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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Golden State Wealth Management, LLC INSTITUTION : Golden State Wealth Management, LLC
Golden State Wealth Management, LLC Portfolio (reported on 2019-10-23)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
ISHARES CORE    (MF Closed and MF Open) AGG 30,180,000 266,675 9.95%
ISHARES CORE    (MF Closed and MF Open) IVV 13,242,000 44,359 4.36%
VICTORYSHARES US    (MF Closed and MF Open) 9,258,000 174,909 3.05%
SPDR S&P    (MF Closed and MF Open) SPY 8,768,000 29,546 2.89%
APPLE INC    (COM) AAPL 8,308,000 37,092 2.74%
FIRST TRUST    (MF Closed and MF Open) FVD 6,897,000 197,805 2.27%
JANUS HENDERSON    (MF Closed and MF Open) 6,098,000 121,881 2.01%
AMAZON COM    (COM) AMZN 5,715,000 3,292 1.88%
FIRST TRUST    (MF Closed and MF Open) FTSM 5,506,000 91,665 1.81%
INVESCO QQQ    (MF Closed and MF Open) 5,354,000 28,357 1.76%
JPMORGAN    (MF Closed and MF Open) 4,794,000 95,067 1.58%
FIRST TRUST    (MF Closed and MF Open) FDV 4,529,000 79,756 1.49%
ISHARES EDGE    (MF Closed and MF Open) 4,277,000 35,870 1.41%
ISHARES RUSSELL    (MF Closed and MF Open) IWO 4,172,000 21,649 1.37%
LATTICE HARTFORD    (MF Closed and MF Open) 4,088,000 146,625 1.34%
ALPHABET INC    (COM) GOOGL 4,003,000 3,278 1.32%
ISHARES S&P    (MF Closed and MF Open) IWZ 3,986,000 63,400 1.31%
FIRST TRUST    (MF Closed and MF Open) FPX 3,944,000 52,015 1.30%
ISHARES CORE    (MF Closed and MF Open) IJH 3,914,000 20,254 1.29%
WISDOMTREE U S    (MF Closed and MF Open) DON 3,910,000 107,679 1.29%
ISHARES CORE    (MF Closed and MF Open) ISI 3,243,000 48,350 1.06%
VANGUARD TOTAL    (MF Closed and MF Open) BND 2,979,000 35,280 0.98%
ISHARES CORE    (MF Closed and MF Open) IJR 2,779,000 35,701 0.91%
SECTOR FINANCIAL    (MF Closed and MF Open) XLF 2,616,000 93,425 0.86%
SPDR BLOOMBERG    (MF Closed and MF Open) 2,459,000 26,846 0.81%
BLACKSTONE GROUP    (COM) 2,304,000 47,174 0.76%
SPDR SERIES    (MF Closed and MF Open) SDY 2,270,000 22,128 0.74%
WISDOMTREE U S    (MF Closed and MF Open) EES 2,052,000 57,627 0.67%
PIMCO DYNAMIC    (MF Closed and MF Open) PCI 2,015,000 82,321 0.66%
LOCKHEED MARTIN    (COM) LMT 2,010,000 5,154 0.66%
SECTOR CONSUMER    (MF Closed and MF Open) XLP 1,959,000 31,891 0.64%
BOEING CO    (COM) BA 1,900,000 4,994 0.62%
JPMORGAN CHASE    (COM) JPM 1,793,000 15,233 0.59%
ISHARES RUSSELL    (MF Closed and MF Open) IWP 1,699,000 12,023 0.56%
ISHARES EDGE    (MF Closed and MF Open) USMV 1,596,000 24,895 0.52%
DOUBLELINE INCOME    (MF Closed and MF Open) DSL 1,559,000 78,282 0.51%
FRANKLIN LIBERTY    (MF Closed and MF Open) FTSD 1,547,000 16,369 0.51%
AMERICAN EXPRESS    (COM) AXP 1,534,000 12,972 0.50%
MICROSOFT CORP    (COM) MSFT 1,505,000 10,828 0.49%
HOME DEPOT    (COM) HD 1,504,000 6,484 0.49%
VANGUARD CONSUMER    (MF Closed and MF Open) VDC 1,482,000 9,467 0.48%
VISA INC    (COM) V 1,419,000 8,248 0.46%
ISHARES AEROSPACE    (MF Closed and MF Open) ITA 1,418,000 6,312 0.46%
FIRST TRUST    (MF Closed and MF Open) FV 1,385,000 46,823 0.45%
