Golden State Wealth Management, LLC Incresed Positions in Q4 2024

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
16.2K
+ 21.41%
$570.51 - $610.59 $9.22M - $9.87M
91.7K $54B
AMZN
Amazon Com Inc

Consumer Cyclical
66.7K
+ 1961.22%
$180.88 - $232.93 $12.1M - $15.5M
70.1K $15.4B
NVDA
Nvidia Corp

Technology
75.6K
+ 718.07%
$117.0 - $148.88 $8.85M - $11.3M
86.1K $11.6B
USMC
Principal ETF U S Mega Cap

ETFs
25.9K
+ 16.31%
$56.37 - $61.98 $1.46M - $1.61M
185K $11.1B
GOOGL
Alphabet Inc.

Communication Services
52.5K
+ 2024.74%
$161.86 - $196.66 $8.49M - $10.3M
55.1K $10.4B
MSFT
Microsoft Corp

Technology
890
+ 4.26%
$406.35 - $454.46 $362K - $404K
21.8K $9.19B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
216K
+ 639.87%
$35.45 - $40.33 $7.65M - $8.7M
249K $8.94B
RDVY
First Trust Rising Dividend Ac

ETFs
115K
+ 333.84%
$58.65 - $64.37 $6.77M - $7.43M
150K $8.87B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
44K
+ 68.13%
$80.93 - $85.66 $3.56M - $3.77M
109K $8.79B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
99.2K
+ 1266.49%
$66.77 - $71.52 $6.62M - $7.09M
107K $7.38B
TSLA
Tesla, Inc.

Consumer Cyclical
9.99K
+ 151.99%
$213.65 - $479.86 $2.13M - $4.79M
16.6K $6.69B
FTLS
First Tr Long/Short Equity ETF

ETFs
64K
+ 1387.41%
$63.1 - $67.29 $4.04M - $4.31M
68.7K $4.52B
SPYG
Spdr Portfolio

ETFs
6.46K
+ 14.38%
$81.74 - $91.38 $528K - $591K
51.4K $4.52B
VIG
Vanguard Dividend Appreciation

ETFs
8.24K
+ 56.87%
N/A
22.7K $4.45B
HTRB
Hartford Fds Total Return Bd E

ETFs
46.1K
+ 68.44%
$33.33 - $35.01 $1.54M - $1.61M
113K $3.78B
FMB
First Tr Exchange Traded Fd Ii

ETFs
64K
+ 1097.41%
$50.62 - $52.07 $3.24M - $3.33M
69.8K $3.56B
AVGO
Broadcom Inc.

Technology
12.9K
+ 641.56%
$159.67 - $250.0 $2.06M - $3.22M
14.9K $3.45B
GLD
Spdr Gold Trust

ETFs
7.77K
+ 143.94%
$236.59 - $257.5 $1.84M - $2M
13.2K $3.19B
JPM
Jpmorgan Chase & CO

Financial Services
624
+ 5.1%
$205.18 - $250.29 $128K - $156K
12.9K $3.09B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
31.5K
+ 176.36%
$61.68 - $67.87 $1.95M - $2.14M
49.4K $3.08B
ACWI
Ishares Msci Acwi ETF

ETFs
10.1K
+ 67.38%
$117.05 - $123.03 $1.18M - $1.24M
25.1K $2.94B
GAB
Gabelli Equity Trust Inc

Financial Services
29.6K
+ 5.77%
$5.36 - $5.83 $159K - $173K
544K $2.93B
META
Meta Platforms, Inc.

Communication Services
2.2K
+ 82.66%
$554.08 - $632.68 $1.22M - $1.39M
4.86K $2.84B
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
45.4K
+ 231.98%
$42.84 - $45.38 $1.95M - $2.06M
65K $2.79B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.33K
+ 31.3%
$442.29 - $483.08 $589K - $643K
5.59K $2.53B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
40.2K
+ 298.33%
$44.33 - $49.55 $1.78M - $1.99M
53.6K $2.41B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
5.75K
+ 11.66%
$42.79 - $44.9 $246K - $258K
55K $2.36B
HTGC
Hercules Capital, Inc.

Financial Services
62.4K
+ 117.07%
$18.53 - $20.22 $1.16M - $1.26M
116K $2.32B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
990
+ 31.78%
$521.84 - $558.82 $517K - $553K
4.11K $2.21B
SKYY
First Trust Cloud Computing Et

ETFs
4.72K
+ 39.96%
$99.98 - $130.46 $472K - $616K
16.5K $1.97B
XLK
Technology Sector Spdr

ETFs
148
+ 1.89%
$220.26 - $241.44 $32.6K - $35.7K
7.96K $1.85B
GOOG
Alphabet Inc.

Communication Services
8.68K
+ 984.58%
$163.08 - $198.16 $1.42M - $1.72M
9.57K $1.82B
FEX
First Tr Large Cap Core Alphde

ETFs
5.81K
+ 62.83%
$103.29 - $112.88 $600K - $656K
15.1K $1.57B
WMT
Walmart Inc.

Consumer Defensive
11.3K
+ 231.64%
$79.1 - $95.7 $895K - $1.08M
16.2K $1.46B
VTV
Vanguard Value ETF

ETFs
425
+ 5.46%
$168.32 - $181.87 $71.5K - $77.3K
8.21K $1.39B
VUG
Vanguard Growth ETF

ETFs
1.9K
+ 138.74%
$378.79 - $428.11 $719K - $813K
3.27K $1.34B
IVW
Ishares S&P 500 Growth ETF

ETFs
9.6K
+ 276.01%
$94.43 - $105.47 $906K - $1.01M
13.1K $1.33B
PANW
Palo Alto Networks Inc

Technology
6.35K
+ 1176.3%
$181.96 - $405.9 $1.16M - $2.58M
6.89K $1.25B
GAL
Ssga Active ETF Tr

ETFs
19.2K
+ 251.02%
$44.18 - $45.9 $850K - $883K
26.9K $1.19B
VEA
Vanguard Ftse Developed Market

ETFs
6.68K
+ 40.67%
$47.57 - $52.44 $318K - $350K
23.1K $1.11B
CVX
Chevron Corp

Energy
1.77K
+ 30.34%
$141.15 - $162.53 $250K - $287K
7.6K $1.1B
VO
Vanguard Mid Cap ETF

ETFs
1.26K
+ 43.55%
$261.5 - $284.63 $330K - $359K
4.16K $1.1B
XLV
Select Sector Spdr Fund Health

ETFs
1.3K
+ 19.74%
$136.28 - $154.74 $177K - $201K
7.89K $1.09B
VZ
Verizon Communications Inc

Communication Services
8.19K
+ 44.85%
$39.6 - $45.21 $324K - $370K
26.5K $1.06B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
22.3K
+ 283.68%
$34.13 - $37.35 $762K - $834K
30.2K $1.03B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.43K
+ 81.68%
$131.66 - $144.0 $451K - $494K
7.63K $1.01B
EFV
Msci Eafe Value ETF

ETFs
7.93K
+ 74.09%
$51.78 - $57.15 $411K - $453K
18.6K $978M
NFLX
Netflix Inc

Communication Services
341
+ 45.59%
$687.65 - $936.56 $234K - $319K
1.09K $971M
PG
Procter & Gamble CO

Consumer Defensive
474
+ 9.54%
$161.05 - $179.7 $76.3K - $85.2K
5.44K $912M
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
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email