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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 Latest Top 20 Portfolio Holdings: (Filing Date: 2020-04-17) --- full portfolio
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%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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