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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 2020-04-17)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES CORE    (MF Closed and MF Open) AGG 31,648,000 274,318 13.95%
ISHARES CORE    (MF Closed and MF Open) IVV 16,243,000 62,862 7.16%
APPLE INC    (Common Stock) AAPL 6,934,000 27,268 3.05%
FIRST TRUST    (MF Closed and MF Open) FVD 6,308,000 227,875 2.78%
FIRST TRUST    (MF Closed and MF Open) FTSM 6,040,000 102,316 2.66%
AMAZON COM    (Common Stock) AMZN 5,360,000 2,749 2.36%
SPDR S&P    (MF Closed and MF Open) SPY 5,041,000 19,558 2.22%
FIRST TRUST    (MF Closed and MF Open) FDV 4,870,000 97,978 2.14%
JANUS HENDERSON    (MF Closed and MF Open) 4,469,000 90,738 1.97%
ISHARES EDGE    (MF Closed and MF Open) 3,801,000 35,695 1.67%
ISHARES RUSSELL    (MF Closed and MF Open) IWO 3,636,000 22,991 1.60%
ALPHABET INC    (Common Stock) GOOGL 3,609,000 3,106 1.59%
FIRST TRUST    (MF Closed and MF Open) FPX 3,499,000 55,533 1.54%
INVESCO QQQ    (MF Closed and MF Open) 3,481,000 18,281 1.53%
SPDR PORTFOLIO    (MF Closed and MF Open) LAG 3,233,000 106,977 1.42%
ISHARES CORE    (MF Closed and MF Open) IJH 2,942,000 20,449 1.29%
ISHARES S&P    (MF Closed and MF Open) IWZ 2,574,000 45,094 1.13%
ISHARES CORE    (MF Closed and MF Open) ISI 2,556,000 44,670 1.12%
JPMORGAN    (MF Closed and MF Open) 2,410,000 48,516 1.06%
ISHARES CORE    (MF Closed and MF Open) IJR 2,221,000 39,581 0.97%
MICROSOFT CORP    (Common Stock) MSFT 2,148,000 13,617 0.94%
BLACKSTONE GROUP    (Common Stock) 2,147,000 47,113 0.94%
SPDR PORTFOLIO    (MF Closed and MF Open) SST 1,950,000 63,488 0.85%
SPDR BLOOMBERG    (MF Closed and MF Open) 1,790,000 19,538 0.78%
PRINCIPAL US    (MF Closed and MF Open) 1,762,000 67,966 0.77%
FIRST TRUST    (MF Closed and MF Open) FV 1,729,000 67,241 0.76%
SPDR DOW    (MF Closed and MF Open) DIA 1,602,000 7,309 0.70%
VANGUARD TOTAL    (MF Closed and MF Open) 1,471,000 23,424 0.64%
PIMCO DYNAMIC    (MF Closed and MF Open) PCI 1,442,000 85,756 0.63%
LOCKHEED MARTIN    (Common Stock) LMT 1,382,000 4,076 0.60%
SECTOR FINANCIAL    (MF Closed and MF Open) XLF 1,358,000 65,229 0.59%
VISA INC    (Common Stock) V 1,342,000 8,330 0.59%
VANGUARD CONSUMER    (MF Closed and MF Open) VDC 1,304,000 9,462 0.57%
HOME DEPOT    (Common Stock) HD 1,301,000 6,970 0.57%
VANGUARD VALUE    (MF Closed and MF Open) VTV 1,135,000 12,748 0.50%
COSTCO WHOLESALE    (Common Stock) COST 1,093,000 3,832 0.48%
JPMORGAN CHASE    (Common Stock) JPM 1,030,000 11,438 0.45%
SECTOR CONSUMER    (MF Closed and MF Open) XLP 1,016,000 18,647 0.44%
ALPHABET INC    (Common Stock) GOOG 974,000 838 0.42%
ISHARES RUSSELL    (MF Closed and MF Open) IWP 967,000 7,952 0.42%
NORTHROP GRUMMAN    (Common Stock) NOC 918,000 3,033 0.40%
VERIZON COMMUNICATIONS    (Common Stock) VZ 874,000 16,266 0.38%
ISHARES EDGE    (MF Closed and MF Open) USMV 856,000 15,857 0.37%
ALTRIA GROUP    (Common Stock) MO 846,000 21,881 0.37%
VANGUARD S&P    (MF Closed and MF Open) VOO 815,000 3,443 0.35%
FACEBOOK INC    (Common Stock) FB 803,000 4,817 0.35%
VANGUARD DIVIDEND    (MF Closed and MF Open) VIG 801,000 7,750 0.35%
