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 $
$667M
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
Sym Weight Trade Impact Company Class Shares 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