Golden State Wealth Management, LLC Purchases in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16.2K
+ 21.41%
$570.51 - $610.59 $9.22M - $9.87M
91.7K $54B
AMZN
Amazon Com Inc

Consumer Cyclical
66.7K
+ 1961.22%
$180.88 - $232.93 $12.1M - $15.5M
70.1K $15.4B
WINN
Harbor ETF Tr Harbor Long Term

ETFs
562K
New
N/A
562K $15.3B
NVDA
Nvidia Corp

Technology
75.6K
+ 718.07%
$117.0 - $148.88 $8.85M - $11.3M
86.1K $11.6B
USMC
Principal ETF U S Mega Cap

ETFs
25.9K
+ 16.31%
$56.37 - $61.98 $1.46M - $1.61M
185K $11.1B
GOOGL
Alphabet Inc.

Communication Services
52.5K
+ 2024.74%
$161.86 - $196.66 $8.49M - $10.3M
55.1K $10.4B
MSFT
Microsoft Corp

Technology
890
+ 4.26%
$406.35 - $454.46 $362K - $404K
21.8K $9.19B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
216K
+ 639.87%
$35.45 - $40.33 $7.65M - $8.7M
249K $8.94B
RDVY
First Trust Rising Dividend Ac

ETFs
115K
+ 333.84%
$58.65 - $64.37 $6.77M - $7.43M
150K $8.87B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
44K
+ 68.13%
$80.93 - $85.66 $3.56M - $3.77M
109K $8.79B
HUSV
First Tr ETF Iii Horizon Manag
140K
+ 302.16%
N/A
186K $6.96B
TSLA
Tesla, Inc.

Consumer Cyclical
9.99K
+ 151.99%
$213.65 - $479.86 $2.13M - $4.79M
16.6K $6.69B
USFR
Wisdomtree Floating Rate Treas

ETFs
131K
New
$50.23 - $50.46 $6.57M - $6.6M
131K $6.59B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
183K
New
$29.73 - $30.81 $5.44M - $5.64M
183K $5.58B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
50.9K
New
$100.16 - $100.7 $5.1M - $5.13M
50.9K $5.11B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
86.4K
New
$55.86 - $60.21 $4.82M - $5.2M
86.4K $4.95B
FTLS
First Tr Long/Short Equity ETF

ETFs
64K
+ 1387.41%
$63.1 - $67.29 $4.04M - $4.31M
68.7K $4.52B
SPYG
Spdr Portfolio

ETFs
6.46K
+ 14.38%
$81.74 - $91.38 $528K - $591K
51.4K $4.52B
VIG
Vanguard Dividend Appreciation

ETFs
8.24K
+ 56.87%
N/A
22.7K $4.45B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
81.6K
New
$51.09 - $55.27 $4.17M - $4.51M
81.6K $4.17B
MSTR
Microstrategy Inc

Technology
13.4K
New
$162.69 - $473.83 $2.19M - $6.37M
13.4K $3.89B
HTRB
Hartford Fds Total Return Bd E

ETFs
46.1K
+ 68.44%
$33.33 - $35.01 $1.54M - $1.61M
113K $3.78B
FMB
First Tr Exchange Traded Fd Ii

ETFs
64K
+ 1097.41%
$50.62 - $52.07 $3.24M - $3.33M
69.8K $3.56B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
62.9K
New
$56.06 - $61.35 $3.52M - $3.86M
62.9K $3.55B
FICS
First Tr Exchange Traded Fd Vi

ETFs
104K
New
$33.95 - $37.2 $3.55M - $3.89M
104K $3.55B
AVGO
Broadcom Inc.

Technology
12.9K
+ 641.56%
$159.67 - $250.0 $2.06M - $3.22M
14.9K $3.45B
GLD
Spdr Gold Trust

ETFs
7.77K
+ 143.94%
$236.59 - $257.5 $1.84M - $2M
13.2K $3.19B
JPM
Jpmorgan Chase & CO

Financial Services
624
+ 5.1%
$205.18 - $250.29 $128K - $156K
12.9K $3.09B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31.5K
+ 176.36%
$61.68 - $67.87 $1.95M - $2.14M
49.4K $3.08B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
124K
New
$24.55 - $25.16 $3.04M - $3.11M
124K $3.05B
ACWI
Ishares Msci Acwi ETF

ETFs
10.1K
+ 67.38%
$117.05 - $123.03 $1.18M - $1.24M
25.1K $2.94B
GAB
Gabelli Equity Trust Inc

Financial Services
29.6K
+ 5.77%
$5.36 - $5.83 $159K - $173K
544K $2.93B
AVEM
American Centy ETF Tr Avantis

ETFs
49.6K
New
$58.59 - $66.14 $2.91M - $3.28M
49.6K $2.92B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
91.8K
New
$30.04 - $32.01 $2.76M - $2.94M
91.8K $2.89B
META
Meta Platforms, Inc.

Communication Services
2.2K
+ 82.66%
$554.08 - $632.68 $1.22M - $1.39M
4.86K $2.84B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
45.4K
+ 231.98%
$42.84 - $45.38 $1.95M - $2.06M
65K $2.79B
PPA
Invesco Exchange Traded Fd Tr

ETFs
22.5K
New
$113.79 - $124.5 $2.55M - $2.8M
22.5K $2.58B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
+ 31.3%
$442.29 - $483.08 $589K - $643K
5.59K $2.53B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
73.3K
New
$34.21 - $38.73 $2.51M - $2.84M
73.3K $2.51B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
40.2K
+ 298.33%
$44.33 - $49.55 $1.78M - $1.99M
53.6K $2.41B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.75K
+ 11.66%
$42.79 - $44.9 $246K - $258K
55K $2.36B
HTGC
Hercules Capital, Inc.

Financial Services
62.4K
+ 117.07%
$18.53 - $20.22 $1.16M - $1.26M
116K $2.32B
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
96.5K
New
$23.99 - $24.55 $2.31M - $2.37M
96.5K $2.32B
AVDE
American Centy ETF Tr Avantis

ETFs
37.2K
New
$60.9 - $66.69 $2.27M - $2.48M
37.2K $2.28B
GBTG
Global Business Travel Group, Inc.

Technology
244K
New
$7.37 - $9.56 $1.8M - $2.33M
244K $2.26B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
990
+ 31.78%
$521.84 - $558.82 $517K - $553K
4.11K $2.21B
PSET
Principal Exchange Traded Fund

ETFs
29.8K
New
$69.39 - $74.43 $2.07M - $2.22M
29.8K $2.14B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
39.1K
New
$50.37 - $50.6 $1.97M - $1.98M
39.1K $1.97B
SKYY
First Trust Cloud Computing Et

ETFs
4.72K
+ 39.96%
$99.98 - $130.46 $472K - $616K
16.5K $1.97B
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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