GOLDEN STATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVGO | 17K | $5.60M |
 | DOUG | 15K | $42.90K |
 | NOK | 15K | $72.14K |
 | JPM | 13K | $4.05M |
 | AEP | 11K | $1.26M |
 | CNQ | 11K | $358.72K |
 | GOOG | 11K | $2.73M |
 | WDC | 11K | $1.30M |
 | FSK | 11K | $160.92K |
 | XOM | 11K | $1.20M |
 | AHR | 10K | $411.84K |
 | PFLT | 10K | $86.73K |
 | COLB | 9K | $241.70K |
 | SO | 9K | $881.03K |
 | CVX | 9K | $1.37M |
 | META | 9K | $6.42M |
 | AMD | 8K | $1.36M |
 | BBDC | 8K | $68.19K |
 | DIS | 8K | $886.99K |
 | PANW | 8K | $1.56M |
Broadcom Inc.
AVGO
Shares Held
17K
Value
$5.60M
Douglas Elliman Inc.
DOUG
Shares Held
15K
Value
$42.90K
Nokia Oyj
NOK
Shares Held
15K
Value
$72.14K
JPMorgan Chase & Co.
JPM
Shares Held
13K
Value
$4.05M
American Electric Power Company, Inc.
AEP
Shares Held
11K
Value
$1.26M
Canadian Natural Resources Limited
CNQ
Shares Held
11K
Value
$358.72K
Alphabet Inc.
GOOG
Shares Held
11K
Value
$2.73M
Western Digital Corporation
WDC
Shares Held
11K
Value
$1.30M
FS KKR Capital Corp.
FSK
Shares Held
11K
Value
$160.92K
Exxon Mobil Corporation
XOM
Shares Held
11K
Value
$1.20M
American Healthcare REIT, Inc.
AHR
Shares Held
10K
Value
$411.84K
PennantPark Floating Rate Capital Ltd.
PFLT
Shares Held
10K
Value
$86.73K
Columbia Banking System, Inc.
COLB
Shares Held
9K
Value
$241.70K
The Southern Company
SO
Shares Held
9K
Value
$881.03K
Chevron Corporation
CVX
Shares Held
9K
Value
$1.37M
Meta Platforms, Inc.
META
Shares Held
9K
Value
$6.42M
Advanced Micro Devices, Inc.
AMD
Shares Held
8K
Value
$1.36M
Barings BDC, Inc.
BBDC
Shares Held
8K
Value
$68.19K
The Walt Disney Company
DIS
Shares Held
8K
Value
$886.99K
Palo Alto Networks, Inc.
PANW
Shares Held
8K
Value
$1.56M