Golden State Wealth Management, LLC Portfolio Holdings

Golden State Wealth Management, LLC

  • $673 Billion
  • Q1 2025

Golden State Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $673 Billion distributed in 1673 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $48.7B, Apple Inc. with a value of $28.5B, Ishares Core U.S. Aggregate Bo with a value of $24.4B, First Tr Value Line Divid Inde with a value of $20.5B, and Invesco Qqq Trust, Series 1 with a value of $15.4B.

Examining the 13F form we can see an increase of $672B in the current position value, from $1.33B to 673B.

Golden State Wealth Management, LLC is based out at Santa Ana, CA

Below you can find more details about Golden State Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $673 Billion
ETFs: $460 Billion
Technology: $68.6 Billion
Financial Services: $34.5 Billion
Consumer Cyclical: $27.1 Billion
Communication Services: $17 Billion
Industrials: $13.7 Billion
Healthcare: $9.71 Billion
Consumer Defensive: $9.56 Billion
Other: $13.5 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$171B
$685 Million 0.1% of portfolio
4,457
Q1 2025 Reduced 56.88%
$41.2B
$671 Million 0.1% of portfolio
2,596
Q1 2025 Reduced 50.59%
$160B
$602 Million 0.09% of portfolio
1,933
Q1 2025 Reduced 60.32%
$53B
$612 Million 0.09% of portfolio
1,163
Q1 2025 Reduced 51.05%
$102B
$586 Million 0.09% of portfolio
2,908
Q1 2025 Reduced 50.78%
$152B
$603 Million 0.09% of portfolio
2,219
Q1 2025 Reduced 55.91%
$426B
$625 Million 0.09% of portfolio
3,766
Q1 2025 Reduced 65.24%
$530B
$635 Million 0.09% of portfolio
1,157
Q1 2025 Reduced 59.12%
$207B
$584 Million 0.09% of portfolio
6,510
Q1 2025 Reduced 61.87%
$0
$558 Million 0.08% of portfolio
44,228
Q1 2025 Reduced 50.0%
$73.6B
$509 Million 0.08% of portfolio
2,238
Q1 2025 Reduced 51.15%
$136B
$533 Million 0.08% of portfolio
2,285
Q1 2025 Reduced 58.69%
$148B
$539 Million 0.08% of portfolio
7,598
Q1 2025 Reduced 54.77%
$80.6B
$532 Million 0.08% of portfolio
1,039
Q1 2025 Reduced 62.5%
$200B
$508 Million 0.08% of portfolio
3,386
Q1 2025 Reduced 55.42%
$41.3B
$565 Million 0.08% of portfolio
6,870
Q1 2025 Reduced 51.07%
$260B
$518 Million 0.08% of portfolio
1,931
Q1 2025 Reduced 62.7%
$1.93B
$544 Million 0.08% of portfolio
34,973
Q1 2025 Reduced 49.99%
-
$528 Million 0.08% of portfolio
-
Q1 2025 Reduced 49.98%
$127B
$463 Million 0.07% of portfolio
4,008
Q1 2025 Reduced 35.31%
$338B
$445 Million 0.07% of portfolio
2,124
Q1 2025 Reduced 65.2%
$90.4B
$496 Million 0.07% of portfolio
4,065
Q1 2025 Reduced 55.84%
$0
$435 Million 0.06% of portfolio
19,633
Q1 2025 Reduced 50.0%
$13B
$381 Million 0.06% of portfolio
3,865
Q1 2025 Reduced 50.36%
$280B
$389 Million 0.06% of portfolio
6,298
Q1 2025 Reduced 58.9%
$118B
$382 Million 0.06% of portfolio
3,633
Q1 2025 Reduced 59.54%
$32.1B
$402 Million 0.06% of portfolio
4,411
Q1 2025 Reduced 52.09%
$284B
$379 Million 0.06% of portfolio
1,895
Q1 2025 Reduced 58.03%
$4.11B
$385 Million 0.06% of portfolio
5,101
Q1 2025 Reduced 50.04%
$253B
$376 Million 0.06% of portfolio
1,511
Q1 2025 Reduced 61.71%
$36.2B
$372 Million 0.06% of portfolio
3,089
Q1 2025 Reduced 51.11%
$18.1B
$395 Million 0.06% of portfolio
2,388
Q1 2025 Reduced 50.23%
$278B
$430 Million 0.06% of portfolio
2,707
Q1 2025 Reduced 58.0%
$34.8B
$409 Million 0.06% of portfolio
7,054
Q1 2025 Reduced 52.79%
$194B
$373 Million 0.06% of portfolio
468
Q1 2025 Reduced 54.78%
$1.27T
$378 Million 0.06% of portfolio
2,275
Q1 2025 Reduced 53.76%
$12.2B
$382 Million 0.06% of portfolio
2,290
Q1 2025 Reduced 50.84%
$140B
$392 Million 0.06% of portfolio
1,658
Q1 2025 Reduced 68.08%
$32.7B
$400 Million 0.06% of portfolio
5,533
Q1 2025 Reduced 50.15%
$178B
$324 Million 0.05% of portfolio
1,038
Q1 2025 Reduced 61.8%
$104B
$340 Million 0.05% of portfolio
5,672
Q1 2025 Reduced 55.82%
$35.8B
$345 Million 0.05% of portfolio
11,200
Q1 2025 Reduced 50.0%
$4.84B
$323 Million 0.05% of portfolio
39,313
Q1 2025 Reduced 50.16%
$49.1B
$319 Million 0.05% of portfolio
1,016
Q1 2025 Reduced 54.11%
$26.8B
$349 Million 0.05% of portfolio
1,986
Q1 2025 Reduced 50.19%
-
$345 Million 0.05% of portfolio
-
Q1 2025 Reduced 49.99%
$239B
$326 Million 0.05% of portfolio
2,795
Q1 2025 Reduced 57.13%
$671B
$362 Million 0.05% of portfolio
2,592
Q1 2025 Reduced 68.02%
$303B
$364 Million 0.05% of portfolio
5,075
Q1 2025 Reduced 62.66%

Summary

  • Portfolio
  • No. of Stocks 1,673
  • Current Value $673 Billion
  • Prior Value $1.33 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,586 stocks
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