Golden State Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Golden State Wealth Management, LLC held in its portfolio 500 assets valued at $946,840,020 (i.e. $946.84M).
The most valuable assets in the portfolio included: FIRST TRUST ($124.47M), ISHARES CORE ($106.00M), and STATE STREET ($58.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 500 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Golden State Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TRUST | 2711733 | 124471706 | MF Closed and MF Open |
| ISHARES CORE | 515506 | 105999555 | MF Closed and MF Open |
| STATE STREET | 1251779 | 58951404 | MF Closed and MF Open |
| SPDR S&P | 82615 | 55178063 | MF Closed and MF Open |
| APPLE INC | 106108 | 28846611 | Common Stock |
| ALPHABET INC | 75241 | 23559163 | Common Stock |
| NVIDIA CORP | 117076 | 21834912 | Common Stock |
| INVESCO QQQ | 33327 | 20473440 | MF Closed and MF Open |
| ISHARES MSCI | 160950 | 20099561 | MF Closed and MF Open |
| AMAZON COM | 85897 | 19826784 | Common Stock |
| AMERICAN CENTURY | 148973 | 15935651 | MF Closed and MF Open |
| ISHARES RUSSELL | 64035 | 14806016 | MF Closed and MF Open |
| PRINCIPAL US | 207963 | 14235083 | MF Closed and MF Open |
| HARBOR LONG | 443414 | 13792147 | MF Closed and MF Open |
| INVESCO S&P | 164476 | 13714135 | MF Closed and MF Open |
| MICROSOFT CORP | 26502 | 12816998 | Common Stock |
| JPMORGAN BETABUILDERS | 86440 | 10645502 | MF Closed and MF Open |
| TESLA INC | 21293 | 9575995 | Common Stock |
| ISHARES S&P | 48909 | 8296166 | MF Closed and MF Open |
| WISDOMTREE US | 89257 | 7890933 | MF Closed and MF Open |
| BLACKSTONE INC | 50708 | 7816214 | Common Stock |
| JPMORGAN | 128799 | 7131708 | MF Closed and MF Open |
| AB ACTIVE | 257474 | 6461318 | MF Closed and MF Open |
| BROADCOM INC | 18304 | 6335274 | Common Stock |
| ISHARES INTL | 124711 | 6068975 | MF Closed and MF Open |
| META PLATFORMS | 9062 | 5981951 | Common Stock |
| JPMORGAN US | 94018 | 5940103 | MF Closed and MF Open |
| JANUS HENDERSON | 120604 | 5936520 | MF Closed and MF Open |
| VANGUARD DIVIDEND | 26924 | 5917351 | MF Closed and MF Open |
| RTX CORP | 30467 | 5587747 | Common Stock |
| WISDOMTREE FLOATING | 105899 | 5328885 | MF Closed and MF Open |
| APPLE INC | 19499 | 5300961 | COM |
| SPDR GOLD | 12990 | 5148061 | Common Stock |
| ISHARES 0-3 | 47260 | 4744026 | MF Closed and MF Open |
| VANGUARD S&P | 6786 | 4215205 | MF Closed and MF Open |
| JPMORGAN CHASE | 12928 | 4165753 | Common Stock |
| PALANTIR TECHNOLOGIES | 22841 | 4060000 | Common Stock |
| INVESCO AEROSPACE | 24339 | 3812240 | MF Closed and MF Open |
| PACER US | 61819 | 3719683 | MF Closed and MF Open |
| STRATEGY INC | 24060 | 3655922 | Common Stock |
| BERKSHIRE HATHAWAY | 7246 | 3642213 | Common Stock |
