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
Linde PLC
1.01K
New
N/A
1.01K $425M
IWD
Ishares Russell 1000 Val ETF

ETFs
664
+ 40.69%
$183.23 - $199.79 $122K - $133K
2.3K $425M
ARCC
Ares Capital Corp

Financial Services
19.2K
New
$20.74 - $22.27 $399K - $429K
19.2K $421M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
7.34K
+ 70.31%
$22.65 - $23.8 $166K - $175K
17.8K $404M
ORCL
Oracle Corp

Technology
2.4K
New
$165.41 - $192.43 $397K - $462K
2.4K $400M
O
Realty Income Corp

Real Estate
3.3K
+ 78.54%
$51.76 - $64.71 $171K - $213K
7.5K $400M
BWXT
Bwx Technologies, Inc.

Industrials
3.58K
New
$111.39 - $133.28 $398K - $476K
3.58K $398M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
7.4K
New
$52.0 - $55.66 $385K - $412K
7.4K $395M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
16.6K
New
$23.7 - $24.51 $394K - $407K
16.6K $394M
Pimco Enhanced
15.1K
New
N/A
15.1K $391M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
7.72K
New
$49.79 - $51.14 $385K - $395K
7.72K $387M
GVA
Granite Construction Inc

Industrials
4.38K
New
$79.33 - $100.2 $347K - $438K
4.38K $384M
Knife River
3.76K
New
N/A
3.76K $382M
IVE
Ishares S&P 500 Value ETF

ETFs
1.99K
New
$189.5 - $206.17 $378K - $411K
1.99K $380M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
225
+ 13.11%
$192.71 - $203.05 $43.4K - $45.7K
1.94K $376M
VTC
Vanguard Scottsdale Fds Total

ETFs
4.92K
New
$75.59 - $79.31 $372K - $390K
4.92K $372M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.16K
New
$55.73 - $66.16 $343K - $407K
6.16K $371M
IBM
International Business Machines Corp

Technology
1.68K
New
$204.9 - $238.04 $345K - $400K
1.68K $370M
COP
Conocophillips

Energy
3.71K
New
$95.12 - $114.72 $353K - $426K
3.71K $368M
UNP
Union Pacific Corp

Industrials
538
+ 50.56%
$223.15 - $249.32 $120K - $134K
1.6K $366M
WFC
Wells Fargo & Company

Financial Services
5.17K
New
$54.98 - $77.35 $284K - $400K
5.17K $363M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.57K
+ 195.19%
$25.93 - $105.3 $222K - $902K
13K $361M
Ishares Bitcoin
6.76K
New
N/A
6.76K $359M
CMI
Cummins Inc

Industrials
1.02K
New
$324.93 - $383.42 $331K - $390K
1.02K $355M
American Healthcare
12.4K
New
N/A
12.4K $353M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
4.09K
New
$81.6 - $90.89 $334K - $372K
4.09K $351M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
16.2K
New
$21.43 - $22.55 $347K - $365K
16.2K $349M
CNQ
Canadian Natural Resources LTD

Energy
11.2K
New
$29.51 - $37.6 $331K - $422K
11.2K $346M
VOE
Vanguard Mid Cap Value Index F

ETFs
2.13K
New
$160.89 - $176.18 $342K - $375K
2.13K $344M
IEFA
Ishares Tr

ETFs
487
+ 11.16%
$70.06 - $77.43 $34.1K - $37.7K
4.85K $341M
MS
Morgan Stanley

Financial Services
2.68K
New
$104.42 - $134.99 $280K - $362K
2.68K $337M
PM
Philip Morris International Inc.

Consumer Defensive
355
+ 14.78%
$118.38 - $133.06 $42K - $47.2K
2.76K $332M
VBR
Vanguard Small Cap Value ETF

ETFs
283
+ 20.55%
$197.36 - $217.3 $55.9K - $61.5K
1.66K $329M
DELL
Dell Technologies Inc.

Technology
2.85K
New
$111.96 - $144.21 $319K - $411K
2.85K $329M
NXPI
Nxp Semiconductors N.V.

Technology
491
+ 45.05%
$207.27 - $255.58 $102K - $125K
1.58K $329M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.81K
New
$174.04 - $205.27 $315K - $372K
1.81K $327M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.85K
New
$176.4 - $231.84 $327K - $429K
1.85K $327M
FCX
Freeport Mcmoran Inc

Basic Materials
109
+ 1.36%
$38.08 - $50.82 $4.15K - $5.54K
8.14K $310M
SLV
I Shares Silver Trust

ETFs
11.6K
New
$26.33 - $31.74 $307K - $370K
11.6K $307M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.01K
+ 19.04%
$44.28 - $51.47 $44.8K - $52K
6.32K $299M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
4.66K
New
$62.07 - $66.61 $289K - $310K
4.66K $298M
HYG
Ishares Tr

ETFs
3.7K
New
$78.09 - $80.04 $289K - $296K
3.7K $291M
TJX
Tjx Companies Inc

Consumer Cyclical
2.34K
New
$112.15 - $127.2 $263K - $298K
2.34K $283M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
162
+ 16.56%
$238.25 - $261.28 $38.6K - $42.3K
1.14K $276M
MISL
First Tr Exchange Traded Fd In
9K
New
N/A
9K $274M
Blackrock Fdg
263
New
N/A
263 $270M
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
4.1K
New
$64.34 - $70.57 $264K - $289K
4.1K $268M
IEMG
Ishares Inc

ETFs
5.08K
New
N/A
5.08K $266M
VBK
Vanguard Small Cap Growth ETF

ETFs
937
New
$264.18 - $304.19 $248K - $285K
937 $263M
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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