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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, AGG, AAPL, FVD, SPY, and represent 24.68% of Golden State Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY, FSK, FVD, IJR, SPMD, RSP, IJH, VMBS, VCIT, XMMO.
Started 14 new stock positions in XHB, XLRE, IYE, CFB, SBLK, SPEM, FTGC, USA, FTLS, SMH. MUB, OIH, VHT, HAL.
Reduced shares in these 10 stocks: AAPL, VT, MSFT, USMV, AGG, EFG, ABBV, UNH, DFAC, IQLT.
Sold out of its positions in ARKW, FAX, AIG, Appollo Global Mgmt Inc Cl A, AMAT, ADSK, BDX, HYT, BKNG, CVS.
Golden State Wealth Management was a net seller of stock by $-38M.
Golden State Wealth Management has $510M in assets under management (AUM), dropping by -12.17%.
Central Index Key (CIK): 0001776033

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Portfolio Holdings for Golden State Wealth Management

Golden State Wealth Management holds 306 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core MF Closed and MF Open (IVV)	6.7	$34M		76k	453.69	View chart
Ishares Core MF Closed and MF Open (AGG)	5.7	$29M	-5%	271k	107.10	View chart
Apple Common Stock (AAPL)	4.8	$24M	-10%	139k	174.61	View chart
First Trust MF Closed and MF Open (FVD)	4.6	$23M	+8%	551k	42.30	View chart
SPDR S&P MF Closed and MF Open (SPY)	3.0	$15M	+18%	33k	451.64	View chart
Spdr Portfolio MF Closed and MF Open (SPAB)	2.8	$15M	+3%	522k	27.79	View chart
Invesco Qqq MF Closed and MF Open (QQQ)	2.8	$14M		39k	362.55	View chart
Amazon Common Stock (AMZN)	2.2	$11M	-3%	3.4k	3259.92	View chart
First Trust MF Closed and MF Open (FTCS)	2.2	$11M	+4%	140k	78.20	View chart
Ishares Msci MF Closed and MF Open (QUAL)	1.7	$8.5M	+6%	63k	134.63	View chart
Blackstone Common Stock (BX)	1.7	$8.5M	-2%	67k	126.94	View chart
Ishares Msci MF Closed and MF Open (MTUM)	1.7	$8.4M		50k	168.26	View chart
Alphabet Common Stock (GOOGL)	1.4	$7.2M	-7%	2.6k	2781.17	View chart
Tesla Common Stock (TSLA)	1.4	$7.1M	+3%	6.6k	1077.58	View chart
Principal Us MF Closed and MF Open (USMC)	1.3	$6.8M	+3%	159k	42.67	View chart
First Trust MF Closed and MF Open (FTSM)	1.3	$6.5M	-8%	110k	59.53	View chart
Microsoft Corp Common Stock (MSFT)	1.3	$6.4M	-23%	21k	308.33	View chart
Janus Henderson MF Closed and MF Open (VNLA)	1.2	$6.1M	-9%	124k	49.08	View chart
Spdr Portfolio MF Closed and MF Open (SPMD)	1.1	$5.8M	+44%	122k	47.16	View chart
First Trust MF Closed and MF Open (FPX)	1.1	$5.7M	-4%	52k	109.07	View chart
Ishares Russell MF Closed and MF Open (IWO)	1.1	$5.5M	-6%	22k	255.77	View chart
Ishares Msci MF Closed and MF Open (USMV)	1.1	$5.5M	-24%	71k	77.57	View chart
Ishares Core MF Closed and MF Open (IJR)	1.0	$5.3M	+52%	49k	107.88	View chart
Ishares Core MF Closed and MF Open (IJH)	0.9	$4.8M	+43%	18k	268.37	View chart
Wisdomtree Trust MF Closed and MF Open (DGRW)	0.8	$4.1M	-3%	65k	63.67	View chart
Ishares S&p MF Closed and MF Open (IUSG)	0.7	$3.8M		36k	105.67	View chart
FS KKR Common Stock (FSK)	0.7	$3.7M	+114%	164k	22.82	View chart
