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
$0
$92.9 Million 0.01% of portfolio
14,184
Q1 2025 Reduced 50.0%
$34.7B
$41.9 Million 0.01% of portfolio
321
Q1 2025 Reduced 54.72%
$58.4B
$38.7 Million 0.01% of portfolio
1,243
Q1 2025 Reduced 50.0%
$86.8B
$89.7 Million 0.01% of portfolio
616
Q1 2025 Reduced 58.46%
$105B
$37.9 Million 0.01% of portfolio
155
Q1 2025 Reduced 76.3%
$119B
$91.4 Million 0.01% of portfolio
1,017
Q1 2025 Reduced 63.05%
$118B
$54.6 Million 0.01% of portfolio
28
Q1 2025 Reduced 50.0%
$61.7B
$37.7 Million 0.01% of portfolio
470
Q1 2025 Reduced 89.65%
$1.98B
$51.8 Million 0.01% of portfolio
666
Q1 2025 Reduced 50.0%
$33.5B
$38.3 Million 0.01% of portfolio
66
Q1 2025 Reduced 55.41%
$44.2B
$69 Million 0.01% of portfolio
909
Q1 2025 Reduced 64.27%
$13.9B
$70.7 Million 0.01% of portfolio
500
Q1 2025 Reduced 50.84%
$934M
$64.8 Million 0.01% of portfolio
7,800
Q1 2025 Reduced 50.48%
$1.48B
$60.9 Million 0.01% of portfolio
5,000
Q1 2025 Reduced 50.0%
$26.8B
$78.5 Million 0.01% of portfolio
14,899
Q1 2025 Reduced 50.0%
$62.5B
$41.9 Million 0.01% of portfolio
177
Q1 2025 Reduced 54.03%
$246B
$79.2 Million 0.01% of portfolio
710
Q1 2025 Reduced 50.0%
$5.75B
$64.5 Million 0.01% of portfolio
45
Q1 2025 Reduced 65.65%
$14B
$34 Million 0.01% of portfolio
323
Q1 2025 Reduced 50.84%
$42.1B
$63.3 Million 0.01% of portfolio
613
Q1 2025 Reduced 60.58%
$32.7B
$34.9 Million 0.01% of portfolio
358
Q1 2025 Reduced 58.9%
$19B
$41.2 Million 0.01% of portfolio
208
Q1 2025 Reduced 53.88%
$51.6B
$61.1 Million 0.01% of portfolio
396
Q1 2025 Reduced 63.8%
$85.4B
$62 Million 0.01% of portfolio
950
Q1 2025 Reduced 73.43%
$3.04B
$63 Million 0.01% of portfolio
3,300
Q1 2025 Reduced 50.18%
$26.4B
$59.6 Million 0.01% of portfolio
3,469
Q1 2025 Reduced 63.85%
$60.2B
$95.4 Million 0.01% of portfolio
772
Q1 2025 Reduced 61.19%
$3.83B
$40.1 Million 0.01% of portfolio
1,877
Q1 2025 Reduced 68.69%
$79.2B
$59.9 Million 0.01% of portfolio
341
Q1 2025 Reduced 82.24%
$10B
$35 Million 0.01% of portfolio
123
Q1 2025 Reduced 51.38%
$20.2B
$50.3 Million 0.01% of portfolio
596
Q1 2025 Reduced 67.09%
$98.3B
$91 Million 0.01% of portfolio
813
Q1 2025 Reduced 66.42%
$38.4B
$94.4 Million 0.01% of portfolio
845
Q1 2025 Reduced 52.71%
$24.9B
$93.4 Million 0.01% of portfolio
909
Q1 2025 Reduced 50.97%
$9.15B
$72 Million 0.01% of portfolio
994
Q1 2025 Reduced 50.0%
$7.21B
$40.9 Million 0.01% of portfolio
127
Q1 2025 Reduced 51.71%
$4.67B
$40.6 Million 0.01% of portfolio
173
Q1 2025 Reduced 50.14%
$97.3B
$51.3 Million 0.01% of portfolio
854
Q1 2025 Reduced 60.75%
$88.1B
$43 Million 0.01% of portfolio
1,032
Q1 2025 Reduced 50.72%
$57.9B
$51.3 Million 0.01% of portfolio
87
Q1 2025 Reduced 60.45%
$171B
$49.4 Million 0.01% of portfolio
97
Q1 2025 Reduced 84.63%
$49.2B
$38.5 Million 0.01% of portfolio
920
Q1 2025 Reduced 73.56%
$256B
$80.5 Million 0.01% of portfolio
1,098
Q1 2025 Reduced 59.33%
$88.1B
$48.2 Million 0.01% of portfolio
138
Q1 2025 Reduced 79.34%
$151B
$70.2 Million 0.01% of portfolio
736
Q1 2025 Reduced 50.34%
$53.3B
$43.7 Million 0.01% of portfolio
263
Q1 2025 Reduced 65.93%
$11.6B
$99.8 Million 0.01% of portfolio
842
Q1 2025 Reduced 50.09%
$30.2B
$63 Million 0.01% of portfolio
2,482
Q1 2025 Reduced 50.0%
$21.7B
$87 Million 0.01% of portfolio
2,590
Q1 2025 Reduced 54.03%

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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