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Golden State Wealth Management

Latest statistics and disclosures from Golden State Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AAPL, AGG, FVD, QQQ, and represent 19.90% of Golden State Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IVV (+$46M), AAPL (+$28M), AGG (+$25M), FVD (+$20M), QQQ (+$16M), AMZN (+$16M), SPY (+$14M), SPAB (+$13M), NVDA (+$13M), WINN (+$12M).
Started 695 new stock positions in APPF, LII, HIW, AIV, CUZ, FCFS, NWS, AKR, NRG, AA.
Reduced shares in these 10 stocks: AVEM, HTRB, BOND, BUFD, LCTU, CALF, SPLV, SPTM, CMG, FSIG.
Sold out of its positions in POWW, GRCE, AVAV, MJ, Crossfirst Bankshares, CYBN, BROS, EDR, EB, ECG.
Golden State Wealth Management was a net buyer of stock by $729M.
Golden State Wealth Management has $1.4B in assets under management (AUM), dropping by 105.18%.
Central Index Key (CIK): 0001776033

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Portfolio Holdings for Golden State Wealth Management

Golden State Wealth Management holds 2149 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Golden State Wealth Management has 2149 total positions. Only the first 250 positions are shown.

Sign up to view all of the Golden State Wealth Management March 31, 2025 positions
Download the Golden State Wealth Management March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core MF Closed and MF Open (IVV)	7.1	$97M	+88%	173k	561.90	View chart
Apple Common Stock (AAPL)	4.0	$55M	+100%	249k	222.13	View chart
Ishares Core MF Closed and MF Open (AGG)	3.6	$49M	+104%	494k	98.92	View chart
First Trust MF Closed and MF Open (FVD)	3.0	$41M	+98%	920k	44.59	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.2	$31M	+113%	65k	468.92	View chart
Amazon Common Stock (AMZN)	2.1	$29M	+116%	152k	190.26	View chart
Spdr Aggregate MF Closed and MF Open (SPAB)	1.9	$26M	+100%	1.0M	25.54	View chart
Harbor Long MF Closed and MF Open (WINN)	1.9	$26M	+86%	1.1M	24.50	View chart
SPDR S&P MF Closed and MF Open (SPY)	1.8	$25M	+124%	44k	559.40	View chart
Nvidia Corp Common Stock (NVDA)	1.6	$22M	+134%	202k	108.38	View chart
Principal Us MF Closed and MF Open (USMC)	1.6	$22M	+107%	383k	56.78	View chart
First Trust MF Closed and MF Open (FTCS)	1.5	$21M	+96%	236k	89.64	View chart
First Trust MF Closed and MF Open (RDVY)	1.5	$20M	+130%	346k	58.54	View chart
Microsoft Corp Common Stock (MSFT)	1.4	$19M	+128%	50k	375.41	View chart
Alphabet Common Stock (GOOGL)	1.3	$18M	+110%	116k	154.64	View chart
First Trust MF Closed and MF Open (SDVY)	1.3	$18M	+111%	526k	33.50	View chart
Wisdomtree Us MF Closed and MF Open (DGRW)	1.2	$16M	+89%	206k	79.86	View chart
Blackstone Common Stock (BX)	1.2	$16M	+99%	116k	139.78	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	1.0	$14M	+100%	215k	65.76	View chart
First Trust MF Closed and MF Open (HUSV)	1.0	$13M	+78%	333k	40.19	View chart
First Trust MF Closed and MF Open (BUFR)	1.0	$13M	+140%	440k	29.69	View chart
Wisdomtree Floating MF Closed and MF Open (USFR)	0.8	$11M	+73%	227k	50.33	View chart