Invesco S&p MF Closed and MF Open (XMMO)	0.7	$3.6M	+48%	42k	86.32	View chart
Spdr Bloomberg MF Closed and MF Open (CWB)	0.7	$3.6M	-7%	47k	76.96	View chart
Gabelli Equity MF Closed and MF Open (GAB)	0.7	$3.6M	+3%	514k	6.93	View chart
First Trust MF Closed and MF Open (FNX)	0.6	$3.2M	+3%	33k	98.11	View chart
Spdr Portfolio MF Closed and MF Open (SPYG)	0.6	$2.9M		45k	64.70	View chart
Nvidia Corp Common Stock (NVDA)	0.6	$2.9M	-16%	11k	272.87	View chart
Costco Wholesale Common Stock (COST)	0.5	$2.8M	-10%	4.9k	575.74	View chart
Ishares Mbs MF Closed and MF Open (MBB)	0.5	$2.6M	-22%	26k	101.86	View chart
Ishares Iboxx MF Closed and MF Open (LQD)	0.5	$2.6M	-27%	22k	120.96	View chart
Invesco Nasdaq MF Closed and MF Open (QQQM)	0.5	$2.5M	-12%	17k	148.96	View chart
Hartford Total MF Closed and MF Open (HTRB)	0.5	$2.5M	-2%	67k	36.82	View chart
Home Depot Common Stock (HD)	0.5	$2.5M	-18%	8.3k	299.35	View chart
Alphabet Common Stock (GOOG)	0.5	$2.5M	-6%	882.00	2792.52	View chart
First Trust MF Closed and MF Open (FXH)	0.5	$2.4M		21k	114.67	View chart
Wisdomtree Yield MF Closed and MF Open (AGGY)	0.5	$2.4M	+27%	49k	47.85	View chart
Vanguard Dividend MF Closed and MF Open (VIG)	0.5	$2.3M	+41%	15k	162.17	View chart
First Trust MF Closed and MF Open (FV)	0.4	$2.3M	-5%	48k	47.66	View chart
Invesco S&p MF Closed and MF Open (RSP)	0.4	$2.2M	+324%	14k	157.69	View chart
Spdr Dow MF Closed and MF Open (DIA)	0.4	$2.2M	-14%	6.3k	346.90	View chart
Ishares Msci MF Closed and MF Open (EFG)	0.4	$2.1M	-42%	22k	96.26	View chart
Vanguard Intermediate MF Closed and MF Open (VCIT)	0.4	$2.0M	+160%	23k	86.05	View chart
Spdr Msci MF Closed and MF Open (SPGM)	0.4	$2.0M		36k	54.80	View chart
Sector Industrial MF Closed and MF Open (XLI)	0.4	$2.0M	+87%	19k	102.96	View chart
Visa Common Stock (V)	0.4	$1.9M	-29%	8.6k	221.76	View chart
Sector Financial MF Closed and MF Open (XLF)	0.4	$1.8M		48k	38.31	View chart
Generac Holdings Common Stock (GNRC)	0.4	$1.8M	+33%	6.0k	297.32	View chart
Global X MF Closed and MF Open (MILN)	0.3	$1.8M	-2%	49k	36.43	View chart
Fastenal Common Stock (FAST)	0.3	$1.8M		30k	59.41	View chart
First Trust MF Closed and MF Open (TDIV)	0.3	$1.8M	+7%	30k	58.96	View chart
Vanguard Mortgage MF Closed and MF Open (VMBS)	0.3	$1.8M	+256%	35k	50.10	View chart
First Trust MF Closed and MF Open (RDVY)	0.3	$1.7M	+61%	35k	48.99	View chart
Walt Disney Common Stock (DIS)	0.3	$1.7M	-8%	12k	137.18	View chart
Jpmorgan Chase Common Stock (JPM)	0.3	$1.7M	-21%	12k	136.28	View chart
Deere & Co Common Stock (DE)	0.3	$1.7M	+12%	4.0k	415.49	View chart
Ishares Aerospace MF Closed and MF Open (ITA)	0.3	$1.7M	+215%	15k	110.82	View chart
Ishares Esg MF Closed and MF Open (ESGU)	0.3	$1.6M	-23%	16k	101.32	View chart
Ishares U S MF Closed and MF Open (IYT)	0.3	$1.6M	+218%	6.0k	269.88	View chart
First Trust MF Closed and MF Open (HUSV)	0.3	$1.6M		46k	34.76	View chart
First Trust MF Closed and MF Open (CIBR)	0.3	$1.6M	+7%	30k	53.10	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.3	$1.5M	-21%	4.3k	352.91	View chart