QUALCOMM INC    (Common Stock) QCOM 775,000 11,463 0.34%
BERKSHIRE HATHAWAY    (Common Stock) BRK/B 774,000 4,236 0.34%
VANGUARD INTERMEDIATE    (MF Closed and MF Open) BIV 763,000 8,539 0.33%
ABBVIE INC    (Common Stock) ABBV 762,000 9,996 0.33%
AT&T INC    (Common Stock) T 756,000 25,948 0.33%
ISHARES MSCI    (MF Closed and MF Open) ACWI 749,000 11,967 0.33%
CONSUMER DISCRETIONARY    (MF Closed and MF Open) XLY 740,000 7,547 0.32%
VANGUARD FTSE    (MF Closed and MF Open) VEA 704,000 21,108 0.31%
AMERICAN FINANCIAL    (Common Stock) AFG 701,000 10,000 0.30%
PIMCO CA MUN INC FD III    (MF Closed and MF Open) PZC 669,000 68,705 0.29%
NIKE INC    (Common Stock) NKE 646,000 7,813 0.28%
WALT DISNEY    (Common Stock) DIS 634,000 6,563 0.27%
FIRST TRUST    (MF Closed and MF Open) FAD 627,000 10,372 0.27%
BOEING CO    (Common Stock) BA 621,000 4,163 0.27%
ISHARES RUSSELL    (MF Closed and MF Open) IWM 621,000 5,429 0.27%
SECTOR TECHNOLOGY    (MF Closed and MF Open) XLK 616,000 7,662 0.27%
FIRST TRUST    (MF Closed and MF Open) FXH 615,000 8,314 0.27%
AMERICAN ELECTRIC    (Common Stock) AEP 606,000 7,581 0.26%
INVESCO S&P    (MF Closed and MF Open) 602,000 20,059 0.26%
BANK AMERICA    (Common Stock) BAC 574,000 27,037 0.25%
SPDR S&P    (MF Closed and MF Open) MDY 541,000 2,057 0.23%
VANGUARD FSTE    (MF Closed and MF Open) VWO 537,000 16,017 0.23%
TESLA INC    (Common Stock) TSLA 508,000 970 0.22%
EXXON MOBIL    (Common Stock) XOM 478,000 12,587 0.21%
FIRST TRUST    (MF Closed and MF Open) RDVY 475,000 18,537 0.20%
FIRST TRUST    (MF Closed and MF Open) FEX 473,000 9,938 0.20%
MERCK & COMPANY    (Common Stock) MRK 467,000 6,074 0.20%
INVESCO S&P    (MF Closed and MF Open) 462,000 5,500 0.20%
CISCO SYSTEMS    (Common Stock) CSCO 462,000 11,760 0.20%
PUBLIC SERVICE    (Common Stock) PEG 458,000 10,202 0.20%
UNITEDHEALTH GROUP    (Common Stock) UNH 452,000 1,812 0.19%
ISHARES MSCI    (MF Closed and MF Open) EFA 436,000 8,163 0.19%
ADOBE INC    (Common Stock) ADBE 433,000 1,361 0.19%
FIRST TRUST    (MF Closed and MF Open) FDL 426,000 19,075 0.18%
CHEVRON CORP    (Common Stock) CVX 417,000 5,760 0.18%
ISHARES U S    (MF Closed and MF Open) GOVT 406,000 14,486 0.17%
FIRST TRUST    (MF Closed and MF Open) 401,000 16,600 0.17%
MAINSTAY DEFINEDTERM    (MF Closed and MF Open) MMD 394,000 20,507 0.17%
ROCKWELL AUTOMATION    (Common Stock) ROK 392,000 2,600 0.17%
SPDR PORTFOLIO    (MF Closed and MF Open) ELR 390,000 12,893 0.17%
VANGUARD SHORT    (MF Closed and MF Open) VCSH 387,000 4,897 0.17%
INVESCO SOLAR    (MF Closed and MF Open) 386,000 15,295 0.17%
APOLLO GLOBAL    (Common Stock) 386,000 11,515 0.17%
ISHARES MSCI    (MF Closed and MF Open) EEM 380,000 11,142 0.16%
PFIZER INC    (Common Stock) PFE 379,000 11,597 0.16%
JOHNSON & JOHNSON    (Common Stock) JNJ 377,000 2,871 0.16%
MCDONALDS CORP    (Common Stock) MCD 374,000 2,265 0.16%
INTUITIVE SURGICAL    (Common Stock) ISRG 373,000 754 0.16%
PIMCO EHNANCED    (MF Closed and MF Open) MINT 369,000 3,724 0.16%
MASTERCARD INC    (Common Stock) MA 366,000 1,516 0.16%
FIRST TRUST    (MF Closed and MF Open) FDT 364,000 9,130 0.16%
AMGEN INC    (Common Stock) AMGN 361,000 1,781 0.15%