| NYLI MACKAY | 146149 | 3529726 | MF Closed and MF Open |
| COSTCO WHOLESALE | 3824 | 3297758 | Common Stock |
| WISDOMTREE TR | 36346 | 3250454 | US QTLY DIV GRT |
| AVANTIS INTL | 35922 | 2957268 | MF Closed and MF Open |
| SPDR SERIES TRUST | 30269 | 2908691 | STATE STREET SPD |
| HARBOR ETF TRUST | 79829 | 2483033 | LONG TERM GROWER |
| CONSTELLATION ENERGY | 6896 | 2436187 | Common Stock |
| HOME DEPOT | 7053 | 2427177 | Common Stock |
| FIDELITY MSCI | 11027 | 2369336 | MF Closed and MF Open |
| ISHARES U S | 43593 | 2311428 | MF Closed and MF Open |
| VISA INC | 6534 | 2291784 | Common Stock |
| FIRST TR EXCHANGE-TRADED FD | 59426 | 2277205 | SMID RISNG ETF |
| FIDELITY SMALL | 50995 | 2250426 | MF Closed and MF Open |
| WALMART INC | 19862 | 2212889 | Common Stock |
| PRINCIPAL QUALITY | 27850 | 2125066 | MF Closed and MF Open |
| SPDR DOW | 4286 | 2022022 | MF Closed and MF Open |
| SPDR INDEX | 19309 | 1981059 | MF Closed and MF Open |
| FIDELITY STOCKS | 39696 | 1964180 | MF Closed and MF Open |
| ADVANCED MICRO | 9010 | 1929581 | Common Stock |
| FIDELITY HIGH | 33605 | 1905113 | MF Closed and MF Open |
| CAPITAL GROUP | 59600 | 1816827 | MF Closed and MF Open |
| CATERPILLAR INC | 3075 | 1761592 | Common Stock |
| GABELLI EQUITY | 280194 | 1728801 | MF Closed and MF Open |
| WISDOMTREE U S | 31113 | 1727172 | MF Closed and MF Open |
| VANGUARD TOTAL | 15229 | 1695105 | MF Closed and MF Open |
| VANGUARD FTSE | 24872 | 1643786 | MF Closed and MF Open |
| GE VERNOVA | 2496 | 1631868 | Common Stock |
| BOEING COMPANY | 7449 | 1617504 | Common Stock |
| GLOBAL X | 39598 | 1611023 | MF Closed and MF Open |
| VANGUARD MID | 6176 | 1610935 | MF Closed and MF Open |
| WISDOMTREE INTL | 38606 | 1601415 | MF Closed and MF Open |
| FIDELITY TOTAL | 33517 | 1543137 | MF Closed and MF Open |
| T ROWE | 42329 | 1509986 | MF Closed and MF Open |
| PALO ALTO | 7905 | 1456101 | Common Stock |
| VANGUARD SMALL | 5573 | 1418254 | MF Closed and MF Open |
| VANGUARD GROWTH | 2889 | 1409606 | MF Closed and MF Open |
| AMERICAN EXPRESS | 3740 | 1383832 | Common Stock |
| FIDELITY MERRIMACK STR TR | 29867 | 1375077 | TOTAL BD ETF |
| WISDOMTREE YIELD | 31054 | 1367959 | MF Closed and MF Open |
| LOCKHEED MARTIN | 2787 | 1348383 | Common Stock |
| CHEVRON CORP | 8845 | 1348135 | Common Stock |
| FIRST TR EXCH TRADED FD III | 34646 | 1340542 | HORIZON DMST ETF |
| SPDR DEVELOPED | 30084 | 1336042 | MF Closed and MF Open |
| AMERICAN ELECTRIC | 11483 | 1324168 | Common Stock |
| BANK AMERICA | 23822 | 1310244 | Common Stock |
| PIMCO ENHANCED | 48899 | 1304628 | MF Closed and MF Open |
| EXXON MOBIL | 10791 | 1298704 | Common Stock |
| NYLI FTSE | 39543 | 1283174 | MF Closed and MF Open |
| NETFLIX INC | 12970 | 1216068 | Common Stock |
