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
NSC
Norfolk Southern Corp

Industrials
18
New
$230.6 - $277.0 $4.15K - $4.99K
18 $4.23M
MMT
Mfs Multimarket Income Trust

Financial Services
900
New
$4.57 - $4.88 $4.11K - $4.39K
900 $4.22M
DLTR
Dollar Tree, Inc.

Consumer Defensive
56
New
$61.21 - $76.19 $3.43K - $4.27K
56 $4.2M
VOD
Vodafone Group Public LTD CO

Communication Services
491
New
$8.37 - $9.95 $4.11K - $4.89K
491 $4.18M
EPM
Evolution Petroleum Corp

Energy
783
New
$4.88 - $6.11 $3.82K - $4.78K
783 $4.1M
ZM
Zoom Video Communications, Inc.

Technology
50
New
$67.21 - $89.03 $3.36K - $4.45K
50 $4.08M
Atlanta Braves
100
New
N/A
100 $4.08M
DFIS
Dimensional ETF Tr Dimensional

ETFs
166
New
$24.25 - $26.7 $4.03K - $4.43K
166 $4.08M
CBRE
Cbre Group, Inc.

Real Estate
31
New
$119.22 - $140.71 $3.7K - $4.36K
31 $4.07M
Liberty Global
306
New
N/A
306 $4.02M
SWX
Southwest Gas Holdings, Inc.

Utilities
55
New
$67.87 - $79.16 $3.73K - $4.35K
55 $3.89M
U
Unity Software Inc.

Technology
173
New
$17.34 - $27.72 $3K - $4.8K
173 $3.89M
IRBT
Irobot Corp

Consumer Cyclical
500
New
$6.21 - $10.41 $3.11K - $5.21K
500 $3.88M
SNOW
Snowflake Inc.

Technology
25
New
$109.65 - $186.51 $2.74K - $4.66K
25 $3.86M
PCEF
Invesco Cef Income Composite E

ETFs
200
New
$19.05 - $19.86 $3.81K - $3.97K
200 $3.83M
EUFN
Ishares Msci Europe Financials

ETFs
164
New
$23.06 - $24.69 $3.78K - $4.05K
164 $3.82M
KD
Kyndryl Holdings, Inc.

Technology
110
New
$22.43 - $35.79 $2.47K - $3.94K
110 $3.81M
IXJ
Ishares Global Healthcare ETF

ETFs
44
New
$85.65 - $98.34 $3.77K - $4.33K
44 $3.78M
RF
Regions Financial Corp

Financial Services
160
New
$22.45 - $27.47 $3.59K - $4.4K
160 $3.76M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
166
New
$22.28 - $22.66 $3.7K - $3.76K
166 $3.73M
PRGO
Perrigo CO PLC

Healthcare
144
New
$24.18 - $28.91 $3.48K - $4.16K
144 $3.7M
BKR
Baker Hughes CO

Energy
89
New
$35.98 - $44.88 $3.2K - $3.99K
89 $3.65M
AZTA
Azenta, Inc.

Healthcare
73
New
$40.37 - $51.57 $2.95K - $3.76K
73 $3.65M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
200
New
$18.18 - $19.49 $3.64K - $3.9K
200 $3.65M
MOMO
Hello Group Inc.

Communication Services
470
New
$6.32 - $7.86 $2.97K - $3.69K
470 $3.62M
IGOV
Ishares 1 3 International Trea

ETFs
94
New
$38.42 - $41.79 $3.61K - $3.93K
94 $3.61M
OMFS
Invesco Exchange Traded Self I

ETFs
89
New
$38.83 - $43.9 $3.46K - $3.91K
89 $3.56M
MAT
Mattel Inc

Consumer Cyclical
200
New
$17.68 - $20.38 $3.54K - $4.08K
200 $3.55M
MDB
Mongo Db, Inc.

Technology
15
New
$232.81 - $350.13 $3.49K - $5.25K
15 $3.49M
HUBS
Hubspot Inc

Technology
5
New
$514.07 - $757.4 $2.57K - $3.79K
5 $3.48M
NIO
Nio Inc.

Consumer Cyclical
793
New
$4.31 - $7.21 $3.42K - $5.72K
793 $3.46M
CVS
Cvs Health Corp

Healthcare
76
New
$43.78 - $67.46 $3.33K - $5.13K
76 $3.42M
SXC
Sun Coke Energy, Inc.

Basic Materials
318
New
$8.38 - $12.72 $2.66K - $4.04K
318 $3.4M
VSH
Vishay Intertechnology Inc

Technology
200
New
$15.17 - $19.41 $3.03K - $3.88K
200 $3.39M
NI
Nisource Inc.

Utilities
92
New
$33.74 - $38.25 $3.1K - $3.52K
92 $3.38M
ESPO
Vaneck ETF Tr Video Gaming & E

ETFs
40
New
$72.85 - $89.2 $2.91K - $3.57K
40 $3.34M
SSNC
Ss&C Technologies Holdings Inc

Technology
44
New
$69.93 - $77.36 $3.08K - $3.4K
44 $3.33M
Amentum Holdings
158
New
N/A
158 $3.32M
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
136
New
N/A
136 $3.31M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
162
New
$19.74 - $23.59 $3.2K - $3.82K
162 $3.21M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
14
New
$193.7 - $235.05 $2.71K - $3.29K
14 $3.2M
TTD
Trade Desk, Inc.

Technology
27
New
$108.7 - $139.51 $2.93K - $3.77K
27 $3.17M
MCHP
Microchip Technology Inc

Technology
55
New
$55.51 - $79.05 $3.05K - $4.35K
55 $3.17M
IGF
Ishares Global Infrastructure

ETFs
60
New
$51.2 - $55.7 $3.07K - $3.34K
60 $3.15M
Aegon LTD
532
New
N/A
532 $3.14M
BLNK
Blink Charging Co.

Industrials
2.24K
New
$1.39 - $2.25 $3.11K - $5.03K
2.24K $3.11M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
145
New
$21.0 - $23.52 $3.05K - $3.41K
145 $3.1M
DBE
Invesco Db Energy Fund

ETFs
165
New
$17.97 - $20.59 $2.97K - $3.4K
165 $3.06M
SCHP
Schwab Strategic Us Tips ETF

ETFs
118
New
$25.74 - $53.78 $3.04K - $6.35K
118 $3.05M
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email