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Asset Manager ← All Institutions

Golden State Wealth Management, LLC

201 E. SANDPOINTE AVE #460, SANTA ANA, CA 92707 • 7143227410

Q3 2025 · Filed 2025-11-03
Market Value
$905M
+10.3%
Holdings
1,665
-497
New Purchases
131
Added To
453
Closed
41
Reduced
340
Top 10 Concentration
32.2%
Turnover
10.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QGRO 1.62% 0.19% +1.43% $15M
BBUS 1.11% 0.03% +1.08% $10M
AAPL 3.60% 3.20% +0.40% $33M
GOOGL 1.76% 1.40% +0.35% $16M
NVDA 2.52% 2.18% +0.35% $23M
LMBS 0.26% 0.02% +0.24% $2M
TSLA 1.08% 0.86% +0.22% $10M
FTEC 0.24% 0.02% +0.22% $2M
PYLD 0.25% 0.07% +0.17% $2M
VOO 0.47% 0.30% +0.17% $4M
IWY 0.40% 0.29% +0.11% $4M
TIC 0.09% 0.00% +0.09% $798K
SPMO 0.52% 0.44% +0.08% $5M
GOOG 0.30% 0.23% +0.08% $3M
PLTR 0.40% 0.33% +0.07% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FVD 2.28% 2.60% -0.32% $21M
GBTG 0.00% 0.30% -0.30% $0
RDVY 1.44% 1.72% -0.28% $13M
USFR 0.66% 0.93% -0.28% $6M
AGG 2.87% 3.10% -0.23% $26M
IVV 7.24% 7.45% -0.20% $66M
FIXD 0.09% 0.28% -0.19% $803K
JPST 0.25% 0.43% -0.18% $2M
MSTR 0.87% 1.00% -0.14% $8M
AMZN 2.13% 2.26% -0.13% $19M
FSK 0.02% 0.15% -0.13% $161K
SPAB 1.44% 1.57% -0.13% $13M
WINN 1.68% 1.81% -0.13% $15M
FEZ 0.08% 0.21% -0.13% $725K
FTCS 1.14% 1.26% -0.12% $10M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 74.3%
Technology 9.9%
Consumer Cyclical 3.9%
Communication Services 3.7%
Industrials 2.8%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 79 $330M 36.5%
Large Cap 746 $301M 33.3%
Mid Cap 419 $177M 19.6%
Small Cap 289 $74M 8.1%
Micro Cap 132 $23M 2.5%

Portfolio Analytics

Avg Market Cap
$60.6B
Median Market Cap
$9.8B
Avg P/E
32.0
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
1.02
# Stocks
999
# ETFs / Funds
666

