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Home > Institutional Investor > Golden State Wealth Management, Llc > Profile

Instuitional Investor - Golden State Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Golden State Wealth Management, Llc
Portfolio Value $667,458,708
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 241,271 $23,379,244 5.04%
2.
First Trust
 464,135 $20,254,889 4.36%
3.
Spdr Series Trust
 510,955 $12,768,788 2.75%
4.
Spdr S & P 500 Etf Trust
 SPY 19,529 $11,445,653 2.46%
5.
Principal Us
 184,789 $11,092,886 2.39%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)