HoldingsChannel.com
Golden State Wealth Management LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES CORE (AGG) 261,556 +6,359 $29,124
     AGG261,556+6,359$29,124
ISHARES CORE (IVV) 42,891 +2,185 $12,642
     IVV42,891+2,185$12,642
VICTORYSHARES US (CFA) 185,302 +16,833 $9,720
     CFA185,302+16,833$9,720
SPDR S&P (SPY) 30,155 -4,181 $8,835
     SPY30,155-4,181$8,835
APPLE INC 39,059 -459 $7,730
     AAPL39,059-459$7,730
AMAZON COM 3,613 -30 $6,841
     AMZN3,613-30$6,841
FIRST TRUST (FVD) 192,426 +67,334 $6,492
     FVD192,426+67,334$6,492
JANUS HENDERSON 111,112 +20,179 $5,546
     VNLA111,112+20,179$5,546
INVESCO QQQ 28,947 +5,969 $5,405
     QQQ28,947+5,969$5,405
FIRST TRUST (FTSM) 88,640 +30,560 $5,322
     FTSM88,640+30,560$5,322
LATTICE HARTFORD 159,963 +32,297 $4,504
     RODM159,963+32,297$4,504
ISHARES RUSSELL (IWO) 21,643 -194 $4,347
     IWO21,643-194$4,347
FIRST TRUST (FTCS) 76,583 +9,854 $4,323
     FTCS76,583+9,854$4,323
ISHARES EDGE (MTUM) 36,177 -3,131 $4,290
     MTUM36,177-3,131$4,290
WISDOMTREE U S 112,731 +11,548 $4,080
     DON112,731+11,548$4,080
ALPHABET INC 3,616 +212 $3,915
     GOOGL3,616+212$3,915
ISHARES S&P (IUSG) 62,124 +5,356 $3,893
     IUSG62,124+5,356$3,893
FIRST TRUST (FPX) 49,853 +5,237 $3,884
     FPX49,853+5,237$3,884
ISHARES CORE (IJH) 19,444 -681 $3,777
     IJH19,444-681$3,777
ISHARES CORE (ITOT) 54,180 -7,723 $3,610
     ITOT54,180-7,723$3,610
VANGUARD TOTAL (BND) 37,067 +1,479 $3,079
     BND37,067+1,479$3,079
ISHARES CORE (IJR) 35,541 -2,058 $2,782
     IJR35,541-2,058$2,782
SPDR BLOOMBERG (BIL) 29,999 +7,081 $2,748
     BIL29,999+7,081$2,748
SECTOR FINANCIAL 94,369 +5,670 $2,604
     XLF94,369+5,670$2,604
PROSHARES INVESTMENT (IGHG) 33,698 -4,652 $2,533
     IGHG33,698-4,652$2,533
SPDR SERIES (SDY) 24,124 +1,359 $2,433
     SDY24,124+1,359$2,433
WISDOMTREE U S 61,217 +6,521 $2,196
     EES61,217+6,521$2,196
BOEING CO 5,582 +1,138 $2,032
     BA5,582+1,138$2,032
FACEBOOK INC 10,494 -2,654 $2,025
     FB10,494-2,654$2,025
BLACKSTONE GROUP 43,257 +6,674 $1,921
     BX43,257+6,674$1,921
SECTOR CONSUMER 31,891 -1,550 $1,851
     XLP31,891-1,550$1,851
DUFF & PHELPS 119,009 +97,489 $1,822
     DPG119,009+97,489$1,822
PIMCO DYNAMIC 76,031 +1,576 $1,816
     PCI76,031+1,576$1,816
INVESCO EXCHANGE (VRP) 71,703 -3,019 $1,787
     VRP71,703-3,019$1,787
DOUBLELINE INCOME 89,013 +58,649 $1,777
     DSL89,013+58,649$1,777
VANGUARD CONSUMER (VDC) 11,835 -4,015 $1,760
     VDC11,835-4,015$1,760
ISHARES RUSSELL (IWP) 12,293 -646 $1,752
     IWP12,293-646$1,752
AMERICAN EXPRESS 13,837 +1,230 $1,708
     AXP13,837+1,230$1,708
FRANKLIN LIBERTY 17,717 +3,692 $1,677
     FTSD17,717+3,692$1,677
JPMORGAN CHASE 14,649 -2,317 $1,637
     JPM14,649-2,317$1,637
ISHARES CALIFORNIA (CMF) 26,771 +3,145 $1,623
     CMF26,771+3,145$1,623
ISHARES EDGE (USMV) 25,762 -10,770 $1,590
     USMV25,762-10,770$1,590
ISHARES MSCI (EEM) 36,256 +1,730 $1,555
     EEM36,256+1,730$1,555
DELAWARE INVESTMENT 106,461 -24,890 $1,503
     DDF106,461-24,890$1,503
UNITEDHEALTH GROUP 6,069 -275 $1,481
     UNH6,069-275$1,481
LOCKHEED MARTIN 3,958 -695 $1,439
     LMT3,958-695$1,439
ALPS SECTOR 32,184 -145 $1,400
     SDOG32,184-145$1,400
VISA INC 8,059 +1,674 $1,398
     V8,059+1,674$1,398
ISHARES AEROSPACE (ITA) 6,472 +54 $1,386
     ITA6,472+54$1,386
FIRST TRUST (FV) 45,298 +1,136 $1,377
     FV45,298+1,136$1,377

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 06/30/2019: $315,294
At 03/31/2019: $299,363

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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