StockDriftsStockDriftsTop 50 Golden State Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.23% | 101.3K | $66.2M | +1.48%(+1.48K) | $586.51(+27.15%) | 2026-03-31 | |
| SPY | STATE STREET | 5.1% | 71.7K | $46.6M | -8.91%(-7.01K) | $585.91(+26.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.39% | 122.3K | $31.0M | -2.61%(-3.28K) | $232.35(+28.63%) | 2026-03-31 | |
| AGG | ISHARES CORE | 2.76% | 254.6K | $25.3M | -3.33%(-8.76K) | $99.08(-0.41%) | 2026-03-31 | |
| FVD | FIRST TRUST | 2.48% | 483.1K | $22.7M | +3.01%(+14.11K) | $44.69(+4.80%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.24% | 117.6K | $20.5M | -4.36%(-5.36K) | $132.02(+71.06%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.07% | 65.9K | $18.9M | +1.81%(+1.17K) | $176.93(+127.56%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2% | 87.7K | $18.3M | -0.82%(-724) | $204.10(+32.35%) | 2026-03-31 | |
| QQQ | INVESCO QQQ | 1.98% | 31.4K | $18.1M | -5.85%(-1.95K) | $499.50(+43.08%) | 2026-03-31 | |
| WINN | HARBOR ETF TRUST | 1.68% | 554.6K | $15.4M | +5.98%(+31.31K) | $26.86(+21.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.16% | +30.07% |
| Top 20 Holdings Unweighted | +11.21% | +37.55% |
Sign up free to track Golden State Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.