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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$33.5B
$21 Million 0.0% of portfolio
115
Q1 2025 Reduced 68.92%
$9.52B
$559,000 0.0% of portfolio
50
Q1 2025 Reduced 85.51%
$20.9B
$12.7 Million 0.0% of portfolio
1,182
Q1 2025 Reduced 58.92%
$20.2B
$8.85 Million 0.0% of portfolio
24
Q1 2025 Reduced 58.62%
$3.03B
$11.5 Million 0.0% of portfolio
47
Q1 2025 Reduced 67.81%
$34B
$7.74 Million 0.0% of portfolio
71
Q1 2025 Reduced 79.24%
$8.21B
$466,000 0.0% of portfolio
3
Q1 2025 Reduced 98.37%
$7.59B
$6.38 Million 0.0% of portfolio
83
Q1 2025 Reduced 54.14%
$0
$8.59 Million 0.0% of portfolio
2,056
Q1 2025 Reduced 50.0%
$12.9B
$970,000 0.0% of portfolio
24
Q1 2025 Reduced 85.28%
Westport Fuel
-
$111,000 0.0% of portfolio
-
Q1 2025 Reduced 50.0%
$5.66B
$471,000 0.0% of portfolio
3
Q1 2025 Reduced 88.46%
$18.4B
$7.73 Million 0.0% of portfolio
263
Q1 2025 Reduced 60.45%
$10.1B
$17.4 Million 0.0% of portfolio
110
Q1 2025 Reduced 55.28%
$5.36B
$7.45 Million 0.0% of portfolio
268
Q1 2025 Reduced 80.64%
$0
$673,000 0.0% of portfolio
16
Q1 2025 Reduced 50.0%
$0
$3.71 Million 0.0% of portfolio
166
Q1 2025 Reduced 50.0%
$0
$20.2 Million 0.0% of portfolio
263
Q1 2025 Reduced 50.0%
$0
$26.1 Million 0.0% of portfolio
534
Q1 2025 Reduced 50.0%
$24.5B
$579,000 0.0% of portfolio
40
Q1 2025 Reduced 50.0%
$48.1B
$1.4 Million 0.0% of portfolio
6
Q1 2025 Reduced 97.84%
$3.57B
$3.34 Million 0.0% of portfolio
44
Q1 2025 Reduced 50.0%
$7.52B
$4.34 Million 0.0% of portfolio
48
Q1 2025 Reduced 64.18%
$9.34B
$10.3 Million 0.0% of portfolio
123
Q1 2025 Reduced 56.23%
$1.21B
$4.27 Million 0.0% of portfolio
363
Q1 2025 Reduced 50.0%
$17.2B
$6.53 Million 0.0% of portfolio
315
Q1 2025 Reduced 50.0%
Xperi Inc
-
$15,000 0.0% of portfolio
-
Q1 2025 Reduced 50.0%
$0
$244,000 0.0% of portfolio
12
Q1 2025 Reduced 50.0%
$41.9B
$1.26 Million 0.0% of portfolio
8
Q1 2025 Reduced 97.75%
$19.1B
$156,000 0.0% of portfolio
3
Q1 2025 Reduced 91.43%
$12.8B
$5.65 Million 0.0% of portfolio
20
Q1 2025 Reduced 53.49%
$2.25B
$1.09 Million 0.0% of portfolio
80
Q1 2025 Reduced 50.0%
$11.7B
$69,000 0.0% of portfolio
1
Q1 2025 Reduced 97.3%
$246M
$368,000 0.0% of portfolio
34
Q1 2025 Reduced 50.0%
$19.1B
$3.69 Million 0.0% of portfolio
50
Q1 2025 Reduced 54.95%
$3.55B
$720,000 0.0% of portfolio
72
Q1 2025 Reduced 56.89%
$30.8B
$5.56 Million 0.0% of portfolio
28
Q1 2025 Reduced 55.56%

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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