VANGUARD INTERMEDIATE    (MF Closed and MF Open) VCIT 358,000 4,115 0.15%
STARBUCKS CORP    (Common Stock) SBUX 356,000 5,423 0.15%
NETFLIX INC    (Common Stock) NFLX 353,000 940 0.15%
ISHARES U S    (MF Closed and MF Open) PFF 343,000 10,777 0.15%
BROADCOM INC    (Common Stock) 341,000 1,440 0.15%
INVESCO PFD    (MF Closed and MF Open) 340,000 25,811 0.14%
ISHARES IBOXX    (MF Closed and MF Open) LQD 330,000 2,671 0.14%
SECTOR HEALTHCARE    (MF Closed and MF Open) XLV 329,000 3,709 0.14%
EDWARDS LIFESCIENCES    (Common Stock) EW 329,000 1,743 0.14%
VANGUARD MORTGAGE    (MF Closed and MF Open) VMBS 315,000 5,773 0.13%
WESTAMERICA BANCORP    (Common Stock) WABC 311,000 5,289 0.13%
VANGUARD RUSSELL    (MF Closed and MF Open) VTWO 311,000 3,375 0.13%
SHOPIFY INC    (Common Stock) 311,000 745 0.13%
INTEL CORP    (Common Stock) INTC 305,000 5,630 0.13%
THERMO FISHER    (Common Stock) TMO 300,000 1,057 0.13%
NVIDIA CORP    (Common Stock) NVDA 299,000 1,136 0.13%
WALMART INC    (Common Stock) WMT 294,000 2,591 0.12%
PROCTER & GAMBLE    (Common Stock) PG 286,000 2,600 0.12%
RAYTHEON COMPANY    (Common Stock) RTN 284,000 2,164 0.12%
COMCAST CORP    (Common Stock) CMCSA 283,000 8,228 0.12%
COCA COLA COMPANY    (Common Stock) KO 282,000 6,380 0.12%
REALTY INCOME    (Common Stock) O 278,000 5,583 0.12%
SALESFORCE.COM INC    (Common Stock) CRM 276,000 1,919 0.12%
ALIBABA GROUP    (Common Stock) BABA 268,000 1,380 0.11%
X TRACKERS    (MF Closed and MF Open) DBEF 263,000 9,830 0.11%
SEMPRA ENERGY    (Common Stock) SRE 255,000 2,258 0.11%
VANGUARD SMALL    (MF Closed and MF Open) VB 251,000 2,174 0.11%
VANGUARD MID    (MF Closed and MF Open) VO 243,000 1,847 0.10%
ISHARES U S    (MF Closed and MF Open) NEAR 243,000 5,004 0.10%
LEGG MASON    (MF Closed and MF Open) 242,000 8,300 0.10%
NXP SEMICONDUCTORS    (Common Stock) NXPI 240,000 2,890 0.10%
FIRST TRUST    (MF Closed and MF Open) FMB 240,000 4,436 0.10%
SCHWAB US    (MF Closed and MF Open) SCHG 239,000 3,006 0.10%
PEPSICO INC    (Common Stock) PEP 236,000 1,962 0.10%
ADVANCED MICRO    (Common Stock) AMD 235,000 5,165 0.10%
PIMCO DYNAMIC    (MF Closed and MF Open) PDI 235,000 10,638 0.10%
SCHWAB INTL    (MF Closed and MF Open) SCHF 234,000 9,063 0.10%
AMERICAN CENTURY    (MF Closed and MF Open) 233,000 7,420 0.10%
ROKU INC    (Common Stock) 232,000 2,649 0.10%
ALLSTATE CORP    (Common Stock) ALL 231,000 2,521 0.10%
VANGUARD TOTAL    (MF Closed and MF Open) BNDX 230,000 4,085 0.10%
CATERPILLAR INC    (Common Stock) CAT 228,000 1,964 0.10%
FIRST TRUST    (MF Closed and MF Open) FBT 224,000 1,711 0.09%
INTL BUSINESS    (Common Stock) IBM 224,000 2,021 0.09%
AMERICAN EXPRESS    (Common Stock) AXP 223,000 2,600 0.09%
VANGUARD TOTAL    (MF Closed and MF Open) BND 223,000 2,617 0.09%
SKYWORKS SOLUTIONS    (Common Stock) SWKS 221,000 2,475 0.09%
PROSHARES SHORT    (MF Closed and MF Open) 221,000 8,002 0.09%
ISHARES IBOXX    (MF Closed and MF Open) HYG 220,000 2,852 0.09%
UNITED TECHNOLOGIES    (Common Stock) UTX 216,000 2,290 0.09%
LATTICE HARTFORD    (MF Closed and MF Open) 216,000 9,792 0.09%
SPDR PORTFOLIO    (MF Closed and MF Open) GWL 213,000 8,889 0.09%
