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 |
|---|---|---|---|---|---|
| 101 | UNHUNITEDHEALTH GROUP | 4,776 | $2.5B | 0.18% | |
| 102 | AEPAMERICAN ELECTRIC | 22,444 | $2.5B | 0.18% | |
| 103 | HFXINYLI FTSE | 89,032 | $2.5B | 0.18% | |
| 104 | LMTLOCKHEED MARTIN | 5,412 | $2.4B | 0.18% | |
| 105 | IVWISHARES S&P | 25,743 | $2.4B | 0.17% | |
| 106 | AXPAMERICAN EXPRESS | 8,681 | $2.3B | 0.17% | |
| 107 | VOVANGUARD MID | 8,983 | $2.3B | 0.17% | |
| 108 | LLYELI LILLY | 2,803 | $2.3B | 0.17% | |
| 109 | TDIVFIRST TRUST | 31,432 | $2.3B | 0.17% | |
| 110 | BACBANK AMERICA | 55,092 | $2.3B | 0.17% | |
| 111 | HTRBHARTFORD TOTAL | 67,796 | $2.3B | 0.17% | |
| 112 | IQDGWISDOMTREE INTL | 63,723 | $2.3B | 0.17% | |
| 113 | VUGVANGUARD GROWTH | 5,946 | $2.2B | 0.16% | |
| 114 | SPDWSPDR DEVELOPED | 59,872 | $2.2B | 0.16% | |
| 115 | SDVYFIRST TR EXCHANGE-TRADED FD | 62,922 | $2.1B | 0.15% | |
| 116 | MTUMISHARES MSCI | 10,082 | $2.0B | 0.15% | |
| 117 | SPTISPDR INTERMEDIATE | 70,892 | $2.0B | 0.15% | |
| 118 | NTSXWISDOMTREE U S | 44,018 | $2.0B | 0.15% | |
| 119 | QEFASPDR INDEX | 25,206 | $2.0B | 0.15% | |
| 120 | IWFISHARES RUSSELL | 5,486 | $2.0B | 0.14% | |
| 121 | EFVISHARES MSCI | 33,546 | $2.0B | 0.14% | |
| 122 | DYNFISHARES U S | 40,453 | $2.0B | 0.14% | |
| 123 | AFGAMERICAN FINANCIAL | 15,018 | $2.0B | 0.14% | |
| 124 | TMOTHERMO FISHER | 3,940 | $2.0B | 0.14% | |
| 125 | XLIINDUSTRIAL SELECT | 14,851 | $2.0B | 0.14% | |
| 126 | VEAVANGUARD FTSE | 38,351 | $1.9B | 0.14% | |
| 127 | XLYCONSUMER DISCRETIONARY | 9,822 | $1.9B | 0.14% | |
| 128 | XLFISECTOR CONSUMER | 23,730 | $1.9B | 0.14% | |
| 129 | AMDADVANCED MICRO | 18,812 | $1.9B | 0.14% | |
| 130 | MCDMCDONALDS CORP | 6,151 | $1.9B | 0.14% | |
| 131 | ISRGINTUITIVE SURGICAL | 3,879 | $1.9B | 0.14% | |
| 132 | VTVVANGUARD VALUE | 10,952 | $1.9B | 0.14% | |
| 133 | APOAPOLLO GLOBAL | 13,714 | $1.9B | 0.14% | |
| 134 | GALSPDR SSGA | 41,772 | $1.9B | 0.14% | |
| 135 | BABOEING COMPANY | 10,776 | $1.8B | 0.13% | |
| 136 | MCKMCKESSON CORP | 2,682 | $1.8B | 0.13% | |
| 137 | JNJJOHNSON & JOHNSON | 10,835 | $1.8B | 0.13% | |
| 138 | SOSOUTHERN COMPANY | 19,439 | $1.8B | 0.13% | |
| 139 | EFAISHARES MSCI | 21,649 | $1.8B | 0.13% | |
| 140 | XLVHEALTHCARE SELECT | 12,106 | $1.8B | 0.13% | |
| 141 | SBUXSTARBUCKS CORP | 17,770 | $1.7B | 0.13% | |
| 142 | WCMIFIRST TRUST | 122,997 | $1.7B | 0.13% | |
| 143 | SPHDINVESCO S&P | 34,248 | $1.7B | 0.13% | |
| 144 | XLCCOMMUNICATION SERVICES | 17,569 | $1.7B | 0.12% | |
| 145 | PFEPFIZER INC | 65,496 | $1.7B | 0.12% | |
| 146 | FLMIFRANKLIN DYNAMIC | 66,868 | $1.6B | 0.12% | |
| 147 | QGROAMERICAN CENTURY | 17,426 | $1.6B | 0.12% | |
| 148 | EFGISHARES MSCI | 16,217 | $1.6B | 0.12% | |
| 149 | DISWALT DISNEY | 16,349 | $1.6B | 0.12% | |
