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
$3.42T
$28.5 Billion 4.24% of portfolio
128,482
Q1 2025 Reduced 48.3%
$1.88T
$13.9 Billion 2.07% of portfolio
73,150
Q1 2025 Reduced 51.8%
$271B
$10.2 Billion 1.51% of portfolio
93,940
Q1 2025 Reduced 53.58%
$957B
$8.48 Billion 1.26% of portfolio
54,811
Q1 2025 Reduced 52.63%
$2.95T
$8.27 Billion 1.23% of portfolio
22,020
Q1 2025 Reduced 55.79%
$93.4B
$8.12 Billion 1.21% of portfolio
58,105
Q1 2025 Reduced 50.05%
-
$7.4 Billion 1.1% of portfolio
-
Q1 2025 Reduced 44.71%
$3.56B
$4.54 Billion 0.68% of portfolio
15,764
Q1 2025 Reduced 50.03%
$891B
$4.57 Billion 0.68% of portfolio
17,619
Q1 2025 Reduced 53.28%
$440B
$3.88 Billion 0.58% of portfolio
4,099
Q1 2025 Reduced 53.55%
$718B
$3.17 Billion 0.47% of portfolio
12,905
Q1 2025 Reduced 56.88%
$694B
$3.03 Billion 0.45% of portfolio
5,683
Q1 2025 Reduced 53.41%
$1.25T
$2.89 Billion 0.43% of portfolio
5,013
Q1 2025 Reduced 58.9%
$0
$2.86 Billion 0.42% of portfolio
518,642
Q1 2025 Reduced 50.0%
$383M
$2.82 Billion 0.42% of portfolio
388,155
Q1 2025 Reduced 50.0%
$565B
$2.69 Billion 0.4% of portfolio
7,665
Q1 2025 Reduced 55.54%
$369B
$2.09 Billion 0.31% of portfolio
5,712
Q1 2025 Reduced 57.42%
$2.31B
$1.99 Billion 0.3% of portfolio
103,486
Q1 2025 Reduced 50.0%
$233B
$1.65 Billion 0.25% of portfolio
19,598
Q1 2025 Reduced 51.23%
$979B
$1.59 Billion 0.24% of portfolio
10,160
Q1 2025 Reduced 54.27%
-
$1.56 Billion 0.23% of portfolio
-
Q1 2025 Reduced 49.99%
$264B
$1.49 Billion 0.22% of portfolio
16,981
Q1 2025 Reduced 54.5%
$266B
$1.31 Billion 0.19% of portfolio
7,835
Q1 2025 Reduced 54.86%
$0
$1.27 Billion 0.19% of portfolio
60,630
Q1 2025 Reduced 50.0%
$55.9B
$1.26 Billion 0.19% of portfolio
7,387
Q1 2025 Reduced 52.15%
$185B
$1.26 Billion 0.19% of portfolio
27,726
Q1 2025 Reduced 53.27%
$55.7B
$1.2 Billion 0.18% of portfolio
10,951
Q1 2025 Reduced 51.21%
$163B
$1.17 Billion 0.17% of portfolio
3,558
Q1 2025 Reduced 53.34%
$440B
$1.15 Billion 0.17% of portfolio
9,659
Q1 2025 Reduced 61.42%
$125B
$1.16 Billion 0.17% of portfolio
2,596
Q1 2025 Reduced 52.03%
$199B
$1.06 Billion 0.16% of portfolio
3,952
Q1 2025 Reduced 54.48%
$504B
$1.05 Billion 0.16% of portfolio
1,129
Q1 2025 Reduced 63.62%
$10.8B
$985 Million 0.15% of portfolio
7,500
Q1 2025 Reduced 50.06%
$320B
$1.01 Billion 0.15% of portfolio
24,276
Q1 2025 Reduced 55.94%
$385B
$1.02 Billion 0.15% of portfolio
6,007
Q1 2025 Reduced 60.79%
$157B
$911 Million 0.14% of portfolio
8,867
Q1 2025 Reduced 52.87%
$109B
$896 Million 0.13% of portfolio
5,250
Q1 2025 Reduced 51.28%
$854B
$842 Million 0.13% of portfolio
1,019
Q1 2025 Reduced 63.65%
$182B
$870 Million 0.13% of portfolio
1,757
Q1 2025 Reduced 54.7%
$235B
$859 Million 0.13% of portfolio
2,751
Q1 2025 Reduced 55.28%
$102B
$853 Million 0.13% of portfolio
1,268
Q1 2025 Reduced 52.72%
$100B
$842 Million 0.13% of portfolio
9,155
Q1 2025 Reduced 52.9%
$168B
$887 Million 0.13% of portfolio
1,783
Q1 2025 Reduced 54.75%
$385B
$863 Million 0.13% of portfolio
1,647
Q1 2025 Reduced 65.52%
$81.9B
$776 Million 0.12% of portfolio
5,664
Q1 2025 Reduced 58.7%
$137B
$809 Million 0.12% of portfolio
31,938
Q1 2025 Reduced 51.24%
$97.4B
$805 Million 0.12% of portfolio
8,202
Q1 2025 Reduced 53.84%
$166B
$713 Million 0.11% of portfolio
7,220
Q1 2025 Reduced 55.84%
$130B
$645 Million 0.1% of portfolio
4,447
Q1 2025 Reduced 53.59%

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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