Golden State Wealth Management, LLC Reduced Holdings in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.81K
- 28.13%
$44.04 - $49.49 $212K - $238K
12.3K $541M
QCOM
Qualcomm Inc

Technology
-1.15K
- 24.37%
$150.4 - $178.04 $173K - $205K
3.57K $549M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-170
- 7.05%
$229.83 - $258.46 $39.1K - $43.9K
2.24K $554M
MA
Mastercard Inc

Financial Services
-2.04K
- 64.4%
$491.3 - $536.15 $1M - $1.09M
1.13K $595M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-5.14K
- 27.29%
$45.07 - $47.1 $232K - $242K
13.7K $619M
NOW
Service Now, Inc.

Technology
-19
- 3.14%
$867.18 - $1148.42 $16.5K - $21.8K
586 $621M
DIS
Walt Disney CO

Communication Services
-6.25K
- 50.89%
$92.39 - $117.6 $578K - $735K
6.03K $672M
BA
Boeing CO

Industrials
-501
- 11.66%
$138.14 - $180.72 $69.2K - $90.5K
3.8K $672M
AXON
Axon Enterprise, Inc.

Industrials
-5.01K
- 81.16%
$399.22 - $689.78 $2M - $3.46M
1.16K $691M
MCD
Mcdonalds Corp

Consumer Cyclical
-136
- 5.23%
$288.47 - $316.54 $39.2K - $43K
2.46K $714M
FAD
First Tr Multi Cap Growth Alph

ETFs
-3.05K
- 37.05%
$131.79 - $150.3 $401K - $458K
5.18K $715M
MCK
Mckesson Corp

Healthcare
-265
- 17.29%
$482.27 - $628.5 $128K - $167K
1.27K $723M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-9.75K
- 61.21%
$124.61 - $133.96 $1.22M - $1.31M
6.18K $796M
ISRG
Intuitive Surgical Inc

Healthcare
-1.55K
- 50.03%
$471.27 - $550.62 $729K - $852K
1.55K $806M
XLI
Industrial Sector Spdr

ETFs
-12.9K
- 67.18%
$131.76 - $143.99 $1.7M - $1.86M
6.32K $833M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-13.7K
- 31.4%
$28.71 - $31.34 $395K - $431K
30K $864M
UNH
Unitedhealth Group Inc

Healthcare
-450
- 20.79%
$485.52 - $625.25 $218K - $281K
1.71K $867M
EFG
Msci Eafe Growth ETF

ETFs
-12.4K
- 56.85%
$96.83 - $106.88 $1.2M - $1.33M
9.45K $915M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-387
- 17.97%
$501.29 - $612.85 $194K - $237K
1.77K $919M
XLP
Consumer Staples Sector Spdr

ETFs
-2.34K
- 16.53%
N/A
11.8K $929M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-45.5K
- 90.66%
$201.32 - $217.44 $9.16M - $9.89M
4.69K $970M
BAC
Bank Of America Corp

Financial Services
-1.39K
- 5.8%
$39.22 - $47.77 $54.3K - $66.2K
22.5K $989M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-939
- 7.43%
$84.54 - $91.18 $79.4K - $85.6K
11.7K $993M
AMD
Advanced Micro Devices Inc

Technology
-185
- 2.2%
$118.88 - $172.8 $22K - $32K
8.23K $994M
XOM
Exxon Mobil Corp

Energy
-1.39K
- 13.03%
$105.51 - $125.37 $147K - $175K
9.3K $1B
XLY
Select Sector Spdr Consumer Di

ETFs
-503
- 9.24%
$194.8 - $239.43 $98K - $120K
4.94K $1.11B
AXP
American Express CO

Financial Services
-2.3K
- 36.95%
$267.35 - $305.57 $615K - $703K
3.92K $1.16B
CAT
Caterpillar Inc

Industrials
-828
- 19.93%
$360.37 - $416.88 $298K - $345K
3.33K $1.21B
TDIV
First Trust Nasdaq Technology

ETFs
-13.4K
- 44.68%
$78.03 - $82.13 $1.05M - $1.1M
16.6K $1.3B
VTI
Vanguard Total Stock Market Et

ETFs
-1.88K
- 29.4%
$280.04 - $302.45 $527K - $569K
4.52K $1.31B
FSK
Fs Kkr Capital Corp

Financial Services
-104K
- 63.2%
$19.71 - $22.22 $2.05M - $2.31M
60.4K $1.31B
LMT
Lockheed Martin Corp

Industrials
-136
- 4.73%
$479.66 - $614.62 $65.2K - $83.6K
2.74K $1.33B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-53.7K
- 75.72%
$88.59 - $94.57 $4.76M - $5.08M
17.2K $1.53B
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.3K
- 9.67%
$116.4 - $138.52 $152K - $180K
12.2K $1.54B
FXH
First Tr Exchange Trd Fd Healt

ETFs
-5.13K
- 24.82%
$103.53 - $112.72 $532K - $579K
15.6K $1.62B
XLF
Financial Sector Spdr

ETFs
-11.4K
- 23.97%
$44.89 - $51.34 $512K - $585K
36.2K $1.75B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-2.14K
- 34.07%
$417.69 - $450.94 $892K - $963K
4.13K $1.76B
HD
Home Depot, Inc.

Consumer Cyclical
-3.24K
- 39.08%
$385.02 - $431.37 $1.25M - $1.4M
5.04K $1.96B
V
Visa Inc.

Financial Services
-909
- 10.55%
$273.87 - $320.91 $249K - $292K
7.7K $2.43B
FPX
First Trust Us Equity Opportun

ETFs
-30.8K
- 59.12%
$109.38 - $131.9 $3.37M - $4.06M
21.3K $2.54B
FV
First Trust Dorsey Wright Focu

ETFs
-4.21K
- 8.74%
$57.47 - $62.82 $242K - $264K
43.9K $2.59B
SPMD
Spdr Portfolio

ETFs
-70.2K
- 57.44%
$54.13 - $59.56 $3.8M - $4.18M
52K $2.84B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-10.5K
- 48.72%
$278.19 - $315.36 $2.93M - $3.32M
11.1K $3.19B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-21K
- 42.75%
$113.92 - $127.38 $2.39M - $2.67M
28.1K $3.24B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-54.3K
- 49.39%
$59.74 - $60.03 $3.24M - $3.26M
55.6K $3.32B
COST
Costco Wholesale Corp

Consumer Defensive
-804
- 16.5%
$873.59 - $994.69 $702K - $800K
4.07K $3.73B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-7.75K
- 21.76%
$129.96 - $144.97 $1.01M - $1.12M
27.8K $3.88B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-38.7K
- 61.45%
$176.42 - $186.91 $6.83M - $7.24M
24.3K $4.33B
VNLA
Janus Henderson Short Duration

ETFs
-12.9K
- 10.43%
$48.82 - $49.11 $629K - $633K
111K $5.41B
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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