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
$9.23B
$63.9 Million 0.01% of portfolio
1,600
Q1 2025 Reduced 50.4%
-
$91 Million 0.01% of portfolio
-
Q1 2025 Reduced 49.99%
$33.1B
$61.5 Million 0.01% of portfolio
3,149
Q1 2025 Reduced 52.99%
$63.5B
$88.1 Million 0.01% of portfolio
1,389
Q1 2025 Reduced 56.76%
$27.9B
$43.1 Million 0.01% of portfolio
189
Q1 2025 Reduced 50.0%
$56.6B
$93.9 Million 0.01% of portfolio
406
Q1 2025 Reduced 52.79%
$1.45B
$58.4 Million 0.01% of portfolio
1,164
Q1 2025 Reduced 64.86%
$23.4B
$53.8 Million 0.01% of portfolio
489
Q1 2025 Reduced 58.45%
$89.9B
$98 Million 0.01% of portfolio
297
Q1 2025 Reduced 63.42%
$15.6B
$67 Million 0.01% of portfolio
455
Q1 2025 Reduced 54.55%
$0
$62.8 Million 0.01% of portfolio
5,000
Q1 2025 Reduced 50.0%
$58.6B
$67.3 Million 0.01% of portfolio
391
Q1 2025 Reduced 52.14%
$36.2B
$81.5 Million 0.01% of portfolio
737
Q1 2025 Reduced 54.05%
$4.39B
$40.5 Million 0.01% of portfolio
563
Q1 2025 Reduced 50.0%
$11B
$72.2 Million 0.01% of portfolio
1,276
Q1 2025 Reduced 55.79%
$52.5B
$36.8 Million 0.01% of portfolio
585
Q1 2025 Reduced 75.5%
$0
$39.6 Million 0.01% of portfolio
4,000
Q1 2025 Reduced 50.0%
$86.1B
$84.8 Million 0.01% of portfolio
464
Q1 2025 Reduced 51.92%
$0
$62.8 Million 0.01% of portfolio
4,019
Q1 2025 Reduced 49.99%
$19.9B
$66.2 Million 0.01% of portfolio
1,992
Q1 2025 Reduced 59.52%
$0
$90.2 Million 0.01% of portfolio
9,000
Q1 2025 Reduced 50.0%
$0
$35.6 Million 0.01% of portfolio
2,609
Q1 2025 Reduced 49.99%
$76.4B
$50.7 Million 0.01% of portfolio
200
Q1 2025 Reduced 64.03%
$83.5B
$85.9 Million 0.01% of portfolio
197
Q1 2025 Reduced 57.45%
$84.5B
$49.6 Million 0.01% of portfolio
452
Q1 2025 Reduced 56.87%
$53.2B
$38.9 Million 0.01% of portfolio
2,091
Q1 2025 Reduced 49.99%
$28.2B
$65 Million 0.01% of portfolio
386
Q1 2025 Reduced 51.75%
$38.7B
$68.2 Million 0.01% of portfolio
37
Q1 2025 Reduced 57.95%
$58.7B
$88.3 Million 0.01% of portfolio
362
Q1 2025 Reduced 57.96%
$1.33B
$43.2 Million 0.01% of portfolio
2,001
Q1 2025 Reduced 50.87%
$44.7B
$55.6 Million 0.01% of portfolio
5,541
Q1 2025 Reduced 54.37%
$84.3B
$47.1 Million 0.01% of portfolio
489
Q1 2025 Reduced 57.29%
$23B
$41.7 Million 0.01% of portfolio
914
Q1 2025 Reduced 50.0%
$64.6B
$57.1 Million 0.01% of portfolio
1,507
Q1 2025 Reduced 83.46%
$9.59B
$95 Million 0.01% of portfolio
750
Q1 2025 Reduced 50.33%
$81.6B
$57.8 Million 0.01% of portfolio
212
Q1 2025 Reduced 56.73%
$136B
$96.8 Million 0.01% of portfolio
863
Q1 2025 Reduced 77.11%
$59.6B
$76.9 Million 0.01% of portfolio
1,180
Q1 2025 Reduced 50.0%
$46.1B
$90.2 Million 0.01% of portfolio
565
Q1 2025 Reduced 63.1%
$9.66B
$49.3 Million 0.01% of portfolio
305
Q1 2025 Reduced 50.24%
$101B
$55.6 Million 0.01% of portfolio
322
Q1 2025 Reduced 75.42%
$18.3B
$100 Million 0.01% of portfolio
1,883
Q1 2025 Reduced 52.14%
$10.2B
$37 Million 0.01% of portfolio
6,150
Q1 2025 Reduced 50.0%
$74.6B
$67.1 Million 0.01% of portfolio
837
Q1 2025 Reduced 72.65%
$60.9B
$93.9 Million 0.01% of portfolio
3,292
Q1 2025 Reduced 52.2%
$51.6B
$90.4 Million 0.01% of portfolio
1,336
Q1 2025 Reduced 55.0%
$50.3B
$62.6 Million 0.01% of portfolio
299
Q1 2025 Reduced 66.7%
$36.9B
$68.2 Million 0.01% of portfolio
1,766
Q1 2025 Reduced 50.77%
$21.9B
$73.5 Million 0.01% of portfolio
545
Q1 2025 Reduced 50.27%

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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