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
LHX
L3 Harris Technologies, Inc.

Industrials
199
New
$208.94 - $264.22 $41.6K - $52.6K
199 $41.8M
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
522
New
$74.89 - $84.46 $39.1K - $44.1K
522 $41.6M
LYV
Live Nation Entertainment, Inc.

Communication Services
321
New
$109.06 - $140.54 $35K - $45.1K
321 $41.6M
VNQ
Vanguard Specialized Funds Van

ETFs
464
New
$87.85 - $98.6 $40.8K - $45.8K
464 $41.4M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
194
New
$209.89 - $233.24 $40.7K - $45.2K
194 $41.3M
DGS
Wisdomtree Emerging Markets Sm

ETFs
838
New
$48.87 - $53.53 $41K - $44.9K
838 $41M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
804
New
$50.62 - $50.97 $40.7K - $41K
804 $40.8M
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
2.71K
New
$14.26 - $15.2 $38.6K - $41.1K
2.71K $40.6M
ET
Energy Transfer LP

Energy
2.07K
New
$16.05 - $19.86 $33.3K - $41.1K
2.07K $40.6M
XPEV
Xpeng Inc.

Consumer Cyclical
3.43K
New
$10.22 - $15.3 $35.1K - $52.5K
3.43K $40.6M
CHY
Calamos Convertible & High Income Fund

Financial Services
3.25K
New
$11.79 - $12.56 $38.4K - $40.9K
3.25K $39.5M
TT
Trane Technologies PLC

Industrials
106
New
$369.35 - $419.14 $39.2K - $44.4K
106 $39.2M
MPWR
Monolithic Power Systems Inc

Technology
66
New
$560.06 - $942.58 $37K - $62.2K
66 $39.1M
SU
Suncor Energy Inc

Energy
1.09K
New
$34.5 - $41.53 $37.7K - $45.4K
1.09K $39M
Jp Morgan
740
New
N/A
740 $38.7M
Gsk PLC
1.14K
New
N/A
1.14K $38.5M
VLO
Valero Energy Corp

Energy
311
New
$118.59 - $144.02 $36.9K - $44.8K
311 $38.1M
FTS
Fortis Inc.

Utilities
914
New
$41.04 - $45.81 $37.5K - $41.9K
914 $38M
AMP
Ameriprise Financial Inc

Financial Services
71
New
$473.15 - $574.01 $33.6K - $40.8K
71 $37.8M
UMH
Umh Properties, Inc.

Real Estate
2K
New
$18.21 - $19.85 $36.4K - $39.7K
2K $37.8M
CGO
Calamos Global Total Return Fund

Financial Services
3.3K
New
$11.35 - $12.59 $37.5K - $41.6K
3.3K $37.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
300
New
$121.89 - $135.52 $36.6K - $40.7K
300 $37.5M
Abrdn Asia
2.5K
New
N/A
2.5K $36.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
114
New
$311.11 - $335.64 $35.5K - $38.3K
114 $36.7M
PCAR
Paccar Inc

Industrials
352
New
$97.92 - $118.41 $34.5K - $41.7K
352 $36.7M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
91
New
$396.64 - $516.74 $36.1K - $47K
91 $36.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
93
New
$260.53 - $404.79 $24.2K - $37.6K
93 $35.6M
UGI
Ugi Corp

Utilities
1.26K
New
$23.24 - $30.37 $29.2K - $38.2K
1.26K $35.5M
CHKP
Check Point Software Technologies LTD

Technology
189
New
$170.18 - $209.01 $32.2K - $39.5K
189 $35.3M
DNP
Dnp Select Income Fund Inc

Financial Services
4K
New
$8.82 - $9.96 $35.3K - $39.8K
4K $35.3M
MFC
Manulife Financial Corp

Financial Services
1.14K
New
$29.21 - $32.87 $33.2K - $37.4K
1.14K $34.9M
NTAP
Net App, Inc.

Technology
300
New
$115.31 - $131.11 $34.6K - $39.3K
300 $34.8M
OTIS
Otis Worldwide Corp

Industrials
372
New
$92.57 - $106.01 $34.4K - $39.4K
372 $34.5M
Super Micro
1.11K
New
N/A
1.11K $33.8M
IONQ
Ion Q, Inc.

Technology
808
New
$8.17 - $48.24 $6.6K - $39K
808 $33.8M
SLB
Schlumberger Limited

Energy
880
New
$36.83 - $45.59 $32.4K - $40.1K
880 $33.7M
ARKF
Ark ETF Tr Fintech Innovation

ETFs
907
New
$29.11 - $41.59 $26.4K - $37.7K
907 $33.6M
PRI
Primerica, Inc.

Financial Services
123
New
$265.71 - $304.93 $32.7K - $37.5K
123 $33.4M
DD
Du Pont De Nemours, Inc.

Basic Materials
434
New
$75.95 - $88.05 $33K - $38.2K
434 $33.1M
PAGP
Plains Gp Holdings LP

Energy
1.8K
New
$17.2 - $20.02 $31K - $36K
1.8K $33.1M
FLR
Fluor Corp

Industrials
670
New
$46.92 - $58.93 $31.4K - $39.5K
670 $33M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
1.78K
New
$18.41 - $18.97 $32.7K - $33.7K
1.78K $32.8M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
677
New
$47.58 - $48.56 $32.2K - $32.9K
677 $32.4M
CTVA
Corteva, Inc.

Basic Materials
565
New
$55.21 - $64.13 $31.2K - $36.2K
565 $32.2M
NSIT
Insight Enterprises Inc

Technology
209
New
$149.61 - $224.73 $31.3K - $47K
209 $31.8M
BBY
Best Buy CO Inc

Consumer Cyclical
370
New
$85.2 - $101.35 $31.5K - $37.5K
370 $31.7M
KMB
Kimberly Clark Corp

Consumer Defensive
242
New
$130.37 - $146.09 $31.5K - $35.4K
242 $31.7M
ILMN
Illumina, Inc.

Healthcare
237
New
$128.99 - $155.15 $30.6K - $36.8K
237 $31.7M
Proshares Short
739
New
N/A
739 $31.3M
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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