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
INDA
Ishares Msci India Index Fund

ETFs
1.1K
New
$52.64 - $58.16 $57.9K - $64K
1.1K $57.9M
ALL
Allstate Corp

Financial Services
293
New
$181.25 - $208.2 $53.1K - $61K
293 $56.5M
BCO
Brinks CO

Industrials
596
New
$89.25 - $114.23 $53.2K - $68.1K
596 $55.3M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
5.2K
New
$10.55 - $11.6 $54.8K - $60.3K
5.2K $55.2M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
940
New
$57.38 - $61.11 $53.9K - $57.4K
940 $54.9M
AZN
Astrazeneca PLC

Healthcare
835
New
$63.2 - $79.58 $52.8K - $66.4K
835 $54.7M
AIG
American International Group, Inc.

Financial Services
738
New
$70.0 - $79.22 $51.7K - $58.5K
738 $53.7M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
45
New
$1146.59 - $1270.6 $51.6K - $57.2K
45 $53.4M
HLI
Houlihan Lokey, Inc.

Financial Services
305
New
$158.81 - $190.49 $48.4K - $58.1K
305 $53M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
677
New
$77.23 - $82.11 $52.3K - $55.6K
677 $52.7M
SONY
Sony Group Corp

Technology
2.48K
New
$17.53 - $96.8 $43.5K - $240K
2.48K $52.5M
FNF
Fidelity National Financial, Inc.

Financial Services
934
New
$55.19 - $63.83 $51.5K - $59.6K
934 $52.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.48K
New
$20.98 - $21.19 $52.1K - $52.6K
2.48K $52.3M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
769
New
$67.29 - $73.38 $51.7K - $56.4K
769 $52.2M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
2.21K
New
$23.42 - $24.25 $51.7K - $53.5K
2.21K $52.1M
SQ
Block, Inc.

Technology
611
New
$65.06 - $98.92 $39.8K - $60.4K
611 $51.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
345
New
$148.29 - $166.93 $51.2K - $57.6K
345 $51.4M
CHD
Church & Dwight CO Inc

Consumer Defensive
489
New
$99.11 - $112.25 $48.5K - $54.9K
489 $51.2M
Vanguard Tax
505
New
N/A
505 $50.3M
WSO
Watsco Inc

Industrials
106
New
$466.57 - $568.78 $49.5K - $60.3K
106 $50.2M
ROAD
Construction Partners, Inc.

Industrials
563
New
$67.44 - $101.86 $38K - $57.3K
563 $49.8M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
136
New
$340.59 - $380.5 $46.3K - $51.7K
136 $49.8M
AIQ
Global X Funds Global X Artifi

ETFs
1.27K
New
$36.57 - $40.57 $46.5K - $51.6K
1.27K $49.2M
SPGI
S&P Global Inc.

Financial Services
98
New
$480.36 - $529.17 $47.1K - $51.9K
98 $48.9M
KR
Kroger CO

Consumer Defensive
799
New
$55.21 - $63.3 $44.1K - $50.6K
799 $48.9M
STLD
Steel Dynamics Inc

Basic Materials
423
New
N/A
423 $48.3M
VDE
Vanguard Energy ETF

ETFs
396
New
$116.67 - $136.78 $46.2K - $54.2K
396 $48M
IWN
Ishares Russell2000 Val ETF

ETFs
289
New
$162.69 - $181.35 $47K - $52.4K
289 $47.5M
PKG
Packaging Corp Of America

Consumer Cyclical
211
New
$211.98 - $248.85 $44.7K - $52.5K
211 $47.5M
Cava Group
420
New
N/A
420 $47.4M
PWZ
Invesco California Amt Free Mu

ETFs
1.91K
New
$24.49 - $25.25 $46.7K - $48.2K
1.91K $47.1M
RIO
Rio Tinto PLC

Basic Materials
800
New
$58.59 - $71.15 $46.9K - $56.9K
800 $47M
ECL
Ecolab Inc.

Basic Materials
200
New
$234.32 - $261.43 $46.9K - $52.3K
200 $46.9M
SHW
Sherwin Williams CO

Basic Materials
137
New
$338.75 - $399.71 $46.4K - $54.8K
137 $46.6M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.32K
New
$34.83 - $38.05 $46K - $50.2K
1.32K $46.6M
ASTS
Ast Space Mobile, Inc.

Communication Services
2.2K
New
$21.1 - $28.49 $46.4K - $62.7K
2.2K $46.4M
FTNT
Fortinet, Inc.

Technology
489
New
$76.49 - $99.21 $37.4K - $48.5K
489 $46.2M
PFG
Principal Financial Group Inc

Financial Services
596
New
$74.91 - $91.26 $44.6K - $54.4K
596 $46.1M
SPG
Simon Property Group Inc

Real Estate
263
New
$167.23 - $183.84 $44K - $48.3K
263 $45.3M
TMUS
T Mobile Us, Inc.

Communication Services
205
New
$206.1 - $246.94 $42.3K - $50.6K
205 $45.3M
ROP
Roper Technologies Inc

Industrials
87
New
$519.85 - $575.95 $45.2K - $50.1K
87 $45.2M
EWJ
Ishares Msci Japan ETF

ETFs
665
New
$66.18 - $71.84 $44K - $47.8K
665 $44.7M
REZ
Ishares Tr Residential And Mul

ETFs
550
New
$79.04 - $89.77 $43.5K - $49.4K
550 $44.6M
MET
Metlife Inc

Financial Services
539
New
$78.15 - $88.25 $42.1K - $47.6K
539 $44.1M
Te Connectivity
304
New
N/A
304 $43.6M
ACGL
Arch Capital Group Ltd.

Financial Services
458
New
$88.71 - $114.86 $40.6K - $52.6K
458 $42.3M
VIS
Vanguard Industrial ETF

ETFs
165
New
$254.39 - $279.7 $42K - $46.2K
165 $42.2M
SOUN
Soundhound Ai, Inc.

Technology
2.12K
New
$4.51 - $24.23 $9.54K - $51.2K
2.12K $42M
JOBY
Joby Aviation, Inc.

Industrials
5.15K
New
$4.8 - $9.16 $24.7K - $47.2K
5.15K $41.9M
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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