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
BHP
Bhp Group LTD

Basic Materials
141
New
$48.78 - $62.43 $6.88K - $8.8K
141 $6.92M
RWT
Redwood Trust Inc

Real Estate
1.06K
New
$6.44 - $7.7 $6.81K - $8.15K
1.06K $6.91M
DIOD
Diodes Inc

Technology
112
New
$53.01 - $66.3 $5.94K - $7.43K
112 $6.91M
AVDV
American Centy ETF Tr Avantis

ETFs
105
New
$63.85 - $70.4 $6.7K - $7.39K
105 $6.89M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
343
New
$19.7 - $20.82 $6.76K - $7.14K
343 $6.81M
IMTB
Ishares Tr

ETFs
160
New
$42.29 - $44.45 $6.77K - $7.11K
160 $6.81M
STE
Steris PLC

Healthcare
33
New
$204.34 - $235.7 $6.74K - $7.78K
33 $6.78M
GOLD
Barrick Gold Corp

Basic Materials
437
New
$15.23 - $21.19 $6.66K - $9.26K
437 $6.77M
CNP
Centerpoint Energy Inc

Utilities
213
New
$28.58 - $32.66 $6.09K - $6.96K
213 $6.76M
SQLV
Royce Quant Small Cap Quality
157
New
N/A
157 $6.7M
MCY
Mercury General Corp

Financial Services
100
New
$62.82 - $78.96 $6.28K - $7.9K
100 $6.65M
EHC
Encompass Health Corp

Healthcare
71
New
$92.35 - $103.77 $6.56K - $7.37K
71 $6.56M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
84
New
$77.02 - $78.58 $6.47K - $6.6K
84 $6.55M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
52
New
$125.4 - $135.42 $6.52K - $7.04K
52 $6.52M
UAA
Under Armour, Inc.

Consumer Cyclical
785
New
$8.21 - $11.13 $6.44K - $8.74K
785 $6.5M
ARKQ
Ark Autonomous Technology & Ro

ETFs
84
New
$60.57 - $82.2 $5.09K - $6.9K
84 $6.49M
APG
A Pi Group Corp

Industrials
180
New
$31.48 - $39.26 $5.67K - $7.07K
180 $6.48M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
96
New
$67.37 - $73.76 $6.47K - $7.08K
96 $6.47M
SNA
Snap On Inc

Industrials
19
New
$285.44 - $371.35 $5.42K - $7.06K
19 $6.45M
RWO
Spdr Dow Jones Global Real Est

ETFs
150
New
$42.41 - $47.31 $6.36K - $7.1K
150 $6.43M
REET
Ishares Global Reit ETF

ETFs
268
New
$23.43 - $26.54 $6.28K - $7.11K
268 $6.42M
LKFN
Lakeland Financial Corp

Financial Services
93
New
$61.39 - $75.85 $5.71K - $7.05K
93 $6.4M
TIP
Ishares Tr Tips Bd ETF

ETFs
60
New
$106.33 - $110.69 $6.38K - $6.64K
60 $6.39M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
117
New
$51.33 - $58.78 $6.01K - $6.88K
117 $6.31M
SMR
Nuscale Power Corp

Industrials
350
New
$11.69 - $30.21 $4.09K - $10.6K
350 $6.28M
HYGW
Ishares Tr High Yield Corporat
196
New
N/A
196 $6.25M
PXE
Invesco Exchange Traded Fd Tr

ETFs
210
New
$28.09 - $32.7 $5.9K - $6.87K
210 $6.22M
PNR
Pentair PLC

Industrials
61
New
$95.0 - $109.21 $5.8K - $6.66K
61 $6.19M
BGS
B&G Foods, Inc.

Consumer Defensive
884
New
$6.21 - $8.91 $5.49K - $7.88K
884 $6.1M
DLB
Dolby Laboratories, Inc.

Industrials
77
New
$70.91 - $81.98 $5.46K - $6.31K
77 $6.07M
MRNA
Moderna, Inc.

Healthcare
146
New
$36.85 - $63.93 $5.38K - $9.33K
146 $6.07M
PAAS
Pan American Silver Corp

Basic Materials
300
New
$19.94 - $25.85 $5.98K - $7.76K
300 $6.07M
THO
Thor Industries Inc

Consumer Cyclical
62
New
$94.35 - $115.54 $5.85K - $7.16K
62 $5.93M
DFS
Discover Financial Services

Financial Services
34
New
$136.3 - $182.67 $4.63K - $6.21K
34 $5.89M
HBAN
Huntington Bancshares Inc

Financial Services
362
New
$14.18 - $18.2 $5.13K - $6.59K
362 $5.89M
Cooper Cos
64
New
N/A
64 $5.88M
DTM
Dt Midstream, Inc.

Energy
58
New
$78.85 - $108.56 $4.57K - $6.3K
58 $5.79M
TRV
Travelers Companies, Inc.

Financial Services
24
New
$225.97 - $266.66 $5.42K - $6.4K
24 $5.78M
FISV
Fiserv Inc

Technology
28
New
N/A
28 $5.75M
CNDT
Conduent Inc

Technology
1.42K
New
$3.56 - $4.41 $5.07K - $6.28K
1.42K $5.75M
UHS
Universal Health Services Inc

Healthcare
32
New
$175.8 - $236.9 $5.63K - $7.58K
32 $5.74M
ENSG
Ensign Group, Inc

Healthcare
43
New
$132.78 - $156.91 $5.71K - $6.75K
43 $5.72M
HSBC
Hsbc Holdings PLC

Financial Services
115
New
$43.83 - $49.51 $5.04K - $5.69K
115 $5.71M
TTWO
Take Two Interactive Software Inc

Communication Services
31
New
$147.66 - $190.46 $4.58K - $5.9K
31 $5.71M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
177
New
$31.24 - $37.15 $5.53K - $6.58K
177 $5.69M
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
210
New
$24.76 - $27.53 $5.2K - $5.78K
210 $5.68M
CTRA
Coterra Energy Inc.

Energy
222
New
$22.71 - $27.63 $5.04K - $6.13K
222 $5.67M
SUI
Sun Communities Inc

Real Estate
46
New
$119.89 - $139.05 $5.51K - $6.4K
46 $5.66M
MDU
Mdu Resources Group Inc

Industrials
313
New
$15.1 - $30.28 $4.73K - $9.48K
313 $5.66M
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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