Golden State Wealth Management

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

  • Reduced shares in these 10 stocks: AGG (-$10.0M), MTUM (-$5.0M), CIZN, QUAL, AVUS, SCHD, AAPL, EGP, VOO, .
  • Sold out of its positions in T, APD, GOOG, GOOGL, MO, AMZN, AVUS, AAPL, BGCP, BP.
  • Golden State Wealth Management was a net seller of stock by $-78M.
  • Golden State Wealth Management has $312M in assets under management (AUM), growing by 300.48%.

Portfolio Holdings for Golden State Wealth Management

Companies in the Golden State Wealth Management portfolio as of the June 2020 quarterly 13F filing

Sorry, no holdings found in Golden State Wealth Management 13F-HR filing.

Past Filings by Golden State Wealth Management

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