Golden State Wealth Management, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$1.4T
Holdings
2,149
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (2,149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES CORE | 171,411 | $96.4B | 7.04% | |
| 2 | AAPLAPPLE INC | 248,492 | $55.2B | 4.03% | |
| 3 | AGGISHARES CORE | 493,606 | $48.8B | 3.57% | |
| 4 | FVDFIRST TRUST | 920,418 | $41.0B | 3.00% | |
| 5 | NDQINVESCO QQQ | 64,556 | $30.3B | 2.21% | |
| 6 | AMZNAMAZON COM | 149,184 | $28.4B | 2.07% | |
| 7 | SPABSPDR AGGREGATE | 1,023,526 | $26.1B | 1.91% | |
| 8 | SPYSPDR S&P | 43,898 | $24.6B | 1.79% | |
| 9 | WINNHARBOR LONG | 940,386 | $23.0B | 1.68% | |
| 10 | USMCPRINCIPAL US | 383,198 | $21.8B | 1.59% | |
| 11 | NVDANVIDIA CORP | 196,756 | $21.3B | 1.56% | |
| 12 | FTCSFIRST TRUST | 235,591 | $21.1B | 1.54% | |
| 13 | RDVYFIRST TRUST | 345,822 | $20.2B | 1.48% | |
| 14 | MSFTMICROSOFT CORP | 49,804 | $18.7B | 1.37% | |
| 15 | GOOGLALPHABET INC | 115,710 | $17.9B | 1.31% | |
| 16 | BXBLACKSTONE INC | 116,329 | $16.3B | 1.19% | |
| 17 | SDVYFIRST TRUST | 463,432 | $15.5B | 1.13% | |
| 18 | SPYMSPDR PORTFOLIO | 209,873 | $13.8B | 1.01% | |
| 19 | BUFRFIRST TRUST | 440,414 | $13.1B | 0.95% | |
| 20 | DGRWWISDOMTREE US | 159,513 | $12.7B | 0.93% | |
| 21 | HUSVFIRST TRUST | 297,789 | $12.0B | 0.87% | |
| 22 | VNLAJANUS HENDERSON | 224,286 | $11.0B | 0.80% | |
| 23 | USFRWISDOMTREE FLOATING | 214,824 | $10.8B | 0.79% | |
| 24 | JQUAJPMORGAN US | 185,355 | $10.5B | 0.76% | |
| 25 | QUALISHARES MSCI | 60,356 | $10.3B | 0.75% | |
| 26 | SGOVISHARES 0-3 | 101,290 | $10.2B | 0.74% | |
| 27 | TSLATESLA INC | 37,710 | $9.8B | 0.71% | |
| 28 | IWDISHARES RUSSELL | 51,392 | $9.7B | 0.71% | |
| 29 | VIGVANGUARD DIVIDEND | 49,636 | $9.6B | 0.70% | |
| 30 | MIGAMICROSTRATEGY INC | 31,544 | $9.1B | 0.66% | |
| 31 | SPYGSPDR PORTFOLIO | 108,820 | $8.7B | 0.64% | |
| 32 | FTLSFIRST TRUST | 136,445 | $8.7B | 0.64% | |
| 33 | SPYVSPDR PORTFOLIO | 164,425 | $8.4B | 0.61% | |
| 34 | COSTCOSTCO WHOLESALE | 8,608 | $8.1B | 0.59% | |
| 35 | FICSFIRST TRUST | 217,263 | $8.0B | 0.58% | |
| 36 | GQ9SPDR GOLD | 27,365 | $7.9B | 0.58% | |
| 37 | JPMJPMORGAN CHASE | 29,928 | $7.3B | 0.54% | |
| 38 | COWZPACER US | 131,376 | $7.2B | 0.53% | |
| 39 | METAMETA PLATFORMS | 12,198 | $7.0B | 0.51% | |
| 40 | SPMDSPDR PORTFOLIO | 137,309 | $7.0B | 0.51% | |
| 41 | IUSGISHARES S&P | 54,030 | $6.9B | 0.50% | |
| 42 | MDYSPDR S&P | 12,640 | $6.7B | 0.49% | |
| 43 | BRK/BBERKSHIRE HATHAWAY | 12,199 | $6.5B | 0.47% | |
| 44 | AVGOBROADCOM INC | 37,860 | $6.3B | 0.46% | |
| 45 | ACWIISHARES MSCI | 53,268 | $6.2B | 0.45% | |
| 46 | VVISA INC | 17,239 | $6.0B | 0.44% | |
| 47 | UCONFIRST TRUST | 243,191 | $6.0B | 0.44% | |
| 48 | IJRISHARES CORE | 56,209 | $5.9B | 0.43% | |
