Stock Taper 
GOLDEN STATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Southern Company | SO | 9.44K | $903.69K |
 Advanced Micro Devices, Inc. | AMD | 9.81K | $5.7M |
 PennantPark Floating Rate Capital Ltd. | PFLT | 9.85K | $73.69K |
 Carnival Corporation & plc | CCL | 9.89K | $282.7K |
 Exxon Mobil Corporation | XOM | 10.83K | $1.48M |
 FS KKR Capital Corp. | FSK | 11.17K | $117.32K |
 Pfizer Inc. | PFE | 11.29K | $271.94K |
 Netflix, Inc. | NFLX | 11.41K | $814.67K |
 Alphabet Inc. | GOOG | 11.83K | $4.18M |
 American Electric Power Company, Inc. | AEP | 11.83K | $1.62M |
 JPMorgan Chase & Co. | JPM | 13.51K | $4.42M |
 Douglas Elliman Inc. | DOUG | 15K | $26.55K |
 iShares Defense Industrials Act | IDEF | 15.22K | $483.78K |
 Firefly Aerospace Inc. | FLY | 16.11K | $473.57K |
 Intuitive Machines, Inc. | LUNR | 17.99K | $384.72K |
 Walmart Inc. | WMT | 18.15K | $2.06M |
 Broadcom Inc. | AVGO | 18.8K | $7.1M |
 Bank of America Corporation | BAC | 19.62K | $1.12M |
 CION Investment Corporation | CION | 20.05K | $124.88K |
 NuScale Power Corporation | SMR | 20.4K | $204.6K |