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
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.22K
+ 48.62%
$107.41 - $115.71 $239K - $257K
6.79K $749M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
9.79K
New
$72.16 - $78.82 $706K - $772K
9.79K $737M
FDL
First Tr Morningstar Dividend

ETFs
18.2K
New
$39.59 - $43.95 $721K - $800K
18.2K $733M
LLY
Eli Lilly & CO

Healthcare
934
New
$727.2 - $932.06 $679K - $871K
934 $722M
AMAT
Applied Materials Inc

Technology
4.3K
New
$161.44 - $213.89 $694K - $920K
4.3K $700M
RWL
Invesco Exchange Traded Fd Tr

ETFs
7.14K
New
$97.11 - $104.1 $693K - $743K
7.14K $699M
FTHI
First Trust Exchange Traded Fd

ETFs
29.9K
New
$22.89 - $24.02 $685K - $719K
29.9K $696M
MRK
Merck & Co., Inc.

Healthcare
1.71K
+ 32.65%
$96.31 - $114.76 $165K - $197K
6.96K $692M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
13.7K
New
$49.74 - $50.43 $683K - $693K
13.7K $685M
LVHI
Franklin International Low Vol

ETFs
22.1K
New
$29.98 - $31.57 $662K - $697K
22.1K $674M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.11K
+ 69.35%
$124.26 - $134.12 $263K - $283K
5.16K $664M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.4K
+ 169.97%
$26.63 - $30.23 $411K - $466K
24.5K $652M
BOND
Pimco Active Bond Exchange Tra

ETFs
7.13K
New
$90.42 - $94.5 $645K - $674K
7.13K $645M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18.6K
New
$33.92 - $36.6 $631K - $680K
18.6K $643M
SO
Southern CO

Utilities
7.71K
New
$81.5 - $94.15 $629K - $726K
7.71K $635M
DGRO
Ishares Core Dividend Growth E

ETFs
4.99K
+ 94.83%
$60.73 - $64.94 $303K - $324K
10.3K $629M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.1K
New
$53.94 - $58.15 $600K - $647K
11.1K $627M
JNJ
Johnson & Johnson

Healthcare
978
+ 30.33%
$143.34 - $165.86 $140K - $162K
4.2K $608M
YLDE
Legg Mason ETF Invt Tr

ETFs
11.8K
New
$49.88 - $53.45 $587K - $629K
11.8K $598M
KKR
Kkr & Co. Inc.

Financial Services
4.02K
New
$129.87 - $162.87 $521K - $654K
4.02K $594M
PEG
Public Service Enterprise Group Inc

Utilities
241
+ 3.63%
$81.87 - $94.51 $19.7K - $22.8K
6.88K $581M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.49K
New
$126.68 - $134.74 $568K - $604K
4.49K $572M
LOW
Lowes Companies Inc

Consumer Cyclical
753
+ 48.67%
$244.52 - $284.07 $184K - $214K
2.3K $568M
DSL
Double Line Income Solutions Fund

Financial Services
12.3K
+ 37.9%
$12.32 - $13.0 $152K - $160K
44.9K $565M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.63K
New
$98.47 - $109.35 $554K - $616K
5.63K $555M
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
13K
New
$42.35 - $47.59 $552K - $621K
13K $552M
AVIG
American Centy ETF Tr Avantis

ETFs
13.6K
New
$40.48 - $42.48 $549K - $576K
13.6K $551M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
10.9K
New
N/A
10.9K $543M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.51K
+ 165.41%
$51.54 - $52.55 $336K - $342K
10.5K $540M
SBLK
Star Bulk Carriers Corp.

Industrials
25.1K
+ 240.07%
$14.7 - $23.59 $368K - $591K
35.5K $531M
VAW
Vanguard Materials ETF

ETFs
2.81K
New
$186.91 - $215.32 $525K - $605K
2.81K $528M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.11K
+ 53.53%
$87.1 - $98.49 $184K - $208K
6.05K $529M
XSMO
Invesco S&P Smallcap Momentum

ETFs
7.9K
New
$65.08 - $73.72 $514K - $583K
7.9K $522M
CEG
Constellation Energy Corp

Utilities
2.33K
New
$224.28 - $285.52 $523K - $666K
2.33K $522M
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.4K
New
$40.86 - $43.42 $507K - $539K
12.4K $520M
PEP
Pepsico Inc

Consumer Defensive
1.96K
+ 137.79%
$151.29 - $176.1 $296K - $345K
3.38K $514M
OEF
Ishares S&P 100 ETF

ETFs
1.66K
New
N/A
1.66K $478M
VTWO
Vanguard Russell 2000 ETF

ETFs
362
+ 7.36%
$87.42 - $98.06 $31.6K - $35.5K
5.28K $472M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.5K
+ 135.4%
$18.41 - $40.87 $267K - $592K
25.2K $466M
RTX
Raytheon Technologies Corp

Industrials
494
+ 14.48%
$114.45 - $127.21 $56.5K - $62.8K
3.91K $452M
SOXX
Ishares Semiconductor ETF

ETFs
1.67K
+ 395.04%
$211.27 - $239.8 $353K - $401K
2.09K $451M
VRT
Vertiv Holdings CO

Industrials
3.94K
New
N/A
3.94K $448M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
6.87K
New
$64.62 - $71.43 $444K - $491K
6.87K $444M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
6.27K
New
$69.58 - $74.87 $436K - $470K
6.27K $439M
DUK
Duke Energy Corp

Utilities
4.04K
New
$105.76 - $120.76 $427K - $488K
4.04K $436M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
23.7K
New
$17.93 - $18.8 $426K - $446K
23.7K $433M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.6K
+ 406.42%
$26.93 - $84.95 $339K - $1.07M
15.7K $429M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.75K
+ 26.35%
$50.53 - $55.55 $88.2K - $97K
8.37K $427M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
5.6K
+ 173.05%
$46.53 - $49.91 $261K - $279K
8.84K $425M
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
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