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
$95.5B
$138 Million 0.02% of portfolio
6,064
Q1 2025 Reduced 59.98%
$27.9B
$136 Million 0.02% of portfolio
1,185
Q1 2025 Reduced 56.69%
$30.3B
$164 Million 0.02% of portfolio
500
Q1 2025 Reduced 50.54%
$62.3B
$144 Million 0.02% of portfolio
2,339
Q1 2025 Reduced 51.9%
$166B
$129 Million 0.02% of portfolio
9,454
Q1 2025 Reduced 50.0%
$147B
$122 Million 0.02% of portfolio
1,755
Q1 2025 Reduced 57.49%
$40.1B
$105 Million 0.02% of portfolio
2,130
Q1 2025 Reduced 59.17%
$2.09B
$135 Million 0.02% of portfolio
6,322
Q1 2025 Reduced 50.0%
$91.4B
$102 Million 0.02% of portfolio
167
Q1 2025 Reduced 73.45%
$0
$113 Million 0.02% of portfolio
5,723
Q1 2025 Reduced 50.0%
$143B
$141 Million 0.02% of portfolio
497
Q1 2025 Reduced 73.81%
$57B
$138 Million 0.02% of portfolio
543
Q1 2025 Reduced 56.42%
$88.4B
$110 Million 0.02% of portfolio
536
Q1 2025 Reduced 54.69%
$24.7B
$136 Million 0.02% of portfolio
1,899
Q1 2025 Reduced 80.86%
$14.9B
$135 Million 0.02% of portfolio
1,628
Q1 2025 Reduced 53.64%
$177B
$129 Million 0.02% of portfolio
718
Q1 2025 Reduced 76.82%
$116B
$125 Million 0.02% of portfolio
4,072
Q1 2025 Reduced 50.0%
$53.9B
$133 Million 0.02% of portfolio
213
Q1 2025 Reduced 68.72%
$12.8B
$102 Million 0.02% of portfolio
1,622
Q1 2025 Reduced 50.43%
$74.3B
$102 Million 0.02% of portfolio
662
Q1 2025 Reduced 65.05%
$39.1B
$132 Million 0.02% of portfolio
1,871
Q1 2025 Reduced 57.78%
$69B
$146 Million 0.02% of portfolio
887
Q1 2025 Reduced 56.71%
$84.5B
$91.6 Million 0.01% of portfolio
623
Q1 2025 Reduced 61.11%
$171B
$63.3 Million 0.01% of portfolio
165
Q1 2025 Reduced 74.62%
$63.9B
$33.8 Million 0.01% of portfolio
304
Q1 2025 Reduced 78.61%
$318B
$79 Million 0.01% of portfolio
597
Q1 2025 Reduced 49.96%
$4.04B
$98.6 Million 0.01% of portfolio
2,575
Q1 2025 Reduced 50.0%
$52.1B
$60.3 Million 0.01% of portfolio
291
Q1 2025 Reduced 57.21%
$61.4B
$65.6 Million 0.01% of portfolio
755
Q1 2025 Reduced 69.68%
$105B
$80.5 Million 0.01% of portfolio
369
Q1 2025 Reduced 83.45%
$57B
$40.7 Million 0.01% of portfolio
84
Q1 2025 Reduced 78.41%
$124B
$54.3 Million 0.01% of portfolio
269
Q1 2025 Reduced 75.52%
$32.3B
$39.2 Million 0.01% of portfolio
408
Q1 2025 Reduced 57.89%
$286B
$69.6 Million 0.01% of portfolio
105
Q1 2025 Reduced 64.41%
$3.05B
$50 Million 0.01% of portfolio
2,200
Q1 2025 Reduced 50.0%
$213B
$60.4 Million 0.01% of portfolio
822
Q1 2025 Reduced 80.32%
$70.8B
$53.4 Million 0.01% of portfolio
14
Q1 2025 Reduced 75.44%
$21.9B
$90.7 Million 0.01% of portfolio
3,950
Q1 2025 Reduced 50.0%
$17.7B
$36.3 Million 0.01% of portfolio
265
Q1 2025 Reduced 54.07%
$0
$72 Million 0.01% of portfolio
7,514
Q1 2025 Reduced 50.0%
$0
$55.6 Million 0.01% of portfolio
5,195
Q1 2025 Reduced 50.0%
$30.3B
$34.3 Million 0.01% of portfolio
632
Q1 2025 Reduced 68.11%
$149B
$65.9 Million 0.01% of portfolio
653
Q1 2025 Reduced 60.99%
$8.82B
$53.2 Million 0.01% of portfolio
808
Q1 2025 Reduced 50.61%
$98.8B
$78.7 Million 0.01% of portfolio
2,330
Q1 2025 Reduced 57.38%
$4.31B
$51.4 Million 0.01% of portfolio
596
Q1 2025 Reduced 50.54%
$0
$33.8 Million 0.01% of portfolio
3,346
Q1 2025 Reduced 50.0%
$0
$34.9 Million 0.01% of portfolio
3,374
Q1 2025 Reduced 50.0%
$510M
$43.9 Million 0.01% of portfolio
2,549
Q1 2025 Reduced 49.99%

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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