Janus Henderson MF Closed and MF Open (VNLA)	0.8	$11M	+102%	224k	49.15	View chart
Ishares Msci MF Closed and MF Open (QUAL)	0.8	$11M	+155%	62k	170.89	View chart
Jpmorgan Us MF Closed and MF Open (JQUA)	0.8	$11M	+114%	185k	56.47	View chart
Ishares 0-3 MF Closed and MF Open (SGOV)	0.7	$10M	+98%	101k	100.67	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.7	$9.8M	+137%	122k	80.37	View chart
Tesla Common Stock (TSLA)	0.7	$9.8M	+127%	38k	259.16	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.7	$9.7M	+2138%	51k	188.16	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.7	$9.6M	+118%	50k	193.99	View chart
Microstrategy Common Stock (MSTR)	0.7	$9.1M	+134%	32k	288.27	View chart
First Trust MF Closed and MF Open (FTLS)	0.7	$8.9M	+103%	140k	64.08	View chart
Spdr Portfolio MF Closed and MF Open (SPYV)	0.6	$8.4M	+101%	164k	51.07	View chart
Costco Wholesale Common Stock (COST)	0.6	$8.3M	+116%	8.8k	945.85	View chart
First Trust MF Closed and MF Open (FICS)	0.6	$8.0M	+107%	217k	36.64	View chart
Spdr Gold Common Stock (GLD)	0.6	$7.9M	+107%	27k	288.14	View chart
Jpmorgan Chase Common Stock (JPM)	0.5	$7.3M	+132%	30k	245.31	View chart
Pacer Us MF Closed and MF Open (COWZ)	0.5	$7.2M	+108%	131k	54.76	View chart
Meta Platforms Common Stock (META)	0.5	$7.0M	+151%	12k	576.38	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	0.5	$7.0M	+163%	137k	51.18	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.5	$6.9M	+94%	54k	127.08	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.5	$6.7M	NEW	13k	533.51	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.5	$6.5M	+118%	12k	532.58	View chart
Broadcom Common Stock (AVGO)	0.5	$6.3M	+154%	38k	167.43	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.5	$6.2M	+112%	53k	116.39	View chart
Visa Common Stock (V)	0.4	$6.0M	+123%	17k	350.49	View chart
First Trust MF Closed and MF Open (UCON)	0.4	$6.0M	+96%	243k	24.75	View chart
Ishares Core MF Closed and MF Open (IJR)	0.4	$5.9M	+100%	56k	104.57	View chart
First Trust MF Closed and MF Open (BUFQ)	0.4	$5.8M	+113%	196k	29.86	View chart
First Trust MF Closed and MF Open (FTSM)	0.4	$5.8M	+74%	97k	59.84	View chart
Ishares Core MF Closed and MF Open (IJH)	0.4	$5.8M	+99%	99k	58.35	View chart
Gabelli Equity MF Closed and MF Open (GAB)	0.4	$5.7M	+90%	1.0M	5.51	View chart
Global Business Common Stock (GBTG)	0.4	$5.6M	+218%	776k	7.26	View chart
Ishares Russell MF Closed and MF Open (IWO)	0.4	$5.6M	+98%	22k	255.53	View chart
Invesco Aerospace MF Closed and MF Open (PPA)	0.4	$5.5M	+108%	47k	116.55	View chart
First Trust MF Closed and MF Open (FMB)	0.4	$5.4M	+54%	108k	50.42	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.4	$5.0M	+127%	122k	40.76	View chart
Avantis Intl MF Closed and MF Open (AVDE)	0.4	$4.9M	+100%	75k	66.27	View chart
Home Depot Common Stock (HD)	0.4	$4.9M	+165%	13k	366.49	View chart
First Trust MF Closed and MF Open (FV)	0.3	$4.8M	+97%	87k	54.86	View chart
First Trust MF Closed and MF Open (FPX)	0.3	$4.7M	+97%	42k	111.74	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.3	$4.5M	+113%	8.8k	514.00	View chart
Jpmorgan MF Closed and MF Open (JPST)	0.3	$4.5M	+126%	89k	50.63	View chart