ALPS SECTOR    (MF Closed and MF Open) SDOG 1,378,000 31,434 0.45%
DUFF & PHELPS    (MF Closed and MF Open) DPG 1,305,000 82,114 0.43%
ISHARES MSCI    (MF Closed and MF Open) EEM 1,297,000 31,731 0.42%
EXXON MOBIL    (COM) XOM 1,289,000 18,261 0.42%
SPDR INDEX    (MF Closed and MF Open) WDIV 1,194,000 17,683 0.39%
CONSUMER DISCRETIONARY    (MF Closed and MF Open) XLY 1,167,000 9,671 0.38%
NORTHROP GRUMMAN    (COM) NOC 1,164,000 3,106 0.38%
FACEBOOK INC    (COM) FB 1,115,000 6,263 0.36%
COSTCO WHOLESALE    (COM) COST 1,114,000 3,866 0.36%
UNITEDHEALTH GROUP    (COM) UNH 1,112,000 5,116 0.36%
ALTRIA GROUP    (COM) MO 1,100,000 26,883 0.36%
ALPHABET INC    (COM) GOOG 1,091,000 895 0.35%
FIRST TRUST    (MF Closed and MF Open) FDL 1,062,000 34,230 0.35%
SPDR PORTFOLIO    (MF Closed and MF Open) 1,043,000 27,474 0.34%
VANGUARD LONG    (MF Closed and MF Open) BLV 1,040,000 10,128 0.34%
FIRST TRUST    (MF Closed and MF Open) FXH 1,024,000 13,829 0.33%
FIRST TRUST    (MF Closed and MF Open) FAD 979,000 13,357 0.32%
INVESCO S&P    (MF Closed and MF Open) 934,000 21,906 0.30%
AT&T INC    (COM) T 918,000 24,252 0.30%
BANK AMERICA    (COM) BAC 915,000 31,368 0.30%
ISHARES IBOXX    (MF Closed and MF Open) HYG 914,000 10,480 0.30%
VERIZON COMMUNICATIONS    (COM) VZ 913,000 15,122 0.30%
CHEVRON CORP    (COM) CVX 904,000 7,623 0.29%
VANGUARD TOTAL    (MF Closed and MF Open) 868,000 11,604 0.28%
VANGUARD TOTAL    (MF Closed and MF Open) VTI 865,000 5,730 0.28%
ISHARES RUSSELL    (MF Closed and MF Open) IWM 862,000 5,697 0.28%
FIRST TRUST    (MF Closed and MF Open) RDVY 859,000 26,971 0.28%
NIKE INC    (COM) NKE 828,000 8,820 0.27%
ISHARES JPMORGAN    (MF Closed and MF Open) EMB 782,000 6,895 0.25%
ABBVIE INC    (COM) ABBV 776,000 10,244 0.25%
VANGUARD VALUE    (MF Closed and MF Open) VTV 774,000 6,938 0.25%
VANGUARD INTERMEDIATE    (MF Closed and MF Open) BIV 758,000 8,618 0.25%
ISHARES CORE    (MF Closed and MF Open) 757,000 13,568 0.24%
BERKSHIRE HATHAWAY    (COM) BRK/B 722,000 3,470 0.23%
QUALCOMM INC    (COM) QCOM 717,000 9,396 0.23%
PIMCO CA MUN INC FD III    (MF Closed and MF Open) PZC 712,000 63,425 0.23%
SPDR S&P    (MF Closed and MF Open) MDY 706,000 2,003 0.23%
WALT DISNEY    (COM) DIS 702,000 5,387 0.23%
INVESCO S&P    (MF Closed and MF Open) 690,000 6,380 0.22%
APOLLO GLOBAL    (COM) 687,000 18,175 0.22%
SPDR BLOOMBERG    (MF Closed and MF Open) SJNK 665,000 24,620 0.21%
SECTOR TECHNOLOGY    (MF Closed and MF Open) XLK 644,000 7,993 0.21%
ISHARES MSCI    (MF Closed and MF Open) ACWI 636,000 8,620 0.20%
PUBLIC SERVICE    (COM) PEG 633,000 10,202 0.20%
MORGAN STANLEY    (COM) MS 616,000 14,425 0.20%
FIRST TRUST    (MF Closed and MF Open) FEX 609,000 10,008 0.20%
AMERICAN CENTURY    (MF Closed and MF Open) 604,000 14,840 0.19%
ISHARES MSCI    (MF Closed and MF Open) EFA 599,000 9,184 0.19%
ISHARES INTL    (MF Closed and MF Open) IFGL 595,000 20,041 0.19%
DELAWARE INVESTMENT    (MF Closed and MF Open) DDF 586,000 42,771 0.19%
SECTOR HEALTHCARE    (MF Closed and MF Open) XLV 573,000 6,356 0.18%
