Golden-State-Wealth-Management

Filing Details

13F-HR/A2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
1,588
Total Value
638791109
Accession Number
0001776033-25-000005
Form Type
13F-HR/A
Manager Name
Golden-State-Wealth-Management
Data Enrichment
69% identified
1,091 identified497 unidentified

Holdings

1,588 positions • $638.8M total value
Manager:
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46435G524
Shares:20.2K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$638.8M)
336917109
Shares:33.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$638.8M)
464287481
Shares:12.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$638.8M)
46137V811
Shares:23.3K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$638.8M)
46641Q647
Shares:27.5K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$638.8M)
46138E198
Shares:22.0K
Value:$1.4M
% of Portfolio:0.2% ($1.4M/$638.8M)
Alphabet Inc.
Shares:8.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$638.8M)
CHEVRON CORP
Shares:7.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$638.8M)
33740F805
Shares:29.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$638.8M)
97717X511
Shares:29.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$638.8M)
FS KKR Capital Corp
Shares:60.6K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$638.8M)
Palo Alto Networks Inc
Shares:7.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$638.8M)
VERIZON COMMUNICATIONS INC
Shares:27.7K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$638.8M)
922908769
Shares:4.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$638.8M)
45409B560
Shares:44.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$638.8M)
AMERICAN ELECTRIC POWER CO INC
Shares:11.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$638.8M)
CATERPILLAR INC
Shares:3.6K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$638.8M)
LOCKHEED MARTIN CORP
Shares:2.6K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$638.8M)
922908629
Shares:4.5K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$638.8M)
33738R118
Shares:15.7K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$638.8M)