Golden State Wealth Management, LLC New Holdings in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
22.1K
New
$29.98 - $31.57 $662K - $697K
22.1K $674M
IYW
Ishares Dj Us Tech ETF

ETFs
4.17K
New
$148.14 - $166.23 $618K - $694K
4.17K $666M
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
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.1K
New
$53.94 - $58.15 $600K - $647K
11.1K $627M
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
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.49K
New
$126.68 - $134.74 $568K - $604K
4.49K $572M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
5.63K
New
$98.47 - $109.35 $554K - $616K
5.63K $555M
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
VAW
Vanguard Materials ETF

ETFs
2.81K
New
$186.91 - $215.32 $525K - $605K
2.81K $528M
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
OEF
Ishares S&P 100 ETF

ETFs
1.66K
New
N/A
1.66K $478M
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
Linde PLC
1.01K
New
N/A
1.01K $425M
ARCC
Ares Capital Corp

Financial Services
19.2K
New
$20.74 - $22.27 $399K - $429K
19.2K $421M
ORCL
Oracle Corp

Technology
2.4K
New
$165.41 - $192.43 $397K - $462K
2.4K $400M
BWXT
Bwx Technologies, Inc.

Industrials
3.58K
New
$111.39 - $133.28 $398K - $476K
3.58K $398M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
7.4K
New
$52.0 - $55.66 $385K - $412K
7.4K $395M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
16.6K
New
$23.7 - $24.51 $394K - $407K
16.6K $394M
Pimco Enhanced
15.1K
New
N/A
15.1K $391M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
19.6K
New
$19.8 - $20.06 $388K - $393K
19.6K $389M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.72K
New
$49.79 - $51.14 $385K - $395K
7.72K $387M
GVA
Granite Construction Inc

Industrials
4.38K
New
$79.33 - $100.2 $347K - $438K
4.38K $384M
Knife River
3.76K
New
N/A
3.76K $382M
IVE
Ishares S&P 500 Value ETF

ETFs
1.99K
New
$189.5 - $206.17 $378K - $411K
1.99K $380M
VTC
Vanguard Scottsdale Fds Total

ETFs
4.92K
New
$75.59 - $79.31 $372K - $390K
4.92K $372M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.16K
New
$55.73 - $66.16 $343K - $407K
6.16K $371M
IBM
International Business Machines Corp

Technology
1.68K
New
$204.9 - $238.04 $345K - $400K
1.68K $370M
COP
Conocophillips

Energy
3.71K
New
$95.12 - $114.72 $353K - $426K
3.71K $368M
WFC
Wells Fargo & Company

Financial Services
5.17K
New
$54.98 - $77.35 $284K - $400K
5.17K $363M
Ishares Bitcoin
6.76K
New
N/A
6.76K $359M
CMI
Cummins Inc

Industrials
1.02K
New
$324.93 - $383.42 $331K - $390K
1.02K $355M
American Healthcare
12.4K
New
N/A
12.4K $353M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.09K
New
$81.6 - $90.89 $334K - $372K
4.09K $351M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
16.2K
New
$21.43 - $22.55 $347K - $365K
16.2K $349M
CNQ
Canadian Natural Resources LTD

Energy
11.2K
New
$29.51 - $37.6 $331K - $422K
11.2K $346M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.13K
New
$160.89 - $176.18 $342K - $375K
2.13K $344M
MS
Morgan Stanley

Financial Services
2.68K
New
$104.42 - $134.99 $280K - $362K
2.68K $337M
DELL
Dell Technologies Inc.

Technology
2.85K
New
$111.96 - $144.21 $319K - $411K
2.85K $329M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.81K
New
$174.04 - $205.27 $315K - $372K
1.81K $327M
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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