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
FAST
Fastenal CO

Industrials
-29.8K
- 99.96%
$69.99 - $84.35 $2.09M - $2.52M
13 $935K
MANH
Manhattan Associates Inc

Technology
-10.5K
- 99.96%
$263.36 - $309.78 $2.75M - $3.24M
4 $1.08M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-8.72K
- 99.97%
$37.12 - $41.23 $324K - $359K
3 $122K
LEA
Lear Corp

Consumer Cyclical
-4.98K
- 99.86%
$92.95 - $108.96 $463K - $542K
7 $663K
EXPD
Expeditors International Of Washington Inc

Industrials
-7.95K
- 99.9%
$110.5 - $128.26 $878K - $1.02M
8 $886K
IAG
Iamgold Corp

Basic Materials
-78.9K
- 99.87%
$4.54 - $6.15 $358K - $485K
100 $516K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.23K
- 99.69%
$70.1 - $76.53 $226K - $247K
10 $707K
CCI
Crown Castle International Corp

Real Estate
-1.97K
- 99.34%
$89.78 - $119.11 $177K - $235K
13 $1.18M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-4.66K
- 99.7%
$90.66 - $99.46 $423K - $464K
14 $1.27M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-26.9K
- 99.75%
$39.3 - $41.34 $1.06M - $1.11M
68 $2.68M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-41.5K
- 99.87%
$119.61 - $136.3 $4.97M - $5.66M
55 $6.79M
CME
Cme Group Inc.

Financial Services
-2.08K
- 99.23%
$221.17 - $246.02 $459K - $510K
16 $3.72M
SMG
Scotts Miracle Gro CO

Basic Materials
-3.42K
- 98.13%
$65.14 - $93.47 $223K - $319K
65 $4.34M
MSGS
Madison Square Garden Sports Corp.

Communication Services
-1.52K
- 98.38%
$208.82 - $235.85 $317K - $358K
25 $5.64M
TDY
Teledyne Technologies Inc

Technology
-2.06K
- 99.18%
$436.59 - $489.24 $901K - $1.01M
17 $7.89M
WY
Weyerhaeuser CO

Real Estate
-13.3K
- 98.07%
$27.21 - $33.7 $363K - $450K
262 $7.38M
MILN
Global X Funds Global X Millen

ETFs
-48.8K
- 99.59%
$41.22 - $48.0 $2.01M - $2.34M
201 $9.06M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.37K
- 94.05%
$52.59 - $303.74 $125K - $720K
150 $7.97M
RACE
Ferrari N.V.

Consumer Cyclical
-2.82K
- 99.29%
$422.83 - $490.34 $1.19M - $1.38M
20 $8.5M
APD
Air Products & Chemicals, Inc.

Basic Materials
-1.61K
- 98.05%
$285.5 - $335.62 $460K - $541K
32 $9.28M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-18.9K
- 98.91%
$50.67 - $50.9 $957K - $961K
209 $10.6M
WDFC
Wd 40 CO

Basic Materials
-1.5K
- 96.96%
$242.06 - $290.11 $363K - $435K
47 $11.4M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-8.62K
- 97.18%
$48.48 - $49.47 $418K - $426K
250 $12.2M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-8.34K
- 96.72%
$43.02 - $47.32 $359K - $394K
283 $12.2M
MSCI
Msci Inc.

Financial Services
-688
- 96.9%
$569.09 - $635.99 $392K - $438K
22 $13.2M
MKC
Mccormick & CO Inc

Consumer Defensive
-3.99K
- 95.75%
$73.97 - $84.09 $295K - $335K
177 $13.5M
EEM
Ishares Msci Emerging Markets

ETFs
-9.74K
- 96.51%
$41.82 - $47.36 $407K - $461K
352 $14.7M
ROKU
Roku, Inc

Communication Services
-2.5K
- 92.68%
$64.08 - $84.12 $160K - $210K
197 $14.6M
NVR
Nvr Inc

Consumer Cyclical
-311
- 99.36%
$8101.21 - $9940.51 $2.52M - $3.09M
2 $16.4M
IXUS
Ishares Tr

ETFs
-13.8K
- 98.1%
$65.95 - $72.56 $907K - $998K
266 $17.6M
XTN
Spdr Ser Tr S&P Transn ETF

ETFs
-4.28K
- 95.53%
$79.6 - $95.17 $340K - $407K
200 $17.3M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-367
- 93.38%
$701.85 - $1046.91 $258K - $384K
26 $18.5M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-17K
- 99.36%
$198.04 - $221.51 $3.36M - $3.76M
109 $22.9M
MSI
Motorola Solutions, Inc.

Technology
-1.88K
- 97.36%
$449.08 - $504.6 $846K - $951K
51 $23.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.36K
- 92.54%
$125.36 - $147.37 $296K - $347K
190 $25M
GM
General Motors CO

Consumer Cyclical
-4.17K
- 89.96%
$44.82 - $60.2 $187K - $251K
465 $24.8M
GGG
Graco Inc

Industrials
-6.81K
- 95.77%
$81.45 - $92.29 $554K - $628K
301 $25.4M
GRMN
Garmin LTD

Technology
-3.54K
- 96.59%
$161.91 - $220.77 $574K - $782K
125 $25.8M
ITB
Ishares Tr

ETFs
-9.97K
- 97.38%
$103.31 - $129.34 $1.03M - $1.29M
268 $27.8M
SWKS
Skyworks Solutions, Inc.

Technology
-1.01K
- 76.43%
$83.18 - $99.15 $83.6K - $99.6K
310 $27.5M
PZC
Pimco California Municipal Income Fund Iii

Financial Services
-64.4K
- 93.94%
$6.75 - $7.62 $435K - $491K
4.16K $28.6M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-32.7K
- 99.18%
$114.77 - $127.28 $3.75M - $4.16M
271 $31.4M
EL
Estee Lauder Companies Inc

Consumer Defensive
-2.08K
- 83.91%
$62.74 - $97.24 $130K - $202K
398 $29.9M
DHR
Danaher Corp

Healthcare
-3.37K
- 96.17%
$226.16 - $274.52 $761K - $924K
134 $30.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-9.95K
- 95.45%
$71.75 - $75.11 $714K - $747K
474 $34.1M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.52K
- 80.6%
$33.39 - $37.66 $151K - $170K
1.09K $36.3M
ROLL
Rbc Bearings Inc

Industrials
-4.19K
- 97.06%
N/A
127 $38M
BIIB
Biogen Inc.

Healthcare
-471
- 63.99%
$146.47 - $191.55 $69K - $90.2K
265 $40.5M
FTGC
First Trust Global Tactical CO

ETFs
-11.1K
- 86.02%
$23.23 - $24.25 $257K - $268K
1.8K $43.1M
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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