3M COMPANY    (Common Stock) MMM 208,000 1,524 0.09%
LOWES COMPANIES    (Common Stock) LOW 206,000 2,397 0.09%
SELECT SECTOR    (MF Closed and MF Open) 204,000 4,600 0.08%
FIRST TRUST    (MF Closed and MF Open) FTSL 203,000 4,850 0.08%
DOMINION ENERGY    (Common Stock) D 200,000 2,771 0.08%
GLAXOSMITHKLINE PLC    (Common Stock) GSK 200,000 5,282 0.08%
ISHARES MSCI    (MF Closed and MF Open) EWC 200,000 9,148 0.08%
PHILIP MORRIS    (Common Stock) PM 199,000 2,730 0.08%
FIRST TRUST    (MF Closed and MF Open) FPE 189,000 11,531 0.08%
NOVOCURE LTD    (Common Stock) 189,000 2,800 0.08%
CITIGROUP INC    (Common Stock) C 188,000 4,469 0.08%
COPART INC    (Common Stock) CPRT 188,000 2,745 0.08%
BANK NEW YORK    (Common Stock) BK 187,000 5,566 0.08%
AMERICAN WATER    (Common Stock) AWK 186,000 1,555 0.08%
ISHARES RUSSELL    (MF Closed and MF Open) IWN 185,000 2,251 0.08%
CONSTELLATION BRANDS    (Common Stock) STZ 183,000 1,275 0.08%
BRISTOL MYERS    (Common Stock) BMY 183,000 3,281 0.08%
VANGUARD SHORT    (MF Closed and MF Open) BSV 182,000 2,211 0.08%
ISHARES SELECT    (MF Closed and MF Open) DVY 182,000 2,470 0.08%
ACCENTURE PLC    (Common Stock) ACN 179,000 1,095 0.07%
ISHARES S&P    (MF Closed and MF Open) IVW 175,000 1,061 0.07%
ARES CAPITAL    (MF Closed and MF Open) ARCC 174,000 16,119 0.07%
ISHARES S&P    (Common Stock) GSG 171,000 18,401 0.07%
SCHWAB EMERGING    (MF Closed and MF Open) SCHE 168,000 8,132 0.07%
FLAHERTY & CRUMRINE    (MF Closed and MF Open) DFP 168,000 8,299 0.07%
PROSHARES TRUST    (MF Closed and MF Open) NOBL 167,000 2,902 0.07%
DIGITAL REALTY    (Common Stock) DLR 166,000 1,195 0.07%
FIRST TRUST    (MF Closed and MF Open) LMBS 166,000 3,250 0.07%
ISHARES 7-10YR    (MF Closed and MF Open) IEF 164,000 1,351 0.07%
TRADE DESK    (Common Stock) 164,000 850 0.07%
FEDEX CORP    (Common Stock) FDX 162,000 1,332 0.07%
ISHARES GLOBAL    (MF Closed and MF Open) IXN 161,000 882 0.07%
MONDELEZ INTERNATIONAL    (Common Stock) MDLZ 160,000 3,192 0.07%
VANGUARD HEALTH    (MF Closed and MF Open) VHT 160,000 961 0.07%
ISHARES NASDAQ    (MF Closed and MF Open) IBB 158,000 1,468 0.06%
ISHARES CORE    (MF Closed and MF Open) IEFA 157,000 3,147 0.06%
ETSY INC    (Common Stock) ETSY 157,000 4,084 0.06%
TWITTER INC    (Common Stock) TWTR 156,000 6,361 0.06%
ISHARES INTERMEDIATE    (MF Closed and MF Open) CIU 153,000 2,779 0.06%
ISHARES RUSSELL    (MF Closed and MF Open) IWD 150,000 1,516 0.06%
PACER TRENDPILOT    (MF Closed and MF Open) 150,000 5,571 0.06%
HANNON ARMSTRONG    (Common Stock) HASI 149,000 7,315 0.06%
REGENERON PHARMACEUTICAL    (Common Stock) REGN 146,000 300 0.06%
SPDR PORTFOLIO    (MF Closed and MF Open) 145,000 5,875 0.06%
W P CAREY    (Common Stock) WPC 143,000 2,468 0.06%
VICTORYSHARES US    (MF Closed and MF Open) 143,000 3,379 0.06%
INVESCO DB    (Common Stock) 143,000 12,751 0.06%
ISHARES CORE    (MF Closed and MF Open) 142,000 3,210 0.06%
MICRON TECHNOLOGY INC    (Common Stock) MU 142,000 3,370 0.06%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-03-31: 226,800,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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