Ishares Msci MF Closed and MF Open (ACWI)	0.3	$1.5M		15k	99.78	View chart
Vanguard Total MF Closed and MF Open (VTI)	0.3	$1.5M		6.4k	227.78	View chart
Manhattan Assocs Common Stock (MANH)	0.3	$1.5M	+15%	11k	138.68	View chart
NVR Common Stock (NVR)	0.3	$1.4M		313.00	4466.45	View chart
Ishares Russell MF Closed and MF Open (IWP)	0.3	$1.4M	-4%	14k	100.52	View chart
Rollins Common Stock (ROL)	0.3	$1.4M		39k	35.05	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.3	$1.3M	-10%	44k	30.63	View chart
Vanguard S&p MF Closed and MF Open (VOO)	0.3	$1.3M		3.1k	415.09	View chart
Pool Corp Common Stock (POOL)	0.3	$1.3M	+7%	3.0k	422.82	View chart
Thermo Fisher Common Stock (TMO)	0.2	$1.3M	-17%	2.2k	590.53	View chart
Lockheed Martin Common Stock (LMT)	0.2	$1.3M	-19%	2.9k	441.54	View chart
Broadcom Common Stock (AVGO)	0.2	$1.3M	-31%	2.0k	629.67	View chart
Sector Technology MF Closed and MF Open (XLK)	0.2	$1.2M	-18%	7.8k	158.90	View chart
Transdigm Group Common Stock (TDG)	0.2	$1.2M	+2%	1.9k	651.78	View chart
Spdr Doubleline MF Closed and MF Open (TOTL)	0.2	$1.2M	-10%	27k	44.78	View chart
Texas Instruments Common Stock (TXN)	0.2	$1.2M	-25%	6.5k	183.54	View chart
Asml Holding Common Stock (ASML)	0.2	$1.2M	+4%	1.8k	667.78	View chart
Callaway Golf Common Stock (MODG)	0.2	$1.2M	+25%	51k	23.42	View chart
Sector Materials MF Closed and MF Open (XLB)	0.2	$1.2M	+153%	14k	88.13	View chart
Copart Common Stock (CPRT)	0.2	$1.2M		9.3k	125.43	View chart
American Express Common Stock (AXP)	0.2	$1.2M	+14%	6.2k	186.92	View chart
Invesco Solar MF Closed and MF Open (TAN)	0.2	$1.2M		15k	75.45	View chart
Vanguard Value MF Closed and MF Open (VTV)	0.2	$1.2M	-7%	7.8k	147.85	View chart
Mastercard Common Stock (MA)	0.2	$1.1M	-20%	3.2k	357.30	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$1.1M	-49%	2.2k	509.70	View chart
American Financial Common Stock (AFG)	0.2	$1.1M		7.5k	145.60	View chart
Rockwell Automation Common Stock (ROK)	0.2	$1.1M		3.9k	279.93	View chart
Sector Consumer MF Closed and MF Open (XLP)	0.2	$1.1M	+4%	14k	75.86	View chart
Smith Ao Common Stock (AOS)	0.2	$1.1M		17k	63.88	View chart
First Trust MF Closed and MF Open (SKYY)	0.2	$1.1M	-8%	12k	90.52	View chart
Eaton Corp Common Stock (ETN)	0.2	$1.0M	-6%	6.8k	151.78	View chart
Ishares Conv MF Closed and MF Open (ICVT)	0.2	$1.0M	+223%	12k	83.33	View chart
Xpo Logistics Common Stock (XPO)	0.2	$1.0M	+184%	14k	72.77	View chart
Consumer Discretionary MF Closed and MF Open (XLY)	0.2	$1.0M		5.4k	184.94	View chart
Bank America Common Stock (BAC)	0.2	$985k	-33%	24k	41.22	View chart
Pimco Dynamic MF Closed and MF Open (PDI)	0.2	$984k	-4%	40k	24.37	View chart
Teledyne Technologies Common Stock (TDY)	0.2	$983k		2.1k	472.60	View chart
Spdr Gold Common Stock (GLD)	0.2	$975k	+128%	5.4k	180.62	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$971k	-16%	20k	49.60	View chart
Jp Morgan MF Closed and MF Open (JMST)	0.2	$967k	-20%	19k	50.66	View chart
