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
VGT
Vanguard Information Technolog

ETFs
-861
- 87.77%
$571.78 - $647.97 $492K - $558K
120 $75.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-12.1K
- 78.57%
$22.39 - $23.45 $271K - $284K
3.3K $75.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.82K
- 86.67%
$77.25 - $91.3 $450K - $532K
896 $76.5M
Flaherty & Crumrine
-3.21K
- 44.91%
N/A
3.93K $78.4M
CLX
Clorox CO

Consumer Defensive
-3.48K
- 87.51%
$156.51 - $169.74 $544K - $590K
496 $80.7M
TGT
Target Corp

Consumer Defensive
-782
- 53.97%
$121.59 - $160.69 $95.1K - $126K
667 $90.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.17K
- 78.15%
$77.86 - $79.27 $325K - $330K
1.17K $90.9M
T
At&T Inc.

Communication Services
-8.53K
- 67.0%
$21.22 - $23.88 $181K - $204K
4.2K $95.6M
RODM
Hartford Multifactor Developed

ETFs
-5.81K
- 62.81%
$28.36 - $30.42 $165K - $177K
3.44K $97.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-13.4K
- 92.61%
$91.94 - $100.02 $1.23M - $1.34M
1.07K $99.1M
ENB
Enbridge Inc

Energy
-2.51K
- 50.76%
$40.4 - $43.92 $101K - $110K
2.44K $103M
WM
Waste Management Inc

Industrials
-5.02K
- 90.01%
$201.79 - $228.46 $1.01M - $1.15M
557 $113M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-3.27K
- 40.48%
$23.17 - $26.26 $75.7K - $85.7K
4.8K $115M
MUB
Ishares National Muni Bond ETF

ETFs
-5.61K
- 83.68%
$105.78 - $108.7 $594K - $610K
1.1K $117M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-10.9K
- 88.71%
$83.09 - $89.28 $908K - $976K
1.39K $118M
CSX
Csx Corp

Industrials
-7.27K
- 66.51%
$31.58 - $36.88 $230K - $268K
3.66K $118M
IYE
Ishares Tr

ETFs
-3.1K
- 54.25%
$43.93 - $51.37 $136K - $159K
2.62K $119M
UPS
United Parcel Service Inc

Industrials
-256
- 20.76%
$122.65 - $138.35 $31.4K - $35.4K
977 $123M
DEO
Diageo PLC

Consumer Defensive
-11
- 1.1%
$118.0 - $139.88 $1.3K - $1.54K
987 $125M
IXN
Ishares Global Information Tec

ETFs
-5.88K
- 79.62%
$80.67 - $87.84 $474K - $516K
1.5K $127M
IBB
Ishares Biotechnology ETF

ETFs
-4.66K
- 82.78%
$131.21 - $148.85 $611K - $693K
969 $128M
TXN
Texas Instruments Inc

Technology
-5.81K
- 88.65%
N/A
743 $139M
CB
Chubb LTD

Financial Services
-1.59K
- 75.98%
$271.57 - $301.89 $432K - $480K
503 $139M
CMCSA
Comcast Corp

Communication Services
-1.87K
- 32.9%
$37.39 - $45.14 $70K - $84.5K
3.82K $143M
LEN
Lennar Corp

Consumer Cyclical
-2.12K
- 66.15%
$136.2 - $188.96 $289K - $401K
1.09K $148M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-382
- 40.34%
$260.96 - $307.26 $99.7K - $117K
565 $153M
VCIT
Vanguard Intermediate Term Cor

ETFs
-21.4K
- 91.62%
$80.13 - $83.77 $1.72M - $1.8M
1.96K $158M
PPBI
Pacific Premier Bancorp Inc

Financial Services
-551
- 8.02%
$23.81 - $29.11 $13.1K - $16K
6.32K $158M
HDV
Ishares Core High Dividend ETF

ETFs
-1.07K
- 42.95%
$110.82 - $121.28 $118K - $129K
1.42K $159M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13.7K
- 76.19%
$38.37 - $42.82 $527K - $588K
4.29K $165M
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
NKE
Nike, Inc.

Consumer Cyclical
-4.12K
- 61.33%
$73.36 - $89.13 $302K - $367K
2.6K $196M
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
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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