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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$386M
$2.82 Billion 0.42% of portfolio
388,155
Q1 2025 Reduced 50.0%
$0
$2.8 Billion 0.42% of portfolio
10,977
Q1 2025 Reduced 49.99%
$0
$2.73 Billion 0.41% of portfolio
23,408
Q1 2025 Reduced 50.0%
$548B
$2.69 Billion 0.4% of portfolio
7,665
Q1 2025 Reduced 55.54%
$0
$2.72 Billion 0.4% of portfolio
53,860
Q1 2025 Reduced 50.0%
$77.9B
$2.65 Billion 0.39% of portfolio
15,852
Q1 2025 Reduced 58.13%
$0
$2.47 Billion 0.37% of portfolio
37,331
Q1 2025 Reduced 50.0%
$0
$2.48 Billion 0.37% of portfolio
60,758
Q1 2025 Reduced 50.14%
$0
$2.36 Billion 0.35% of portfolio
53,823
Q1 2025 Reduced 35.71%
$0
$2.35 Billion 0.35% of portfolio
54,157
Q1 2025 Reduced 35.49%
$0
$2.35 Billion 0.35% of portfolio
21,051
Q1 2025 Reduced 50.0%
$0
$2.38 Billion 0.35% of portfolio
43,433
Q1 2025 Reduced 50.0%
$0
$2.2 Billion 0.33% of portfolio
48,242
Q1 2025 Reduced 26.78%
$0
$2.25 Billion 0.33% of portfolio
44,377
Q1 2025 Reduced 50.0%
$0
$2.25 Billion 0.33% of portfolio
4,374
Q1 2025 Reduced 50.07%
$0
$2.15 Billion 0.32% of portfolio
122,394
Q1 2025 Reduced 49.99%
$2.28B
$1.99 Billion 0.3% of portfolio
103,486
Q1 2025 Reduced 50.0%
$0
$1.99 Billion 0.3% of portfolio
30,154
Q1 2025 Reduced 50.0%
$0
$1.97 Billion 0.29% of portfolio
7,175
Q1 2025 Reduced 39.65%
$0
$1.95 Billion 0.29% of portfolio
81,288
Q1 2025 Reduced 50.0%
$0
$1.88 Billion 0.28% of portfolio
37,805
Q1 2025 Reduced 50.0%
$0
$1.88 Billion 0.28% of portfolio
18,436
Q1 2025 Reduced 50.0%
$0
$1.84 Billion 0.27% of portfolio
55,361
Q1 2025 Reduced 50.18%
$0
$1.77 Billion 0.26% of portfolio
18,928
Q1 2025 Reduced 49.95%
$0
$1.73 Billion 0.26% of portfolio
4,118
Q1 2025 Reduced 49.99%
$0
$1.7 Billion 0.25% of portfolio
47,672
Q1 2025 Reduced 40.06%
$0
$1.66 Billion 0.25% of portfolio
70,356
Q1 2025 Reduced 50.0%
$221B
$1.65 Billion 0.25% of portfolio
19,598
Q1 2025 Reduced 51.23%
$0
$1.7 Billion 0.25% of portfolio
8,243
Q1 2025 Reduced 49.99%
$997B
$1.59 Billion 0.24% of portfolio
10,160
Q1 2025 Reduced 54.27%
$0
$1.63 Billion 0.24% of portfolio
16,379
Q1 2025 Reduced 49.99%
$0
$1.57 Billion 0.23% of portfolio
46,450
Q1 2025 Reduced 42.19%
-
$1.56 Billion 0.23% of portfolio
-
Q1 2025 Reduced 49.99%
$0
$1.52 Billion 0.23% of portfolio
14,689
Q1 2025 Reduced 50.0%
$0
$1.5 Billion 0.22% of portfolio
14,593
Q1 2025 Reduced 50.0%
$0
$1.46 Billion 0.22% of portfolio
20,222
Q1 2025 Reduced 49.97%
$258B
$1.49 Billion 0.22% of portfolio
16,981
Q1 2025 Reduced 54.5%
First Tr Exchange Traded Fd
-
$1.43 Billion 0.21% of portfolio
-
Q1 2025 Reduced 37.82%
$0
$1.43 Billion 0.21% of portfolio
32,996
Q1 2025 Reduced 49.98%
$0
$1.41 Billion 0.21% of portfolio
11,992
Q1 2025 Reduced 50.0%
$0
$1.38 Billion 0.2% of portfolio
14,841
Q1 2025 Reduced 47.72%
$0
$1.37 Billion 0.2% of portfolio
23,284
Q1 2025 Reduced 49.99%
$0
$1.36 Billion 0.2% of portfolio
22,001
Q1 2025 Reduced 49.99%
$0
$1.37 Billion 0.2% of portfolio
27,452
Q1 2025 Reduced 50.0%
$0
$1.25 Billion 0.19% of portfolio
37,645
Q1 2025 Reduced 35.39%
$272B
$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%
$53.6B
$1.26 Billion 0.19% of portfolio
7,387
Q1 2025 Reduced 52.15%
$176B
$1.26 Billion 0.19% of portfolio
27,726
Q1 2025 Reduced 53.27%

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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