Hercules Capital MF Closed and MF Open (HTGC)	0.2	$963k	+9%	53k	18.07	View chart
Chevron Corp Common Stock (CVX)	0.2	$949k	-37%	5.8k	162.83	View chart
First Trust MF Closed and MF Open (SDVY)	0.2	$939k	+149%	34k	27.86	View chart
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)	0.2	$936k	-16%	13k	74.07	View chart
Ishares Core MF Closed and MF Open (IUSB)	0.2	$935k	-8%	19k	49.63	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$933k	-4%	3.1k	301.75	View chart
Verizon Communications Common Stock (VZ)	0.2	$931k	-26%	18k	50.96	View chart
Caterpillar Common Stock (CAT)	0.2	$926k	+11%	4.2k	222.92	View chart
First Trust MF Closed and MF Open (FAD)	0.2	$923k		8.2k	112.26	View chart
Advanced Micro Common Stock (AMD)	0.2	$920k	-19%	8.4k	109.34	View chart
Nike Common Stock (NKE)	0.2	$903k	-10%	6.7k	134.58	View chart
Sector Healthcare MF Closed and MF Open (XLV)	0.2	$902k	+5%	6.6k	136.94	View chart
Waste Management Common Stock (WM)	0.2	$884k	-20%	5.6k	158.48	View chart
Exxon Mobil Common Stock (XOM)	0.2	$883k	-29%	11k	82.59	View chart
Axon Enterprise Common Stock (AXON)	0.2	$850k	+4%	6.2k	137.72	View chart
Select Sector MF Closed and MF Open (XLRE)	0.2	$841k	NEW	17k	48.30	View chart
Rbc Bearings Common Stock (RBC)	0.2	$837k		4.3k	193.93	View chart
Nextera Energy Common Stock (NEE)	0.2	$830k	-37%	9.8k	84.67	View chart
Vanguard Total MF Closed and MF Open (BND)	0.2	$829k	+36%	10k	79.53	View chart
Boeing Company Common Stock (BA)	0.2	$823k	-4%	4.3k	191.53	View chart
Expeditors Intl Common Stock (EXPD)	0.2	$821k	+3%	8.0k	103.22	View chart
First Trust MF Closed and MF Open (FEX)	0.2	$816k		9.3k	88.22	View chart
Vanguard Ftse MF Closed and MF Open (VEA)	0.2	$789k	+6%	16k	48.02	View chart
Vanguard Fste MF Closed and MF Open (VWO)	0.2	$788k	+3%	17k	46.13	View chart
Paypal Holdings Common Stock (PYPL)	0.2	$777k	-7%	6.7k	115.62	View chart
Illinois Tool Common Stock (ITW)	0.2	$767k	-28%	3.7k	209.33	View chart
Procter & Gamble Common Stock (PG)	0.1	$759k	-40%	5.0k	152.84	View chart
American Tower Common Stock (AMT)	0.1	$740k	-21%	2.9k	251.27	View chart
Ishares National MF Closed and MF Open (MUB)	0.1	$735k	NEW	6.7k	109.57	View chart
Walmart Common Stock (WMT)	0.1	$728k	-30%	4.9k	149.00	View chart
Qualcomm Common Stock (QCOM)	0.1	$722k	-19%	4.7k	152.87	View chart
American Electric Common Stock (AEP)	0.1	$716k	-3%	7.2k	99.71	View chart
Lear Corp Common Stock (LEA)	0.1	$711k	+9%	5.0k	142.66	View chart
Salesforce.com Common Stock (CRM)	0.1	$700k	-32%	3.3k	212.31	View chart
Ishares Russell MF Closed and MF Open (IWM)	0.1	$699k	-11%	3.4k	205.41	View chart
Spdr Portfolio MF Closed and MF Open (SPEM)	0.1	$697k	NEW	18k	38.66	View chart
Vanguard Mid MF Closed and MF Open (VO)	0.1	$690k	+5%	2.9k	237.93	View chart
Estee Lauder Common Stock (EL)	0.1	$674k		2.5k	272.43	View chart
Vanguard Small MF Closed and MF Open (VB)	0.1	$674k	+3%	3.2k	212.48	View chart
Janus Detroit MF Closed and MF Open (JSML)	0.1	$669k	-34%	12k	57.41	View chart
