Golden State Wealth Management, LLC New Holdings in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WINN
Harbor ETF Tr Harbor Long Term

ETFs
562K
New
N/A
562K $15.3B
USFR
Wisdomtree Floating Rate Treas

ETFs
131K
New
$50.23 - $50.46 $6.57M - $6.6M
131K $6.59B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
183K
New
$29.73 - $30.81 $5.44M - $5.64M
183K $5.58B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
50.9K
New
$100.16 - $100.7 $5.1M - $5.13M
50.9K $5.11B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
86.4K
New
$55.86 - $60.21 $4.82M - $5.2M
86.4K $4.95B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
81.6K
New
$51.09 - $55.27 $4.17M - $4.51M
81.6K $4.17B
MSTR
Microstrategy Inc

Technology
13.4K
New
$162.69 - $473.83 $2.19M - $6.37M
13.4K $3.89B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
62.9K
New
$56.06 - $61.35 $3.52M - $3.86M
62.9K $3.55B
FICS
First Tr Exchange Traded Fd Vi

ETFs
104K
New
$33.95 - $37.2 $3.55M - $3.89M
104K $3.55B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
124K
New
$24.55 - $25.16 $3.04M - $3.11M
124K $3.05B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
91.8K
New
$30.04 - $32.01 $2.76M - $2.94M
91.8K $2.89B
PPA
Invesco Exchange Traded Fd Tr

ETFs
22.5K
New
$113.79 - $124.5 $2.55M - $2.8M
22.5K $2.58B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
73.3K
New
$34.21 - $38.73 $2.51M - $2.84M
73.3K $2.51B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
96.5K
New
$23.99 - $24.55 $2.31M - $2.37M
96.5K $2.32B
AVDE
American Centy ETF Tr Avantis

ETFs
37.2K
New
$60.9 - $66.69 $2.27M - $2.48M
37.2K $2.28B
GBTG
Global Business Travel Group, Inc.

Technology
244K
New
$7.37 - $9.56 $1.8M - $2.33M
244K $2.26B
PSET
Principal Exchange Traded Fund

ETFs
29.8K
New
$69.39 - $74.43 $2.07M - $2.22M
29.8K $2.14B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.1K
New
$50.37 - $50.6 $1.97M - $1.98M
39.1K $1.97B
MMIN
Indexiq Active ETF Tr Iq Macka

ETFs
81.5K
New
$23.79 - $24.6 $1.94M - $2M
81.5K $1.94B
FPE
First Tr Pfd Secs & Income ETF

ETFs
93.9K
New
$17.65 - $18.18 $1.66M - $1.71M
93.9K $1.66B
First Trust
126K
New
N/A
126K $1.66B
PTF
Invesco Exchange Traded Fd Tr

ETFs
22.8K
New
$62.32 - $80.47 $1.42M - $1.83M
22.8K $1.65B
SPIB
Spdr Portfolio Intermediate Te

ETFs
49.5K
New
$32.65 - $33.68 $1.61M - $1.67M
49.5K $1.62B
PLTR
Palantir Technologies Inc.

Technology
21K
New
$36.46 - $82.38 $766K - $1.73M
21K $1.59B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
29.3K
New
$50.06 - $55.0 $1.47M - $1.61M
29.3K $1.47B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
21.8K
New
$60.51 - $65.57 $1.32M - $1.43M
21.8K $1.33B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24.8K
New
$50.02 - $51.24 $1.24M - $1.27M
24.8K $1.25B
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
38.7K
New
$31.92 - $36.14 $1.23M - $1.4M
38.7K $1.23B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
41.5K
New
$27.8 - $29.05 $1.15M - $1.21M
41.5K $1.16B
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
44K
New
$25.79 - $27.56 $1.13M - $1.21M
44K $1.15B
FTGS
First Tr Exchange Traded Fd Gr
36.4K
New
N/A
36.4K $1.14B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
21.6K
New
$49.03 - $53.35 $1.06M - $1.15M
21.6K $1.1B
PID
Invesco Exchange Traded Fd Tr

ETFs
59.1K
New
N/A
59.1K $1.08B
APO
Apollo Global Management, Inc.

Financial Services
5.67K
New
$131.36 - $178.61 $745K - $1.01M
5.67K $937M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
19K
New
$45.85 - $49.28 $870K - $935K
19K $886M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
17.7K
New
$47.77 - $51.75 $846K - $917K
17.7K $856M
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
11.7K
New
N/A
11.7K $848M
FLMI
Franklin Dynamic Municipal Bon

ETFs
33.6K
New
$24.42 - $25.06 $822K - $843K
33.6K $822M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
18.5K
New
$43.84 - $48.76 $813K - $904K
18.5K $816M
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
30.4K
New
$24.94 - $25.74 $759K - $783K
30.4K $776M
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
7.35K
New
N/A
7.35K $776M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
18.9K
New
$40.34 - $40.62 $764K - $769K
18.9K $765M
LRGE
Legg Mason ETF Invt Tr Clearbr

ETFs
9.79K
New
$72.16 - $78.82 $706K - $772K
9.79K $737M
FDL
First Tr Morningstar Dividend

ETFs
18.2K
New
$39.59 - $43.95 $721K - $800K
18.2K $733M
LLY
Eli Lilly & CO

Healthcare
934
New
$727.2 - $932.06 $679K - $871K
934 $722M
AMAT
Applied Materials Inc

Technology
4.3K
New
$161.44 - $213.89 $694K - $920K
4.3K $700M
RWL
Invesco Exchange Traded Fd Tr

ETFs
7.14K
New
$97.11 - $104.1 $693K - $743K
7.14K $699M
FTHI
First Trust Exchange Traded Fd

ETFs
29.9K
New
$22.89 - $24.02 $685K - $719K
29.9K $696M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
13.7K
New
$49.74 - $50.43 $683K - $693K
13.7K $685M
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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