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
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.91K
+ 71.15%
$75.1 - $82.99 $369K - $408K
11.8K $893M
XLE
Energy Sector Spdr

ETFs
4.43K
+ 74.48%
$83.32 - $97.27 $369K - $430K
10.4K $888M
PFE
Pfizer Inc

Healthcare
19.9K
+ 160.6%
$24.8 - $30.19 $494K - $601K
32.3K $857M
AEP
American Electric Power CO Inc

Utilities
2.06K
+ 28.62%
$90.91 - $102.21 $187K - $210K
9.24K $852M
SBUX
Starbucks Corp

Consumer Cyclical
3.78K
+ 70.96%
$87.44 - $102.5 $330K - $387K
9.1K $831M
VB
Vanguard Small Cap ETF

ETFs
139
+ 4.38%
$233.76 - $261.58 $32.5K - $36.4K
3.31K $796M
XLC
Select Sector Spdr Tr Communic

ETFs
2.4K
+ 42.08%
$89.66 - $102.16 $215K - $245K
8.1K $784M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.22K
+ 48.62%
$107.41 - $115.71 $239K - $257K
6.79K $749M
MRK
Merck & Co., Inc.

Healthcare
1.71K
+ 32.65%
$96.31 - $114.76 $165K - $197K
6.96K $692M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.11K
+ 69.35%
$124.26 - $134.12 $263K - $283K
5.16K $664M
DGRO
Ishares Core Dividend Growth E

ETFs
4.99K
+ 94.83%
$60.73 - $64.94 $303K - $324K
10.3K $629M
JNJ
Johnson & Johnson

Healthcare
978
+ 30.33%
$143.34 - $165.86 $140K - $162K
4.2K $608M
PEG
Public Service Enterprise Group Inc

Utilities
241
+ 3.63%
$81.87 - $94.51 $19.7K - $22.8K
6.88K $581M
LOW
Lowes Companies Inc

Consumer Cyclical
753
+ 48.67%
$244.52 - $284.07 $184K - $214K
2.3K $568M
DSL
Double Line Income Solutions Fund

Financial Services
12.3K
+ 37.9%
$12.32 - $13.0 $152K - $160K
44.9K $565M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.51K
+ 165.41%
$51.54 - $52.55 $336K - $342K
10.5K $540M
SBLK
Star Bulk Carriers Corp.

Industrials
25.1K
+ 240.07%
$14.7 - $23.59 $368K - $591K
35.5K $531M
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.11K
+ 53.53%
$87.1 - $98.49 $184K - $208K
6.05K $529M
PEP
Pepsico Inc

Consumer Defensive
1.96K
+ 137.79%
$151.29 - $176.1 $296K - $345K
3.38K $514M
VTWO
Vanguard Russell 2000 ETF

ETFs
362
+ 7.36%
$87.42 - $98.06 $31.6K - $35.5K
5.28K $472M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.5K
+ 135.4%
$18.41 - $40.87 $267K - $592K
25.2K $466M
RTX
Raytheon Technologies Corp

Industrials
494
+ 14.48%
$114.45 - $127.21 $56.5K - $62.8K
3.91K $452M
SOXX
Ishares Semiconductor ETF

ETFs
1.67K
+ 395.04%
$211.27 - $239.8 $353K - $401K
2.09K $451M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.6K
+ 406.42%
$26.93 - $84.95 $339K - $1.07M
15.7K $429M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.75K
+ 26.35%
$50.53 - $55.55 $88.2K - $97K
8.37K $427M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
5.6K
+ 173.05%
$46.53 - $49.91 $261K - $279K
8.84K $425M
IWD
Ishares Russell 1000 Val ETF

ETFs
664
+ 40.69%
$183.23 - $199.79 $122K - $133K
2.3K $425M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
7.34K
+ 70.31%
$22.65 - $23.8 $166K - $175K
17.8K $404M
O
Realty Income Corp

Real Estate
3.3K
+ 78.54%
$51.76 - $64.71 $171K - $213K
7.5K $400M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
225
+ 13.11%
$192.71 - $203.05 $43.4K - $45.7K
1.94K $376M
UNP
Union Pacific Corp

Industrials
538
+ 50.56%
$223.15 - $249.32 $120K - $134K
1.6K $366M
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.57K
+ 195.19%
$25.93 - $105.3 $222K - $902K
13K $361M
IEFA
Ishares Tr

ETFs
487
+ 11.16%
$70.06 - $77.43 $34.1K - $37.7K
4.85K $341M
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
NXPI
Nxp Semiconductors N.V.

Technology
491
+ 45.05%
$207.27 - $255.58 $102K - $125K
1.58K $329M
FCX
Freeport Mcmoran Inc

Basic Materials
109
+ 1.36%
$38.08 - $50.82 $4.15K - $5.54K
8.14K $310M
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
1.01K
+ 19.04%
$44.28 - $51.47 $44.8K - $52K
6.32K $299M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
162
+ 16.56%
$238.25 - $261.28 $38.6K - $42.3K
1.14K $276M
ABT
Abbott Laboratories

Healthcare
253
+ 12.69%
$111.93 - $119.39 $28.3K - $30.2K
2.25K $254M
EIX
Edison International

Utilities
95
+ 3.1%
$77.93 - $88.36 $7.4K - $8.39K
3.16K $252M
VHT
Vanguard Health Care ETF

ETFs
118
+ 14.44%
$250.81 - $283.3 $29.6K - $33.4K
935 $237M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
928
+ 29.68%
$45.39 - $62.98 $42.1K - $58.4K
4.06K $230M
KO
Coca Cola CO

Consumer Defensive
145
+ 4.41%
$61.74 - $71.71 $8.95K - $10.4K
3.43K $214M
BMY
Bristol Myers Squibb CO

Healthcare
577
+ 19.61%
$51.92 - $59.94 $30K - $34.6K
3.52K $199M
EW
Edwards Lifesciences Corp

Healthcare
82
+ 3.73%
$64.54 - $75.92 $5.29K - $6.23K
2.28K $169M
USA
Liberty All Star Equity Fund

Financial Services
3.01K
+ 28.67%
$6.82 - $7.46 $20.5K - $22.5K
13.5K $93.9M
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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