Chemed Corp Common Stock (CHE)	0.1	$664k	+3%	1.3k	506.48	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$642k	-17%	2.6k	247.11	View chart
Pfizer Common Stock (PFE)	0.1	$642k	-52%	12k	51.77	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$633k	-51%	19k	32.67	View chart
First Trust MF Closed and MF Open (FDN)	0.1	$629k	-12%	3.3k	187.93	View chart
Vanguard Intermediate MF Closed and MF Open (BIV)	0.1	$624k		7.6k	81.88	View chart
Ferrari Nv Common Stock (RACE)	0.1	$618k	+3%	2.8k	217.99	View chart
Pimco Ca Mun Inc Fd Iii MF Closed and MF Open (PZC)	0.1	$613k	-6%	69k	8.94	View chart
Ishares U S MF Closed and MF Open (ITB)	0.1	$607k	+137%	10k	59.30	View chart
American Water Common Stock (AWK)	0.1	$597k		3.6k	165.51	View chart
Meta Platforms Common Stock (META)	0.1	$591k	-39%	2.7k	222.26	View chart
Accenture Common Stock (ACN)	0.1	$589k	+46%	1.7k	337.34	View chart
Tractor Supply Common Stock (TSCO)	0.1	$588k	-3%	2.5k	233.15	View chart
Trex Common Stock (TREX)	0.1	$586k	+18%	9.0k	65.37	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$572k	-59%	3.2k	177.36	View chart
Abbvie Common Stock (ABBV)	0.1	$568k	-65%	3.5k	162.10	View chart
Spdr Portfolio MF Closed and MF Open (SPSM)	0.1	$566k	-23%	14k	42.05	View chart
Clorox Company Common Stock (CLX)	0.1	$552k	-9%	4.0k	139.01	View chart
Adobe Common Stock (ADBE)	0.1	$540k	-29%	1.2k	455.31	View chart
Ishares Msci MF Closed and MF Open (EFV)	0.1	$538k	-24%	11k	50.26	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$538k	+2%	4.2k	128.16	View chart
Ishares 20 MF Closed and MF Open (TLT)	0.1	$521k	+11%	3.9k	132.17	View chart
Monster Beverage Common Stock (MNST)	0.1	$514k	-10%	6.4k	79.94	View chart
Ishares Msci MF Closed and MF Open (EFA)	0.1	$508k	+7%	6.9k	73.58	View chart
Spdr Nuveen MF Closed and MF Open (TFI)	0.1	$505k	-47%	11k	47.89	View chart
Ishares Russell MF Closed and MF Open (IWR)	0.1	$502k	+6%	6.4k	77.99	View chart
Graco Common Stock (GGG)	0.1	$496k		7.1k	69.78	View chart
Ford Motor Common Stock (F)	0.1	$495k		29k	16.89	View chart
Ishares California MF Closed and MF Open (CMF)	0.1	$493k	+139%	8.5k	58.14	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$484k	-28%	5.3k	90.91	View chart
Ishares Msci MF Closed and MF Open (EEMA)	0.1	$478k	-49%	6.5k	73.82	View chart
Invesco Common Stock (IVZ)	0.1	$473k		21k	23.07	View chart
Doubleline Income MF Closed and MF Open (DSL)	0.1	$473k	+10%	33k	14.52	View chart
SPDR S&P MF Closed and MF Open (MDY)	0.1	$472k	-18%	963.00	490.13	View chart
Mckesson Corp Common Stock (MCK)	0.1	$469k		1.5k	305.94	View chart
Public Service Common Stock (PEG)	0.1	$465k	-26%	6.6k	70.03	View chart
Taiwan Semiconductor Common Stock (TSM)	0.1	$464k	-4%	4.4k	104.36	View chart
Amgen Common Stock (AMGN)	0.1	$463k	-31%	1.9k	241.65	View chart
Ishares Msci MF Closed and MF Open (EEM)	0.1	$456k	-2%	10k	45.18	View chart
Northrop Grumman Common Stock (NOC)	0.1	$450k	-37%	1.0k	446.87	View chart
Airbnb Common Stock (ABNB)	0.1	$438k	-20%	2.5k	171.90	View chart