First Trust MF Closed and MF Open (FPE)	0.3	$4.3M	+160%	245k	17.59	View chart
Principal Quality MF Closed and MF Open (PSET)	0.3	$4.0M	+102%	60k	66.01	View chart
Hercules Capital Common Stock (HTGC)	0.3	$4.0M	+78%	207k	19.21	View chart
Nyli Mackay MF Closed and MF Open (MMIT)	0.3	$3.9M	+68%	163k	23.97	View chart
First Trust MF Closed and MF Open (SKYY)	0.3	$3.8M	+123%	37k	102.23	View chart
Financial Select MF Closed and MF Open (XLF)	0.3	$3.8M	+109%	76k	49.81	View chart
Spdr Portfolio MF Closed and MF Open (SPIB)	0.3	$3.7M	+124%	111k	33.24	View chart
First Trust MF Closed and MF Open (FIXD)	0.3	$3.7M	+28%	84k	43.84	View chart
Wisdomtree Yield MF Closed and MF Open (AGGY)	0.3	$3.6M	+52%	84k	43.43	View chart
Ishares Msci MF Closed and MF Open (USMV)	0.3	$3.5M	+119%	38k	93.66	View chart
Alphabet Common Stock (GOOG)	0.3	$3.5M	+132%	22k	156.25	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.3	$3.5M	+99%	8.2k	419.89	View chart
Technology Select MF Closed and MF Open (XLK)	0.2	$3.4M	+106%	17k	206.48	View chart
Palantir Technologies Common Stock (PLTR)	0.2	$3.4M	+91%	40k	84.40	View chart
Nyli Mackay MF Closed and MF Open (MMIN)	0.2	$3.3M	+72%	141k	23.63	View chart
Walmart Common Stock (WMT)	0.2	$3.3M	+130%	37k	87.79	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.2	$3.3M	+163%	12k	274.85	View chart
Invesco S&p MF Closed and MF Open (RWL)	0.2	$3.3M	+358%	33k	99.34	View chart
First Trust MF Closed and MF Open (FTGS)	0.2	$3.1M	+187%	105k	29.75	View chart
First Trust MF Closed and MF Open (FXH)	0.2	$3.0M	+88%	29k	103.60	View chart
Fidelity Total MF Closed and MF Open (FBND)	0.2	$3.0M	+14317%	66k	45.65	View chart
First Trust MF Closed and MF Open (FEX)	0.2	$3.0M	+93%	29k	102.46	View chart
Exxon Mobil Common Stock (XOM)	0.2	$3.0M	+169%	25k	118.93	View chart
Ishares Intl MF Closed and MF Open (IGRO)	0.2	$2.9M	+13463%	40k	72.44	View chart
Chevron Corp Common Stock (CVX)	0.2	$2.9M	+128%	17k	167.31	View chart
Netflix Common Stock (NFLX)	0.2	$2.9M	+184%	3.1k	932.53	View chart
First Trust MF Closed and MF Open (FDL)	0.2	$2.9M	+262%	66k	43.44	View chart
Wisdomtree Intl MF Closed and MF Open (IQDG)	0.2	$2.8M	+8%	80k	35.68	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.2	$2.8M	+97%	24k	117.49	View chart
Invesco Dorsey MF Closed and MF Open (PTF)	0.2	$2.7M	+104%	47k	58.96	View chart
Jpmorgan MF Closed and MF Open (JMUB)	0.2	$2.7M	+121%	55k	50.00	View chart
Hartford Total MF Closed and MF Open (HTRB)	0.2	$2.7M	-29%	80k	33.86	View chart
Invesco S&p MF Closed and MF Open (XMLV)	0.2	$2.7M	+101%	44k	61.72	View chart
Verizon Communications Common Stock (VZ)	0.2	$2.7M	+124%	59k	45.36	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.2	$2.6M	+117%	28k	92.84	View chart
Palo Alto Common Stock (PANW)	0.2	$2.6M	+123%	15k	170.64	View chart
Procter & Gamble Common Stock (PG)	0.2	$2.6M	+181%	15k	170.42	View chart
FS KKR Common Stock (FSK)	0.2	$2.5M	+100%	121k	20.95	View chart
Caterpillar Common Stock (CAT)	0.2	$2.5M	+129%	7.6k	329.84	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$2.5M	+178%	4.8k	524.04	View chart
