Golden State Wealth Management, LLC

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Stephanie West - Compliance Consultant
Location
Santa Ana, CA
Holdings as of
31 Dec 2024
Value $
$667,458,707
Num holdings
1,513
Filing time
28 Jan 2025, 10:34:00 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, AAPL, AGG, FVD, and QQQ.
Previous filing
Q1 2022 - 19 May 2022
Next filing
Q1 2025 - 24 Apr 2025
SEC
View on sec.gov

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Quoteable Key Fact

"Golden State Wealth Management, LLC reported $667,458,707 across 1,513 holdings in Q4 2024."

Quick Takeaways

  • Golden State Wealth Management, LLC reported 13f holdings report, stock holdings for Q4 2024.
  • Reported holdings value: $667,458,707.
  • 1,513 holdings are listed in this filing snapshot.

What Changed

  • Previous comparable filing: Q1 2022.
  • Value moved from $510,085,000 to $667,458,707.

Why This Matters

  • This filing-level page explains what the portfolio report tells you before the holdings table.
  • You can cite quarter, value, and filing timestamp directly from SEC-linked data.

Official SEC Source

Backed by Form 13F

Portfolio-level numbers on this page come from the original SEC Form 13F filing.

See Original Filing
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Stephanie West Compliance Consultant Indianapolis, Indiana 28 Jan 2025

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