LIBERTY ALL-STAR    (MF Closed and MF Open) USA 573,000 89,560 0.18%
FIRST TRUST    (MF Closed and MF Open) FDT 570,000 10,890 0.18%
MERCK & COMPANY    (COM) MRK 562,000 6,679 0.18%
BROADCOM INC    (COM) 560,000 2,027 0.18%
ABERDEEN ASIA    (MF Closed and MF Open) FAX 560,000 133,683 0.18%
BLACKROCK MULTI    (MF Closed and MF Open) BIT 557,000 32,436 0.18%
CONSTELLATION BRANDS    (COM) STZ 550,000 2,653 0.18%
VANGUARD FSTE    (MF Closed and MF Open) VWO 546,000 13,558 0.18%
SPDR PORTFOLIO    (MF Closed and MF Open) LAG 543,000 18,321 0.17%
CISCO SYSTEMS    (COM) CSCO 526,000 10,636 0.17%
INTL BUSINESS    (COM) IBM 523,000 3,599 0.17%
ISHARES U S    (MF Closed and MF Open) PFF 514,000 13,695 0.16%
JOHNSON & JOHNSON    (COM) JNJ 509,000 3,937 0.16%
WELLS FARGO    (COM) WFC 499,000 9,898 0.16%
SEMPRA ENERGY    (COM) SRE 493,000 3,337 0.16%
SPDR PORTFOLIO    (MF Closed and MF Open) ELR 484,000 13,892 0.15%
VANGUARD FTSE    (MF Closed and MF Open) VEA 483,000 11,750 0.15%
ISHARES S&P    (COM) GSG 473,000 31,446 0.15%
FIRST TRUST    (MF Closed and MF Open) 463,000 17,950 0.15%
STARBUCKS CORP    (COM) SBUX 457,000 5,163 0.15%
INVESCO SOLAR    (MF Closed and MF Open) 449,000 15,295 0.14%
MCDONALDS CORP    (COM) MCD 439,000 2,044 0.14%
ISHARES U S    (MF Closed and MF Open) GOVT 429,000 16,296 0.14%
ROCKWELL AUTOMATION    (COM) ROK 428,000 2,600 0.14%
MAINSTAY DEFINEDTERM    (MF Closed and MF Open) MMD 420,000 20,019 0.13%
ISHARES SELECT    (MF Closed and MF Open) DVY 416,000 4,076 0.13%
INVESCO PFD    (MF Closed and MF Open) 402,000 26,774 0.13%
CATERPILLAR INC    (COM) CAT 402,000 3,179 0.13%
FIRST TRUST    (MF Closed and MF Open) FXO 396,000 12,454 0.13%
COCA COLA COMPANY    (COM) KO 394,000 7,238 0.12%
DIGITAL REALTY    (COM) DLR 394,000 3,035 0.12%
PIMCO EHNANCED    (MF Closed and MF Open) MINT 392,000 3,852 0.12%
ALIBABA GROUP    (COM) BABA 387,000 2,315 0.12%
PROCTER & GAMBLE    (COM) PG 383,000 3,082 0.12%
VANGUARD S&P    (MF Closed and MF Open) VOO 383,000 1,406 0.12%
NEW RESIDENTIAL    (COM) NRZ 381,000 24,311 0.12%
ADOBE INC    (COM) ADBE 380,000 1,376 0.12%
X TRACKERS    (MF Closed and MF Open) DBEF 378,000 11,695 0.12%
FS KKR    (MF Closed and MF Open) 376,000 64,509 0.12%
EDWARDS LIFESCIENCES    (COM) EW 374,000 1,700 0.12%
MASTERCARD INC    (COM) MA 373,000 1,373 0.12%
PFIZER INC    (COM) PFE 372,000 10,344 0.12%
SALESFORCE.COM INC    (COM) CRM 372,000 2,509 0.12%
VANGUARD SMALL    (MF Closed and MF Open) VB 364,000 2,365 0.12%
SPDR S&P    (MF Closed and MF Open) 362,000 4,983 0.11%
SPDR DOW    (MF Closed and MF Open) DIA 362,000 1,345 0.11%
PIMCO DYNAMIC    (MF Closed and MF Open) PDI 360,000 11,078 0.11%
RAYTHEON COMPANY    (COM) RTN 353,000 1,799 0.11%
WESTAMERICA BANCORP    (COM) WABC 352,000 5,666 0.11%
VANGUARD MID    (MF Closed and MF Open) VO 346,000 2,066 0.11%
UNITED TECHNOLOGIES    (COM) UTX 331,000 2,428 0.10%
AMGEN INC    (COM) AMGN 330,000 1,708 0.10%
CITIGROUP INC    (COM) C 324,000 4,690 0.10%
NXP SEMICONDUCTORS    (COM) NXPI 315,000 2,890 0.10%
TESLA INC    (COM) TSLA 314,000 1,305 0.10%
