Stock Taper 
GOLDEN STATE WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Halliburton Company | HAL | 2.5K | $85.05K |
 Rockwell Automation, Inc. | ROK | 2.5K | $1.24M |
 McDonald's Corporation | MCD | 2.5K | $676.29K |
 EVgo, Inc. | EVGO | 2.5K | $4.78K |
 General Motors Company | GM | 2.43K | $187.39K |
 Sony Group Corporation | SONY | 2.42K | $48.57K |
 United Parcel Service, Inc. | UPS | 2.37K | $254.74K |
 GE Vernova Inc. | GEV | 2.36K | $2.77M |
 Edwards Lifesciences Corporation | EW | 2.29K | $207.24K |
 Lowe's Companies, Inc. | LOW | 2.27K | $500.48K |
 Corebridge Financial, Inc. | CRBG | 2.19K | $62.84K |
 Citigroup Inc. | C | 2.16K | $302.62K |
 Norwegian Cruise Line Holdings Ltd. | NCLH | 2.16K | $45.53K |
 GE Aerospace | GE | 2.14K | $800.1K |
 IonQ, Inc. | IONQ | 2.13K | $113.44K |
 First Horizon Corporation | FHN | 2.12K | $54.41K |
 Viking Holdings Ltd | VIK | 2.08K | $218.24K |
 Union Pacific Corporation | UNP | 2.07K | $562.71K |
 Xcel Energy Inc. | XEL | 2.03K | $162.77K |
 Moderna, Inc. | MRNA | 2.02K | $141.81K |