Merck & Company Common Stock (MRK)	0.1	$431k	-49%	5.2k	82.14	View chart
Micron Technology Common Stock (MU)	0.1	$429k	-6%	5.5k	77.89	View chart
Scotts Miracle-gro Common Stock (SMG)	0.1	$428k	-6%	3.5k	122.88	View chart
Ishares Global MF Closed and MF Open (IXN)	0.1	$428k	-26%	7.4k	58.00	View chart
Columbia Etf Tr I Sustanable Us (ESGS)	0.1	$426k		11k	38.80	View chart
Vanguard Short MF Closed and MF Open (VCSH)	0.1	$416k	-10%	5.3k	78.00	View chart
Spdr Portfolio MF Closed and MF Open (SPLG)	0.1	$416k	-49%	7.8k	53.12	View chart
Mc Cormick Common Stock (MKC)	0.1	$416k	-24%	4.2k	99.93	View chart
Csx Corp Common Stock (CSX)	0.1	$410k	-43%	11k	37.49	View chart
Vanguard Information MF Closed and MF Open (VGT)	0.1	$409k	-4%	981.00	416.92	View chart
First Trust MF Closed and MF Open (LDSF)	0.1	$408k	-10%	21k	19.39	View chart
Vanguard Russell MF Closed and MF Open (VTWO)	0.1	$407k	+7%	4.9k	82.79	View chart
Freeport Mcmoran Common Stock (FCX)	0.1	$400k	-7%	8.0k	49.79	View chart
Nucor Corp Common Stock (NUE)	0.1	$398k	-8%	2.7k	148.78	View chart
Franklin Etf Tr Liberty Shrt Etf (FTSD)	0.1	$397k	-12%	4.3k	92.26	View chart
Mainstay Definedterm MF Closed and MF Open (MMD)	0.1	$396k		21k	18.77	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$396k		4.6k	86.65	View chart
Schwab Intl MF Closed and MF Open (SCHF)	0.1	$393k	+30%	11k	36.72	View chart
Vanguard Growth MF Closed and MF Open (VUG)	0.1	$393k		1.4k	287.28	View chart
Select Sector MF Closed and MF Open (XLC)	0.1	$392k	+6%	5.7k	68.74	View chart
Ishares U S MF Closed and MF Open (GOVT)	0.1	$384k	-51%	15k	24.91	View chart
Spdr Series MF Closed and MF Open	0.1	$372k	+49%	4.0k	93.61	View chart
Mercadolibre Common Stock (MELI)	0.1	$368k	+4%	309.00	1190.94	View chart
Hilton Worldwide Common Stock (HLT)	0.1	$366k	-4%	2.4k	151.74	View chart
First Trust MF Closed and MF Open (FTGC)	0.1	$366k	NEW	13k	28.44	View chart
Ishares S&p MF Closed and MF Open (IJK)	0.1	$361k	-2%	4.7k	77.19	View chart
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)	0.1	$359k		3.2k	110.94	View chart
Msci Common Stock (MSCI)	0.1	$357k	-2%	710.00	502.82	View chart
Ishares Msci MF Closed and MF Open (EWC)	0.1	$356k		8.8k	40.26	View chart
Altria Group Common Stock (MO)	0.1	$353k	-14%	6.8k	52.21	View chart
Cisco Systems Common Stock (CSCO)	0.1	$339k	-61%	6.1k	55.71	View chart
Raytheon Technologies Common Stock (RTX)	0.1	$338k	-63%	3.4k	99.06	View chart
Servicenow Common Stock (NOW)	0.1	$337k	+41%	605.00	557.02	View chart
Roku Common Stock (ROKU)	0.1	$337k		2.7k	125.19	View chart
Ssga Active Etf Tr Globl Allo Etf (GAL)	0.1	$337k	+10%	7.7k	43.96	View chart
Palo Alto Common Stock (PANW)	0.1	$336k	-34%	540.00	622.22	View chart
Mp Materials Common Stock (MP)	0.1	$329k	-9%	5.7k	57.38	View chart
Schwab Us MF Closed and MF Open (SCHG)	0.1	$328k	+158%	4.4k	74.75	View chart
Ishares Russell MF Closed and MF Open (IWF)	0.1	$324k		1.2k	277.16	View chart
Ishares Msci MF Closed and MF Open (IQLT)	0.1	$321k	-75%	8.7k	36.82	View chart
