Golden State Wealth Management, LLC Reduced Holdings in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HAL
Halliburton CO

Energy
-1.22K
- 16.71%
$25.77 - $31.99 $31.4K - $38.9K
6.07K $165M
MU
Micron Technology Inc

Technology
-3.54K
- 64.23%
$84.16 - $113.41 $298K - $401K
1.97K $166M
AWK
American Water Works Company, Inc.

Utilities
-2.27K
- 63.02%
$123.83 - $146.07 $281K - $332K
1.33K $166M
OUNZ
Van Eck Merk Gold Trust

ETFs
-5.3K
- 43.47%
$24.72 - $26.9 $131K - $143K
6.9K $175M
ZTS
Zoetis Inc.

Healthcare
-111
- 9.36%
$162.24 - $194.42 $18K - $21.6K
1.08K $175M
GS
Goldman Sachs Group Inc

Financial Services
-662
- 67.69%
$486.1 - $608.57 $322K - $403K
316 $181M
ITW
Illinois Tool Works Inc

Industrials
-2.94K
- 80.32%
$253.56 - $278.5 $746K - $820K
721 $183M
GNRC
Generac Holdings Inc.

Industrials
-4.82K
- 80.06%
$154.28 - $195.11 $743K - $940K
1.2K $186M
FDT
First Trust Developed Markets

ETFs
-1.29K
- 27.17%
$53.27 - $57.72 $68.8K - $74.6K
3.46K $187M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-3.78K
- 45.07%
$40.97 - $42.66 $155K - $161K
4.61K $191M
VMC
Vulcan Materials CO

Basic Materials
-385
- 32.88%
$237.95 - $292.31 $91.6K - $113K
786 $202M
C
Citigroup Inc

Financial Services
-1.96K
- 40.43%
$61.31 - $72.5 $120K - $142K
2.89K $203M
TER
Teradyne, Inc

Technology
-266
- 14.06%
$102.58 - $133.62 $27.3K - $35.5K
1.63K $205M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-19.5K
- 90.8%
$106.56 - $113.11 $2.08M - $2.21M
1.98K $211M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-746
- 9.83%
$30.67 - $30.84 $22.9K - $23K
6.84K $210M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-598
- 14.38%
$59.25 - $72.99 $35.4K - $43.6K
3.56K $213M
VT
Vanguard Total World Stk Index

ETFs
-20.6K
- 91.82%
$117.09 - $123.07 $2.41M - $2.53M
1.83K $215M
VLUE
Ishares Msci Usa Value Factor

ETFs
-920
- 30.4%
$104.01 - $115.38 $95.7K - $106K
2.11K $222M
DVY
Ishares Tr

ETFs
-166
- 8.84%
$129.55 - $143.41 $21.5K - $23.8K
1.71K $225M
XLB
Select Sector Spdr Fd Material

ETFs
-10.8K
- 80.05%
$83.8 - $97.58 $907K - $1.06M
2.7K $227M
ADBE
Adobe Inc.

Technology
-672
- 56.66%
$437.39 - $552.96 $294K - $372K
514 $229M
MBB
Ishares Tr

ETFs
-23.3K
- 90.03%
$91.26 - $95.82 $2.13M - $2.24M
2.58K $237M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-196
- 7.48%
$99.2 - $108.47 $19.4K - $21.3K
2.42K $241M
DE
Deere & CO

Industrials
-3.39K
- 85.34%
$389.45 - $466.0 $1.32M - $1.58M
583 $247M
JSML
Janus Detroit Str Tr Henderson

ETFs
-7.88K
- 67.6%
$63.67 - $73.6 $502K - $580K
3.78K $248M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-502
- 42.94%
$370.24 - $418.94 $186K - $210K
667 $268M
CRWD
Crowd Strike Holdings, Inc.

Technology
-815
- 49.36%
$275.15 - $388.2 $224K - $316K
836 $286M
MO
Altria Group, Inc.

Consumer Defensive
-1.2K
- 17.78%
$49.06 - $57.74 $59K - $69.4K
5.56K $291M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.9K
- 65.27%
$172.07 - $207.36 $499K - $602K
1.54K $305M
NUE
Nucor Corp

Basic Materials
-37
- 1.38%
$115.78 - $167.74 $4.28K - $6.21K
2.64K $308M
CSCO
Cisco Systems, Inc.

Technology
-399
- 6.56%
$52.45 - $60.02 $20.9K - $23.9K
5.69K $337M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-27.7K
- 78.34%
$45.17 - $47.23 $1.25M - $1.31M
7.66K $347M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-8.74K
- 50.18%
$40.06 - $45.21 $350K - $395K
8.68K $353M
FDN
First Tr Fd Dow Jones

ETFs
-1.88K
- 56.08%
$210.5 - $257.24 $395K - $483K
1.47K $357M
ABBV
Abb Vie Inc.

Healthcare
-1.47K
- 42.04%
$164.99 - $203.87 $243K - $300K
2.03K $361M
ETN
Eaton Corp PLC

Industrials
-5.71K
- 83.68%
$326.96 - $377.52 $1.87M - $2.15M
1.11K $369M
ACN
Accenture PLC

Technology
-692
- 39.63%
$343.9 - $376.86 $238K - $261K
1.05K $371M
FTSD
Franklin ETF Tr Liberty Short

ETFs
-57
- 1.32%
$89.95 - $90.89 $5.13K - $5.18K
4.25K $383M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.06K
- 32.03%
$87.25 - $95.52 $180K - $197K
4.38K $387M
CMF
Ishares California Muni Bond E

ETFs
-1.23K
- 14.53%
$56.66 - $58.1 $69.8K - $71.6K
7.25K $415M
NOC
Northrop Grumman Corp

Industrials
-102
- 10.13%
$466.52 - $543.88 $47.6K - $55.5K
905 $425M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-22.5K
- 76.23%
$58.39 - $67.04 $1.31M - $1.51M
7.01K $445M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.2K
- 81.03%
$174.22 - $187.62 $1.95M - $2.1M
2.62K $459M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.25K
- 16.43%
$74.5 - $78.37 $93.3K - $98.1K
6.37K $476M
AMGN
Amgen Inc

Healthcare
-84
- 4.38%
$258.78 - $328.31 $21.7K - $27.6K
1.83K $478M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-805
- 5.26%
$32.56 - $42.89 $26.2K - $34.5K
14.5K $480M
IWM
Ishares Russell 2000 ETF

ETFs
-1.17K
- 34.5%
$216.13 - $242.4 $254K - $285K
2.23K $493M
NEE
Nextera Energy Inc

Utilities
-2.89K
- 29.45%
$69.77 - $85.43 $201K - $247K
6.92K $496M
CRM
Salesforce, Inc.

Technology
-1.74K
- 52.65%
$270.87 - $367.87 $470K - $639K
1.56K $522M
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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