American Electric Common Stock (AEP)	0.2	$2.5M	+143%	22k	109.28	View chart
Nyli Ftse MF Closed and MF Open (HFXI)	0.2	$2.5M	+102%	89k	27.52	View chart
Lockheed Martin Common Stock (LMT)	0.2	$2.4M	+97%	5.4k	446.75	View chart
American Express Common Stock (AXP)	0.2	$2.3M	+121%	8.7k	269.10	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.2	$2.3M	+115%	9.0k	258.62	View chart
Eli Lilly Common Stock (LLY)	0.2	$2.3M	+200%	2.8k	826.54	View chart
First Trust MF Closed and MF Open (TDIV)	0.2	$2.3M	+89%	31k	73.61	View chart
First Trust MF Closed and MF Open (WCMI)	0.2	$2.3M	+29%	163k	14.14	View chart
Bank America Common Stock (BAC)	0.2	$2.3M	+144%	55k	41.73	View chart
Ishares U S MF Closed and MF Open (DYNF)	0.2	$2.2M	+113%	46k	48.76	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.2	$2.2M	+82%	5.9k	370.86	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.2	$2.2M	+99%	37k	58.94	View chart
Spdr Developed MF Closed and MF Open (SPDW)	0.2	$2.2M	+98%	60k	36.41	View chart
Spdr Ssga MF Closed and MF Open (GAL)	0.2	$2.1M	+77%	48k	44.82	View chart
Healthcare Select MF Closed and MF Open (XLV)	0.2	$2.1M	+80%	14k	146.02	View chart
Ishares Msci MF Closed and MF Open (MTUM)	0.1	$2.0M	+115%	10k	202.17	View chart
Spdr Intermediate MF Closed and MF Open (SPTI)	0.1	$2.0M	+70%	71k	28.58	View chart
Wisdomtree U S MF Closed and MF Open (NTSX)	0.1	$2.0M	+131%	44k	45.31	View chart
Spdr Index MF Closed and MF Open (QEFA)	0.1	$2.0M	+115%	25k	78.96	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$2.0M	+722%	5.5k	361.10	View chart
American Financial Common Stock (AFG)	0.1	$2.0M	+100%	15k	131.34	View chart
Thermo Fisher Common Stock (TMO)	0.1	$2.0M	+122%	3.9k	497.65	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.1	$1.9M	+65%	38k	50.83	View chart
Industrial Select MF Closed and MF Open (XLI)	0.1	$1.9M	+134%	15k	131.08	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.1	$1.9M	+98%	9.8k	197.47	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.1	$1.9M	+100%	24k	81.67	View chart
Goldman Sachs MF Closed and MF Open (GEM)	0.1	$1.9M	+50%	58k	33.18	View chart
Advanced Micro Common Stock (AMD)	0.1	$1.9M	+128%	19k	102.74	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$1.9M	+149%	6.2k	312.38	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$1.9M	+151%	3.9k	495.27	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.1	$1.9M	+33%	11k	172.76	View chart
Apollo Global Common Stock (APO)	0.1	$1.9M	+141%	14k	136.94	View chart
Boeing Company Common Stock (BA)	0.1	$1.8M	+183%	11k	170.58	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.1	$1.8M	+93%	18k	100.01	View chart
Mckesson Corp Common Stock (MCK)	0.1	$1.8M	+111%	2.7k	673.05	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$1.8M	+157%	11k	165.88	View chart
Southern Company Common Stock (SO)	0.1	$1.8M	+152%	19k	91.95	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$1.8M	+83%	22k	81.73	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$1.7M	+95%	18k	98.10	View chart
Invesco S&p MF Closed and MF Open (SPHD)	0.1	$1.7M	+93%	34k	50.23	View chart
