Golden State Wealth Management, LLC Q2 2025 Filing
Filed August 6, 2025
Portfolio Value
$821.8M
Holdings
1,569
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,569 positions)
| Stock | Value |
|---|---|
IQDGWISDOMTREE INTL | $1.5M |
FDLFIRST TRUST | $1.5M |
IVWISHARES S&P | $1.5M |
CEGCONSTELLATION ENERGY | $1.4M |
TDIVFIRST TRUST | $1.4M |
HTGCHERCULES CAPITAL | $1.4M |
XMLVINVESCO S&P | $1.4M |
AGGYWISDOMTREE YIELD | $1.3M |
FIXDFIRST TRUST | $1.3M |
LMTLOCKHEED MARTIN | $1.3M |
EFVISHARES MSCI | $1.3M |
CATCATERPILLAR INC | $1.3M |
AMDADVANCED MICRO | $1.3M |
VUGVANGUARD GROWTH | $1.3M |
FBNDFIDELITY MERRIMACK STR TR | $1.3M |
SPYGSPDR SERIES TRUST | $1.3M |
HFXINYLI FTSE | $1.2M |
HUSVFIRST TR EXCH TRADED FD III | $1.2M |
WCMIFIRST TRUST | $1.2M |
PULSPGIM ULTRA | $1.2M |
VOVANGUARD MID | $1.2M |
DYNFISHARES U S | $1.2M |
FSKFS KKR | $1.2M |
AXPAMERICAN EXPRESS | $1.2M |
IWFISHARES RUSSELL | $1.2M |
IOOISHARES GLOBAL | $1.2M |
BACBANK AMERICA | $1.2M |
NTSXWISDOMTREE U S | $1.2M |
QWLDSPDR INDEX | $1.2M |
AEPAMERICAN ELECTRIC | $1.2M |
HTRBHARTFORD TOTAL | $1.1M |
BACVERIZON COMMUNICATIONS | $1.1M |
XLIINDUSTRIAL SELECT | $1.1M |
QEFASPDR INDEX | $1.1M |
CVXCHEVRON CORP | $1.1M |
VEAVANGUARD FTSE | $1.1M |
KORPAMERICAN CENTURY | $1.1M |
XLYCONSUMER DISCRETIONARY | $1.1M |
IQDGWISDOMTREE TR | $1.0M |
WCMIFIRST TR EXCHANGE-TRADED FD | $1.0M |
XOMEXXON MOBIL | $1.0M |
MTUMISHARES MSCI | $1.0M |
BABOEING COMPANY | $998K |
GALSPDR SSGA | $985K |
VTVVANGUARD VALUE | $984K |
DISWALT DISNEY | $974K |
AGGYWISDOMTREE TR | $974K |
SPDWSPDR DEVELOPED | $968K |
PGPROCTER & GAMBLE | $964K |
AXONAXON ENTERPRISE | $963K |
FIXDFIRST TR EXCHNG TRADED FD VI | $956K |
SPTISPDR INTERMEDIATE | $954K |
XLFISECTOR CONSUMER | $950K |
AFGAMERICAN FINANCIAL | $947K |
ETNEATON CORP | $935K |
CFAVICTORY PORTFOLIOS II | $930K |
MCKMCKESSON CORP | $929K |
EFAISHARES MSCI | $915K |
NVDANVIDIA CORPORATION | $904K |
ISRGINTUITIVE SURGICAL | $898K |
XLCCOMMUNICATION SERVICES | $886K |
LVHIFRANKLIN INTL | $873K |
TSMTAIWAN SEMICONDUCTOR | $873K |
SOSOUTHERN COMPANY | $867K |
ROKROCKWELL AUTOMATION | $862K |
FLMIFRANKLIN DYNAMIC | $847K |
APOAPOLLO GLOBAL | $824K |
VBVANGUARD SMALL | $817K |
MCDMCDONALDS CORP | $808K |
XMHQINVESCO S&P | $803K |
VTIVANGUARD INDEX FDS | $802K |
LRGECLEARBRIDGE LARGE | $794K |
SDYSPDR SERIES TRUST | $794K |
EFGISHARES MSCI | $792K |
XSHQINVESCO S&P | $791K |
AMATAPPLIED MATERIALS | $790K |
IVEISHARES S&P | $785K |
TMOTHERMO FISHER | $770K |
IVVISHARES TR | $764K |
FADFIRST TRUST | $760K |
GEMGOLDMAN SACHS | $757K |
XSMOINVESCO S&P | $757K |
SMMUPIMCO SHORT | $754K |
RTXRTX CORP | $752K |
VRTVERTIV HOLDINGS | $749K |
LLYELI LILLY | $747K |
YLDEFRANKLIN CLEARBRIDGE | $737K |
SPHDINVESCO S&P | $728K |
XLVHEALTHCARE SELECT | $714K |
OEFISHARES S&P | $712K |
WDCWESTERN DIGITAL | $695K |
JNJJOHNSON & JOHNSON | $687K |
FTCBFIRST TRUST | $686K |
QCOMQUALCOMM INC | $682K |
GEVGE VERNOVA | $672K |
HYLSFIRST TRUST | $665K |
ITOTISHARES CORE | $663K |
AVIGAVANTIS CORE | $660K |
DSIISHARES TR | $655K |
JEPQJPMORGAN | $652K |