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
SUI
Sun Communities Inc

Real Estate
46
New
$119.89 - $139.05 $5.51K - $6.4K
46 $5.66M
MDU
Mdu Resources Group Inc

Industrials
313
New
$15.1 - $30.28 $4.73K - $9.48K
313 $5.66M
NTR
Nutrien Ltd.

Basic Materials
126
New
$44.04 - $50.78 $5.55K - $6.4K
126 $5.64M
SCHC
Schwab Strategic Tr Intl Small

ETFs
164
New
$33.93 - $38.37 $5.56K - $6.29K
164 $5.63M
THLV
Thor Finl Technologies Tr Low
204
New
N/A
204 $5.61M
DOCU
Docusign, Inc.

Technology
62
New
$61.42 - $106.99 $3.81K - $6.63K
62 $5.58M
IDU
Ishares Tr U S Utils ETF

ETFs
57
New
$94.65 - $105.73 $5.4K - $6.03K
57 $5.57M
MGA
Magna International Inc

Consumer Cyclical
133
New
$39.47 - $46.46 $5.25K - $6.18K
133 $5.56M
WBD
Warner Bros. Discovery, Inc.

Communication Services
525
New
$7.33 - $12.37 $3.85K - $6.49K
525 $5.55M
NRZ
New Residential Investment Corp.

Real Estate
500
New
N/A
500 $5.42M
PTC
Ptc Inc.

Technology
29
New
$175.97 - $201.89 $5.1K - $5.85K
29 $5.33M
BLDR
Builders First Source, Inc.

Industrials
37
New
$142.93 - $198.25 $5.29K - $7.34K
37 $5.29M
FDS
Factset Research Systems Inc

Financial Services
11
New
$449.69 - $495.72 $4.95K - $5.45K
11 $5.28M
GSAT
Globalstar, Inc.

Communication Services
2.55K
New
$1.03 - $2.29 $2.63K - $5.84K
2.55K $5.28M
JD
Jd.Com, Inc.

Consumer Cyclical
152
New
$33.35 - $47.1 $5.07K - $7.16K
152 $5.27M
VNQI
Vanguard Global Ex U.S. Real

ETFs
131
New
$39.22 - $47.52 $5.14K - $6.23K
131 $5.22M
CCJ
Cameco Corp

Energy
100
New
$48.64 - $61.14 $4.86K - $6.11K
100 $5.14M
Everus Construction
78
New
N/A
78 $5.13M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
190
New
$26.55 - $27.32 $5.04K - $5.19K
190 $5.1M
ALB
Albemarle Corp

Basic Materials
59
New
$86.08 - $111.3 $5.08K - $6.57K
59 $5.08M
PAVE
Global X Fds Us Infrastructure

ETFs
125
New
$40.41 - $45.95 $5.05K - $5.74K
125 $5.07M
ZS
Zscaler, Inc.

Technology
28
New
$166.99 - $211.99 $4.68K - $5.94K
28 $5.05M
VTWG
Vanguard Russell 2000 Growth E

ETFs
24
New
$202.91 - $229.76 $4.87K - $5.51K
24 $5.04M
FR
First Industrial Realty Trust Inc

Real Estate
100
New
$49.6 - $55.9 $4.96K - $5.59K
100 $5.01M
XHS
Spdr S&P Health Care Services

ETFs
55
New
$89.61 - $98.48 $4.93K - $5.42K
55 $4.96M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
74
New
$65.67 - $69.79 $4.86K - $5.16K
74 $4.96M
AVB
Avalonbay Communities Inc

Real Estate
22
New
$216.28 - $237.81 $4.76K - $5.23K
22 $4.96M
CVE
Cenovus Energy Inc.

Energy
323
New
$14.35 - $18.36 $4.64K - $5.93K
323 $4.91M
Sidus Space
1K
New
N/A
1K $4.9M
HRL
Hormel Foods Corp

Consumer Defensive
155
New
$29.21 - $33.55 $4.53K - $5.2K
155 $4.86M
PDP
Invesco Exchange Traded Fd Tr

ETFs
45
New
$102.88 - $117.55 $4.63K - $5.29K
45 $4.84M
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
48
New
$77.15 - $104.91 $3.7K - $5.04K
48 $4.84M
WK
Workiva Inc

Technology
44
New
$76.11 - $114.78 $3.35K - $5.05K
44 $4.82M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
50
New
$89.97 - $98.59 $4.5K - $4.93K
50 $4.75M
QTEC
First Trust Nasdaq 100 Technol

ETFs
25
New
$185.87 - $204.12 $4.65K - $5.1K
25 $4.71M
PINS
Pinterest, Inc.

Communication Services
159
New
$28.24 - $34.15 $4.49K - $5.43K
159 $4.61M
PLCE
Childrens Place, Inc.

Consumer Cyclical
440
New
$9.9 - $16.3 $4.36K - $7.17K
440 $4.6M
CRDO
Credo Technology Group Holding LTD

Technology
68
New
$30.16 - $77.25 $2.05K - $5.25K
68 $4.57M
BFA
Brown Forman Corp Cl A
120
New
N/A
120 $4.52M
KWEB
Kraneshares Tr Csi China Inter

ETFs
152
New
$29.11 - $38.87 $4.42K - $5.91K
152 $4.44M
VTRS
Viatris Inc

Healthcare
354
New
$11.32 - $13.37 $4.01K - $4.73K
354 $4.41M
IONS
Ionis Pharmaceuticals Inc

Healthcare
126
New
$33.73 - $40.36 $4.25K - $5.09K
126 $4.41M
PSI
Invesco Exchange Traded Fd Tr

ETFs
75
New
$53.26 - $60.98 $3.99K - $4.57K
75 $4.39M
NVT
N Vent Electric PLC

Industrials
64
New
$67.69 - $79.19 $4.33K - $5.07K
64 $4.39M
INOD
Innodata Inc

Technology
110
New
$15.45 - $46.23 $1.7K - $5.09K
110 $4.35M
IGR
Cbre Global Real Estate Income Fund

Financial Services
900
New
$4.81 - $6.44 $4.33K - $5.8K
900 $4.33M
SWBI
Smith & Wesson Brands, Inc.

Industrials
426
New
$9.79 - $14.1 $4.17K - $6.01K
426 $4.31M
SNY
Sanofi

Healthcare
88
New
$45.89 - $57.31 $4.04K - $5.04K
88 $4.29M
VRNT
Verint Systems Inc

Technology
155
New
N/A
155 $4.26M
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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