Golden State Wealth Management, LLC Sells in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
RACE
Ferrari N.V.

Consumer Cyclical
-2.82K
- 99.29%
$422.83 - $490.34 $1.19M - $1.38M
20 $8.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.61K
- 98.05%
$285.5 - $335.62 $460K - $541K
32 $9.28M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-18.9K
- 98.91%
$50.67 - $50.9 $957K - $961K
209 $10.6M
WDFC
Wd 40 CO

Basic Materials
-1.5K
- 96.96%
$242.06 - $290.11 $363K - $435K
47 $11.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-8.62K
- 97.18%
$48.48 - $49.47 $418K - $426K
250 $12.2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-8.34K
- 96.72%
$43.02 - $47.32 $359K - $394K
283 $12.2M
MSCI
Msci Inc.

Financial Services
-688
- 96.9%
$569.09 - $635.99 $392K - $438K
22 $13.2M
MKC
Mccormick & CO Inc

Consumer Defensive
-3.99K
- 95.75%
$73.97 - $84.09 $295K - $335K
177 $13.5M
EEM
Ishares Msci Emerging Markets

ETFs
-9.74K
- 96.51%
$41.82 - $47.36 $407K - $461K
352 $14.7M
ROKU
Roku, Inc

Communication Services
-2.5K
- 92.68%
$64.08 - $84.12 $160K - $210K
197 $14.6M
IXUS
Ishares Tr

ETFs
-13.8K
- 98.1%
$65.95 - $72.56 $907K - $998K
266 $17.6M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-4.28K
- 95.53%
$79.6 - $95.17 $340K - $407K
200 $17.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-367
- 93.38%
$701.85 - $1046.91 $258K - $384K
26 $18.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-17K
- 99.36%
$198.04 - $221.51 $3.36M - $3.76M
109 $22.9M
MSI
Motorola Solutions, Inc.

Technology
-1.88K
- 97.36%
$449.08 - $504.6 $846K - $951K
51 $23.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.36K
- 92.54%
$125.36 - $147.37 $296K - $347K
190 $25M
GM
General Motors CO

Consumer Cyclical
-4.17K
- 89.96%
$44.82 - $60.2 $187K - $251K
465 $24.8M
GGG
Graco Inc

Industrials
-6.81K
- 95.77%
$81.45 - $92.29 $554K - $628K
301 $25.4M
GRMN
Garmin LTD

Technology
-3.54K
- 96.59%
$161.91 - $220.77 $574K - $782K
125 $25.8M
ITB
Ishares Tr

ETFs
-9.97K
- 97.38%
$103.31 - $129.34 $1.03M - $1.29M
268 $27.8M
SWKS
Skyworks Solutions, Inc.

Technology
-1.01K
- 76.43%
$83.18 - $99.15 $83.6K - $99.6K
310 $27.5M
PZC
Pimco California Municipal Income Fund Iii

Financial Services
-64.4K
- 93.94%
$6.75 - $7.62 $435K - $491K
4.16K $28.6M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-32.7K
- 99.18%
$114.77 - $127.28 $3.75M - $4.16M
271 $31.4M
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.08K
- 83.91%
$62.74 - $97.24 $130K - $202K
398 $29.9M
DHR
Danaher Corp

Healthcare
-3.37K
- 96.17%
$226.16 - $274.52 $761K - $924K
134 $30.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.95K
- 95.45%
$71.75 - $75.11 $714K - $747K
474 $34.1M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.52K
- 80.6%
$33.39 - $37.66 $151K - $170K
1.09K $36.3M
ROLL
Rbc Bearings Inc

Industrials
-4.19K
- 97.06%
N/A
127 $38M
BIIB
Biogen Inc.

Healthcare
-471
- 63.99%
$146.47 - $191.55 $69K - $90.2K
265 $40.5M
FTGC
First Trust Global Tactical CO

ETFs
-11.1K
- 86.02%
$23.23 - $24.25 $257K - $268K
1.8K $43.1M
CFB
Crossfirst Bankshares, Inc.

Financial Services
-10.5K
- 77.78%
$15.15 - $17.96 $159K - $189K
3K $45.5M
DOV
Dover Corp

Industrials
-1.23K
- 83.32%
$184.72 - $206.51 $227K - $254K
246 $46.1M
BNDX
Vanguard Total International B

ETFs
-3.06K
- 76.28%
$48.91 - $50.61 $150K - $155K
952 $46.7M
ITA
Ishares Tr

ETFs
-14.6K
- 97.73%
$144.31 - $157.31 $2.1M - $2.29M
338 $49.1M
F
Ford Motor CO

Consumer Cyclical
-24.3K
- 82.92%
$9.69 - $11.4 $235K - $277K
5.01K $49.6M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.46K
- 84.47%
$114.08 - $125.68 $281K - $310K
453 $51.9M
AMT
American Tower Corp

Real Estate
-2.65K
- 89.81%
$179.4 - $232.01 $475K - $614K
300 $55.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.39K
- 66.19%
$82.28 - $117.52 $115K - $164K
712 $60.4M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-8.14K
- 67.15%
$15.17 - $15.89 $123K - $129K
3.98K $61.7M
LUV
Southwest Airlines CO

Industrials
-3.29K
- 63.31%
$28.99 - $34.84 $95.5K - $115K
1.91K $64.2M
MELI
Mercadolibre Inc

Consumer Cyclical
-271
- 87.7%
$1666.0 - $2117.3 $451K - $574K
38 $64.6M
ASML
Asml Holding Nv

Technology
-1.7K
- 94.65%
$658.43 - $872.27 $1.12M - $1.48M
96 $66.6M
BP
Bp PLC

Energy
-9.1K
- 79.85%
$28.16 - $33.14 $256K - $302K
2.3K $67.9M
QRVO
Qorvo, Inc.

Technology
-1.35K
- 57.59%
$65.6 - $104.58 $88.6K - $141K
994 $69.5M
GILD
Gilead Sciences, Inc.

Healthcare
-2.71K
- 78.22%
$83.95 - $97.9 $227K - $265K
754 $69.7M
TDG
Trans Digm Group Inc

Industrials
-1.8K
- 96.93%
$1239.0 - $1442.53 $2.23M - $2.6M
57 $73M
CPRT
Copart Inc

Consumer Cyclical
-8K
- 86.25%
$51.36 - $63.8 $411K - $511K
1.28K $73.2M
INTC
Intel Corp

Technology
-1.13K
- 23.76%
$19.07 - $26.23 $21.6K - $29.7K
3.63K $72.8M
FICO
Fair Isaac Corp

Technology
-561
- 93.81%
$1911.01 - $2382.4 $1.07M - $1.34M
37 $73.7M
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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