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
TMO
Thermo Fisher Scientific Inc.

Healthcare
-387
- 17.97%
$501.29 - $612.85 $194K - $237K
1.77K $919M
XLP
Consumer Staples Sector Spdr

ETFs
-2.34K
- 16.53%
N/A
11.8K $929M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-45.5K
- 90.66%
$201.32 - $217.44 $9.16M - $9.89M
4.69K $970M
BAC
Bank Of America Corp

Financial Services
-1.39K
- 5.8%
$39.22 - $47.77 $54.3K - $66.2K
22.5K $989M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-939
- 7.43%
$84.54 - $91.18 $79.4K - $85.6K
11.7K $993M
AMD
Advanced Micro Devices Inc

Technology
-185
- 2.2%
$118.88 - $172.8 $22K - $32K
8.23K $994M
XOM
Exxon Mobil Corp

Energy
-1.39K
- 13.03%
$105.51 - $125.37 $147K - $175K
9.3K $1B
XLY
Select Sector Spdr Consumer Di

ETFs
-503
- 9.24%
$194.8 - $239.43 $98K - $120K
4.94K $1.11B
AXP
American Express CO

Financial Services
-2.3K
- 36.95%
$267.35 - $305.57 $615K - $703K
3.92K $1.16B
CAT
Caterpillar Inc

Industrials
-828
- 19.93%
$360.37 - $416.88 $298K - $345K
3.33K $1.21B
VTI
Vanguard Total Stock Market Et

ETFs
-1.88K
- 29.4%
$280.04 - $302.45 $527K - $569K
4.52K $1.31B
FSK
Fs Kkr Capital Corp

Financial Services
-104K
- 63.2%
$19.71 - $22.22 $2.05M - $2.31M
60.4K $1.31B
LMT
Lockheed Martin Corp

Industrials
-136
- 4.73%
$479.66 - $614.62 $65.2K - $83.6K
2.74K $1.33B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-53.7K
- 75.72%
$88.59 - $94.57 $4.76M - $5.08M
17.2K $1.53B
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.3K
- 9.67%
$116.4 - $138.52 $152K - $180K
12.2K $1.54B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-5.13K
- 24.82%
$103.53 - $112.72 $532K - $579K
15.6K $1.62B
XLF
Financial Sector Spdr

ETFs
-11.4K
- 23.97%
$44.89 - $51.34 $512K - $585K
36.2K $1.75B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.14K
- 34.07%
$417.69 - $450.94 $892K - $963K
4.13K $1.76B
HD
Home Depot, Inc.

Consumer Cyclical
-3.24K
- 39.08%
$385.02 - $431.37 $1.25M - $1.4M
5.04K $1.96B
V
Visa Inc.

Financial Services
-909
- 10.55%
$273.87 - $320.91 $249K - $292K
7.7K $2.43B
FPX
First Trust Us Equity Opportun

ETFs
-30.8K
- 59.12%
$109.38 - $131.9 $3.37M - $4.06M
21.3K $2.54B
FV
First Trust Dorsey Wright Focu

ETFs
-4.21K
- 8.74%
$57.47 - $62.82 $242K - $264K
43.9K $2.59B
SPMD
Spdr Portfolio

ETFs
-70.2K
- 57.44%
$54.13 - $59.56 $3.8M - $4.18M
52K $2.84B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-10.5K
- 48.72%
$278.19 - $315.36 $2.93M - $3.32M
11.1K $3.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-21K
- 42.75%
$113.92 - $127.38 $2.39M - $2.67M
28.1K $3.24B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-54.3K
- 49.39%
$59.74 - $60.03 $3.24M - $3.26M
55.6K $3.32B
COST
Costco Wholesale Corp

Consumer Defensive
-804
- 16.5%
$873.59 - $994.69 $702K - $800K
4.07K $3.73B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-7.75K
- 21.76%
$129.96 - $144.97 $1.01M - $1.12M
27.8K $3.88B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-38.7K
- 61.45%
$176.42 - $186.91 $6.83M - $7.24M
24.3K $4.33B
VNLA
Janus Henderson Short Duration

ETFs
-12.9K
- 10.43%
$48.82 - $49.11 $629K - $633K
111K $5.41B
BX
Blackstone Inc.

Financial Services
-8.31K
- 12.48%
$148.45 - $199.05 $1.23M - $1.65M
58.3K $10B
FTCS
First Trust Capital Strength E

ETFs
-20.6K
- 14.71%
$87.62 - $94.03 $1.81M - $1.94M
120K $10.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
-13.9K
- 41.62%
$567.81 - $607.81 $7.9M - $8.46M
19.5K $11.4B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-10.5K
- 2.02%
$24.94 - $26.14 $262K - $275K
511K $12.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.26K
- 21.31%
$481.22 - $538.17 $3.98M - $4.45M
30.5K $15.6B
FVD
First Tr Value Line Divid Inde

ETFs
-86.6K
- 15.72%
$43.4 - $46.7 $3.76M - $4.04M
464K $20.3B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-29.3K
- 10.82%
$96.64 - $101.23 $2.83M - $2.96M
241K $23.4B
AAPL
Apple Inc.

Technology
-15.1K
- 10.84%
$221.69 - $259.02 $3.34M - $3.9M
124K $31B
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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