Top Holdings (1,665 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 7.24% 97,984 $66M $669.30 $4M -504 -0.5%
2 SPY 5.90% 80,221 $53M $666.19 $5M +1,752 +2.2%
3 AAPL 3.60% 128,052 $33M $254.63 $6M +101 +0.1%
4 AGG 2.87% 259,456 $26M $100.25 $552K +2,815 +1.1%
5 NVDA 2.52% 122,376 $23M $186.58 $5M +9,328 +8.2%
6 FVD 2.28% 446,396 $21M $46.24 -$708K -31,208 -6.5%
7 QQQ 2.21% 33,282 $20M $600.37 $1M -547 -1.6%
8 AMZN 2.13% 87,764 $19M $219.57 $710K +3,163 +3.7%
9 GOOGL 1.76% 65,408 $16M $243.10 $4M +10 +0.0%
10 WINN 1.68% 488,425 $15M $31.16 $355K -21,947 -4.3%
11 QGRO 1.62% 128,086 $15M $114.40 $13M +113,999 +809.2%
12 MSFT 1.58% 27,546 $14M $517.97 $1M +973 +3.7%
13 USMC 1.49% 198,376 $14M $68.17 $1M +2,812 +1.4%
14 SPAB 1.44% 504,436 $13M $25.85 $143K +641 +0.1%
15 RDVY 1.44% 193,359 $13M $67.26 -$1M -31,145 -13.9%
16 SDVY 1.28% 305,271 $12M $38.02 $910K +2,087 +0.7%
17 DGRW 1.17% 119,281 $11M $88.96 $557K -780 -0.7%
18 FTCS 1.14% 110,235 $10M $93.64 -$47K -3,853 -3.4%
19 BBUS 1.11% 83,445 $10M $120.66 $10M +81,124 +3495.2%
20 TSLA 1.08% 22,010 $10M $444.72 $3M -133 -0.6%
21 SPLG 0.98% 112,762 $9M $78.34 $473K -2,253 -2.0%
22 BUFR 0.97% 263,820 $9M $33.42 $1M +27,109 +11.4%
23 BX 0.95% 50,461 $9M $170.85 $426K -4,324 -7.9%
24 MSTR 0.87% 24,422 $8M $322.21 -$376K +4,025 +19.7%
25 SPYG 0.83% 71,562 $7M $104.51 $1M +5,168 +7.8%
26 QUAL 0.79% 36,596 $7M $194.51 $477K +272 +0.8%
27 HUSV 0.78% 176,617 $7M $39.84 -$209K -4,826 -2.7%
28 META 0.71% 8,739 $6M $734.40 $77K +149 +1.7%
29 USFR 0.66% 118,364 $6M $50.27 -$2M -34,042 -22.3%
30 VIG 0.64% 26,822 $6M $215.79 $302K +20 +0.1%
31 JQUA 0.64% 91,416 $6M $62.91 $134K -2,126 -2.3%
32 AVGO 0.62% 16,982 $6M $329.92 $1M +313 +1.9%
33 VNLA 0.60% 109,349 $5M $49.29 -$97K -2,167 -1.9%
34 FTLS 0.58% 75,672 $5M $69.95 $620K +5,171 +7.3%
35 GLD 0.53% 13,435 $5M $355.47 $643K -121 -0.9%
36 SPMO 0.52% 38,765 $5M $121.06 $1M +6,929 +21.8%
37 SPYV 0.51% 83,449 $5M $55.33 $364K +2,197 +2.7%
38 SGOV 0.50% 44,765 $5M $100.70 -$140K -1,396 -3.0%
39 IWD 0.48% 21,493 $4M $203.60 -$162K -1,871 -8.0%
40 VOO 0.47% 6,976 $4M $612.44 $2M +2,638 +60.8%
41 FICS 0.46% 109,519 $4M $38.14 -$320K -4,754 -4.2%
42 UCON 0.46% 163,743 $4M $25.19 $732K +27,430 +20.1%
43 JPM 0.45% 12,846 $4M $315.45 $384K +192 +1.5%
44 IUSG 0.44% 24,214 $4M $164.55 $201K -943 -3.8%
45 ACWI 0.43% 28,278 $4M $138.24 $255K -135 -0.5%
46 PPA 0.42% 24,684 $4M $155.45 $348K +58 +0.2%
47 COWZ 0.41% 65,215 $4M $57.47 -$491K -11,724 -15.2%
48 PLTR 0.40% 20,100 $4M $182.42 $927K
49 IWY 0.40% 13,234 $4M $273.65 $1M +3,599 +37.4%
50 SPMD 0.38% 60,225 $3M $57.19 $56K -2,081 -3.3%
51 COST 0.38% 3,720 $3M $925.63 -$400K -162 -4.2%
52 IDV 0.37% 91,711 $3M $36.55 $440K +7,316 +8.7%
53 BUFQ 0.35% 92,230 $3M $34.84 -$38K -5,700 -5.8%
54 IWO 0.35% 10,035 $3M $320.05 $239K -364 -3.5%
