15K
12.5K $484M
American Healthcare
-543
- 5.25%
N/A
9.8K $412M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.78K
- 3.83%
$62.09 - $66.51 $111K - $118K
44.8K $2.92B
SOXX
Ishares Semiconductor ETF

ETFs
-19
- 1.55%
$236.93 - $271.12 $4.5K - $5.15K
1.21K $328M
APP
App Lovin Corp

Technology
-10
- 8.33%
$335.1 - $718.54 $3.35K - $7.19K
110 $79M
INTC
Intel Corp

Technology
-520
- 10.32%
$19.31 - $35.5 $10K - $18.5K
4.52K $152M
VRT
Vertiv Holdings CO

Industrials
-610
- 10.46%
N/A
5.22K $788M
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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