| HERCULES CAPITAL | 63656 | 1198023 | Common Stock |
| WISDOMTREE TR | 28047 | 1163379 | INTL QULTY DIV |
| FIRST TR EXCHANGE-TRADED FD | 67138 | 1142017 | WCM INTL EQUITY |
| GOLDMAN SACHS | 24424 | 1133043 | MF Closed and MF Open |
| HARTFORD TOTAL | 32431 | 1107521 | MF Closed and MF Open |
| APPLIED MATERIALS | 4286 | 1101672 | Common Stock |
| NVIDIA CORPORATION | 5862 | 1093180 | COM |
| SCHWAB US | 36687 | 1068931 | MF Closed and MF Open |
| TAIWAN SEMICONDUCTOR | 3482 | 1058166 | Common Stock |
| VANGUARD VALUE | 5446 | 1040301 | MF Closed and MF Open |
| MCKESSON CORP | 1268 | 1040225 | Common Stock |
| ELI LILLY | 959 | 1031438 | Common Stock |
| AMERICAN FINANCIAL | 7500 | 1025100 | Common Stock |
| FRANKLIN INTL | 27638 | 1017657 | MF Closed and MF Open |
| JOHNSON & JOHNSON | 4909 | 1015961 | Common Stock |
| WISDOMTREE TR | 22698 | 999823 | YIELD ENHANCD US |
| PIMCO ETF TR | 37018 | 987640 | MULTISECTOR BD |
| ROCKWELL AUTOMATION | 2501 | 973064 | Common Stock |
| VICTORY PORTFOLIOS II | 10645 | 968832 | VCSHS US 500 VOL |
| VERIZON COMMUNICATIONS | 23778 | 968517 | Common Stock |
| ISHARES GLOBAL | 7769 | 923458 | MF Closed and MF Open |
| APOLLO GLOBAL | 6258 | 905994 | Common Stock |
| FRANKLIN DYNAMIC | 35765 | 889478 | MF Closed and MF Open |
| VANGUARD INDEX FDS | 2639 | 884726 | TOTAL STK MKT |
| INTUITIVE SURGICAL | 1544 | 874645 | Common Stock |
| ISHARES TR | 1260 | 863140 | CORE S&P500 ETF |
| MCDONALDS CORP | 2823 | 862795 | Common Stock |
| SANDISK CORP | 3632 | 862165 | Common Stock |
| THERMO FISHER | 1464 | 848603 | Common Stock |
| VERTIV HOLDINGS | 5221 | 845890 | Common Stock |
| WALT DISNEY | 7395 | 841398 | Common Stock |
| SOUTHERN COMPANY | 9392 | 819022 | Common Stock |
| PIMCO EHNANCED | 7911 | 793859 | MF Closed and MF Open |
| PROCTER & GAMBLE | 5536 | 793481 | Common Stock |
| PIMCO SHORT | 15591 | 786291 | MF Closed and MF Open |
| EATON CORP | 2465 | 785401 | Common Stock |
| INVESCO SHORT | 7414 | 783292 | MF Closed and MF Open |
| FRANKLIN CLEARBRIDGE | 14405 | 780568 | MF Closed and MF Open |
| ISHARES TR | 5854 | 754157 | ESG MSCI KLD 400 |
| AVANTIS CORE | 17930 | 751692 | MF Closed and MF Open |
| MERCK & COMPANY | 7124 | 749874 | Common Stock |
| DUKE ENERGY | 6344 | 743621 | Common Stock |
| QUALCOMM INC | 4266 | 729865 | Common Stock |
| PGIM ULTRA | 14583 | 723188 | MF Closed and MF Open |
| VANGUARD FSTE | 13442 | 722659 | MF Closed and MF Open |
| SPDR EURO | 11200 | 721224 | MF Closed and MF Open |
| HILTON WORLDWIDE | 2507 | 720296 | Common Stock |
| ISHARES ESG | 7884 | 712837 | MF Closed and MF Open |
| INVESCO SOLAR | 14505 | 712486 | MF Closed and MF Open |
| GE AEROSPACE | 2267 | 698594 | Common Stock |
| CLEARBRIDGE LARGE | 8123 | 668826 | MF Closed and MF Open |
