Golden State Wealth Management, LLC Portfolio Holdings

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

Golden State Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $667 Billion distributed in 1557 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 $54B, Apple Inc. with a value of $31B, Ishares Core U.S. Aggregate Bo with a value of $23.4B, First Tr Value Line Divid Inde with a value of $20.3B, and Invesco Qqq Trust, Series 1 with a value of $15.6B.

Examining the 13F form we can see an increase of $667B in the current position value, from $510M to 667B. Also it can be appreciated an additional of 1205 stocks purchases and 31 closed positions.

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 $667 Billion
ETFs: $447 Billion
Technology: $73.7 Billion
Financial Services: $36.4 Billion
Consumer Cyclical: $31 Billion
Communication Services: $18.6 Billion
Industrials: $12.9 Billion
Healthcare: $9.33 Billion
Consumer Defensive: $9.09 Billion
Other: $12.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$54 Billion 8.09% of portfolio
91,683
Q4 2024 Added 21.41%
$3.57T
$31 Billion 4.65% of portfolio
123,818
Q4 2024 Reduced 10.84%
$0
$23.4 Billion 3.5% of portfolio
241,271
Q4 2024 Reduced 10.82%
$0
$20.3 Billion 3.03% of portfolio
464,135
Q4 2024 Reduced 15.72%
$0
$15.6 Billion 2.34% of portfolio
30,501
Q4 2024 Reduced 21.31%
$1.94T
$15.4 Billion 2.3% of portfolio
70,102
Q4 2024 Added 1,961.22%
$0
$15.3 Billion 2.29% of portfolio
562,345
Q4 2024 New
$0
$12.8 Billion 1.91% of portfolio
510,955
Q4 2024 Reduced 2.02%
$270B
$11.6 Billion 1.73% of portfolio
86,135
Q4 2024 Added 718.07%
$0
$11.4 Billion 1.71% of portfolio
19,529
Q4 2024 Reduced 41.62%
$0
$11.1 Billion 1.66% of portfolio
184,789
Q4 2024 Added 16.31%
$0
$10.5 Billion 1.57% of portfolio
119,660
Q4 2024 Reduced 14.71%
$922B
$10.4 Billion 1.56% of portfolio
55,052
Q4 2024 Added 2,024.74%
$99.1B
$10 Billion 1.51% of portfolio
58,272
Q4 2024 Reduced 12.48%
$2.8T
$9.19 Billion 1.38% of portfolio
21,806
Q4 2024 Added 4.26%
$0
$8.94 Billion 1.34% of portfolio
249,404
Q4 2024 Added 639.87%
$0
$8.79 Billion 1.32% of portfolio
108,634
Q4 2024 Added 68.13%
$0
$7.38 Billion 1.11% of portfolio
107,010
Q4 2024 Added 1,266.49%
-
$6.96 Billion 1.04% of portfolio
-
Q4 2024 Added 302.16%
$818B
$6.69 Billion 1.0% of portfolio
16,566
Q4 2024 Added 151.99%
$0
$6.59 Billion 0.99% of portfolio
130,874
Q4 2024 New
$0
$5.58 Billion 0.84% of portfolio
182,974
Q4 2024 New
$0
$5.41 Billion 0.81% of portfolio
110,660
Q4 2024 Reduced 10.43%
$0
$5.11 Billion 0.77% of portfolio
50,914
Q4 2024 New
$0
$4.95 Billion 0.74% of portfolio
86,362
Q4 2024 New
$0
$4.52 Billion 0.68% of portfolio
68,659
Q4 2024 Added 1,387.41%
$0
$4.52 Billion 0.68% of portfolio
51,409
Q4 2024 Added 14.38%
$0
$4.45 Billion 0.67% of portfolio
22,723
Q4 2024 Added 56.87%
$0
$4.33 Billion 0.65% of portfolio
24,295
Q4 2024 Reduced 61.45%
$0
$4.17 Billion 0.63% of portfolio
81,622
Q4 2024 New
$0
$3.88 Billion 0.58% of portfolio
27,847
Q4 2024 Reduced 21.76%
$2.7B
$3.89 Billion 0.58% of portfolio
13,441
Q4 2024 New
$0
$3.78 Billion 0.57% of portfolio
113,453
Q4 2024 Added 68.44%
$419B
$3.73 Billion 0.56% of portfolio
4,068
Q4 2024 Reduced 16.5%
$0
$3.55 Billion 0.53% of portfolio
104,456
Q4 2024 New
$0
$3.56 Billion 0.53% of portfolio
69,785
Q4 2024 Added 1,097.41%
$0
$3.55 Billion 0.53% of portfolio
62,877
Q4 2024 New
$67.8B
$3.45 Billion 0.52% of portfolio
14,898
Q4 2024 Added 641.56%
$0
$3.32 Billion 0.5% of portfolio
55,618
Q4 2024 Reduced 49.39%
$0
$3.24 Billion 0.48% of portfolio
28,081
Q4 2024 Reduced 42.75%
$0
$3.19 Billion 0.48% of portfolio
11,074
Q4 2024 Reduced 48.72%
$99.4B
$3.19 Billion 0.48% of portfolio
13,168
Q4 2024 Added 143.94%
$0
$3.05 Billion 0.46% of portfolio
123,695
Q4 2024 New
$0
$3.08 Billion 0.46% of portfolio
49,429
Q4 2024 Added 176.36%
$720B
$3.09 Billion 0.46% of portfolio
12,871
Q4 2024 Added 5.1%
$0
$2.92 Billion 0.44% of portfolio
49,618
Q4 2024 New
$0
$2.93 Billion 0.44% of portfolio
543,761
Q4 2024 Added 5.77%
$0
$2.94 Billion 0.44% of portfolio
25,062
Q4 2024 Added 67.38%
$0
$2.89 Billion 0.43% of portfolio
91,809
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,557
  • Current Value $667 Billion
  • Prior Value $510 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1,205 stocks
  • Additional Purchases 98 stocks
  • Sold out of 31 stocks
  • Reduced holdings in 208 stocks
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