Golden State Wealth Management, LLC Purchases in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOT
Vanguard Mid Cap Growth Index

ETFs
123
New
$241.48 - $274.89 $29.7K - $33.8K
123 $31.2M
AVAV
Aero Vironment Inc

Industrials
200
New
$153.72 - $235.17 $30.7K - $47K
200 $30.8M
UTMD
Utah Medical Products Inc

Healthcare
500
New
$60.9 - $68.52 $30.5K - $34.3K
500 $30.7M
Peakstone Realty
2.77K
New
N/A
2.77K $30.7M
FDHY
Fidelity Covington Trust High

ETFs
636
New
$48.24 - $49.25 $30.7K - $31.3K
636 $30.7M
RLI
Rli Corp

Financial Services
186
New
$151.91 - $180.89 $28.3K - $33.6K
186 $30.7M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
700
New
$43.6 - $47.2 $30.5K - $33K
700 $30.6M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
370
New
$81.68 - $82.93 $30.2K - $30.7K
370 $30.4M
DHI
Horton D R Inc

Consumer Cyclical
214
New
$137.24 - $194.56 $29.4K - $41.6K
214 $29.9M
AWR
American States Water CO

Utilities
380
New
$77.72 - $87.27 $29.5K - $33.2K
380 $29.5M
ARKW
Ark Next Generation Internet E

ETFs
272
New
$82.66 - $120.04 $22.5K - $32.7K
272 $29.4M
FMC
Fmc Corp

Basic Materials
604
New
$47.86 - $66.62 $28.9K - $40.2K
604 $29.4M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
319
New
$89.81 - $104.0 $28.6K - $33.2K
319 $28.7M
MGC
Vanguard Mega Cap ETF

ETFs
135
New
$204.21 - $220.18 $27.6K - $29.7K
135 $28.7M
VPU
Vanguard Utilities ETF

ETFs
170
New
$160.52 - $179.11 $27.3K - $30.4K
170 $27.8M
CDNS
Cadence Design Systems Inc

Technology
92
New
$249.1 - $324.54 $22.9K - $29.9K
92 $27.6M
REAX
Real Brokerage Inc

Real Estate
6K
New
$4.6 - $6.5 $27.6K - $39K
6K $27.6M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
1.55K
New
$17.44 - $19.38 $27K - $30K
1.55K $27.5M
Grayscale Bitcoin
655
New
N/A
655 $27.4M
PBT
Permian Basin Royalty Trust

Energy
2.45K
New
$10.49 - $13.86 $25.7K - $33.9K
2.45K $27.1M
MAS
Masco Corp

Industrials
373
New
$72.52 - $85.73 $27K - $32K
373 $27.1M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
1.5K
New
$17.87 - $19.48 $26.8K - $29.2K
1.5K $27M
EBAY
Ebay Inc

Consumer Cyclical
434
New
$57.51 - $67.17 $25K - $29.2K
434 $26.9M
FIW
First Trust Water ETF

ETFs
262
New
$102.02 - $110.91 $26.7K - $29.1K
262 $26.8M
NGVC
Natural Grocers By Vitamin Cottage, Inc.

Consumer Defensive
673
New
$25.55 - $47.05 $17.2K - $31.7K
673 $26.8M
PFF
Ishares Trust Ishares Pfd And

ETFs
850
New
$31.23 - $33.51 $26.5K - $28.5K
850 $26.7M
SR
Spire Inc

Utilities
394
New
$62.24 - $73.38 $24.5K - $28.9K
394 $26.7M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
346
New
$75.65 - $83.47 $26.2K - $28.9K
346 $26.3M
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
678
New
$28.38 - $39.27 $19.2K - $26.6K
678 $26.3M
PEJ
Invesco Exchange Traded Fd Tr

ETFs
500
New
$47.03 - $55.28 $23.5K - $27.6K
500 $26.1M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
2.06K
New
$12.3 - $13.88 $25.4K - $28.6K
2.06K $26.1M
SCHO
Schwab Short Term Us Treasury

ETFs
1.07K
New
$24.06 - $48.88 $25.8K - $52.4K
1.07K $25.8M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
501
New
$50.34 - $56.61 $25.2K - $28.4K
501 $25.7M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
435
New
$58.88 - $64.8 $25.6K - $28.2K
435 $25.7M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
2.74K
New
$8.24 - $11.07 $22.5K - $30.3K
2.74K $25.5M
UL
Unilever PLC

Consumer Defensive
450
New
$56.7 - $64.64 $25.5K - $29.1K
450 $25.5M
ADSK
Autodesk, Inc.

Technology
86
New
N/A
86 $25.4M
CG
Carlyle Group Inc.

Financial Services
500
New
$43.2 - $54.81 $21.6K - $27.4K
500 $25.2M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
530
New
$38.7 - $51.36 $20.5K - $27.2K
530 $25.1M
DOUG
Douglas Elliman Inc.

Real Estate
15K
New
$1.43 - $2.7 $21.5K - $40.5K
15K $25.1M
NBIX
Neurocrine Biosciences Inc

Healthcare
183
New
$111.62 - $139.44 $20.4K - $25.5K
183 $25M
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
555
New
$43.97 - $45.33 $24.4K - $25.2K
555 $24.9M
LSTR
Landstar System Inc

Industrials
145
New
$171.86 - $192.81 $24.9K - $28K
145 $24.9M
VXF
Vanguard Extended Market ETF

ETFs
131
New
$179.17 - $207.15 $23.5K - $27.1K
131 $24.9M
FXN
First Tr Exchange Traded Fd Fi

ETFs
1.5K
New
$15.42 - $18.08 $23.2K - $27.2K
1.5K $24.6M
EXR
Extra Space Storage Inc.

Real Estate
164
New
$142.35 - $178.32 $23.3K - $29.2K
164 $24.5M
AAL
American Airlines Group Inc.

Industrials
1.41K
New
N/A
1.41K $24.5M
Viper Energy
500
New
N/A
500 $24.5M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
623
New
$38.96 - $43.28 $24.3K - $27K
623 $24.5M
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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