Filer Name: GOLDEN STATE WEALTH MANAGEMENT, LLC
CIK: 1776033
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 1,513
Portfolio Value: $0.67B

Golden State Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 91,683 $54M 8.09% - -
AAPL US APPLE INC 123,818 $31M 4.65% - -
AGG US ISHARES CORE U.S. AGGREGATE 241,271 $23M 3.50% - -
FVD US FIRST TRUST VALUE LINE DVD 464,135 $20M 3.03% - -
QQQ US INVESCO QQQ TRUST SERIES 1 30,501 $16M 2.34% - -
AMZN US AMAZON.COM INC 70,102 $15M 2.30% - -
WINN US HARBOR LONG-TERM GROWERS ETF 562,345 $15M 2.29% - -
SPAB US SPDR PORTFOLIO AGGREGATE BON 510,955 $13M 1.91% - -
NVDA US NVIDIA CORP 86,135 $12M 1.73% - -
SPY US SPDR S&P 500 ETF TRUST 19,529 $11M 1.71% - -
USMC US PRINCIPAL US MEGA-CAP ETF 184,789 $11M 1.66% - -
FTCS US FIRST TRUST CAPITAL STRENGTH 119,660 $11M 1.57% - -
GOOGL US ALPHABET INC-CL A 55,052 $10M 1.56% - -
BX US BLACKSTONE INC 58,272 $10M 1.51% - -
MSFT US MICROSOFT CORP 21,806 $9M 1.38% - -
SDVY US FIRST TRUST SMID CAP RISING 249,404 $9M 1.34% - -
RDVY US FIRST TRUST RISING DIVIDEND 149,934 $9M 1.33% - -
DGRW US WISDOMTREE U.S. QUALITY DIVI 108,634 $9M 1.32% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 107,010 $7M 1.11% - -
HUSV US FT HORIZON MNGD VOL DOM ETF 186,367 $7M 1.04% - -
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