GOLDEN STATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SRE | 3K | $312.79K |
 | BWXT | 3K | $630.55K |
 | PEP | 3K | $475.01K |
 | MU | 3K | $553.71K |
 | COP | 3K | $312.69K |
 | KMI | 3K | $93.36K |
 | UBS | 3K | $131.16K |
 | NUE | 3K | $426.86K |
 | CAT | 3K | $1.50M |
 | MDLZ | 3K | $189.81K |
 | ORCL | 3K | $851.67K |
 | MS | 3K | $466.93K |
 | ET | 3K | $50.09K |
 | SOUN | 3K | $46.87K |
 | LRCX | 3K | $387.24K |
 | TJX | 3K | $415.29K |
 | NCLH | 3K | $69.92K |
 | LMT | 3K | $1.39M |
 | MCD | 3K | $843.18K |
 | GWH | 3K | $4.13K |
Sempra
SRE
Shares Held
3K
Value
$312.79K
BWX Technologies, Inc.
BWXT
Shares Held
3K
Value
$630.55K
PepsiCo, Inc.
PEP
Shares Held
3K
Value
$475.01K
Micron Technology, Inc.
MU
Shares Held
3K
Value
$553.71K
ConocoPhillips
COP
Shares Held
3K
Value
$312.69K
Kinder Morgan, Inc.
KMI
Shares Held
3K
Value
$93.36K
UBS Group AG
UBS
Shares Held
3K
Value
$131.16K
Nucor Corporation
NUE
Shares Held
3K
Value
$426.86K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.50M
Mondelez International, Inc.
MDLZ
Shares Held
3K
Value
$189.81K
Oracle Corporation
ORCL
Shares Held
3K
Value
$851.67K
Morgan Stanley
MS
Shares Held
3K
Value
$466.93K
Energy Transfer LP
ET
Shares Held
3K
Value
$50.09K
SoundHound AI, Inc.
SOUN
Shares Held
3K
Value
$46.87K
Lam Research Corporation
LRCX
Shares Held
3K
Value
$387.24K
The TJX Companies, Inc.
TJX
Shares Held
3K
Value
$415.29K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
3K
Value
$69.92K
Lockheed Martin Corporation
LMT
Shares Held
3K
Value
$1.39M
McDonald's Corporation
MCD
Shares Held
3K
Value
$843.18K
ESS Tech, Inc.
GWH
Shares Held
3K
Value
$4.13K