Golden State Wealth Management, LLC
CIK Number: 0001776033
675.16M
Market Value
1,390
# of Holdings
1 months
Avg. Holding Period
0.00%
Win Rate
-5.07%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 599.22 | +0.05% | 91.68K | +100.00% | 53.97M | 588.68 | 8.09% |
| 2 | AAPL | Apple Inc. | 202.99 | -0.14% | 123.82K | +100.00% | 31.01M | 250.42 | 4.65% |
| 3 | AGG | iShares Core U.... | 98.00 | +0.57% | 241.27K | +100.00% | 23.38M | 96.9 | 3.50% |
| 4 | FVD | First Trust Val... | 44.63 | -0.57% | 464.13K | +100.00% | 20.25M | 43.64 | 3.03% |
| 5 | QQQ | Invesco QQQ Tru... | 529.14 | +0.35% | 30.5K | +100.00% | 15.59M | 511.23 | 2.34% |
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