Communication Services MF Closed and MF Open (XLC)	0.1	$1.7M	+116%	18k	96.46	View chart
Pfizer Common Stock (PFE)	0.1	$1.7M	+102%	66k	25.34	View chart
Franklin Dynamic MF Closed and MF Open (FLMI)	0.1	$1.6M	+98%	67k	24.44	View chart
American Century MF Closed and MF Open (QGRO)	0.1	$1.6M	NEW	17k	93.67	View chart
Walt Disney Common Stock (DIS)	0.1	$1.6M	+171%	16k	98.71	View chart
Dimensional Us MF Closed and MF Open (DFAC)	0.1	$1.6M	+162%	49k	32.99	View chart
First Trust MF Closed and MF Open (HDMV)	0.1	$1.6M	+65%	50k	32.10	View chart
Qualcomm Common Stock (QCOM)	0.1	$1.6M	+189%	10k	153.63	View chart
First Trust MF Closed and MF Open (KNG)	0.1	$1.6M	+6%	31k	50.52	View chart
Mastercard Common Stock (MA)	0.1	$1.6M	+150%	2.8k	548.57	View chart
Energy Select MF Closed and MF Open (XLE)	0.1	$1.6M	+60%	17k	93.46	View chart
Rtx Corp Common Stock (RTX)	0.1	$1.6M	+199%	12k	132.48	View chart
Merck & Company Common Stock (MRK)	0.1	$1.5M	+145%	17k	89.77	View chart
Amgen Common Stock (AMGN)	0.1	$1.5M	+165%	4.9k	311.59	View chart
Jpmorgan MF Closed and MF Open (JEPQ)	0.1	$1.5M	+153%	28k	51.78	View chart
Franklin Intl MF Closed and MF Open (LVHI)	0.1	$1.5M	+103%	45k	32.37	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$1.4M	+96%	6.5k	221.77	View chart
Spdr Series MF Closed and MF Open (SDY)	0.1	$1.4M	+38%	11k	135.68	View chart
Invesco Intl MF Closed and MF Open (PID)	0.1	$1.4M	+27%	75k	19.07	View chart
Pimco Short MF Closed and MF Open (SMMU)	0.1	$1.4M	+107%	29k	50.02	View chart
Clearbridge Large MF Closed and MF Open (LRGE)	0.1	$1.4M	+108%	20k	69.78	View chart
Northrop Grumman Common Stock (NOC)	0.1	$1.4M	+206%	2.8k	512.27	View chart
Franklin Clearbridge MF Closed and MF Open (YLDE)	0.1	$1.4M	+131%	27k	51.76	View chart
Linde Common Stock (LIN)	0.1	$1.4M	+197%	3.0k	466.06	View chart
Applied Materials Common Stock (AMAT)	0.1	$1.4M	+122%	9.6k	145.14	View chart
Salesforce Common Stock (CRM)	0.1	$1.4M	+231%	5.2k	268.38	View chart
Invesco Short MF Closed and MF Open (TBLL)	0.1	$1.4M	+76%	13k	105.53	View chart
Eaton Corp Common Stock (ETN)	0.1	$1.4M	+352%	5.0k	271.92	View chart
Rockwell Automation Common Stock (ROK)	0.1	$1.4M	+110%	5.3k	258.38	View chart
First Trust MF Closed and MF Open (FAD)	0.1	$1.3M	+100%	10k	129.37	View chart
First Trust MF Closed and MF Open (FTHI)	0.1	$1.3M	+104%	61k	21.86	View chart
Spdr Ssga MF Closed and MF Open (ULST)	0.1	$1.3M	+73%	33k	40.65	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.1	$1.3M	+106%	28k	46.08	View chart
Lowes Companies Common Stock (LOW)	0.1	$1.3M	+140%	5.5k	233.29	View chart
Abbvie Common Stock (ABBV)	0.1	$1.3M	+200%	6.1k	209.55	View chart
Invesco S&p MF Closed and MF Open (XMHQ)	0.1	$1.3M	+142%	14k	91.54	View chart
Avantis Core MF Closed and MF Open (AVIG)	0.1	$1.3M	+122%	30k	41.39	View chart
Axon Enterprise Common Stock (AXON)	0.1	$1.2M	+104%	2.4k	525.95	View chart
Invesco S&p MF Closed and MF Open (XSHQ)	0.1	$1.2M	+139%	31k	39.52	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$1.2M	+96%	10k	122.02	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$1.2M	+224%	5.2k	236.31	View chart
