Golden State Wealth Management, LLC Purchases in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRP
Tc Energy Corp

Energy
334
New
$44.03 - $50.23 $14.7K - $16.8K
334 $15.5M
BDX
Becton Dickinson & CO

Healthcare
68
New
$220.02 - $243.75 $15K - $16.6K
68 $15.4M
CHWY
Chewy, Inc.

Consumer Cyclical
460
New
$26.51 - $35.87 $12.2K - $16.5K
460 $15.4M
SOFI
So Fi Technologies, Inc.

Financial Services
1K
New
$7.63 - $16.88 $7.63K - $16.9K
1K $15.4M
SKOR
Flexshares Tr Credit Scored Us

ETFs
321
New
$47.6 - $49.05 $15.3K - $15.7K
321 $15.3M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
282
New
$54.2 - $60.92 $15.3K - $17.2K
282 $15.3M
DG
Dollar General Corp

Consumer Defensive
201
New
$73.27 - $84.47 $14.7K - $17K
201 $15.2M
D
Dominion Energy, Inc

Utilities
282
New
$52.63 - $60.92 $14.8K - $17.2K
282 $15.2M
HWM
Howmet Aerospace Inc.

Industrials
139
New
$99.72 - $120.09 $13.9K - $16.7K
139 $15.2M
FNDA
Schwab Fundamental U S Small C

ETFs
510
New
$29.26 - $59.11 $14.9K - $30.1K
510 $15.1M
TDOC
Teladoc Health, Inc.

Healthcare
1.65K
New
$8.57 - $12.02 $14.1K - $19.8K
1.65K $15M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
408
New
$35.31 - $38.83 $14.4K - $15.8K
408 $14.9M
SPSB
Spdr Portfolio Short Term Corp

ETFs
498
New
$29.77 - $30.19 $14.8K - $15K
498 $14.9M
IR
Ingersoll Rand Inc.

Industrials
164
New
$90.46 - $105.35 $14.8K - $17.3K
164 $14.8M
ABC
Amerisourcebergen Corp

Healthcare
66
New
N/A
66 $14.8M
Nuveen Global
1.15K
New
N/A
1.15K $14.8M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
285
New
$51.58 - $52.91 $14.7K - $15.1K
285 $14.8M
ALC
Alcon Inc

Healthcare
173
New
$83.87 - $99.15 $14.5K - $17.2K
173 $14.7M
CF
Cf Industries Holdings, Inc.

Basic Materials
172
New
$81.39 - $94.14 $14K - $16.2K
172 $14.7M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
310
New
$46.69 - $49.2 $14.5K - $15.3K
310 $14.5M
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
307
New
$46.92 - $51.34 $14.4K - $15.8K
307 $14.5M
SRPT
Sarepta Therapeutics, Inc.

Healthcare
119
New
$104.54 - $137.94 $12.4K - $16.4K
119 $14.5M
VDC
Vanguard Consumer Staples ETF

ETFs
67
New
$210.96 - $223.62 $14.1K - $15K
67 $14.3M
DTE
Dte Energy CO

Utilities
118
New
$117.04 - $129.77 $13.8K - $15.3K
118 $14.3M
ES
Eversource Energy

Utilities
248
New
$55.9 - $67.73 $13.9K - $16.8K
248 $14.3M
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
114
New
$109.13 - $130.93 $12.4K - $14.9K
114 $14.2M
PPL
Ppl Corp

Utilities
437
New
$31.47 - $35.0 $13.8K - $15.3K
437 $14.2M
AFL
Aflac Inc

Financial Services
137
New
$100.37 - $115.27 $13.8K - $15.8K
137 $14.2M
IAT
Ishares Tr

ETFs
280
New
$46.07 - $56.9 $12.9K - $15.9K
280 $14.1M
MSB
Mesabi Trust

Basic Materials
500
New
$22.78 - $29.35 $11.4K - $14.7K
500 $14.1M
MANU
Manchester United PLC

Communication Services
800
New
$15.64 - $18.22 $12.5K - $14.6K
800 $13.9M
Spdr Index
243
New
N/A
243 $13.9M
IYC
Ishares U.S. Consumer Discreti

ETFs
143
New
$85.96 - $101.28 $12.3K - $14.5K
143 $13.7M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
463
New
$29.53 - $32.06 $13.7K - $14.8K
463 $13.7M
CDW
Cdw Corp

Technology
78
New
$171.49 - $225.64 $13.4K - $17.6K
78 $13.6M
DRIV
Global X Fds Global X Autonomo

ETFs
591
New
$22.45 - $24.22 $13.3K - $14.3K
591 $13.6M
Labcorp Holdings
59
New
N/A
59 $13.5M
FNV
Franco Nevada Corp

Basic Materials
115
New
$113.26 - $137.22 $13K - $15.8K
115 $13.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
364
New
$36.54 - $37.53 $13.3K - $13.7K
364 $13.4M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
608
New
$22.02 - $46.16 $13.4K - $28.1K
608 $13.4M
SMMT
Summit Therapeutics Inc.

Healthcare
751
New
$17.52 - $23.46 $13.2K - $17.6K
751 $13.4M
AMN
Amn Healthcare Services Inc

Healthcare
560
New
$22.94 - $42.42 $12.8K - $23.8K
560 $13.4M
RELX
Relx PLC

Communication Services
294
New
$44.45 - $48.63 $13.1K - $14.3K
294 $13.4M
PAYC
Paycom Software, Inc.

Technology
65
New
$159.94 - $240.25 $10.4K - $15.6K
65 $13.3M
FL
Foot Locker, Inc.

Consumer Cyclical
607
New
$21.17 - $25.31 $12.9K - $15.4K
607 $13.2M
PFIG
Invesco ETF Tr Ii Fundamental

ETFs
562
New
$23.43 - $24.2 $13.2K - $13.6K
562 $13.2M
PCG
Pg&E Corp

Utilities
653
New
$19.2 - $21.63 $12.5K - $14.1K
653 $13.2M
RUN
Sunrun Inc.

Technology
1.42K
New
$9.13 - $17.5 $13K - $24.9K
1.42K $13.1M
BAH
Booz Allen Hamilton Holding Corp

Industrials
102
New
$128.36 - $186.0 $13.1K - $19K
102 $13.1M
Activity Summary
Buys All Purchases 1303 New Holdings 1205 Increased Positions 98 Sells All Sells 239 Reductions 208 Sold out 31 Options Calls 0 Puts 0
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