HoldingsChannel.com
Golden State Wealth Management LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
ISHARES CORE (AGG) 255,197 +255,197 $27,834
     AGG255,197+255,197$27,834
ISHARES CORE (IVV) 40,706 +40,706 $11,583
     IVV40,706+40,706$11,583
SPDR S&P (SPY) 34,336 +34,336 $9,699
     SPY34,336+34,336$9,699
VICTORYSHARES US (CFA) 168,469 +168,469 $8,455
     CFA168,469+168,469$8,455
APPLE INC 39,518 +39,518 $7,506
     AAPL39,518+39,518$7,506
AMAZON COM 3,643 +3,643 $6,487
     AMZN3,643+3,643$6,487
JANUS HENDERSON 90,933 +90,933 $4,520
     VNLA90,933+90,933$4,520
ISHARES EDGE (MTUM) 39,308 +39,308 $4,410
     MTUM39,308+39,308$4,410
ISHARES RUSSELL (IWO) 21,837 +21,837 $4,295
     IWO21,837+21,837$4,295
INVESCO QQQ 22,978 +22,978 $4,128
     QQQ22,978+22,978$4,128
FIRST TRUST (FVD) 125,092 +125,092 $4,062
     FVD125,092+125,092$4,062
ALPHABET INC 3,404 +3,404 $4,006
     GOOGL3,404+3,404$4,006
ISHARES CORE (ITOT) 61,903 +61,903 $3,987
     ITOT61,903+61,903$3,987
ISHARES CORE (IJH) 20,125 +20,125 $3,812
     IJH20,125+20,125$3,812
WISDOMTREE U S 101,183 +101,183 $3,621
     DON101,183+101,183$3,621
FIRST TRUST (FTCS) 66,729 +66,729 $3,605
     FTCS66,729+66,729$3,605
LATTICE HARTFORD 127,666 +127,666 $3,596
     RODM127,666+127,666$3,596
FIRST TRUST (FTSM) 58,080 +58,080 $3,484
     FTSM58,080+58,080$3,484
ISHARES S&P (IUSG) 56,768 +56,768 $3,424
     IUSG56,768+56,768$3,424
FIRST TRUST (FPX) 44,616 +44,616 $3,341
     FPX44,616+44,616$3,341
ISHARES CORE (IJR) 37,599 +37,599 $2,901
     IJR37,599+37,599$2,901
VANGUARD TOTAL (BND) 35,588 +35,588 $2,889
     BND35,588+35,588$2,889
PROSHARES INVESTMENT (IGHG) 38,350 +38,350 $2,844
     IGHG38,350+38,350$2,844
VANGUARD CONSUMER (VDC) 15,850 +15,850 $2,302
     VDC15,850+15,850$2,302
SECTOR FINANCIAL 88,699 +88,699 $2,280
     XLF88,699+88,699$2,280
SPDR SERIES (SDY) 22,765 +22,765 $2,263
     SDY22,765+22,765$2,263
FACEBOOK INC 13,148 +13,148 $2,192
     FB13,148+13,148$2,192
ISHARES EDGE (USMV) 36,532 +36,532 $2,148
     USMV36,532+36,532$2,148
SPDR BLOOMBERG (BIL) 22,918 +22,918 $2,099
     BIL22,918+22,918$2,099
WISDOMTREE U S 54,696 +54,696 $1,975
     EES54,696+54,696$1,975
SECTOR CONSUMER 33,441 +33,441 $1,876
     XLP33,441+33,441$1,876
FIRST TRUST (FTLS) 47,234 +47,234 $1,852
     FTLS47,234+47,234$1,852
INVESCO EXCHANGE (VRP) 74,722 +74,722 $1,837
     VRP74,722+74,722$1,837
VANGUARD S&P (VOO) 6,849 +6,849 $1,778
     VOO6,849+6,849$1,778
ISHARES RUSSELL (IWP) 12,939 +12,939 $1,755
     IWP12,939+12,939$1,755
PIMCO DYNAMIC 74,455 +74,455 $1,744
     PCI74,455+74,455$1,744
ISHARES CORE (IAGG) 32,170 +32,170 $1,720
     IAGG32,170+32,170$1,720
JPMORGAN CHASE 16,966 +16,966 $1,717
     JPM16,966+16,966$1,717
DELAWARE INVESTMENT 131,351 +131,351 $1,704
     DDF131,351+131,351$1,704
BOEING CO 4,444 +4,444 $1,695
     BA4,444+4,444$1,695
UNITEDHEALTH GROUP 6,344 +6,344 $1,569
     UNH6,344+6,344$1,569
ISHARES MSCI (EEM) 34,526 +34,526 $1,482
     EEM34,526+34,526$1,482
ISHARES CALIFORNIA (CMF) 23,626 +23,626 $1,408
     CMF23,626+23,626$1,408
LOCKHEED MARTIN 4,653 +4,653 $1,397
     LMT4,653+4,653$1,397
ALPS SECTOR 32,329 +32,329 $1,387
     SDOG32,329+32,329$1,387
AMERICAN EXPRESS 12,607 +12,607 $1,378
     AXP12,607+12,607$1,378
FIRST TRUST (FV) 44,162 +44,162 $1,328
     FV44,162+44,162$1,328
FRANKLIN LIBERTY 14,025 +14,025 $1,325
     FTSD14,025+14,025$1,325
ISHARES SILVER (SLV) 93,158 +93,158 $1,321
     SLV93,158+93,158$1,321
ISHARES AEROSPACE (ITA) 6,418 +6,418 $1,281
     ITA6,418+6,418$1,281

See Full List: All Stocks Held By Golden State Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits

See Details: Top 10 Stocks Held By Golden State Wealth Management LLC

Size ($ in 1000's)
At 03/31/2019: $299,363
At 12/31/2018: $0

Golden State Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Golden State Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Golden State Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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