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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.87B
$113,000 0.0% of portfolio
30
Q4 2024 New
$4.42B
$12.6 Million 0.0% of portfolio
250
Q4 2024 New
$3.57B
$109,000 0.0% of portfolio
2
Q4 2024 New
$6.73B
$788,000 0.0% of portfolio
62
Q4 2024 New
$3.27B
$11.8 Million 0.0% of portfolio
69
Q4 2024 New
$8.67B
$2.72 Million 0.0% of portfolio
80
Q4 2024 New
$6.89B
$3.89 Million 0.0% of portfolio
173
Q4 2024 New
$6.91B
$733,000 0.0% of portfolio
5
Q4 2024 New
$9.93B
$12.3 Million 0.0% of portfolio
571
Q4 2024 New
$6.76B
$22.5 Million 0.0% of portfolio
120
Q4 2024 New
$2.13B
$4.26 Million 0.0% of portfolio
155
Q4 2024 New
$2.24B
$121,000 0.0% of portfolio
12
Q4 2024 New
$2.94B
$9.48 Million 0.0% of portfolio
229
Q4 2024 New
$2.15B
$3.39 Million 0.0% of portfolio
200
Q4 2024 New
$9.73B
$25.5 Million 0.0% of portfolio
2,735
Q4 2024 New
$3.16B
$11.4 Million 0.0% of portfolio
47
Q4 2024 Reduced 96.96%
$7.97B
$526,000 0.0% of portfolio
3
Q4 2024 New
$7.95B
$8.76 Million 0.0% of portfolio
262
Q4 2024 New
$4.87B
$4.82 Million 0.0% of portfolio
44
Q4 2024 New
$9.21B
$4.84 Million 0.0% of portfolio
48
Q4 2024 New
$9.57B
$10.6 Million 0.0% of portfolio
123
Q4 2024 New
$4.16B
$757,000 0.0% of portfolio
72
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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