Ishares Msci MF Closed and MF Open (VLUE)	0.1	$316k	-33%	3.0k	104.43	View chart
X Trackers MF Closed and MF Open (DBEF)	0.1	$316k		8.4k	37.70	View chart
Lowes Companies Common Stock (LOW)	0.1	$313k	-21%	1.5k	202.33	View chart
Star Bulk Common Stock (SBLK)	0.1	$310k	NEW	10k	29.69	View chart
First Trust MF Closed and MF Open (FMB)	0.1	$309k	+34%	5.8k	53.02	View chart
Target Corp Common Stock (TGT)	0.1	$308k	-24%	1.4k	212.56	View chart
Ishares Core MF Closed and MF Open (ITOT)	0.1	$308k	-7%	3.0k	101.08	View chart
Ishares Core MF Closed and MF Open (IEFA)	0.1	$303k	-27%	4.4k	69.42	View chart
At&t Common Stock (T)	0.1	$301k	-31%	13k	23.66	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.1	$294k	-21%	6.6k	44.37	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$291k	-69%	1.1k	273.50	View chart
Realty Income Common Stock (O)	0.1	$291k	-9%	4.2k	69.30	View chart
WD 40 Common Stock (WDFC)	0.1	$283k	-12%	1.5k	182.93	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$281k	-25%	5.3k	53.37	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$280k		1.7k	163.17	View chart
Netflix Common Stock (NFLX)	0.1	$280k	-20%	748.00	374.33	View chart
Fair Isaac Common Stock (FICO)	0.1	$279k	-51%	598.00	466.56	View chart
Madison Square Common Stock (MSGS)	0.1	$277k		1.5k	179.29	View chart
Compass Diversified Common Stock (CODI)	0.1	$277k		12k	23.74	View chart
Halliburton Company Common Stock (HAL)	0.1	$276k	NEW	7.3k	37.89	View chart
Lam Research Corporation Common Stock (LRCX)	0.1	$276k	-24%	513.00	538.01	View chart
First Trust MF Closed and MF Open (FDT)	0.1	$275k	-2%	4.8k	57.83	View chart
Regeneron Pharmaceutical Common Stock (REGN)	0.1	$274k		393.00	697.20	View chart
Ishares Russell MF Closed and MF Open (IWD)	0.1	$271k		1.6k	166.05	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.1	$269k	-2%	9.3k	29.08	View chart
Vaneck Oil MF Closed and MF Open (OIH)	0.1	$268k	NEW	947.00	283.00	View chart
Comcast Corp Common Stock (CMCSA)	0.1	$267k	-66%	5.7k	46.90	View chart
Ishares S&p MF Closed and MF Open (IVW)	0.1	$266k	+2%	3.5k	76.50	View chart
Vaneck Semiconductor MF Closed and MF Open (SMH)	0.1	$264k	NEW	978.00	269.94	View chart
United Parcel Common Stock (UPS)	0.1	$264k	-62%	1.2k	214.11	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$262k	-4%	10k	25.09	View chart
Edwards Lifesciences Common Stock (EW)	0.1	$259k	-18%	2.2k	117.73	View chart
Citigroup Common Stock (C)	0.1	$259k	-7%	4.8k	53.48	View chart
Schwab Emerging MF Closed and MF Open (SCHE)	0.0	$252k	+28%	9.1k	27.77	View chart
Proshares Trust MF Closed and MF Open (NOBL)	0.0	$249k		2.6k	95.07	View chart
Linde Common Stock	0.0	$248k	-54%	775.00	320.00	View chart
Spdr Series MF Closed and MF Open (XHB)	0.0	$245k	NEW	3.9k	63.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$244k		3.1k	78.76	View chart
Pacific Premier Common Stock (PPBI)	0.0	$243k		6.9k	35.36	View chart
Vanguard Small MF Closed and MF Open (VBR)	0.0	$242k		1.4k	175.74	View chart
Ishares Select MF Closed and MF Open (DVY)	0.0	$241k		1.9k	128.33	View chart