Ishares Technology MF Closed and MF Open (IYW)	0.1	$1.2M	+108%	8.7k	140.47	View chart
Invesco S&p MF Closed and MF Open (XSMO)	0.1	$1.2M	+143%	19k	62.76	View chart
Constellation Energy Common Stock (CEG)	0.1	$1.2M	+153%	5.9k	201.67	View chart
Nextera Energy Common Stock (NEE)	0.1	$1.2M	+142%	17k	70.90	View chart
First Trust MF Closed and MF Open (HYLS)	0.1	$1.2M	+1722%	29k	41.04	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$1.2M	+109%	13k	91.04	View chart
Public Service Common Stock (PEG)	0.1	$1.2M	+104%	14k	82.30	View chart
Pepsico Common Stock (PEP)	0.1	$1.1M	+124%	7.6k	149.95	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.1	$1.1M	+150%	6.6k	173.24	View chart
Oracle Corp Common Stock (ORCL)	0.1	$1.1M	+237%	8.1k	139.83	View chart
Duke Energy Common Stock (DUK)	0.1	$1.1M	+127%	9.2k	121.99	View chart
Schwab Emerging MF Closed and MF Open (SCHE)	0.1	$1.1M	+65%	41k	27.57	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.1	$1.1M	+100%	25k	45.26	View chart
Doubleline Income MF Closed and MF Open (DSL)	0.1	$1.1M	+96%	89k	12.61	View chart
Star Bulk Common Stock (SBLK)	0.1	$1.1M	+96%	70k	15.56	View chart
Williams Cos Common Stock (WMB)	0.1	$1.1M	+308%	18k	59.76	View chart
Vanguard High MF Closed and MF Open (VYM)	0.1	$1.1M	+84%	8.3k	128.98	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.1	$1.1M	+40%	8.7k	121.92	View chart
U S Treasury MF Closed and MF Open (TBIL)	0.1	$1.1M	+93%	21k	50.01	View chart
Coca Cola Company Common Stock (KO)	0.1	$1.1M	+328%	15k	71.63	View chart
Spdr Mortgage MF Closed and MF Open (SPMB)	0.1	$1.1M	+194%	48k	22.05	View chart
Hilton Worldwide Common Stock (HLT)	0.1	$1.0M	+104%	4.6k	227.57	View chart
Victoryshares Us MF Closed and MF Open (CFA)	0.1	$1.0M	+4%	12k	84.44	View chart
Ishares 1-5 MF Closed and MF Open (IGSB)	0.1	$1.0M	+87%	20k	52.37	View chart
Philip Morris Common Stock (PM)	0.1	$1.0M	+133%	6.4k	158.76	View chart
Vanguard Total MF Closed and MF Open (BND)	0.1	$1000k	+2772%	14k	73.45	View chart
Ishares S&p MF Closed and MF Open (IVE)	0.1	$998k	+162%	5.2k	190.64	View chart
Pgim Aaa MF Closed and MF Open (PAAA)	0.1	$990k	+8182%	19k	51.31	View chart
Global X MF Closed and MF Open (XYLD)	0.1	$983k	+100%	25k	39.49	View chart
Intl Business Common Stock (IBM)	0.1	$982k	+134%	3.9k	248.76	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$978k	+100%	13k	76.57	View chart
Wells Fargo Common Stock (WFC)	0.1	$976k	+162%	14k	71.80	View chart
Ishares S&p MF Closed and MF Open (OEF)	0.1	$967k	+115%	3.6k	270.90	View chart
Vanguard Total MF Closed and MF Open (VXUS)	0.1	$948k	+3410%	15k	62.11	View chart
Ishares Gold Common Stock (IAU)	0.1	$948k	+309%	16k	58.96	View chart
Cisco Systems Common Stock (CSCO)	0.1	$946k	+169%	15k	61.72	View chart
Conocophillips Common Stock (COP)	0.1	$943k	+141%	9.0k	105.05	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$940k	+111%	4.7k	199.54	View chart
Ishares Bitcoin MF Closed and MF Open (IBIT)	0.1	$914k	+188%	20k	46.81	View chart
Ishares Core MF Closed and MF Open (DGRO)	0.1	$912k	+43%	15k	61.78	View chart
