Golden State Wealth Management, LLC Portfolio Holdings
Q3 2025•1,653 long positions•$903.5M portfolio value
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Holding1,700 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $65.6M 7.26% | -$337.3K Sold | — 98.0K shares | 98.5K → 98.0K −$337.3K | -0.51% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $53.4M 5.91% | +$1.2M Bought | — 80.2K shares | 78.5K → 80.2K +$1.2M | +2.23% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $32.6M 3.61% | +$25.7K Bought | 0.001% 128.1K shares | 128.0K → 128.1K +$25.7K | +0.08% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $26.0M 2.88% | +$282.2K Bought | — 259.5K shares | 256.6K → 259.5K +$282.2K | +1.1% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $22.8M 2.53% | +$1.7M Bought | 0.001% 122.4K shares | 113.0K → 122.4K +$1.7M | +8.25% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $20.6M 2.28% | -$1.4M Sold | — 446.4K shares | 477.6K → 446.4K −$1.4M | -6.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.0M 2.21% | -$328.4K Sold | — 33.3K shares | 33.8K → 33.3K −$328.4K | -1.62% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $19.3M 2.13% | +$694.5K Bought | 0.001% 87.8K shares | 84.6K → 87.8K +$694.5K | +3.74% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $15.9M 1.76% | +$2.4K Bought | 0.001% 65.4K shares | 65.4K → 65.4K +$2.4K | +0.02% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $15.2M 1.68% | -$683.9K Sold | — 488.4K shares | 510.4K → 488.4K −$683.9K | -4.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.7M 1.62% | +$13.0M Bought | — 128.1K shares | 14.1K → 128.1K +$13.0M | +809.25% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $14.3M 1.58% | +$504.0K Bought | 0.0% 27.5K shares | 26.6K → 27.5K +$504.0K | +3.66% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $13.5M 1.5% | +$191.7K Bought | — 198.4K shares | 195.6K → 198.4K +$191.7K | +1.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.0M 1.44% | +$16.6K Bought | — 504.4K shares | 503.8K → 504.4K +$16.6K | +0.13% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.0M 1.44% | -$2.1M Sold | — 193.4K shares | 224.5K → 193.4K −$2.1M | -13.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.6M 1.28% | +$79.3K Bought | — 305.3K shares | 303.2K → 305.3K +$79.3K | +0.69% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.6M 1.17% | -$69.4K Sold | — 119.3K shares | 120.1K → 119.3K −$69.4K | -0.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.3M 1.14% | -$360.8K Sold | — 110.2K shares | 114.1K → 110.2K −$360.8K | -3.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.1M 1.11% | +$9.8M Bought | — 83.4K shares | 2.3K → 83.4K +$9.8M | +3,495.22% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $9.8M 1.08% | -$59.1K Sold | 0.001% 22.0K shares | 22.1K → 22.0K −$59.1K | -0.6% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 0.978% | -$176.5K Sold | — 112.8K shares | 115.0K → 112.8K −$176.5K | -1.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 0.976% | +$906.0K Bought | — 263.8K shares | 236.7K → 263.8K +$906.0K | +11.45% | — — | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $8.6M 0.954% | -$738.8K Sold | 0.006% 50.5K shares | 54.8K → 50.5K −$738.8K | -7.89% | $133.37B Large Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $7.9M 0.871% | +$1.3M Bought | 0.009% 24.4K shares | 20.4K → 24.4K +$1.3M | +19.73% | $91.4B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $7.5M 0.828% | +$540.1K Bought | — 71.6K shares | 66.4K → 71.6K +$540.1K | +7.78% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.1M 0.788% | +$52.9K Bought | — 36.6K shares | 36.3K → 36.6K +$52.9K | +0.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.0M 0.779% | -$192.2K Sold | — 176.6K shares | 181.4K → 176.6K −$192.2K | -2.66% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $6.4M 0.71% | +$109.4K Bought | 0.0% 8.7K shares | 8.6K → 8.7K +$109.4K | +1.73% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $6.0M 0.659% | -$1.7M Sold | — 118.4K shares | 152.4K → 118.4K −$1.7M | -22.34% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $5.8M 0.641% | +$4.3K Bought | — 26.8K shares | 26.8K → 26.8K +$4.3K | +0.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 0.637% | -$133.7K Sold | — 91.4K shares | 93.5K → 91.4K −$133.7K | -2.27% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $5.6M 0.62% | +$103.3K Bought | 0.0% 17.0K shares | 16.7K → 17.0K +$103.3K | +1.88% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 0.597% | -$106.8K Sold | — 109.3K shares | 111.5K → 109.3K −$106.8K | -1.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 0.586% | +$361.7K Bought | — 75.7K shares | 70.5K → 75.7K +$361.7K | +7.33% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $4.8M 0.529% | -$43.0K Sold | — 13.4K shares | 13.6K → 13.4K −$43.0K | -0.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 0.519% | +$838.8K Bought | — 38.8K shares | 31.8K → 38.8K +$838.8K | +21.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.6M 0.511% | +$121.6K Bought | — 83.4K shares | 81.3K → 83.4K +$121.6K | +2.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 0.499% | -$140.6K Sold | — 44.8K shares | 46.2K → 44.8K −$140.6K | -3.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.4M 0.484% | -$380.9K Sold | — 21.5K shares | 23.4K → 21.5K −$380.9K | -8.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 0.473% | +$1.6M Bought | — 7.0K shares | 4.3K → 7.0K +$1.6M | +60.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.2M 0.462% | -$181.3K Sold | — 109.5K shares | 114.3K → 109.5K −$181.3K | -4.16% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.1M 0.456% | +$690.9K Bought | — 163.7K shares | 136.3K → 163.7K +$690.9K | +20.12% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $4.1M 0.448% | +$60.6K Bought | 0.0% 12.8K shares | 12.7K → 12.8K +$60.6K | +1.52% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $4.0M 0.441% | -$155.2K Sold | — 24.2K shares | 25.2K → 24.2K −$155.2K | -3.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.9M 0.433% | -$18.7K Sold | — 28.3K shares | 28.4K → 28.3K −$18.7K | -0.48% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 0.425% | +$9.0K Bought | — 24.7K shares | 24.6K → 24.7K +$9.0K | +0.24% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 0.415% | -$673.8K Sold | — 65.2K shares | 76.9K → 65.2K −$673.8K | -15.24% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $3.7M 0.406% | — | 0.001% 20.1K shares | — | — | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 0.401% | +$984.9K Bought | — 13.2K shares | 9.6K → 13.2K +$984.9K | +37.35% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $3.4M 0.381% | -$119.0K Sold | — 60.2K shares | 62.3K → 60.2K −$119.0K | -3.34% | — — | Q4 2024 Held for 11 months |
