Golden State Wealth Management, LLC Q4 2020 Filing
Filed January 28, 2021
Portfolio Value
$345.1M
Holdings
237
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (237 positions)
| Stock | Value |
|---|---|
AGGISHARES CORE | $31.1M |
IVVISHARES CORE | $26.1M |
AAPLAPPLE INC | $21.6M |
FVDFIRST TRUST | $10.9M |
AMZNAMAZON COM | $10.7M |
SPYSPDR S&P | $10.1M |
SPABSPDR PORTFOLIO | $9.0M |
FTSMFIRST TRUST | $8.2M |
FTCSFIRST TRUST | $7.4M |
VNLAJANUS HENDERSON | $7.0M |
FPXFIRST TRUST | $6.7M |
IWOISHARES RUSSELL | $6.2M |
NDQINVESCO QQQ | $5.9M |
MSFTMICROSOFT CORP | $5.3M |
GOOGLALPHABET INC | $5.1M |
BXBLACKSTONE GROUP | $4.5M |
CFAVICTORY PORTFOLIOS II | $3.6M |
TSLATESLA INC | $3.5M |
IUSGISHARES S&P | $3.4M |
HTRBHARTFORD FDS EXCHANGE TRADED | $3.3M |
USMCPRINCIPAL US | $3.3M |
SPMDSPDR PORTFOLIO | $2.8M |
DONSPDR DOW | $2.5M |
IJRISHARES CORE | $2.5M |
TMOTHERMO FISHER | $2.5M |
FAIFIRST TRUST | $2.4M |
IJHISHARES CORE | $2.4M |
AGGYWISDOMTREE TR | $2.4M |
GABGABELLI EQUITY | $2.4M |
VVISA INC | $2.3M |
BRK/BBERKSHIRE HATHAWAY | $2.2M |
UNHUNITEDHEALTH GROUP | $2.1M |
HDHOME DEPOT | $2.1M |
VTVANGUARD TOTAL | $2.1M |
MILNGLOBAL X | $2.1M |
LMTLOCKHEED MARTIN | $2.1M |
—PIMCO DYNAMIC | $1.9M |
DISWALT DISNEY | $1.8M |
SPSMSPDR PORTFOLIO | $1.7M |
JPMJPMORGAN CHASE | $1.7M |
FTSDFRANKLIN ETF TR | $1.6M |
QCOMQUALCOMM INC | $1.6M |
COSTCOSTCO WHOLESALE | $1.6M |
TANINVESCO SOLAR | $1.6M |
IWPISHARES RUSSELL | $1.5M |
RODMLATTICE STRATEGIES TR | $1.4M |
METAFACEBOOK INC | $1.4M |
ESGUISHARES ESG | $1.4M |
VIGVANGUARD DIVIDEND | $1.4M |
XLFSECTOR FINANCIAL | $1.3M |
GOOGALPHABET INC | $1.3M |
LQDISHARES IBOXX | $1.3M |
ABBVABBVIE INC | $1.2M |
ACWIISHARES MSCI | $1.2M |
BACVERIZON COMMUNICATIONS | $1.2M |
NVDANVIDIA CORP | $1.2M |
BABOEING COMPANY | $1.1M |
PGPROCTER & GAMBLE | $1.1M |
VOOVANGUARD S&P | $1.1M |
JNJJOHNSON & JOHNSON | $1.1M |
DONWISDOMTREE TR | $1.0M |
BACBANK AMERICA | $1.0M |
AQLTISHARES U S | $1.0M |
XLFISECTOR CONSUMER | $1.0M |
NKENIKE INC | $1.0M |
USMVISHARES MSCI | $973K |
CMCSACOMCAST CORP | $962K |
CRMSALESFORCE.COM INC | $952K |
XLYCONSUMER DISCRETIONARY | $949K |
EESWISDOMTREE TR | $940K |
FADFIRST TRUST | $932K |
XLKSECTOR TECHNOLOGY | $930K |
MTUMISHARES MSCI | $918K |
FXHFIRST TRUST | $902K |
SPYGSPDR SER TR | $897K |
VTVVANGUARD VALUE | $888K |
IBBISHARES NASDAQ | $874K |
SDYSPDR SER TR | $860K |
LMBSFIRST TRUST | $860K |
PFEPFIZER INC | $849K |
MRKMERCK & COMPANY | $830K |
EFGISHARES MSCI | $815K |
ROKUROKU INC | $810K |
AVGOBROADCOM INC | $800K |
ADBEADOBE INC | $795K |
NOCNORTHROP GRUMMAN | $786K |
BIVVANGUARD INTERMEDIATE | $784K |
—FS KKR | $759K |
RTXRAYTHEON TECHNOLOGIES | $750K |
SBUXSTARBUCKS CORP | $746K |
MAMASTERCARD INC | $744K |
PZCPIMCO CA MUN INC FD III | $728K |
VEAVANGUARD FTSE | $724K |
WMTWALMART INC | $719K |
TAT&T INC | $709K |
MCDMCDONALDS CORP | $702K |
AMDADVANCED MICRO | $692K |
FEXFIRST TRUST | $679K |
AMGNAMGEN INC | $668K |
VWOVANGUARD FSTE | $666K |
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