| ARISTA NETWORKS | 5063 | 663407 | Common Stock |
| AXON ENTERPRISE | 1166 | 662207 | Common Stock |
| ISHARES SILVER | 10209 | 657665 | Common Stock |
| NORTHROP GRUMMAN | 1132 | 645909 | Common Stock |
| TEXAS ROADHOUSE | 3890 | 645740 | Common Stock |
| VANGUARD RUSSELL | 6021 | 612310 | MF Closed and MF Open |
| TIC SOLUTIONS | 59919 | 605781 | Common Stock |
| AMGEN INC | 1827 | 598154 | Common Stock |
| GRANITE CONSTRUCTION | 5171 | 596480 | Common Stock |
| FIRST TR EXCHANGE-TRADED FD | 11857 | 592731 | FST LOW OPPT EFT |
| AMAZON COM INC | 2519 | 581436 | COM |
| VANGUARD HIGH | 4047 | 580901 | MF Closed and MF Open |
| JPMORGAN HEDGED | 8679 | 576546 | MF Closed and MF Open |
| NEXTERA ENERGY | 7141 | 573345 | Common Stock |
| ABBVIE INC | 2485 | 567938 | Common Stock |
| ISHARES 1-5 | 10736 | 567751 | MF Closed and MF Open |
| VANGUARD INTERMEDIATE | 7202 | 566129 | MF Closed and MF Open |
| BWX TECHNOLOGIES | 3245 | 560865 | Common Stock |
| ORACLE CORP | 2847 | 555078 | Common Stock |
| ISHARES GOLD | 6828 | 554230 | Common Stock |
| PUBLIC SERVICE | 6870 | 551661 | Common Stock |
| LOWES COMPANIES | 2281 | 550300 | Common Stock |
| DELL TECHNOLOGIES | 4356 | 548333 | Common Stock |
| SCHWAB STRATEGIC TR | 19969 | 547743 | US DIVIDEND EQ |
| GOLDMAN SACHS ETF TR | 13026 | 542142 | ACTIVEBETA EME |
| DOVER CORP | 2731 | 533326 | Common Stock |
| GLOBAL X FDS | 10400 | 528919 | ARTIFICIAL ETF |
| UNITEDHEALTH GROUP | 1597 | 527275 | Common Stock |
| ISHARES TECHNOLOGY | 2625 | 524273 | MF Closed and MF Open |
| MORGAN STANLEY | 2945 | 522923 | Common Stock |
| ISHARES A I | 15702 | 522886 | MF Closed and MF Open |
| INVESCO INTL | 23718 | 521816 | MF Closed and MF Open |
| ALPHABET INC | 1631 | 511840 | CAP STK CL C |
| INVESCO DORSEY | 6665 | 511574 | MF Closed and MF Open |
| UNION PACIFIC CORP | 2202 | 509531 | Common Stock |
| JANUS DETROIT | 6482 | 501848 | MF Closed and MF Open |
| SPDR EMERGING | 10715 | 501589 | MF Closed and MF Open |
| CUMMINS INC | 977 | 499187 | Common Stock |
| LINDE PLC | 1167 | 497741 | Common Stock |
| NUCOR CORP | 3032 | 494712 | Common Stock |
| U S TREASURY | 9865 | 492107 | MF Closed and MF Open |
| LAM RESEARCH | 2872 | 491715 | Common Stock |
| MICRON TECHNOLOGY INC | 1708 | 487701 | Common Stock |
| FIDELITY ENHANCED | 12068 | 480261 | MF Closed and MF Open |
| ARM HOLDINGS | 4370 | 477685 | Common Stock |
| MICRON TECHNOLOGY INC | 1657 | 473064 | COM |
| CROWDSTRIKE HOLDINGS | 991 | 464543 | Common Stock |
| AMERICAN HEALTHCARE | 9815 | 461928 | Common Stock |
| DIMENSIONAL US | 11018 | 458370 | MF Closed and MF Open |
| ISHARES BITCOIN | 9170 | 455292 | MF Closed and MF Open |
| INTL BUSINESS | 1528 | 452897 | Common Stock |
| INNOVATOR EQUITY | 12278 | 452587 | MF Closed and MF Open |
