
GOLDEN STATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | HLN | 8K | $68.68K |
![]() | V | 8K | $2.59M |
![]() | MUFG | 8K | $120.09K |
![]() | AFG | 8K | $1.09M |
![]() | MARA | 7K | $132.71K |
![]() | T | 7K | $202.25K |
![]() | MRK | 7K | $597.23K |
![]() | EPD | 7K | $221.48K |
![]() | NEE | 7K | $532.43K |
![]() | DEFT | 7K | $14.77K |
![]() | PEG | 7K | $573.37K |
![]() | O | 7K | $411.80K |
![]() | CMCSA | 7K | $211.45K |
![]() | HD | 7K | $2.71M |
![]() | ENB | 7K | $336.99K |
![]() | WMB | 7K | $420.65K |
![]() | APO | 6K | $835.75K |
![]() | CEG | 6K | $2.06M |
![]() | HAL | 6K | $148.71K |
![]() | PG | 6K | $927.83K |

Haleon plc
HLN
Shares Held
8K
Value
$68.68K

Visa Inc.
V
Shares Held
8K
Value
$2.59M

Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
8K
Value
$120.09K

American Financial Group, Inc.
AFG
Shares Held
8K
Value
$1.09M

Marathon Digital Holdings, Inc.
MARA
Shares Held
7K
Value
$132.71K

AT&T Inc.
T
Shares Held
7K
Value
$202.25K

Merck & Co., Inc.
MRK
Shares Held
7K
Value
$597.23K

Enterprise Products Partners L.P.
EPD
Shares Held
7K
Value
$221.48K

NextEra Energy, Inc.
NEE
Shares Held
7K
Value
$532.43K

DeFi Technologies Inc.
DEFT
Shares Held
7K
Value
$14.77K

Public Service Enterprise Group Incorporated
PEG
Shares Held
7K
Value
$573.37K

Realty Income Corporation
O
Shares Held
7K
Value
$411.80K

Comcast Corporation
CMCSA
Shares Held
7K
Value
$211.45K

The Home Depot, Inc.
HD
Shares Held
7K
Value
$2.71M

Enbridge Inc.
ENB
Shares Held
7K
Value
$336.99K

The Williams Companies, Inc.
WMB
Shares Held
7K
Value
$420.65K

Apollo Global Management, Inc.
APO
Shares Held
6K
Value
$835.75K

Constellation Energy Corporation
CEG
Shares Held
6K
Value
$2.06M

Halliburton Company
HAL
Shares Held
6K
Value
$148.71K

The Procter & Gamble Company
PG
Shares Held
6K
Value
$927.83K
