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
CFB
Crossfirst Bankshares, Inc.

Financial Services
-10.5K
- 77.78%
$15.15 - $17.96 $159K - $189K
3K $45.5M
DOV
Dover Corp

Industrials
-1.23K
- 83.32%
$184.72 - $206.51 $227K - $254K
246 $46.1M
BNDX
Vanguard Total International B

ETFs
-3.06K
- 76.28%
$48.91 - $50.61 $150K - $155K
952 $46.7M
ITA
Ishares Tr

ETFs
-14.6K
- 97.73%
$144.31 - $157.31 $2.1M - $2.29M
338 $49.1M
F
Ford Motor CO

Consumer Cyclical
-24.3K
- 82.92%
$9.69 - $11.4 $235K - $277K
5.01K $49.6M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-2.46K
- 84.47%
$114.08 - $125.68 $281K - $310K
453 $51.9M
AMT
American Tower Corp

Real Estate
-2.65K
- 89.81%
$179.4 - $232.01 $475K - $614K
300 $55.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-1.39K
- 66.19%
$82.28 - $117.52 $115K - $164K
712 $60.4M
DBL
Double Line Opportunistic Credit Fund

Financial Services
-8.14K
- 67.15%
$15.17 - $15.89 $123K - $129K
3.98K $61.7M
LUV
Southwest Airlines CO

Industrials
-3.29K
- 63.31%
$28.99 - $34.84 $95.5K - $115K
1.91K $64.2M
ASML
Asml Holding Nv

Technology
-1.7K
- 94.65%
$658.43 - $872.27 $1.12M - $1.48M
96 $66.6M
BP
Bp PLC

Energy
-9.1K
- 79.85%
$28.16 - $33.14 $256K - $302K
2.3K $67.9M
QRVO
Qorvo, Inc.

Technology
-1.35K
- 57.59%
$65.6 - $104.58 $88.6K - $141K
994 $69.5M
GILD
Gilead Sciences, Inc.

Healthcare
-2.71K
- 78.22%
$83.95 - $97.9 $227K - $265K
754 $69.7M
TDG
Trans Digm Group Inc

Industrials
-1.8K
- 96.93%
$1239.0 - $1442.53 $2.23M - $2.6M
57 $73M
CPRT
Copart Inc

Consumer Cyclical
-8K
- 86.25%
$51.36 - $63.8 $411K - $511K
1.28K $73.2M
INTC
Intel Corp

Technology
-1.13K
- 23.76%
$19.07 - $26.23 $21.6K - $29.7K
3.63K $72.8M
FICO
Fair Isaac Corp

Technology
-561
- 93.81%
$1911.01 - $2382.4 $1.07M - $1.34M
37 $73.7M
VGT
Vanguard Information Technolog

ETFs
-861
- 87.77%
$571.78 - $647.97 $492K - $558K
120 $75.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-12.1K
- 78.57%
$22.39 - $23.45 $271K - $284K
3.3K $75.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.82K
- 86.67%
$77.25 - $91.3 $450K - $532K
896 $76.5M
Flaherty & Crumrine
-3.21K
- 44.91%
N/A
3.93K $78.4M
CLX
Clorox CO

Consumer Defensive
-3.48K
- 87.51%
$156.51 - $169.74 $544K - $590K
496 $80.7M
TGT
Target Corp

Consumer Defensive
-782
- 53.97%
$121.59 - $160.69 $95.1K - $126K
667 $90.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.17K
- 78.15%
$77.86 - $79.27 $325K - $330K
1.17K $90.9M
T
At&T Inc.

Communication Services
-8.53K
- 67.0%
$21.22 - $23.88 $181K - $204K
4.2K $95.6M
RODM
Hartford Multifactor Developed

ETFs
-5.81K
- 62.81%
$28.36 - $30.42 $165K - $177K
3.44K $97.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-13.4K
- 92.61%
$91.94 - $100.02 $1.23M - $1.34M
1.07K $99.1M
PDI
Pimco Dynamic Income Fund

Financial Services
-34.9K
- 86.3%
$18.33 - $20.85 $639K - $727K
5.53K $101M
ENB
Enbridge Inc

Energy
-2.51K
- 50.76%
$40.4 - $43.92 $101K - $110K
2.44K $103M
WM
Waste Management Inc

Industrials
-5.02K
- 90.01%
$201.79 - $228.46 $1.01M - $1.15M
557 $113M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-3.27K
- 40.48%
$23.17 - $26.26 $75.7K - $85.7K
4.8K $115M
MUB
Ishares National Muni Bond ETF

ETFs
-5.61K
- 83.68%
$105.78 - $108.7 $594K - $610K
1.1K $117M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-10.9K
- 88.71%
$83.09 - $89.28 $908K - $976K
1.39K $118M
CSX
Csx Corp

Industrials
-7.27K
- 66.51%
$31.58 - $36.88 $230K - $268K
3.66K $118M
IYE
Ishares Tr

ETFs
-3.1K
- 54.25%
$43.93 - $51.37 $136K - $159K
2.62K $119M
UPS
United Parcel Service Inc

Industrials
-256
- 20.76%
$122.65 - $138.35 $31.4K - $35.4K
977 $123M
DEO
Diageo PLC

Consumer Defensive
-11
- 1.1%
$118.0 - $139.88 $1.3K - $1.54K
987 $125M
IXN
Ishares Global Information Tec

ETFs
-5.88K
- 79.62%
$80.67 - $87.84 $474K - $516K
1.5K $127M
IBB
Ishares Biotechnology ETF

ETFs
-4.66K
- 82.78%
$131.21 - $148.85 $611K - $693K
969 $128M
TXN
Texas Instruments Inc

Technology
-5.81K
- 88.65%
N/A
743 $139M
CB
Chubb LTD

Financial Services
-1.59K
- 75.98%
$271.57 - $301.89 $432K - $480K
503 $139M
CMCSA
Comcast Corp

Communication Services
-1.87K
- 32.9%
$37.39 - $45.14 $70K - $84.5K
3.82K $143M
LEN
Lennar Corp

Consumer Cyclical
-2.12K
- 66.15%
$136.2 - $188.96 $289K - $401K
1.09K $148M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-382
- 40.34%
$260.96 - $307.26 $99.7K - $117K
565 $153M
VCIT
Vanguard Intermediate Term Cor

ETFs
-21.4K
- 91.62%
$80.13 - $83.77 $1.72M - $1.8M
1.96K $158M
PPBI
Pacific Premier Bancorp Inc

Financial Services
-551
- 8.02%
$23.81 - $29.11 $13.1K - $16K
6.32K $158M
HDV
Ishares Core High Dividend ETF

ETFs
-1.07K
- 42.95%
$110.82 - $121.28 $118K - $129K
1.42K $159M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-13.7K
- 76.19%
$38.37 - $42.82 $527K - $588K
4.29K $165M
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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