Golden State Wealth Management, LLC Sells in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DVY
Ishares Tr

ETFs
-166
- 8.84%
$129.55 - $143.41 $21.5K - $23.8K
1.71K $225M
XLB
Select Sector Spdr Fd Material

ETFs
-10.8K
- 80.05%
$83.8 - $97.58 $907K - $1.06M
2.7K $227M
ADBE
Adobe Inc.

Technology
-672
- 56.66%
$437.39 - $552.96 $294K - $372K
514 $229M
MBB
Ishares Tr

ETFs
-23.3K
- 90.03%
$91.26 - $95.82 $2.13M - $2.24M
2.58K $237M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-196
- 7.48%
$99.2 - $108.47 $19.4K - $21.3K
2.42K $241M
DE
Deere & CO

Industrials
-3.39K
- 85.34%
$389.45 - $466.0 $1.32M - $1.58M
583 $247M
JSML
Janus Detroit Str Tr Henderson

ETFs
-7.88K
- 67.6%
$63.67 - $73.6 $502K - $580K
3.78K $248M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-502
- 42.94%
$370.24 - $418.94 $186K - $210K
667 $268M
CRWD
Crowd Strike Holdings, Inc.

Technology
-815
- 49.36%
$275.15 - $388.2 $224K - $316K
836 $286M
MO
Altria Group, Inc.

Consumer Defensive
-1.2K
- 17.78%
$49.06 - $57.74 $59K - $69.4K
5.56K $291M
NUE
Nucor Corp

Basic Materials
-37
- 1.38%
$115.78 - $167.74 $4.28K - $6.21K
2.64K $308M
CSCO
Cisco Systems, Inc.

Technology
-399
- 6.56%
$52.45 - $60.02 $20.9K - $23.9K
5.69K $337M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-27.7K
- 78.34%
$45.17 - $47.23 $1.25M - $1.31M
7.66K $347M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-8.74K
- 50.18%
$40.06 - $45.21 $350K - $395K
8.68K $353M
FDN
First Tr Fd Dow Jones

ETFs
-1.88K
- 56.08%
$210.5 - $257.24 $395K - $483K
1.47K $357M
ABBV
Abb Vie Inc.

Healthcare
-1.47K
- 42.04%
$164.99 - $203.87 $243K - $300K
2.03K $361M
ETN
Eaton Corp PLC

Industrials
-5.71K
- 83.68%
$326.96 - $377.52 $1.87M - $2.15M
1.11K $369M
ACN
Accenture PLC

Technology
-692
- 39.63%
$343.9 - $376.86 $238K - $261K
1.05K $371M
FTSD
Franklin ETF Tr Liberty Short

ETFs
-57
- 1.32%
$89.95 - $90.89 $5.13K - $5.18K
4.25K $383M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.06K
- 32.03%
$87.25 - $95.52 $180K - $197K
4.38K $387M
CMF
Ishares California Muni Bond E

ETFs
-1.23K
- 14.53%
$56.66 - $58.1 $69.8K - $71.6K
7.25K $415M
NOC
Northrop Grumman Corp

Industrials
-102
- 10.13%
$466.52 - $543.88 $47.6K - $55.5K
905 $425M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-22.5K
- 76.23%
$58.39 - $67.04 $1.31M - $1.51M
7.01K $445M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-11.2K
- 81.03%
$174.22 - $187.62 $1.95M - $2.1M
2.62K $459M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.25K
- 16.43%
$74.5 - $78.37 $93.3K - $98.1K
6.37K $476M
AMGN
Amgen Inc

Healthcare
-84
- 4.38%
$258.78 - $328.31 $21.7K - $27.6K
1.83K $478M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-805
- 5.26%
$32.56 - $42.89 $26.2K - $34.5K
14.5K $480M
IWM
Ishares Russell 2000 ETF

ETFs
-1.17K
- 34.5%
$216.13 - $242.4 $254K - $285K
2.23K $493M
NEE
Nextera Energy Inc

Utilities
-2.89K
- 29.45%
$69.77 - $85.43 $201K - $247K
6.92K $496M
CRM
Salesforce, Inc.

Technology
-1.74K
- 52.65%
$270.87 - $367.87 $470K - $639K
1.56K $522M
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
ROK
Rockwell Automation, Inc

Industrials
-1.38K
- 35.5%
$264.65 - $302.92 $364K - $417K
2.5K $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
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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