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
STLG
Ishares Factors Us Growth Styl

ETFs
2.71K
New
N/A
2.71K $152M
IDV
Ishares Tr

ETFs
5.39K
New
$27.03 - $29.92 $146K - $161K
5.39K $148M
URI
United Rentals, Inc.

Industrials
209
New
$704.44 - $880.32 $147K - $184K
209 $147M
CLF
Cleveland Cliffs Inc.

Basic Materials
15.6K
New
$9.24 - $13.94 $144K - $217K
15.6K $147M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
5.78K
New
$25.25 - $26.34 $146K - $152K
5.78K $146M
Ge Healthcare
1.87K
New
N/A
1.87K $146M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
3.12K
New
$41.58 - $49.65 $130K - $155K
3.12K $144M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
572
New
$225.16 - $265.16 $129K - $152K
572 $142M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.53K
New
$91.29 - $91.8 $140K - $140K
1.53K $140M
Lam Research
1.9K
New
N/A
1.9K $137M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.23K
New
$60.13 - $67.31 $134K - $150K
2.23K $135M
Ge Vernova
405
New
N/A
405 $133M
SMB
Vaneck Short Muni ETF

ETFs
7.78K
New
$17.07 - $17.26 $133K - $134K
7.78K $133M
URA
Global X Uranium ETF

ETFs
4.94K
New
$26.78 - $33.46 $132K - $165K
4.94K $132M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
2.34K
New
$54.29 - $59.49 $127K - $139K
2.34K $129M
HSY
Hershey CO

Consumer Defensive
757
New
$168.67 - $193.65 $128K - $147K
757 $128M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.03K
New
N/A
2.03K $128M
Canadian Pacific
1.76K
New
N/A
1.76K $128M
ADP
Automatic Data Processing Inc

Industrials
436
New
$280.08 - $307.97 $122K - $134K
436 $128M
SPTS
Spdr Portfolio Short Term Trea

ETFs
4.38K
New
$28.88 - $29.33 $126K - $128K
4.38K $127M
XEL
Xcel Energy Inc

Utilities
1.87K
New
$62.16 - $72.92 $116K - $136K
1.87K $126M
UBS
Ubs Group Ag

Financial Services
4.07K
New
$29.78 - $33.08 $121K - $135K
4.07K $123M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
527
New
$173.13 - $258.09 $91.2K - $136K
527 $122M
PGR
Progressive Corp

Financial Services
496
New
$239.6 - $268.88 $119K - $133K
496 $119M
EPD
Enterprise Products Partners L.P.

Energy
3.79K
New
$28.66 - $34.43 $109K - $131K
3.79K $119M
BFZ
Blackrock California Municipal Income Trust

Financial Services
10.6K
New
$11.17 - $12.2 $118K - $129K
10.6K $118M
NFE
New Fortress Energy Inc.

Utilities
7.8K
New
$8.0 - $15.12 $62.4K - $118K
7.8K $118M
PH
Parker Hannifin Corp

Industrials
182
New
$621.74 - $709.46 $113K - $129K
182 $116M
CORP
Pimco Investment Grade Corp Bd

ETFs
1.21K
New
$95.1 - $99.41 $115K - $120K
1.21K $115M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
5.86K
New
$19.47 - $20.95 $114K - $123K
5.86K $114M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
2.53K
New
$42.89 - $48.05 $109K - $122K
2.53K $114M
Jp Morgan
1.81K
New
N/A
1.81K $112M
USB
Us Bancorp \De\

Financial Services
2.35K
New
$43.98 - $53.66 $103K - $126K
2.35K $112M
APH
Amphenol Corp

Technology
1.6K
New
$62.07 - $75.35 $99.6K - $121K
1.6K $111M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
9.45K
New
$9.95 - $12.23 $94.1K - $116K
9.45K $111M
BSX
Boston Scientific Corp

Healthcare
1.22K
New
$83.62 - $91.5 $102K - $112K
1.22K $109M
Wells Fargo
91
New
N/A
91 $109M
Aligos Therapeutics
2.67K
New
N/A
2.67K $107M
IDX
Vaneck ETF Tr Indonesia Index

ETFs
7.15K
New
$14.79 - $18.26 $106K - $131K
7.15K $106M
FSZ
First Trust Switzerland Alphad

ETFs
1.68K
New
$62.53 - $70.26 $105K - $118K
1.68K $105M
COF
Capital One Financial Corp

Financial Services
590
New
$145.19 - $192.01 $85.7K - $113K
590 $105M
IFRA
Ishares Tr

ETFs
2.27K
New
$45.94 - $51.71 $104K - $117K
2.27K $105M
XLU
Utilities Sector Spdr

ETFs
1.37K
New
$74.89 - $82.93 $103K - $114K
1.37K $104M
FSIG
First Tr ETF Iv LTD Duration I
5.48K
New
$18.8 - $19.23 $103K - $105K
5.48K $103M
OXY
Occidental Petroleum Corp

Energy
2.08K
New
$45.36 - $55.91 $94.3K - $116K
2.08K $103M
Victory Victoryshares
3K
New
N/A
3K $102M
HOOD
Robinhood Markets, Inc.

Technology
2.72K
New
$22.33 - $43.2 $60.8K - $118K
2.72K $101M
IP
International Paper CO

Consumer Cyclical
1.88K
New
$46.64 - $59.57 $87.8K - $112K
1.88K $101M
VRIG
Invesco Actively Managed ETF F

ETFs
3.98K
New
$25.06 - $25.2 $99.8K - $100K
3.98K $100M
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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