55 SPSM 0.35% 69,044 $3M $46.32 $549K +6,851 +11.0%
56 FPX 0.34% 18,783 $3M $166.16 $313K -597 -3.1%
57 BRK-B 0.33% 6,024 $3M $502.76 $191K +182 +3.1%
58 IJR 0.33% 25,088 $3M $118.83 $175K -591 -2.3%
59 FBND 0.32% 63,346 $3M $46.24 -$93K -2,711 -4.1%
60 IJH 0.32% 44,753 $3M $65.26 $35K -1,781 -3.8%
61 USMV 0.31% 29,542 $3M $95.14 $27K -115 -0.4%
62 AVDE 0.31% 35,032 $3M $78.90 -$61K -3,142 -8.2%
63 GOOG 0.30% 11,207 $3M $243.56 $876K +759 +7.3%
64 HD 0.30% 6,679 $3M $405.24 $223K -96 -1.4%
65 FMB 0.29% 51,323 $3M $50.70 $24K -427 -0.8%
66 IQDG 0.29% 65,126 $3M $39.88 $76K +1,516 +2.4%
67 V 0.29% 7,594 $3M $341.41 -$81K +63 +0.8%
68 SKYY 0.28% 18,777 $3M $134.42 $195K -371 -1.9%
69 WCMI 0.27% 145,463 $2M $16.87 $194K +3,422 +2.4%
70 FTSM 0.27% 40,818 $2M $59.91 -$281K -4,728 -10.4%
71 FV 0.27% 39,365 $2M $61.92 $9K -1,608 -3.9%
72 FPE 0.27% 133,467 $2M $18.24 $239K +10,112 +8.2%
73 RWL 0.27% 21,809 $2M $110.66 $43K -924 -4.1%
74 AGGY 0.26% 53,713 $2M $44.27 $88K +1,224 +2.3%
75 LMBS 0.26% 47,315 $2M $49.79 $2M +43,985 +1320.9%
76 FSMD 0.25% 52,411 $2M $44.01 $442K +7,437 +16.5%
77 JPST 0.25% 45,210 $2M $50.73 -$1M -24,538 -35.2%
78 PYLD 0.25% 83,229 $2M $26.84 $2M +60,587 +267.6%
79 FTEC 0.24% 9,891 $2M $222.17 $2M +8,976 +981.0%
80 XLK 0.24% 7,666 $2M $281.88 $156K -251 -3.2%
81 PSET 0.24% 28,111 $2M $76.11 -$25K -1,298 -4.4%
82 FCPI 0.23% 41,168 $2M $50.10 $144K +39 +0.1%
83 SPIB 0.23% 60,747 $2M $33.89 $120K +3,025 +5.2%
84 CEG 0.23% 6,251 $2M $329.10 $626K +1,818 +41.0%
85 FTGS 0.23% 57,111 $2M $35.91 $261K +4,774 +9.1%
86 IVW 0.22% 16,489 $2M $120.72 $267K +838 +5.3%
87 FDVV 0.22% 35,597 $2M $55.71 $66K -1,249 -3.4%
88 PTF 0.22% 26,280 $2M $74.82 $138K -491 -1.8%
89 WMT 0.22% 18,937 $2M $103.06 $322K +2,273 +13.6%
90 XLF 0.21% 36,092 $2M $53.87 $61K +139 +0.4%
91 DIA 0.21% 4,173 $2M $463.80 $61K -80 -1.9%
92 MMIT 0.21% 78,163 $2M $24.30 -$18K -2,232 -2.8%
93 IGRO 0.21% 23,754 $2M $79.67 $184K +2,091 +9.7%
94 MDY 0.21% 3,165 $2M $596.09 -$423K -911 -22.4%
95 GAB 0.19% 286,510 $2M $6.09 -$233K -53,351 -15.7%
96 EFV 0.19% 25,533 $2M $67.83 $139K +442 +1.8%
97 DYNF 0.19% 29,156 $2M $59.20 $196K +1,059 +3.8%
98 IWP 0.19% 11,938 $2M $142.41 $45K
99 JMUB 0.18% 31,881 $2M $50.47 $76K +1,006 +3.3%
100 MMIN 0.18% 67,081 $2M $23.81 -$6K -1,686 -2.5%

New Positions

SymbolValue% Port
TIC $798K 0.09%
MUST $246K 0.03%
COLB $242K 0.03%
BMNR $221K 0.02%
AVAV $208K 0.02%
ILDR $113K 0.01%
BKSY $109K 0.01%
BFLY $93K 0.01%
FIBK $75K 0.01%
GDXJ $66K 0.01%
QQQI $56K 0.01%
PBA $40K —%
VKTX $30K —%
PCQ $27K —%
ANF $21K —%

Sold Out Positions

SymbolValue% Port
EXPD —%
PJT —%
TEVA —%
PBF —%
INSP —%
STLA —%
HII —%
BBY —%
CAVA —%
GBTG —%
CHPT —%
TPL —%
CC —%
HAS —%
FTHI —%
View SEC EDGAR Filings for Golden State Wealth Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms