Golden-State-Wealth-Management
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Filing Details
13F-HR/A • 2025-03-31
Filing Details
13F-HR/A • 2025-03-31- 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% identified1,091 identified497 unidentified
Holdings
1,588 positions • $638.8M total value
Manager:
Search and click to pin securities to the top
Page 68 of 80
Shares:3.7K
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$638.8M)
316092782
Shares:28
Value:$1.7K
% of Portfolio:0.0% ($1.7K/$638.8M)
78468R770
Shares:15
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$638.8M)
Shares:33
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$638.8M)
46137V191
Shares:14
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$638.8M)
46435U192
Shares:77
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$638.8M)
674599162
Shares:56
Value:$1.6K
% of Portfolio:0.0% ($1.6K/$638.8M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 79 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$638.8M) | YoY- | |
| 15 | QoQ NEW(+15) YoY- | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$638.8M) | QoQ NEW(+$1.7K) YoY- | |
| 3.7K | QoQ NEW(+3.7K) YoY- | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$638.8M) | QoQ NEW(+$1.7K) YoY- | |
| 30 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$638.8M) | YoY- | |
| 100 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$638.8M) | YoY- | |
APPIAN CORP(APPNcusip03782L101) | 58 | QoQ -25.64% (-20)YoY- | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$638.8M) | YoY- |
(cusip316092782)✕ | 28 | QoQ NEW(+28) YoY- | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$638.8M) | QoQ NEW(+$1.7K) YoY- |
| 70 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.7K | 0.0% ($1.7K/$638.8M) | YoY- | |
(cusip78468R770)✕ | 15 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | QoQ +0.36% (+$6)YoY- |
| 10 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | QoQ -2.38% (-$39)YoY- | |
| 33 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | YoY- | |
(cusip46137V191)✕ | 14 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | YoY- |
Tempus AI, Inc.(TEMcusip88023B103) | 33 | YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | YoY- |
(cusip46435U192)✕ | 77 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | YoY- |
| 262 | YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | QoQ +6.68% (-$99)YoY- | |
| 12 | QoQ NEW(+12) YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | QoQ NEW(+$1.6K) YoY- | |
| 24 | YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | YoY- | |
| 29 | QoQ -6.45% (-2)YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | YoY- | |
(cusip674599162)✕ | 56 | QoQ +12.00% (+6)YoY- | All Managers (Combined) | $1.6K | 0.0% ($1.6K/$638.8M) | YoY- |
| 50 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.5K | 0.0% ($1.5K/$638.8M) | QoQ -2.34% (-$37)YoY- |