Golden State Wealth Management, LLC Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$303.3M
Holdings
199
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (199 positions)
| Stock | Value |
|---|---|
AGGISHARES CORE | $29.9M |
IVVISHARES CORE | $27.4M |
AAPLAPPLE INC | $13.5M |
FVDFIRST TRUST | $13.1M |
SPABSPDR PORTFOLIO | $10.5M |
AMZNAMAZON COM | $9.0M |
FTCSFIRST TRUST | $8.5M |
SPYSPDR S&P | $8.4M |
FTSMFIRST TRUST | $7.5M |
VNLAJANUS HENDERSON | $7.3M |
FPXFIRST TRUST | $6.8M |
IWOISHARES RUSSELL | $6.1M |
NDQINVESCO QQQ | $5.8M |
GOOGLALPHABET INC | $5.4M |
BXBLACKSTONE GROUP | $4.7M |
USMCPRINCIPAL US | $4.2M |
MSFTMICROSOFT CORP | $3.9M |
SPMDSPDR PORTFOLIO | $3.9M |
IUSGISHARES S&P | $3.5M |
TSLATESLA INC | $3.1M |
IJRISHARES CORE | $2.9M |
DONSPDR DOW | $2.7M |
GABGABELLI EQUITY | $2.6M |
FAIFIRST TRUST | $2.5M |
IJHISHARES CORE | $2.4M |
MILNGLOBAL X | $2.2M |
VTVANGUARD TOTAL | $2.2M |
TMOTHERMO FISHER | $2.2M |
SPSMSPDR PORTFOLIO | $2.1M |
HDHOME DEPOT | $2.0M |
LMTLOCKHEED MARTIN | $2.0M |
—PIMCO DYNAMIC | $2.0M |
BRK/BBERKSHIRE HATHAWAY | $1.9M |
JPMJPMORGAN CHASE | $1.8M |
FXHFIRST TRUST | $1.7M |
IWPISHARES RUSSELL | $1.5M |
XLFSECTOR FINANCIAL | $1.5M |
VVISA INC | $1.4M |
VIGVANGUARD DIVIDEND | $1.4M |
TANINVESCO SOLAR | $1.4M |
COSTCOSTCO WHOLESALE | $1.3M |
UNHUNITEDHEALTH GROUP | $1.3M |
BABOEING COMPANY | $1.3M |
ACWIISHARES MSCI | $1.3M |
DISWALT DISNEY | $1.3M |
—FS KKR | $1.2M |
GOOGALPHABET INC | $1.2M |
TDIVFIRST TRUST | $1.2M |
NVDANVIDIA CORP | $1.1M |
VOOVANGUARD S&P | $1.1M |
QCOMQUALCOMM INC | $1.1M |
BACVERIZON COMMUNICATIONS | $1.1M |
SKYYFIRST TRUST | $1.1M |
NKENIKE INC | $1.1M |
XLYCONSUMER DISCRETIONARY | $979K |
XLFISECTOR CONSUMER | $972K |
FADFIRST TRUST | $969K |
METAFACEBOOK INC | $962K |
VTVVANGUARD VALUE | $915K |
MTUMISHARES MSCI | $915K |
ESGUISHARES ESG | $914K |
BACBANK AMERICA | $914K |
XLKSECTOR TECHNOLOGY | $891K |
VWOVANGUARD FSTE | $872K |
AFGAMERICAN FINANCIAL | $855K |
FDNFIRST TRUST | $850K |
IBBISHARES NASDAQ | $847K |
ROKUROKU INC | $808K |
VEAVANGUARD FTSE | $793K |
XOMEXXON MOBIL | $772K |
CVXCHEVRON CORP | $763K |
PZCPIMCO CA MUN INC FD III | $751K |
FEXFIRST TRUST | $740K |
LQDISHARES IBOXX | $727K |
VBVANGUARD SMALL | $716K |
BIVVANGUARD INTERMEDIATE | $711K |
CRMSALESFORCE.COM INC | $701K |
WMTWALMART INC | $686K |
AQLTISHARES U S | $684K |
NFLXNETFLIX INC | $684K |
VOVANGUARD MID | $683K |
SBUXSTARBUCKS CORP | $674K |
USMVISHARES MSCI | $673K |
ROKROCKWELL AUTOMATION | $663K |
AEPAMERICAN ELECTRIC | $608K |
ADBEADOBE INC | $604K |
TAT&T INC | $594K |
MCDMCDONALDS CORP | $594K |
AMDADVANCED MICRO | $593K |
JNJJOHNSON & JOHNSON | $584K |
AXPAMERICAN EXPRESS | $580K |
SPYMSPDR PORTFOLIO | $575K |
PGPROCTER & GAMBLE | $575K |
PDIPIMCO DYNAMIC | $572K |
ABBVABBVIE INC | $554K |
EEMISHARES MSCI | $547K |
EFGISHARES MSCI | $525K |
AVGOBROADCOM INC | $524K |
NOCNORTHROP GRUMMAN | $518K |
IVZINVESCO LTD | $517K |
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