Ge Aerospace Common Stock (GE)	0.1	$904k	+199%	4.5k	200.17	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.1	$892k	+109%	11k	80.66	View chart
Pimco Enhanced MF Closed and MF Open (PYLD)	0.1	$892k	+124%	34k	26.35	View chart
Ishares Msci MF Closed and MF Open (GARP)	0.1	$883k	+538%	17k	51.02	View chart
Invesco Solar MF Closed and MF Open (TAN)	0.1	$883k	+100%	29k	30.46	View chart
Spdr Portfolio MF Closed and MF Open (SPTS)	0.1	$877k	+585%	30k	29.24	View chart
Jpmorgan MF Closed and MF Open (JIRE)	0.1	$872k	+217%	14k	63.72	View chart
Ares Capital MF Closed and MF Open (ARCC)	0.1	$870k	+104%	39k	22.16	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.1	$869k	+74%	44k	19.78	View chart
Realty Income Common Stock (O)	0.1	$867k	+99%	15k	58.01	View chart
Jpmorgan Hedged MF Closed and MF Open (HELO)	0.1	$849k	+685%	14k	59.68	View chart
Accenture Common Stock (ACN)	0.1	$848k	+157%	2.7k	312.07	View chart
Dell Technologies Common Stock (DELL)	0.1	$839k	+222%	9.2k	91.15	View chart
Vanguard Materials MF Closed and MF Open (VAW)	0.1	$831k	+56%	4.4k	188.82	View chart
Global X MF Closed and MF Open (QYLD)	0.1	$826k	+109%	50k	16.63	View chart
Pacer Trendpilot MF Closed and MF Open (PTLC)	0.1	$826k	+116%	16k	51.46	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$825k	+124%	11k	75.66	View chart
Servicenow Common Stock (NOW)	0.1	$824k	+76%	1.0k	796.15	View chart
Ge Vernova Common Stock (GEV)	0.1	$819k	+561%	2.7k	305.30	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$817k	+218%	4.9k	166.05	View chart
Spdr Bloomberg MF Closed and MF Open (BIL)	0.1	$809k	+476%	8.8k	91.74	View chart
Tjx Cos Common Stock (TJX)	0.1	$805k	+182%	6.6k	121.83	View chart
Vertiv Holdings Common Stock (VRT)	0.1	$802k	+181%	11k	72.21	View chart
Old Dominion Common Stock (ODFL)	0.1	$794k	+159%	4.8k	165.45	View chart
Knife River Common Stock (KNF)	0.1	$792k	+133%	8.8k	90.21	View chart
First Trust MF Closed and MF Open (CIBR)	0.1	$792k	+79%	13k	63.01	View chart

Past Filings by Golden State Wealth Management

SEC 13F filings are viewable for Golden State Wealth Management going back to 2019

Golden State Wealth Management 2025 Q1 filed April 23, 2025
Golden State Wealth Management 2024 Q4 filed Jan. 28, 2025
Golden State Wealth Management 2022 Q1 restated filed May 19, 2022
Golden State Wealth Management 2022 Q1 filed May 16, 2022
Golden State Wealth Management 2021 Q4 filed Feb. 14, 2022
Golden State Wealth Management 2021 Q3 filed Nov. 15, 2021
Golden State Wealth Management 2021 Q2 filed Aug. 12, 2021
Golden State Wealth Management 2021 Q1 filed May 14, 2021
Golden State Wealth Management 2020 Q4 filed Jan. 28, 2021
Golden State Wealth Management 2020 Q3 filed Nov. 12, 2020
Golden State Wealth Management 2020 Q2 amended filed Aug. 13, 2020
Golden State Wealth Management 2020 Q2 filed Aug. 11, 2020
Golden State Wealth Management 2020 Q1 filed April 17, 2020
Golden State Wealth Management 2019 Q4 filed Feb. 13, 2020
Golden State Wealth Management 2019 Q3 filed Oct. 23, 2019
Golden State Wealth Management 2019 Q2 filed Aug. 9, 2019

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