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
JMEE
J P Morgan Exchange Traded Fd

ETFs
1.22K
New
$60.1 - $66.4 $73.3K - $80.9K
1.22K $73.7M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
7.51K
New
$9.64 - $10.11 $72.4K - $76K
7.51K $73.7M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
695
New
$101.77 - $113.02 $70.7K - $78.5K
695 $73.5M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
1.46K
New
$50.23 - $50.47 $73.1K - $73.4K
1.46K $73.1M
DKNG
Draft Kings Inc.

Consumer Cyclical
1.96K
New
$35.32 - $44.84 $69.4K - $88.1K
1.96K $73.1M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
2.84K
New
$19.44 - $28.35 $55.2K - $80.5K
2.84K $73M
Viking Holdings
1.65K
New
N/A
1.65K $72.7M
WTW
Willis Towers Watson PLC

Financial Services
230
New
$287.99 - $332.53 $66.2K - $76.5K
230 $72M
EXPE
Expedia Group, Inc.

Consumer Cyclical
386
New
$146.47 - $191.01 $56.5K - $73.7K
386 $71.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
373
New
$178.39 - $215.0 $66.5K - $80.2K
373 $71.9M
OMFL
Invesco Exchange Traded Self I

ETFs
1.32K
New
$52.49 - $56.58 $69.3K - $74.7K
1.32K $71.6M
PULS
Pgim ETF Tr

ETFs
1.43K
New
$49.51 - $49.79 $70.7K - $71.1K
1.43K $70.8M
FXI
Ishares Tr

ETFs
2.33K
New
$29.52 - $36.69 $68.6K - $85.3K
2.33K $70.8M
SNPS
Synopsys Inc

Technology
145
New
$485.36 - $588.0 $70.4K - $85.3K
145 $70.4M
NDAQ
Nasdaq, Inc.

Financial Services
909
New
$70.87 - $83.05 $64.4K - $75.5K
909 $70.3M
IQSI
Indexiq ETF Tr Iq Candriam Esg

ETFs
2.44K
New
$28.46 - $31.15 $69.3K - $75.9K
2.44K $69.5M
HUBB
Hubbell Inc

Industrials
165
New
$418.89 - $472.12 $69.1K - $77.9K
165 $69.1M
NVS
Novartis Ag

Healthcare
710
New
$96.78 - $117.18 $68.7K - $83.2K
710 $69.1M
SPOT
Spotify Technology S.A.

Communication Services
154
New
$362.95 - $502.38 $55.9K - $77.4K
154 $68.9M
SHEL
Shell PLC

Energy
1.1K
New
$60.63 - $70.23 $66.5K - $77K
1.1K $68.8M
FTA
First Tr Large Cap Value

ETFs
898
New
$75.21 - $83.49 $67.5K - $75K
898 $68.7M
RH
Rh

Consumer Cyclical
173
New
$311.9 - $446.04 $54K - $77.2K
173 $68.1M
TM
Toyota Motor Corp

Consumer Cyclical
349
New
$169.2 - $199.52 $59.1K - $69.6K
349 $67.9M
BYD
Boyd Gaming Corp

Consumer Cyclical
925
New
$62.5 - $75.64 $57.8K - $70K
925 $67.2M
CPB
Campbell Soup CO

Consumer Defensive
1.6K
New
$41.42 - $48.71 $66.3K - $77.9K
1.6K $67M
CGMU
Capital Group Core Plus Income
2.47K
New
N/A
2.47K $66.4M
PSTG
Pure Storage, Inc.

Technology
1.08K
New
$48.19 - $66.6 $52K - $71.9K
1.08K $66.3M
JIG
J P Morgan Exchange Traded Fd

ETFs
1.05K
New
$62.5 - $67.55 $65.8K - $71.1K
1.05K $65.8M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
1.05K
New
$61.21 - $68.19 $64.3K - $71.6K
1.05K $65.6M
WABC
Westamerica Bancorporation

Financial Services
1.25K
New
$47.14 - $58.54 $58.7K - $72.9K
1.25K $65.3M
HYLS
First Tr Tactical High Yield L

ETFs
1.58K
New
$41.29 - $42.03 $65.1K - $66.2K
1.58K $65.1M
DWAC
Digital World Acquisition Corp.

Financial Services
1.9K
New
N/A
1.9K $64.7M
JCI
Johnson Controls International PLC

Industrials
808
New
$74.23 - $86.6 $60K - $70K
808 $63.8M
Fidelity Wise
779
New
N/A
779 $63.6M
TXT
Textron Inc

Industrials
822
New
$75.82 - $90.32 $62.3K - $74.2K
822 $62.9M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.25K
New
$50.14 - $52.56 $62.6K - $65.6K
1.25K $62.8M
CLNE
Clean Energy Fuels Corp.

Energy
25K
New
$2.49 - $3.26 $62.3K - $81.5K
25K $62.8M
DOW
Dow Inc.

Basic Materials
1.56K
New
$39.1 - $55.34 $61.1K - $86.4K
1.56K $62.7M
CARR
Carrier Global Corp

Industrials
915
New
$66.69 - $82.65 $61K - $75.6K
915 $62.5M
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.1K
New
$56.08 - $68.53 $61.7K - $75.4K
1.1K $61.9M
SCHW
Schwab Charles Corp

Financial Services
834
New
$63.31 - $82.85 $52.8K - $69.1K
834 $61.7M
DLR
Digital Realty Trust, Inc.

Real Estate
347
New
$156.46 - $195.69 $54.3K - $67.9K
347 $61.6M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
5K
New
$11.91 - $14.14 $59.6K - $70.7K
5K $61.2M
PBF
Pbf Energy Inc.

Energy
2.3K
New
$25.15 - $33.71 $57.8K - $77.5K
2.3K $61.1M
ADI
Analog Devices Inc

Technology
287
New
$206.35 - $236.48 $59.2K - $67.9K
287 $61M
GD
General Dynamics Corp

Industrials
228
New
$260.28 - $314.03 $59.3K - $71.6K
228 $60.1M
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
4.15K
New
$11.14 - $20.2 $46.2K - $83.8K
4.15K $59.6M
EQR
Equity Residential

Real Estate
828
New
$69.12 - $77.48 $57.2K - $64.2K
828 $59.4M
CAL
Caleres Inc

Consumer Cyclical
2.55K
New
$22.45 - $33.92 $57.2K - $86.5K
2.55K $59M
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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