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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Arm Holdings
-
$175 Million 0.03% of portfolio
-
Q4 2024 New
Blackrock Ishares
-
$222 Million 0.03% of portfolio
-
Q4 2024 New
$187B
$170 Million 0.03% of portfolio
34
Q4 2024 New
$126B
$199 Million 0.03% of portfolio
3,519
Q4 2024 Added 19.61%
$156B
$203 Million 0.03% of portfolio
2,885
Q4 2024 Reduced 40.43%
$272B
$214 Million 0.03% of portfolio
3,434
Q4 2024 Added 4.41%
$41.3B
$195 Million 0.03% of portfolio
787
Q4 2024 New
$29.4B
$206 Million 0.03% of portfolio
930
Q4 2024 New
$30.8B
$228 Million 0.03% of portfolio
3,185
Q4 2024 New
$44B
$169 Million 0.03% of portfolio
2,282
Q4 2024 Added 3.73%
$0
$187 Million 0.03% of portfolio
3,463
Q4 2024 Reduced 27.17%
$0
$213 Million 0.03% of portfolio
4,308
Q4 2024 New
$9.45B
$186 Million 0.03% of portfolio
1,200
Q4 2024 Reduced 80.06%
$218B
$181 Million 0.03% of portfolio
316
Q4 2024 Reduced 67.69%
$149B
$173 Million 0.03% of portfolio
765
Q4 2024 New
$78.8B
$183 Million 0.03% of portfolio
721
Q4 2024 Reduced 80.32%
$167B
$211 Million 0.03% of portfolio
335
Q4 2024 New
$0
$181 Million 0.03% of portfolio
1,962
Q4 2024 New
$0
$182 Million 0.03% of portfolio
2,827
Q4 2024 New
$44.1B
$194 Million 0.03% of portfolio
3,926
Q4 2024 New
$0
$211 Million 0.03% of portfolio
1,979
Q4 2024 Reduced 90.8%
$0
$222 Million 0.03% of portfolio
2,106
Q4 2024 Reduced 30.4%
$0
$178 Million 0.03% of portfolio
3,206
Q4 2024 New
$0
$225 Million 0.03% of portfolio
1,712
Q4 2024 Reduced 8.84%
$0
$186 Million 0.03% of portfolio
1,759
Q4 2024 New
$94B
$222 Million 0.03% of portfolio
797
Q4 2024 New
$91B
$182 Million 0.03% of portfolio
1,644
Q4 2024 New
$78.3B
$213 Million 0.03% of portfolio
3,560
Q4 2024 Reduced 14.38%
$96.5B
$196 Million 0.03% of portfolio
2,595
Q4 2024 Reduced 61.33%
$12.5B
$179 Million 0.03% of portfolio
857
Q4 2024 New
$0
$191 Million 0.03% of portfolio
1,907
Q4 2024 New
$42.6B
$176 Million 0.03% of portfolio
557
Q4 2024 New
$0
$228 Million 0.03% of portfolio
9,837
Q4 2024 New
$0
$227 Million 0.03% of portfolio
2,696
Q4 2024 Reduced 80.05%
$25.8B
$171 Million 0.03% of portfolio
1,952
Q4 2024 New
$0
$210 Million 0.03% of portfolio
6,841
Q4 2024 Reduced 9.83%
$0
$167 Million 0.03% of portfolio
2,340
Q4 2024 New
$19.1B
$205 Million 0.03% of portfolio
1,626
Q4 2024 Reduced 14.06%
$1.47B
$212 Million 0.03% of portfolio
4,856
Q4 2024 New
$21B
$233 Million 0.03% of portfolio
535
Q4 2024 New
$0
$223 Million 0.03% of portfolio
7,791
Q4 2024 New
$974M
$175 Million 0.03% of portfolio
6,898
Q4 2024 Reduced 43.47%
$0
$183 Million 0.03% of portfolio
3,158
Q4 2024 New
$0
$207 Million 0.03% of portfolio
769
Q4 2024 New
$0
$215 Million 0.03% of portfolio
1,833
Q4 2024 Reduced 91.82%
$36.2B
$202 Million 0.03% of portfolio
786
Q4 2024 Reduced 32.88%
$0
$191 Million 0.03% of portfolio
4,605
Q4 2024 Reduced 45.07%
$79.7B
$175 Million 0.03% of portfolio
1,075
Q4 2024 Reduced 9.36%
$0
$214 Million 0.03% of portfolio
4,305
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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