ARES CAPITAL    (MF Closed and MF Open) ARCC 312,000 16,727 0.10%
COMCAST CORP    (COM) CMCSA 309,000 6,853 0.10%
NVIDIA CORP    (COM) NVDA 308,000 1,770 0.10%
SCOTTS MIRACLE-GRO    (COM) SMG 303,000 2,975 0.09%
SOUTHWEST AIRLINES    (COM) LUV 296,000 5,478 0.09%
INTEL CORP    (COM) INTC 295,000 5,725 0.09%
VANGUARD GROWTH    (MF Closed and MF Open) VUG 294,000 1,767 0.09%
FIRST TRUST    (MF Closed and MF Open) LMBS 292,000 5,625 0.09%
FIRST TRUST    (MF Closed and MF Open) FPE 291,000 14,745 0.09%
INVESCO CA    (MF Closed and MF Open) VCV 289,000 22,540 0.09%
SCHWAB INTL    (MF Closed and MF Open) SCHF 289,000 9,072 0.09%
PHILIP MORRIS    (COM) PM 284,000 3,744 0.09%
PEPSICO INC    (COM) PEP 282,000 2,054 0.09%
ISHARES RUSSELL    (MF Closed and MF Open) IWD 281,000 2,190 0.09%
REALTY INCOME    (COM) O 281,000 3,670 0.09%
UNITED RENTALS    (COM) URI 274,000 2,196 0.09%
LOWES COMPANIES    (COM) LOW 267,000 2,427 0.08%
BIG LOTS    (COM) BIG 265,000 10,800 0.08%
ISHARES MSCI    (MF Closed and MF Open) EWC 264,000 9,148 0.08%
FLAHERTY & CRUMRINE    (MF Closed and MF Open) DFP 263,000 10,062 0.08%
ALLSTATE CORP    (COM) ALL 263,000 2,421 0.08%
THERMO FISHER    (COM) TMO 263,000 904 0.08%
APOLLO INVESTMENT    (MF Closed and MF Open) 256,000 15,933 0.08%
INVESCO DB    (COM) 255,000 16,931 0.08%
SCHWAB US    (MF Closed and MF Open) SCHG 253,000 3,006 0.08%
CONOCOPHILLIPS    (COM) COP 253,000 4,447 0.08%
ISHARES RUSSELL    (MF Closed and MF Open) IWN 252,000 2,112 0.08%
BANK NEW YORK    (COM) BK 252,000 5,566 0.08%
ISHARES CORE    (MF Closed and MF Open) IUSB 246,000 4,699 0.08%
FIRST TRUST    (MF Closed and MF Open) FMB 246,000 4,436 0.08%
SPDR PORTFOLIO    (MF Closed and MF Open) GWL 243,000 8,262 0.08%
NETFLIX INC    (COM) NFLX 238,000 888 0.07%
ALLIANCEBERNSTEIN GLOBAL    (MF Closed and MF Open) AWF 237,000 19,741 0.07%
FIRST TRUST    (MF Closed and MF Open) FTSL 232,000 4,900 0.07%
PROSHARES TRUST    (MF Closed and MF Open) NOBL 230,000 3,213 0.07%
WISDOMTREE U S    (MF Closed and MF Open) DLN 228,000 2,299 0.07%
HONEYWELL INTL    (COM) HON 225,000 1,330 0.07%
SHOPIFY INC    (COM) 223,000 715 0.07%
SPDR DOUBLELINE    (MF Closed and MF Open) TOTL 221,000 4,496 0.07%
CLOROX COMPANY    (COM) CLX 221,000 1,453 0.07%
COMPASS DIVERSIFIED    (COM) CODI 217,000 11,000 0.07%
VMWARE INC    (COM) VMW 213,000 1,417 0.07%
HANNON ARMSTRONG    (COM) HASI 213,000 7,315 0.07%
DOMINION ENERGY    (COM) D 213,000 2,629 0.07%
FIRST TRUST    (MF Closed and MF Open) FBT 209,000 1,685 0.06%
VANGUARD MORTGAGE    (MF Closed and MF Open) VMBS 208,000 3,910 0.06%
ISHARES RUSSELL    (MF Closed and MF Open) IWF 207,000 1,298 0.06%
W P CAREY    (COM) WPC 204,000 2,278 0.06%
SCHWAB EMERGING    (MF Closed and MF Open) SCHE 204,000 8,137 0.06%
VANGUARD HEALTH    (MF Closed and MF Open) VHT 204,000 1,219 0.06%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2019-09-30: 303,095,000 SEC FILING
* Portfolios do not reflect changes after reporting
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George Soros

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