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
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
16
New
$55.05 - $80.66 $881 - $1.29K
16 $1.03M
SPTL
Spdr Portfolio Long Term Treas

ETFs
39
New
$26.05 - $29.17 $1.02K - $1.14K
39 $1.03M
QQEW
First Tr Nasdaq 100 Equal Weig

ETFs
8
New
$123.69 - $133.68 $990 - $1.07K
8 $1.02M
RKLB
Rocket Lab Usa, Inc.

Industrials
40
New
$9.23 - $28.44 $369 - $1.14K
40 $1.02M
QCLN
First Tr Nasdaq Clean Edge Gre

ETFs
30
New
$32.55 - $36.44 $976 - $1.09K
30 $1.02M
OPEN
Opendoor Technologies Inc.

Real Estate
627
New
$1.6 - $2.34 $1K - $1.47K
627 $1M
STAA
Staar Surgical CO

Healthcare
40
New
$23.93 - $35.89 $957 - $1.44K
40 $972K
APP
App Lovin Corp

Technology
3
New
$130.67 - $401.5 $392 - $1.2K
3 $971K
JNK
Spdr Bloomberg High Yield Bond

ETFs
10
New
$94.77 - $97.36 $948 - $974
10 $955K
Fortrea Holdings
51
New
N/A
51 $951K
MCO
Moodys Corp

Financial Services
2
New
$454.04 - $500.88 $908 - $1K
2 $947K
Liberty Media
13
New
N/A
13 $936K
Veralto Corp
9
New
N/A
9 $918K
VICR
Vicor Corp

Technology
19
New
$40.19 - $60.94 $764 - $1.16K
19 $918K
ALLE
Allegion PLC

Industrials
7
New
$130.63 - $153.36 $914 - $1.07K
7 $915K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
9
New
$93.52 - $95.37 $842 - $858
9 $907K
CLST
Catalyst Bancorp, Inc.

Financial Services
75
New
$11.22 - $11.95 $842 - $896
75 $883K
Corbus Pharmaceuticals
73
New
N/A
73 $861K
Guardforce Ai
600
New
N/A
600 $858K
HPE
Hewlett Packard Enterprise CO

Technology
40
New
$19.31 - $23.95 $772 - $958
40 $854K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
58
New
$12.27 - $15.41 $712 - $894
58 $840K
ICLR
Icon PLC

Healthcare
4
New
$187.22 - $297.57 $749 - $1.19K
4 $839K
ALGN
Align Technology Inc

Healthcare
4
New
$205.03 - $245.32 $820 - $981
4 $834K
DBO
Invesco Db Oil Fund

ETFs
58
New
$13.84 - $15.7 $803 - $911
58 $830K
NVTS
Navitas Semiconductor Corp

Technology
222
New
$1.78 - $4.35 $395 - $966
222 $793K
ENTG
Entegris Inc

Technology
8
New
$97.67 - $112.92 $781 - $903
8 $792K
PATH
Ui Path, Inc.

Technology
62
New
$11.95 - $15.5 $741 - $961
62 $788K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
9
New
$84.34 - $95.14 $759 - $856
9 $785K
WDAY
Workday, Inc.

Technology
3
New
$233.85 - $279.91 $702 - $840
3 $774K
MAA
Mid America Apartment Communities Inc.

Real Estate
5
New
$149.17 - $165.2 $746 - $826
5 $773K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
23
New
$32.82 - $45.55 $755 - $1.05K
23 $769K
IFF
International Flavors & Fragrances Inc

Basic Materials
9
New
$83.96 - $106.19 $756 - $956
9 $761K
Fidelity Covington
23
New
N/A
23 $757K
ZI
Zoom Info Technologies Inc.

Technology
72
New
$9.44 - $13.08 $680 - $942
72 $757K
IX
Orix Corp

Financial Services
7
New
$104.38 - $117.09 $731 - $820
7 $744K
STLA
Stellantis N.V.

Consumer Cyclical
57
New
$12.37 - $13.99 $705 - $797
57 $744K
ORMP
Oramed Pharmaceuticals Inc.

Healthcare
303
New
$2.17 - $2.52 $658 - $764
303 $733K
OLED
Universal Display Corp Pa

Technology
5
New
$146.2 - $213.81 $731 - $1.07K
5 $733K
Nextracker Inc
20
New
N/A
20 $731K
ALGM
Allegro Microsystems, Inc.

Technology
33
New
$19.07 - $23.82 $629 - $786
33 $721K
MNDY
Monday.Com Ltd.

Technology
3
New
$224.69 - $324.31 $674 - $973
3 $706K
CIEN
Ciena Corp

Technology
8
New
$61.45 - $91.14 $492 - $729
8 $678K
SNAP
Snap Inc

Communication Services
62
New
$9.98 - $12.86 $619 - $797
62 $668K
CMS
Cms Energy Corp

Utilities
10
New
$65.76 - $71.94 $658 - $719
10 $667K
OTLY
Oatly Group Ab

Consumer Defensive
1K
New
$0.6 - $0.93 $600 - $930
1K $663K
IBN
Icici Bank LTD

Financial Services
22
New
$28.69 - $31.9 $631 - $702
22 $657K
VIACA
Paramount Global

Communication Services
29
New
N/A
29 $647K
MTG
Mgic Investment Corp

Financial Services
27
New
$23.32 - $26.4 $630 - $713
27 $640K
WDS
Woodside Energy Group LTD

Energy
40
New
$14.38 - $18.32 $575 - $733
40 $624K
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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