GS

Golden State Wealth Management, LLC

13F
Golden State Wealth Management, LLC
Last update 2025-04-24 1588 Stocks (142 new)
Value $673.00 Mil Turnover 8 %
Countries:
Top Holdings: IVV(7.24%)AAPL(4.24%)AGG(3.63%)FVD(3.05%)QQQ(2.28%)
Summary Stock Picks Current Portfolio
Golden State Wealth Management... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
86,754
48,746.9
-5.38%
7.240
-0.43%
0.010
+19.67%
+7.80%
634,518.9
 
AAPL
Apple Inc
128,482
28,539.9
+3.77%
4.240
+0.15%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
246,826
24,416.1
+2.30%
3.630
+0.08%
0.020
+1.23%
+3.24%
127,979.5
 
FVD
First Trust Value Line Dividend Index Fund
First Trust Value Line Dividend Index Fund
460,220
20,521.3
-0.84%
3.050
-0.03%
0.230
+5.71%
+4.62%
9,045.9
 
QQQ
INVESCO QQQ Trust
32,742
15,353.4
+7.35%
2.280
+0.16%
0.010
+26.52%
+10.07%
357,775.2
 
WINN
HARBOR ETF TRUST
580,107
14,212.8
+3.16%
2.110
+0.06%
2.180
+26.18%
+8.23%
939.5
 
AMZN
Amazon.com Inc
73,150
13,917.5
+4.35%
2.070
+0.09%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
SPAB
SPDR Portfolio Aggregate Bond ETF
511,809
13,071.6
+0.17%
1.940
0%
0.150
+1.20%
+3.35%
8,515.1
 
SPY
SPDR S&P 500 ETF Trust
21,764
12,174.8
+11.44%
1.810
+0.19%
0.000
+19.57%
+7.72%
643,289.7
 
USMC
Principal U.S. Mega-Cap ETF
191,599
10,879.0
+3.69%
1.620
+0.06%
0.430
+17.10%
+4.95%
3,268.5
 

Golden State Wealth Management, LLC's Historical Top Holdings Breakdowns

Golden State Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWD
iShares Russell 1000 Value ETF
2025-03-31
Add
Add
+0.66%
●
182.82 ($190.45) 196.21
$195.88
2.85%
Add 1019.21%
25,697
23,401
MDY
S&P MidCap 400 ETF
2025-03-31
New Buy
New Buy
+0.50%
●
522.96 ($567.65) 601.18
$579.42
2.07%
New holding
6,320
6,320
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Reduce
Reduce
-0.44%
●
57.11 ($60.13) 62.4
$69.86
16.18%
Reduce -99.94%
30
-49,588
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.43%
●
554.06 ($590.51) 615.85
$630.67
6.80%
Reduce -5.38%
86,754
-4,929
HTRB
Hartford Total Return Bond ETF
2025-03-31
Reduce
Reduce
-0.34%
●
33.03 ($33.62) 34.09
$33.61
-0.03%
Reduce -59.06%
46,450
-67,003
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.33%
●
44.41 ($45.29) 45.98
$45.44
0.33%
Add 10456.24%
48,242
47,785
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.23%
●
32.49 ($35.67) 37.99
$36.03
1.01%
Add 18.15%
294,671
45,267
IGRO
iShares International Dividend Growth ETF
iShares International Dividend Growth ETF
2025-03-31
Add
Add
+0.22%
●
66.91 ($70.78) 73.87
$77.42
9.38%
Add 6685.91%
20,222
19,924
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
2025-03-31
Add
Add
+0.21%
●
78 ($81.92) 84.37
$84.89
3.63%
Add 16.2%
126,235
17,601
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
2025-03-31
Add
Add
+0.20%
●
57.22 ($60.78) 63.39
$63.07
3.77%
Add 15.34%
172,932
22,998

Golden State Wealth Management, LLC Total Holding History ($B)

To

Golden State Wealth Management, LLC's Asset Allocation

To

Golden State Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Golden State Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Golden State Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Golden State Wealth Management, LLC's Holdings Heat Map

Size field:

Golden State Wealth Management, LLC's Holdings Bubble Chart

Golden State Wealth Management, LLC News

  • 1

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