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CIK: 0001776033
Total reported value
$1.1B
$1.1B
1588 檔
12.5%
The Q1 2025 SEC filing reveals that Golden State Wealth Management, LLC held a total portfolio value of $1.1B, covering 1588 public equity positions.
In Q1 2025, Golden State Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1588 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.24% | +0.07% | -5.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.24% | -0.22% | +3.77% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.63% | -0.42% | +2.30% | |
| 4 | FVD | First Trust Value Line Dvd | ETF-Other | 3.05% | -0.89% | -0.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.28% | +0.12% | +7.35% | |
| 6 | WINN | Harbor Long-term Growers ETF | ETF-Other | 2.11% | -0.40% | +3.16% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.01% | +4.35% | |
| 8 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.94% | -0.27% | +0.17% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.81% | -0.24% | +11.44% | |
| 10 | USMC | Principal US Mega-cap ETF | ETF-Other | 1.62% | -0.03% | +3.69% | |
| 11 | FTCS | First Trust Capital Strength | ETF-Other | 1.57% | -0.16% | -1.56% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | -0.09% | +9.06% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-Other | 1.50% | -0.54% | +15.34% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.50% | -0.06% | +16.20% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.47% | -0.21% | +18.15% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.03% | -0.44% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.23% | -0.15% | +0.98% | |
| 18 | BX | Blackstone Inc | Stock-Financials | 1.21% | -0.11% | -0.29% | |
| 19 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-Other | 1.10% | -0.09% | -1.21% | |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.02% | +2.90% | |
| 21 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.97% | -0.11% | +20.35% | |
| 22 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.89% | -0.07% | -8.77% | |
| 23 | VNLA | Janus Henderson Short Durati | ETF-Other | 0.82% | -0.08% | +1.35% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | -0.14% | +31.43% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.80% | -0.12% | +28.90% | |
| 26 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.78% | +0.03% | +7.34% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.76% | -0.10% | -0.52% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.72% | -0.04% | +1019.21% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.72% | -0.07% | +9.28% | |
| 30 | FTLS | First Trust Long/short Eqty | ETF-Other | 0.68% | -0.06% | +4.04% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.68% | -0.04% | +6.36% | |
| 32 | MSTR | Strategy Inc | Stock-Tech | 0.68% | -0.16% | +17.28% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.62% | -0.12% | +0.62% | |
| 34 | FICS | Ft International Dev Cap Str | ETF-Other | 0.59% | -0.04% | +4.00% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | -0.19% | +3.91% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.09% | +0.76% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.53% | -0.06% | +4.47% | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.52% | -0.02% | +32.05% | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.51% | +0.01% | -3.67% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.50% | -0.03% | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | -0.05% | +0.26% | |
| 42 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.46% | -0.07% | +6.30% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.45% | -0.05% | +1.70% | |
| 44 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.45% | -0.18% | -1.69% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | -0.03% | -0.26% | |
| 46 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.43% | -0.03% | +6.58% | |
| 47 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 0.43% | -0.05% | -12.91% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.09% | +3.21% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.43% | -0.07% | -0.40% | |
| 50 | GAB | Gabelli Equity Trust | Stock-Other | 0.42% | -0.04% | -4.62% |
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 1588 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, AGG) accounted for 12.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $48.7M
During Q1 2025, Golden State Wealth Management, LLC's top holdings by market value included IVV (7.2%)、AAPL (4.2%)、AGG (3.6%). The largest single position, IVV, represented 7.2% of total portfolio value.
In Q1 2025, Golden State Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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