| 49 | BUFQFIRST TRUST | 195,694 | $5.8B | 0.43% | |
| 50 | FTSMFIRST TRUST | 96,877 | $5.8B | 0.42% | |
| 51 | IJHISHARES CORE | 98,609 | $5.8B | 0.42% | |
| 52 | GABGABELLI EQUITY | 1,037,271 | $5.7B | 0.42% | |
| 53 | GBTGGLOBAL BUSINESS | 776,310 | $5.6B | 0.41% | |
| 54 | IWOISHARES RUSSELL | 21,951 | $5.6B | 0.41% | |
| 55 | PPAINVESCO AEROSPACE | 46,813 | $5.5B | 0.40% | |
| 56 | FMBFIRST TRUST | 107,720 | $5.4B | 0.40% | |
| 57 | SPSMSPDR PORTFOLIO | 121,857 | $5.0B | 0.36% | |
| 58 | AVDEAVANTIS INTL | 74,658 | $4.9B | 0.36% | |
| 59 | HDHOME DEPOT | 13,414 | $4.9B | 0.36% | |
| 60 | FAIFIRST TRUST | 86,866 | $4.8B | 0.35% | |
| 61 | FPXFIRST TRUST | 42,102 | $4.7B | 0.34% | |
| 62 | VOOVANGUARD S&P | 8,760 | $4.5B | 0.33% | |
| 63 | JPSTJPMORGAN | 88,751 | $4.5B | 0.33% | |
| 64 | XFEBFIRST TRUST | 244,762 | $4.3B | 0.31% | |
| 65 | PSETPRINCIPAL QUALITY | 60,308 | $4.0B | 0.29% | |
| 66 | HTGCHERCULES CAPITAL | 206,961 | $4.0B | 0.29% | |
| 67 | MMITNYLI MACKAY | 162,571 | $3.9B | 0.28% | |
| 68 | SKYYFIRST TRUST | 36,872 | $3.8B | 0.28% | |
| 69 | XLFFINANCIAL SELECT | 75,609 | $3.8B | 0.27% | |
| 70 | DGRWWISDOMTREE TR | 46,455 | $3.7B | 0.27% | |
| 71 | SPIBSPDR PORTFOLIO | 111,130 | $3.7B | 0.27% | |
| 72 | USMVISHARES MSCI | 37,821 | $3.5B | 0.26% | |
| 73 | GOOGALPHABET INC | 22,216 | $3.5B | 0.25% | |
| 74 | DONSPDR DOW | 8,235 | $3.5B | 0.25% | |
| 75 | XLKTECHNOLOGY SELECT | 16,484 | $3.4B | 0.25% | |
| 76 | PLTRPALANTIR TECHNOLOGIES | 40,188 | $3.4B | 0.25% | |
| 77 | MMINNYLI MACKAY | 140,710 | $3.3B | 0.24% | |
| 78 | WMTWALMART INC | 37,321 | $3.3B | 0.24% | |
| 79 | RWLINVESCO S&P | 32,754 | $3.3B | 0.24% | |
| 80 | FTGSFIRST TRUST | 104,798 | $3.1B | 0.23% | |
| 81 | FXHFIRST TRUST | 29,378 | $3.0B | 0.22% | |
| 82 | FEXFIRST TRUST | 29,186 | $3.0B | 0.22% | |
| 83 | XOMEXXON MOBIL | 25,035 | $3.0B | 0.22% | |
| 84 | IGROISHARES INTL | 40,420 | $2.9B | 0.21% | |
| 85 | CVXCHEVRON CORP | 17,357 | $2.9B | 0.21% | |
| 86 | NFLXNETFLIX INC | 3,103 | $2.9B | 0.21% | |
| 87 | FDLFIRST TRUST | 65,965 | $2.9B | 0.21% | |
| 88 | IWPISHARES RUSSELL | 23,984 | $2.8B | 0.21% | |
| 89 | PTFINVESCO DORSEY | 46,563 | $2.7B | 0.20% | |
| 90 | JMUBJPMORGAN | 54,903 | $2.7B | 0.20% | |
| 91 | XMLVINVESCO S&P | 43,997 | $2.7B | 0.20% | |
| 92 | WINNHARBOR ETF TRUST | 109,912 | $2.7B | 0.20% | |
| 93 | BACVERIZON COMMUNICATIONS | 59,337 | $2.7B | 0.20% | |
| 94 | PANWPALO ALTO | 15,437 | $2.6B | 0.19% | |
| 95 | FIXDFIRST TRUST | 59,794 | $2.6B | 0.19% | |
| 96 | PGPROCTER & GAMBLE | 15,321 | $2.6B | 0.19% | |
| 97 | AGGYWISDOMTREE YIELD | 59,600 | $2.6B | 0.19% | |
| 98 | VTIVANGUARD TOTAL | 9,250 | $2.5B | 0.19% | |
| 99 | FSKFS KKR | 121,257 | $2.5B | 0.19% | |
| 100 | CATCATERPILLAR INC | 7,625 | $2.5B | 0.18% |
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