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
HOOD
Robinhood Markets, Inc.

Technology
2.72K
New
$22.33 - $43.2 $60.8K - $118K
2.72K $101M
IP
International Paper CO

Consumer Cyclical
1.88K
New
$46.64 - $59.57 $87.8K - $112K
1.88K $101M
VRIG
Invesco Actively Managed ETF F

ETFs
3.98K
New
$25.06 - $25.2 $99.8K - $100K
3.98K $100M
PLD
Prologis, Inc.

Real Estate
942
New
$101.4 - $126.96 $95.5K - $120K
942 $99.6M
PFM
Invesco Exchange Traded Fd Tr

ETFs
2.15K
New
$45.72 - $48.2 $98.3K - $104K
2.15K $98.6M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.97K
New
$49.78 - $66.55 $97.9K - $131K
1.97K $98.5M
YYY
Amplify ETF Tr High Income ETF

ETFs
8.54K
New
$11.52 - $12.3 $98.3K - $105K
8.54K $98.4M
AON
Aon PLC

Financial Services
268
New
$344.14 - $393.31 $92.2K - $105K
268 $96.3M
CION
Cion Investment Corp

Financial Services
8.43K
New
$11.25 - $12.08 $94.9K - $102K
8.43K $96.2M
AB
Alliancebernstein Holding L.P.

Financial Services
2.58K
New
$34.59 - $38.68 $89.1K - $99.6K
2.58K $95.5M
TFC
Truist Financial Corp

Financial Services
2.17K
New
$41.51 - $48.1 $90K - $104K
2.17K $94M
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
4.28K
New
$20.7 - $22.35 $88.6K - $95.6K
4.28K $93.2M
EMR
Emerson Electric CO

Industrials
751
New
$108.13 - $134.33 $81.2K - $101K
751 $93.1M
SJM
J M Smucker CO

Consumer Defensive
834
New
$106.92 - $121.75 $89.2K - $102K
834 $91.9M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.24K
New
$47.29 - $84.74 $58.6K - $105K
1.24K $91.8M
KMI
Kinder Morgan, Inc.

Energy
3.35K
New
$22.59 - $28.54 $75.6K - $95.6K
3.35K $91.8M
BCE
Bce Inc

Communication Services
3.95K
New
$22.53 - $34.84 $89K - $138K
3.95K $91.6M
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.77K
New
$47.96 - $55.17 $84.6K - $97.4K
1.77K $90.7M
CEV
Eaton Vance California Municipal Income Trust

Financial Services
9K
New
$10.01 - $10.9 $90.1K - $98.1K
9K $90.4M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.88K
New
$47.26 - $48.18 $88.8K - $90.5K
1.88K $89M
WPC
W. P. Carey Inc.

Real Estate
1.62K
New
$53.44 - $61.33 $86.7K - $99.5K
1.62K $88.4M
LNG
Cheniere Energy, Inc.

Energy
401
New
$181.07 - $225.92 $72.6K - $90.6K
401 $86.2M
MPC
Marathon Petroleum Corp

Energy
616
New
$131.65 - $174.84 $81.1K - $108K
616 $85.9M
PHM
Pultegroup Inc

Consumer Cyclical
784
New
$108.86 - $149.04 $85.3K - $117K
784 $85.4M
JETS
ETF Ser Solutions U S Global J

ETFs
3.36K
New
$20.04 - $25.93 $67.4K - $87.2K
3.36K $85.2M
ED
Consolidated Edison Inc

Utilities
954
New
$88.87 - $107.38 $84.8K - $102K
954 $85.1M
UBER
Uber Technologies, Inc

Technology
1.41K
New
$59.93 - $86.34 $84.4K - $122K
1.41K $85M
WELL
Welltower Inc.

Real Estate
673
New
$123.11 - $139.3 $82.9K - $93.7K
673 $84.8M
IWS
Ishares Russell Midcap Value E

ETFs
654
New
$128.08 - $140.32 $83.8K - $91.8K
654 $84.6M
FDX
Fedex Corp

Industrials
299
New
$260.5 - $305.15 $77.9K - $91.2K
299 $84.1M
BOTZ
Global X Fds

ETFs
2.62K
New
$31.11 - $34.18 $81.6K - $89.7K
2.62K $83.8M
Frontline PLC
5.9K
New
N/A
5.9K $83.7M
AEE
Ameren Corp

Utilities
929
New
$85.81 - $94.98 $79.7K - $88.2K
929 $82.9M
FAB
First Tr Multi Cap Value Alpha

ETFs
997
New
$81.02 - $90.16 $80.8K - $89.9K
997 $82.2M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
701
New
$111.85 - $120.71 $78.4K - $84.6K
701 $80.8M
FGM
First Trust Germany Alphadex F

ETFs
2.09K
New
$37.54 - $40.08 $78.5K - $83.8K
2.09K $80.4M
DFAX
Dimensional ETF Tr
3.22K
New
$24.76 - $27.04 $79.7K - $87K
3.22K $80M
NTRA
Natera, Inc.

Healthcare
500
New
$117.67 - $174.0 $58.8K - $87K
500 $79.2M
Arista Networks
712
New
N/A
712 $78.7M
LDOS
Leidos Holdings, Inc.

Technology
545
New
$143.17 - $201.39 $78K - $110K
545 $78.5M
MDT
Medtronic PLC

Healthcare
980
New
$79.61 - $92.24 $78K - $90.4K
980 $78.3M
HEFA
Ishares Currency Hedged Msci E

ETFs
2.24K
New
$34.42 - $35.88 $77.1K - $80.4K
2.24K $77.9M
DASH
Door Dash, Inc.

Communication Services
464
New
$141.93 - $180.48 $65.9K - $83.7K
464 $77.8M
NN
Nextnav Inc.

Communication Services
5K
New
$7.49 - $18.0 $37.5K - $90K
5K $77.8M
CI
Cigna Corp

Healthcare
280
New
$265.59 - $358.58 $74.4K - $100K
280 $77.6M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.8K
New
$27.54 - $83.04 $77.1K - $232K
2.8K $77.6M
PSX
Phillips 66

Energy
675
New
$110.35 - $138.93 $74.5K - $93.8K
675 $77M
ELV
Elevance Health, Inc.

Healthcare
202
New
$365.96 - $514.62 $73.9K - $104K
202 $74.7M
HES
Hess Corp

Energy
556
New
$127.66 - $148.65 $71K - $82.6K
556 $74M
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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