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
FSCO
Fs Cr Opportunities Corp Com
38.4K
New
N/A
38.4K $262M
SCHA
Schwab Strategic Tr Us Small C

ETFs
10.1K
New
$25.33 - $51.16 $255K - $515K
10.1K $260M
ABT
Abbott Laboratories

Healthcare
253
+ 12.69%
$111.93 - $119.39 $28.3K - $30.2K
2.25K $254M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.3K
New
$58.46 - $65.6 $252K - $282K
4.3K $252M
EIX
Edison International

Utilities
95
+ 3.1%
$77.93 - $88.36 $7.4K - $8.39K
3.16K $252M
GE
General Electric CO

Industrials
1.51K
New
$159.95 - $194.23 $241K - $293K
1.51K $251M
TTE
Total Energies Se

Energy
4.6K
New
N/A
4.6K $251M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.24K
New
$57.29 - $63.1 $243K - $268K
4.24K $244M
VHT
Vanguard Health Care ETF

ETFs
118
+ 14.44%
$250.81 - $283.3 $29.6K - $33.4K
935 $237M
WMB
Williams Companies, Inc.

Energy
4.38K
New
$46.37 - $59.74 $203K - $262K
4.38K $237M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
928
+ 29.68%
$45.39 - $62.98 $42.1K - $58.4K
4.06K $230M
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.84K
New
$22.4 - $68.28 $220K - $672K
9.84K $228M
CSGP
Costar Group, Inc.

Real Estate
3.19K
New
$69.7 - $81.97 $222K - $261K
3.19K $228M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
7.79K
New
$28.6 - $29.27 $223K - $228K
7.79K $223M
MAR
Marriott International Inc

Consumer Cyclical
797
New
$246.06 - $292.59 $196K - $233K
797 $222M
Blackrock Ishares
4.27K
New
N/A
4.27K $222M
USXF
Ishares Esg Advanced Msci Usa

Technology
4.31K
New
$48.45 - $52.57 $209K - $226K
4.31K $214M
KO
Coca Cola CO

Consumer Defensive
145
+ 4.41%
$61.74 - $71.71 $8.95K - $10.4K
3.43K $214M
FCAL
First Tr Iii Calif Mun High In

ETFs
4.31K
New
$49.2 - $50.51 $212K - $218K
4.31K $213M
TCBK
Trico Bancshares

Financial Services
4.86K
New
$40.66 - $49.62 $197K - $241K
4.86K $212M
INTU
Intuit Inc

Technology
335
New
$602.01 - $706.25 $202K - $237K
335 $211M
VV
Vanguard Large Cap ETF

ETFs
769
New
$260.27 - $280.65 $200K - $216K
769 $207M
STZ
Constellation Brands, Inc.

Consumer Defensive
930
New
$219.66 - $257.62 $204K - $240K
930 $206M
BMY
Bristol Myers Squibb CO

Healthcare
577
+ 19.61%
$51.92 - $59.94 $30K - $34.6K
3.52K $199M
COIN
Coinbase Global, Inc.

Technology
787
New
$163.17 - $343.62 $128K - $270K
787 $195M
IAU
Ishares Gold Trust

ETFs
3.93K
New
$48.37 - $52.65 $190K - $207K
3.93K $194M
AAON
Aaon, Inc.

Industrials
1.63K
New
$106.25 - $140.75 $173K - $229K
1.63K $192M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
1.91K
New
$100.22 - $100.73 $191K - $192K
1.91K $191M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1.76K
New
$102.46 - $110.17 $180K - $194K
1.76K $186M
VGIT
Vanguard Intermediate Term Tre

ETFs
3.16K
New
$57.78 - $60.4 $182K - $191K
3.16K $183M
IDEV
Ishares Core Msci Intl Develop

ETFs
2.83K
New
$64.18 - $70.42 $181K - $199K
2.83K $182M
MRVL
Marvell Technology, Inc.

Technology
1.64K
New
$70.31 - $124.78 $116K - $205K
1.64K $182M
IEF
Ishares Barclays

ETFs
1.96K
New
$92.08 - $98.18 $181K - $193K
1.96K $181M
NDSN
Nordson Corp

Industrials
857
New
$208.83 - $264.36 $179K - $227K
857 $179M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.21K
New
$55.45 - $61.08 $178K - $196K
3.21K $178M
PWR
Quanta Services, Inc.

Industrials
557
New
$296.05 - $346.6 $165K - $193K
557 $176M
Arm Holdings
1.42K
New
N/A
1.42K $175M
SFLR
Innovator Etfs Tr Equity Manag
5.36K
New
N/A
5.36K $175M
HON
Honeywell International Inc

Industrials
765
New
$202.84 - $236.0 $155K - $181K
765 $173M
SRE
Sempra Energy

Utilities
1.95K
New
$80.81 - $94.77 $158K - $185K
1.95K $171M
BKNG
Booking Holdings Inc.

Consumer Cyclical
34
New
$4100.99 - $5300.34 $139K - $180K
34 $170M
EW
Edwards Lifesciences Corp

Healthcare
82
+ 3.73%
$64.54 - $75.92 $5.29K - $6.23K
2.28K $169M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.34K
New
$69.3 - $74.3 $162K - $174K
2.34K $167M
LPLA
Lpl Financial Holdings Inc.

Financial Services
500
New
$229.85 - $335.91 $115K - $168K
500 $163M
MMM
3 M CO

Industrials
1.26K
New
$124.74 - $137.12 $157K - $173K
1.26K $163M
SHOP
Shopify Inc.

Technology
1.53K
New
$78.14 - $119.49 $119K - $183K
1.53K $163M
IWV
Ishares Russell 3000 ETF

ETFs
468
New
$323.08 - $349.08 $151K - $163K
468 $156M
NVO
Novo Nordisk A S

Healthcare
1.82K
New
$85.0 - $120.04 $155K - $218K
1.82K $156M
DRI
Darden Restaurants Inc

Consumer Cyclical
822
New
$155.96 - $188.66 $128K - $155K
822 $153M
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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