Golden State Wealth Management, LLC Q4 2024 Filing
Filed January 28, 2025
Portfolio Value
$667.5M
Holdings
1,513
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,513 positions)
| Stock | Value |
|---|---|
AXPAMERICAN EXPRESS | $1.2M |
SPTISPDR INTERMEDIATE | $1.2M |
HFXINEW YORK LIFE | $1.1M |
FTGSFIRST TRUST | $1.1M |
XLYCONSUMER DISCRETIONARY | $1.1M |
VEAVANGUARD FTSE | $1.1M |
CVXCHEVRON CORP | $1.1M |
VOVANGUARD MID | $1.1M |
AGGYWISDOMTREE TR | $1.1M |
PIDINVESCO INTL | $1.1M |
FIXDFIRST TR EXCHNG TRADED FD VI | $1.1M |
IQDGWISDOMTREE TR | $1.1M |
IVWISHARES S&P | $1.1M |
BACVERIZON COMMUNICATIONS | $1.1M |
SPDWSPDR PORTFOLIO | $1.0M |
AFGAMERICAN FINANCIAL | $1.0M |
XOMEXXON MOBIL | $1.0M |
AMDADVANCED MICRO | $994K |
BACBANK AMERICA | $989K |
NFLXNETFLIX INC | $971K |
MTUMISHARES MSCI | $970K |
WCMIFIRST TRUST | $962K |
APOAPOLLO GLOBAL | $937K |
XLFISECTOR CONSUMER | $929K |
CFAVICTORY PORTFOLIOS II | $924K |
TMOTHERMO FISHER | $919K |
PGPROCTER & GAMBLE | $912K |
EFAISHARES MSCI | $893K |
XLESECTOR ENERGY | $888K |
NTSXWISDOMTREE U S | $886K |
UNHUNITEDHEALTH GROUP | $867K |
PFEPFIZER INC | $857K |
SPHDINVESCO S&P | $856K |
AEPAMERICAN ELECTRIC | $852K |
QEFASPDR INDEX | $848K |
XLIINDUSTRIAL SELECT | $833K |
SBUXSTARBUCKS CORP | $831K |
GALSPDR SSGA | $825K |
FLMIFRANKLIN DYNAMIC | $822K |
DYNFBLACKROCK ISHARES | $818K |
CALFPACER U S | $816K |
ISRGINTUITIVE SURGICAL | $806K |
VBVANGUARD SMALL | $796K |
XLVSECTOR HEALTHCARE | $790K |
XLCSELECT SECTOR | $784K |
BUFDFIRST TRUST | $776K |
TBLLINVESCO SHORT | $776K |
ULSTSPDR SSGA | $765K |
VTIVANGUARD INDEX FDS | $765K |
EFVISHARES MSCI | $757K |
SDYSPDR SER TR | $752K |
LRGELEGG MASON | $737K |
FDLFIRST TRUST | $733K |
IVVISHARES TR | $731K |
DSIISHARES TR | $730K |
MCKMCKESSON CORP | $723K |
LLYELI LILLY | $722K |
FADFIRST TRUST | $715K |
ROKROCKWELL AUTOMATION | $714K |
MCDMCDONALDS CORP | $714K |
GEMGOLDMAN SACHS | $711K |
AMATAPPLIED MATERIALS | $700K |
RWLINVESCO S&P | $699K |
FTHIFIRST TRUST | $696K |
WCMIFIRST TR EXCHANGE-TRADED FD | $695K |
NVDANVIDIA CORPORATION | $694K |
MRKMERCK & COMPANY | $692K |
AXONAXON ENTERPRISE | $691K |
SMMUPIMCO SHORT | $685K |
EFGISHARES MSCI | $676K |
LVHILEGG MASON | $674K |
BABOEING COMPANY | $672K |
DISWALT DISNEY | $672K |
IYWISHARES TECHNOLOGY | $666K |
ITOTISHARES CORE | $664K |
SCHESCHWAB EMERGING | $652K |
BONDPIMCO ACTIVE | $645K |
DFACDIMENSIONAL US | $643K |
USFRWISDOMTREE TR | $640K |
SOSOUTHERN COMPANY | $635K |
JEPQJP MORGAN | $627K |
NOWSERVICENOW INC | $621K |
IUSBISHARES CORE | $619K |
JNJJOHNSON & JOHNSON | $608K |
YLDELEGG MASON | $598K |
MAMASTERCARD INC | $595K |
PEGPUBLIC SERVICE | $581K |
VYMVANGUARD HIGH | $572K |
LOWLOWES COMPANIES | $568K |
ESGUISHARES ESG | $567K |
DSLDOUBLELINE INCOME | $565K |
XMHQINVESCO S&P | $555K |
HLTHILTON WORLDWIDE | $554K |
XSHQINVESCO S&P | $552K |
AVIGAVANTIS CORE | $551K |
QCOMQUALCOMM INC | $549K |
VTIVANGUARD TOTAL | $545K |
TBILRBB US | $543K |
HDMVFIRST TRUST | $541K |
VWOVANGUARD FSTE | $541K |