Pepsico Common Stock (PEP)	0.0	$238k	-35%	1.4k	167.49	View chart
Southwest Airlines Common Stock (LUV)	0.0	$238k	-3%	5.2k	45.74	View chart
Abbott Laboratories Common Stock (ABT)	0.0	$236k	-68%	2.0k	118.41	View chart
Intel Corp Common Stock (INTC)	0.0	$236k	-44%	4.8k	49.57	View chart
Ishares Msci MF Closed and MF Open (EFAV)	0.0	$234k	-53%	3.2k	72.24	View chart
Ishares U S MF Closed and MF Open (IYE)	0.0	$234k	NEW	5.7k	40.94	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$234k	NEW	4.6k	50.69	View chart
Cohen & Steers MF Closed and MF Open (UTF)	0.0	$233k	+4%	8.1k	28.89	View chart
Nushares Etf Tr Nuveen Esg Midcp (NUMG)	0.0	$233k	+2%	5.3k	43.89	View chart
Dover Corp Common Stock (DOV)	0.0	$231k		1.5k	156.61	View chart
Vaneck Merk MF Closed and MF Open (OUNZ)	0.0	$230k	-12%	12k	18.85	View chart
Alibaba Group Common Stock (BABA)	0.0	$229k	-26%	2.1k	108.74	View chart
Enbridge Common Stock (ENB)	0.0	$228k	-62%	4.9k	46.09	View chart
Philip Morris Common Stock (PM)	0.0	$226k	-19%	2.4k	94.09	View chart
Zoetis Common Stock (ZTS)	0.0	$224k	-51%	1.2k	188.87	View chart
Vulcan Materials Common Stock (VMC)	0.0	$215k	-52%	1.2k	183.60	View chart
Edison International (EIX)	0.0	$215k	-56%	3.1k	70.24	View chart
Bristol Myers Common Stock (BMY)	0.0	$215k	-26%	2.9k	73.08	View chart
Crossfirst Bankshares Common Stock (CFB)	0.0	$213k	NEW	14k	15.78	View chart
Vanguard Total MF Closed and MF Open (BNDX)	0.0	$211k	-7%	4.0k	52.57	View chart
First Trust MF Closed and MF Open (FIF)	0.0	$210k		14k	15.26	View chart
Vanguard Health MF Closed and MF Open (VHT)	0.0	$208k	NEW	817.00	254.59	View chart
Ark Innovation MF Closed and MF Open (ARKK)	0.0	$207k	-80%	3.1k	66.20	View chart
Ishares Esg MF Closed and MF Open (ESGE)	0.0	$206k	-34%	5.6k	36.77	View chart
Coca Cola Company Common Stock (KO)	0.0	$204k	-65%	3.3k	62.02	View chart
General Motors Common Stock (GM)	0.0	$203k	-31%	4.6k	43.83	View chart
Diageo Common Stock (DEO)	0.0	$203k		998.00	203.41	View chart
Doubleline Opportunistic MF Closed and MF Open (DBL)	0.0	$203k	+10%	12k	16.75	View chart
Innovative Industrial Common Stock (IIPR)	0.0	$202k	+14%	983.00	205.49	View chart
Nxp Semiconductors Common Stock (NXPI)	0.0	$202k	-36%	1.1k	185.32	View chart
Ishares Semiconductor MF Closed and MF Open (SOXX)	0.0	$200k	-10%	423.00	472.81	View chart
Pimco Dynamic MF Closed and MF Open (PDO)	0.0	$178k	-32%	10k	17.04	View chart
Pimco Income MF Closed and MF Open (PFN)	0.0	$177k		20k	8.70	View chart
Liberty All-star MF Closed and MF Open (USA)	0.0	$85k	NEW	11k	8.10	View chart
Ekso Bionics Common Stock (EKSO)	0.0	$56k	+24%	20k	2.87	View chart
Aligos Therapeutics Common Stock (ALGS)	0.0	$36k	+13%	17k	2.14	View chart
Sorrento Therapeutics Common Stock (SRNEQ)	0.0	$23k		10k	2.30	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 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
Golden State Wealth Management 2019 Q1 filed May 14, 2019

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