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CIK: 0001776033
Total reported value
$1.1B
$1.1B
1513 檔
13.2%
In Q4 2024, Golden State Wealth Management, LLC's U.S. equity holdings reached a combined market value of $1.1B, distributed across 1513 disclosed stock positions.
In Q4 2024, Golden State Wealth Management, LLC displayed an active expansion posture, initiating 17 new positions and adding to 15 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1513 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.09% | +0.07% | +21.41% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.65% | -0.22% | -10.84% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.50% | -0.42% | -10.82% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 3.03% | -0.89% | -15.72% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.34% | +0.12% | -21.31% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.30% | -0.01% | +1961.22% | |
| 7 | WINN | Harbor Long-term Growers ETF | ETF-Other | 2.29% | -0.40% | — | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.91% | -0.27% | -2.02% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | -0.09% | +718.07% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.71% | -0.24% | -41.62% | |
| 11 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.66% | -0.03% | +16.31% | |
| 12 | FTCS | First Trust Capital Strength | ETF-Other | 1.57% | -0.16% | -14.71% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +0.03% | +2024.74% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 1.51% | -0.11% | -12.48% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.38% | -0.15% | +4.26% | |
| 16 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.34% | -0.21% | +639.87% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.33% | -0.54% | +333.84% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.32% | -0.06% | +68.13% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.02% | +1266.49% | |
| 20 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-Other | 1.04% | -0.09% | +302.16% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.00% | -0.04% | +151.99% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.99% | -0.07% | — | |
| 23 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.84% | -0.11% | — | |
| 24 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.81% | -0.08% | -10.43% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.77% | -0.10% | — | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.74% | +0.03% | — | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.68% | -0.14% | +14.38% | |
| 28 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.68% | -0.06% | +1387.41% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.07% | +56.87% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | -0.12% | -61.45% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.12% | — | |
| 32 | MSTR | Strategy Inc | Stock-Tech | 0.58% | -0.16% | — | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.58% | +0.01% | -21.76% | |
| 34 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.57% | -0.01% | +68.44% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.09% | -16.50% | |
| 36 | FMB | First Trust Managed Municipa | ETF-Other | 0.53% | -0.05% | +1097.41% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.53% | -0.06% | — | |
| 38 | FICS | Ft International Dev Cap Str | ETF-Other | 0.53% | -0.04% | — | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.03% | +641.56% | |
| 40 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.50% | -0.05% | -49.39% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.48% | -0.03% | -42.75% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.48% | -0.19% | +143.94% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.48% | +0.01% | -48.72% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.05% | +5.10% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.07% | +176.36% | |
| 46 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.46% | -0.18% | — | |
| 47 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.44% | -0.07% | +67.38% | |
| 48 | GAB | Gabelli Equity Trust | Stock-Other | 0.44% | -0.04% | +5.77% | |
| 49 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.44% | — | NEW | |
| 50 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.43% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WINN | Harbor Long-term Growers ETF | +2.3% | NEW | New buy |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.4% | +21.41% | Add |
| 3 | NVDA | Nvidia CORP | +1.2% | +718.07% | Add |
| 4 | SDVY | First Trust Smid Cap Rising | +1.2% | +639.87% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +1266.49% | Add |
| 6 | RDVY | First Trust Rising Dividend | +1% | +333.84% | Add |
| 7 | USFR | Wisdomtree Floating Rate Tre | +1% | NEW | New buy |
| 8 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.8% | NEW | New buy |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.8% | NEW | New buy |
| 10 | JQUA | Jpmorgan US Quality Factor | +0.7% | NEW | New buy |
| 11 | HUSV | Ft Horizon Mngd Vol Dom ETF | +0.7% | +302.16% | Add |
| 12 | FTLS | First Trust Long/short Eqty | +0.6% | +1387.41% | Add |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.6% | NEW | New buy |
| 14 | MSTR | Strategy Inc | +0.6% | NEW | New buy |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | +0.5% | NEW | New buy |
| 16 | FICS | Ft International Dev Cap Str | +0.5% | NEW | New buy |
| 17 | DGRW | Wisdomtree U.s. Quality Divi | +0.5% | +68.13% | Add |
| 18 | FMB | First Trust Managed Municipa | +0.5% | +1097.41% | Add |
| 19 | UCON | First Trust Smith Unconstrai | +0.5% | NEW | New buy |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.4% | NEW | New buy |
| 21 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.4% | NEW | New buy |
| 22 | PPA | Invesco Aerospace & Defense | +0.4% | NEW | New buy |
| 23 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.4% | NEW | New buy |
| 24 | MMIT | Nyli Mackay Muni Intrm ETF | +0.4% | NEW | New buy |
| 25 | AVDE | Avantis International Equity | +0.3% | NEW | New buy |
| 26 | GBTG | Global Business Travel Group | +0.3% | NEW | New buy |
| 27 | USMC | Principal US Mega-cap ETF | +0.3% | +16.31% | Add |
| 28 | META | Meta Platforms Inc-class A | +0.3% | +82.66% | Add |
| 29 | GLD | Spdr Gold Shares | +0.3% | +143.94% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | +0.2% | +2024.74% | Add |
| 31 | AMZN | Amazon.com Inc | +0.1% | +1961.22% | Add |
| 32 | MSFT | Microsoft CORP | +0.1% | +4.26% | Add |
| 33 | AAPL | Apple Inc | -0.1% | -10.84% | Trim |
| 34 | MBB | Ishares Mbs ETF | -0.5% | -90.03% | Trim |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | -90.80% | Trim |
| 36 | QQQM | Invesco Nasdaq 100 ETF | -0.5% | -99.36% | Trim |
| 37 | FSK | Fs Kkr Capital CORP | -0.5% | -63.20% | Trim |
| 38 | IWO | Ishares Russell 2000 Growth | -0.6% | -48.72% | Trim |
| 39 | FNX | First Trust Mid Cap Core Alp | -0.6% | -99.18% | Trim |
| 40 | XMMO | Invesco S&p Midcap Momentum | -0.7% | -99.87% | Trim |
| 41 | CWB | Ss Spdr Bb Conv Sec ETF | -0.7% | EXIT | Sold out |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.7% | -57.44% | Trim |
| 43 | FPX | First Trust US Equity Opport | -0.7% | -59.13% | Trim |
| 44 | FTSM | First Trust Enh Short Mat Fd | -0.8% | -49.39% | Trim |
| 45 | USMV | Ishares Msci USA Min Vol Fac | -0.9% | -75.72% | Trim |
| 46 | QUAL | Ishares Msci USA Quality Fac | -1% | -61.45% | Trim |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.3% | -41.62% | Trim |
| 48 | MTUM | Ishares Msci USA Momentum Fa | -1.5% | -90.66% | Trim |
| 49 | FVD | First Trust Value Line Dvd | -1.5% | -15.72% | Trim |
| 50 | AGG | Ishares Core U.s. Aggregate | -2.2% | -10.82% | Trim |
According to official SEC Form 13F filings, Golden State Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.1B across 1513 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, AGG) accounted for 13.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
WINN
市值: $15.3M
Top Position Liquidated / Trimmed
CWB
前期市值: $3.6M
During Q4 2024, Golden State Wealth Management, LLC's top holdings by market value included IVV (8.1%)、AAPL (4.7%)、AGG (3.5%). The largest single position, IVV, represented 8.1% of total portfolio value.
In Q4 2024, Golden State Wealth Management, LLC made 50 total portfolio adjustments, initiating 17 new buys, adding to 15 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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