Golden State Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$667M
Signature - Title
Stephanie West - Compliance Consultant
Location
Santa Ana, CA
Summary
This page shows a list of all the recent 13F filings made by Golden State Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Golden State Wealth Management, LLC reported 1513 stock holdings with total value $667M as of Q4 2024. Top holdings included IVV, AAPL, AGG, FVD, and QQQ.
Holdings Value