HoldingsChannel.com
Golden State Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES CORE (AGG) 274,318 +258,601 $31,648
     AGG274,318+258,601$31,648
ISHARES CORE (IVV) 62,862 +54,977 $16,243
     IVV62,862+54,977$16,243
APPLE INC 27,268 +19,890 $6,934
     AAPL27,268+19,890$6,934
FIRST TRUST (FVD) 227,875 -1,301,333 $6,308
     FVD227,875-1,301,333$6,308
FIRST TRUST (FTSM) 102,316 +102,316 $6,040
     FTSM102,316+102,316$6,040
AMAZON COM 2,749 +2,458 $5,360
     AMZN2,749+2,458$5,360
SPDR S&P (SPY) 19,558 -44,921 $5,041
     SPY19,558-44,921$5,041
FIRST TRUST (FTCS) 97,978 +97,978 $4,870
     FTCS97,978+97,978$4,870
JANUS HENDERSON 90,738 +90,738 $4,469
     VNLA90,738+90,738$4,469
ISHARES EDGE (MTUM) 35,695 +35,695 $3,801
     MTUM35,695+35,695$3,801
ISHARES RUSSELL (IWO) 22,991 +22,991 $3,636
     IWO22,991+22,991$3,636
ALPHABET INC 3,106 +3,106 $3,609
     GOOGL3,106+3,106$3,609
FIRST TRUST (FPX) 55,533 +55,533 $3,499
     FPX55,533+55,533$3,499
INVESCO QQQ 18,281 -265,690 $3,481
     QQQ18,281-265,690$3,481
SPDR PORTFOLIO (SPAB) 106,977 +106,977 $3,233
     SPAB106,977+106,977$3,233
ISHARES CORE (IJH) 20,449 +20,449 $2,942
     IJH20,449+20,449$2,942
ISHARES S&P (IUSG) 45,094 +45,094 $2,574
     IUSG45,094+45,094$2,574
ISHARES CORE (ITOT) 44,670 +44,670 $2,556
     ITOT44,670+44,670$2,556
JPMORGAN 48,516 -44,881 $2,410
     JPST48,516-44,881$2,410
ISHARES CORE (IJR) 39,581 +39,581 $2,221
     IJR39,581+39,581$2,221
MICROSOFT CORP 13,617 +11,859 $2,148
     MSFT13,617+11,859$2,148
BLACKSTONE GROUP 47,113 +47,113 $2,147
     BX47,113+47,113$2,147
SPDR PORTFOLIO (SPTS) 63,488 +63,488 $1,950
     SPTS63,488+63,488$1,950
SPDR BLOOMBERG (BIL) 19,538 +19,538 $1,790
     BIL19,538+19,538$1,790
PRINCIPAL US 67,966 +67,966 $1,762
     USMC67,966+67,966$1,762
FIRST TRUST (FV) 67,241 +67,241 $1,729
     FV67,241+67,241$1,729
SPDR DOW (DIA) 7,309 +7,309 $1,602
     DIA7,309+7,309$1,602
VANGUARD TOTAL (VT) 23,424 +23,424 $1,471
     VT23,424+23,424$1,471
PIMCO DYNAMIC 85,756 +85,756 $1,442
     PCI85,756+85,756$1,442
LOCKHEED MARTIN 4,076 +4,076 $1,382
     LMT4,076+4,076$1,382
SECTOR FINANCIAL 65,229 +65,229 $1,358
     XLF65,229+65,229$1,358
VISA INC 8,330 +8,330 $1,342
     V8,330+8,330$1,342
VANGUARD CONSUMER (VDC) 9,462 +9,462 $1,304
     VDC9,462+9,462$1,304
HOME DEPOT 6,970 +6,970 $1,301
     HD6,970+6,970$1,301
VANGUARD VALUE (VTV) 12,748 +12,748 $1,135
     VTV12,748+12,748$1,135
COSTCO WHOLESALE 3,832 +3,832 $1,093
     COST3,832+3,832$1,093
JPMORGAN CHASE 11,438 +8,503 $1,030
     JPM11,438+8,503$1,030
SECTOR CONSUMER 18,647 +18,647 $1,016
     XLP18,647+18,647$1,016
ALPHABET INC 838 +838 $974
     GOOG838+838$974
ISHARES RUSSELL (IWP) 7,952 +7,952 $967
     IWP7,952+7,952$967
NORTHROP GRUMMAN 3,033 +3,033 $918
     NOC3,033+3,033$918
VERIZON COMMUNICATIONS 16,266 +11,730 $874
     VZ16,266+11,730$874
ISHARES EDGE (USMV) 15,857 +15,857 $856
     USMV15,857+15,857$856
ALTRIA GROUP 21,881 +16,877 $846
     MO21,881+16,877$846
VANGUARD S&P (VOO) 3,443 +3,443 $815
     VOO3,443+3,443$815
FACEBOOK INC 4,817 +4,817 $803
     FB4,817+4,817$803
VANGUARD DIVIDEND (VIG) 7,750 +7,750 $801
     VIG7,750+7,750$801
QUALCOMM INC 11,463 +11,463 $775
     QCOM11,463+11,463$775
BERKSHIRE HATHAWAY      $774
     BRK.B4,236+1,677$774
VANGUARD INTERMEDIATE (BIV) 8,539 +8,539 $763
     BIV8,539+8,539$763

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

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

Size ($ in 1000's)
At 03/31/2020: $226,800
At 12/31/2019: $523,314

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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