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
HUM
Humana Inc

Healthcare
8
New
$233.89 - $304.18 $1.87K - $2.43K
8 $2.03M
YUM
Yum Brands Inc

Consumer Cyclical
15
New
$130.36 - $139.54 $1.96K - $2.09K
15 $2.02M
SMOG
Vaneck ETF Tr Low Carbon Energ

ETFs
20
New
$98.71 - $112.67 $1.97K - $2.25K
20 $1.98M
GGN
Gamco Global Gold, Natural Resources & Income Trust

Financial Services
520
New
$3.76 - $4.47 $1.96K - $2.32K
520 $1.96M
TSN
Tyson Foods, Inc.

Consumer Defensive
33
New
$57.14 - $64.54 $1.89K - $2.13K
33 $1.92M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
27
New
$70.63 - $78.23 $1.91K - $2.11K
27 $1.92M
EWH
Ishares Msci Hong Kong ETF

ETFs
115
New
$16.41 - $20.35 $1.89K - $2.34K
115 $1.92M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
38
New
$49.87 - $52.46 $1.9K - $1.99K
38 $1.9M
LNT
Alliant Energy Corp

Utilities
32
New
$56.24 - $63.63 $1.8K - $2.04K
32 $1.89M
New York
312
New
N/A
312 $1.89M
AL
Air Lease Corp

Industrials
39
New
$42.79 - $52.16 $1.67K - $2.03K
39 $1.88M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
52
New
N/A
52 $1.87M
FLGT
Fulgent Genetics, Inc.

Healthcare
100
New
$16.71 - $22.68 $1.67K - $2.27K
100 $1.85M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
45
New
$40.41 - $45.12 $1.82K - $2.03K
45 $1.84M
IBRX
Immunity Bio, Inc.

Healthcare
700
New
$2.56 - $6.17 $1.79K - $4.32K
700 $1.79M
Brookfield Asset
33
New
N/A
33 $1.79M
IDNA
Ishares Tr Genomics Immunology

ETFs
77
New
$22.38 - $25.53 $1.72K - $1.97K
77 $1.75M
ICL
Icl Group Ltd.

Basic Materials
350
New
$3.92 - $5.13 $1.37K - $1.8K
350 $1.73M
STX
Seagate Technology Holdings PLC

Technology
20
New
$86.31 - $112.64 $1.73K - $2.25K
20 $1.73M
OKE
Oneok Inc

Energy
17
New
$92.28 - $117.05 $1.57K - $1.99K
17 $1.71M
Atlassian Corp
7
New
N/A
7 $1.7M
RFV
Invesco Exchange Traded Fd Tr

ETFs
14
New
$116.09 - $131.23 $1.63K - $1.84K
14 $1.7M
SEE
Sealed Air Corp

Consumer Cyclical
49
New
$33.59 - $37.3 $1.65K - $1.83K
49 $1.66M
MBLY
Mobileye Global Inc.
83
New
$12.07 - $20.07 $1K - $1.67K
83 $1.65M
Fidelity Covington
60
New
N/A
60 $1.65M
TCOM
Trip.Com Group LTD

Consumer Cyclical
24
New
$58.0 - $75.06 $1.39K - $1.8K
24 $1.65M
FANG
Diamondback Energy, Inc.

Energy
10
New
$153.06 - $199.5 $1.53K - $2K
10 $1.64M
Portman Ridge
100
New
N/A
100 $1.63M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
15
New
$108.28 - $117.54 $1.62K - $1.76K
15 $1.63M
SE
Sea LTD

Consumer Cyclical
15
New
$93.56 - $117.41 $1.4K - $1.76K
15 $1.59M
JBL
Jabil Inc

Technology
11
New
$118.97 - $147.77 $1.31K - $1.63K
11 $1.58M
BOX
Box Inc

Technology
50
New
$31.6 - $35.65 $1.58K - $1.78K
50 $1.58M
CEVA
Ceva Inc

Technology
50
New
$23.34 - $33.25 $1.17K - $1.66K
50 $1.58M
CRSP
Crispr Therapeutics Ag

Healthcare
40
New
$38.65 - $55.15 $1.55K - $2.21K
40 $1.57M
South Bow
66
New
N/A
66 $1.56M
ACI
Albertsons Companies, Inc.

Consumer Defensive
79
New
$18.01 - $19.92 $1.42K - $1.57K
79 $1.55M
Organigram Hldgs
960
New
N/A
960 $1.55M
OGN
Organon & Co.

Healthcare
102
New
$14.44 - $18.83 $1.47K - $1.92K
102 $1.53M
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
17
New
$86.15 - $94.34 $1.46K - $1.6K
17 $1.51M
UA
Under Armour Inc Cl C

Consumer Cyclical
201
New
$7.37 - $9.94 $1.48K - $2K
201 $1.5M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
129
New
$11.42 - $12.5 $1.47K - $1.61K
129 $1.49M
MPW
Medical Properties Trust Inc

Real Estate
375
New
$3.72 - $5.77 $1.4K - $2.16K
375 $1.48M
TNDM
Tandem Diabetes Care Inc

Healthcare
41
New
$27.34 - $41.78 $1.12K - $1.71K
41 $1.48M
PHG
Koninklijke Philips Nv

Healthcare
58
New
$24.71 - $32.66 $1.43K - $1.89K
58 $1.47M
GTLB
Gitlab Inc.

Technology
26
New
$48.76 - $67.19 $1.27K - $1.75K
26 $1.47M
SLI
Standard Lithium Ltd.

Basic Materials
1K
New
$1.36 - $2.51 $1.36K - $2.51K
1K $1.46M
FOXA
Fox Corp

Communication Services
30
New
$41.35 - $49.99 $1.24K - $1.5K
30 $1.46M
IT
Gartner Inc

Technology
3
New
$481.22 - $551.8 $1.44K - $1.66K
3 $1.45M
WDC
Western Digital Corp

Technology
24
New
$59.62 - $73.43 $1.43K - $1.76K
24 $1.43M
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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