| 150 | FBNDFIDELITY TOTAL | 35,295 | $1.6B | 0.12% | |
| 151 | DFACDIMENSIONAL US | 48,717 | $1.6B | 0.12% | |
| 152 | QCOMQUALCOMM INC | 10,336 | $1.6B | 0.12% | |
| 153 | KNGFIRST TRUST | 31,323 | $1.6B | 0.12% | |
| 154 | MAMASTERCARD INC | 2,830 | $1.6B | 0.11% | |
| 155 | XLEENERGY SELECT | 16,598 | $1.6B | 0.11% | |
| 156 | RTXRTX CORP | 11,703 | $1.6B | 0.11% | |
| 157 | MRKMERCK & COMPANY | 17,073 | $1.5B | 0.11% | |
| 158 | AMGNAMGEN INC | 4,871 | $1.5B | 0.11% | |
| 159 | JEPQJPMORGAN | 28,188 | $1.5B | 0.11% | |
| 160 | LVHIFRANKLIN INTL | 45,022 | $1.5B | 0.11% | |
| 161 | VBVANGUARD SMALL | 6,494 | $1.4B | 0.11% | |
| 162 | PIDINVESCO INTL | 75,163 | $1.4B | 0.10% | |
| 163 | SMMUPIMCO SHORT | 28,502 | $1.4B | 0.10% | |
| 164 | LRGECLEARBRIDGE LARGE | 20,390 | $1.4B | 0.10% | |
| 165 | NOCNORTHROP GRUMMAN | 2,771 | $1.4B | 0.10% | |
| 166 | HUSVFIRST TR EXCH TRADED FD III | 35,208 | $1.4B | 0.10% | |
| 167 | YLDEFRANKLIN CLEARBRIDGE | 27,250 | $1.4B | 0.10% | |
| 168 | LINLINDE PLC | 3,018 | $1.4B | 0.10% | |
| 169 | FBNDFIDELITY MERRIMACK STR TR | 30,593 | $1.4B | 0.10% | |
| 170 | AMATAPPLIED MATERIALS | 9,581 | $1.4B | 0.10% | |
| 171 | CRMSALESFORCE INC | 5,177 | $1.4B | 0.10% | |
| 172 | TBLLINVESCO SHORT | 12,986 | $1.4B | 0.10% | |
| 173 | GEMGOLDMAN SACHS | 41,243 | $1.4B | 0.10% | |
| 174 | ETNEATON CORP | 5,033 | $1.4B | 0.10% | |
| 175 | ROKROCKWELL AUTOMATION | 5,254 | $1.4B | 0.10% | |
| 176 | FADFIRST TRUST | 10,352 | $1.3B | 0.10% | |
| 177 | FTHIFIRST TRUST | 61,163 | $1.3B | 0.10% | |
| 178 | ULSTSPDR SSGA | 32,779 | $1.3B | 0.10% | |
| 179 | HDMVFIRST TRUST | 40,966 | $1.3B | 0.10% | |
| 180 | IUSBISHARES CORE | 28,302 | $1.3B | 0.10% | |
| 181 | LOWLOWES COMPANIES | 5,531 | $1.3B | 0.09% | |
| 182 | ABBVABBVIE INC | 6,103 | $1.3B | 0.09% | |
| 183 | XMHQINVESCO S&P | 13,671 | $1.3B | 0.09% | |
| 184 | AVIGAVANTIS CORE | 30,201 | $1.3B | 0.09% | |
| 185 | AXONAXON ENTERPRISE | 2,376 | $1.2B | 0.09% | |
| 186 | XSHQINVESCO S&P | 31,301 | $1.2B | 0.09% | |
| 187 | ITOTISHARES CORE | 10,119 | $1.2B | 0.09% | |
| 188 | UNPUNION PACIFIC CORP | 5,195 | $1.2B | 0.09% | |
| 189 | IYWISHARES TECHNOLOGY | 8,679 | $1.2B | 0.09% | |
| 190 | XSMOINVESCO S&P | 19,219 | $1.2B | 0.09% | |
| 191 | CEGCONSTELLATION ENERGY | 5,908 | $1.2B | 0.09% | |
| 192 | NEENEXTERA ENERGY | 16,797 | $1.2B | 0.09% | |
| 193 | HYLSFIRST TRUST | 28,721 | $1.2B | 0.09% | |
| 194 | TLTISHARES 20 | 12,706 | $1.2B | 0.08% | |
| 195 | PEGPUBLIC SERVICE | 14,040 | $1.2B | 0.08% | |
| 196 | PEPPEPSICO INC | 7,595 | $1.1B | 0.08% | |
| 197 | RSPINVESCO S&P | 6,558 | $1.1B | 0.08% | |
| 198 | ORCLORACLE CORP | 8,106 | $1.1B | 0.08% | |
| 199 | DUKDUKE ENERGY | 9,206 | $1.1B | 0.08% | |
| 200 | SCHESCHWAB EMERGING | 40,544 | $1.1B | 0.08% |