| WELLS FARGO | 4746 | 442396 | Common Stock |
| PGIM AAA | 8619 | 441810 | MF Closed and MF Open |
| ISHARES TR | 5844 | 439223 | ESG EAFE ETF |
| TJX COS | 2838 | 436065 | Common Stock |
| REALTY INCOME | 7680 | 432966 | Common Stock |
| PEPSICO INC | 2984 | 428315 | Common Stock |
| BECTON DICKINSON | 2192 | 425419 | Common Stock |
| REDDIT INC | 1835 | 421812 | Common Stock |
| BLACKROCK ETF TRUST | 6892 | 419123 | ISHARES US EQUIT |
| ISHARES TR | 1818 | 419039 | LOW CARBON OPTIM |
| ISHARES TR | 17909 | 418786 | ESG AWRE USD ETF |
| ISHARES INTEREST | 4848 | 417981 | MF Closed and MF Open |
| HARTFORD FDS EXCHANGE TRADED | 11747 | 401161 | TOTAL RTRN ETF |
| VANECK ETF TRUST | 16184 | 393850 | GREEN BOND ETF |
| WILLIAMS COS | 6508 | 391210 | Common Stock |
| MASTERCARD INC | 684 | 390907 | Common Stock |
| AON PLC | 1105 | 390141 | Common Stock |
| PHILIP MORRIS | 2352 | 377404 | Common Stock |
| ISHARES IBOXX | 4458 | 376794 | MF Closed and MF Open |
| CISCO SYSTEMS | 4881 | 376002 | Common Stock |
| SCHWAB INTL | 15544 | 375465 | MF Closed and MF Open |
| FRANKLIN ETF TR | 4121 | 375008 | SHRT DUR US GOVT |
| FIRST TR EXCHNG TRADED FD VI | 10721 | 367301 | FT VEST LADDERED |
| ISHARES CALIFORNIA | 6363 | 365629 | MF Closed and MF Open |
| ISHARES SEMICONDUCTOR | 1211 | 364980 | MF Closed and MF Open |
| HONEYWELL INTL | 1858 | 362629 | Common Stock |
| NIKE INC | 5653 | 360211 | Common Stock |
| FS CREDIT | 56759 | 357586 | MF Closed and MF Open |
| COCA COLA COMPANY | 5093 | 356092 | Common Stock |
| KNIFE RIVER | 5028 | 353726 | Common Stock |
| CAPITAL ONE | 1448 | 351136 | Common Stock |
| WISDOMTREE TR | 6782 | 349959 | US MIDCAP DIVID |
| VULCAN MATERIALS | 1225 | 349670 | Common Stock |
| NUVEEN ESG | 4828 | 349172 | MF Closed and MF Open |
| VISA INC | 992 | 347992 | COM CL A |
| ISHARES 1-3YR | 4198 | 347683 | MF Closed and MF Open |
| SCHWAB EMERGING | 10447 | 342168 | MF Closed and MF Open |
| PFIZER INC | 13740 | 342135 | Common Stock |
| ISHARES TR | 4905 | 340540 | CORE DIV GRWTH |
| SELECT SECTOR SPDR TR | 2145 | 331989 | STATE STREET HEA |
| ISHARES TR | 2693 | 331943 | S&P 500 GRWT ETF |
| VANECK FALLEN | 11279 | 331228 | MF Closed and MF Open |
| ULTA BEAUTY | 537 | 324889 | Common Stock |
| ISHARES TR | 4533 | 323681 | EAFE VALUE ETF |
| TERADYNE INC | 1638 | 317170 | Common Stock |
| CONOCOPHILLIPS | 3358 | 314423 | Common Stock |
| CLEVELAND CLIFFS | 23653 | 314112 | Common Stock |
| ENBRIDGE INC | 6539 | 312792 | Common Stock |
| DOUBLELINE INCOME | 27746 | 312702 | MF Closed and MF Open |
| ISHARES CURRENCY | 7295 | 301726 | MF Closed and MF Open |
| NUSHARES ETF TR | 6264 | 299084 | NUVEEN ESG MIDCP |
| SPDR BRIDGEWATER | 10862 | 298609 | MF Closed and MF Open |
| MICROSOFT CORP | 614 | 297153 | COM |
| ALTRIA GROUP | 5071 | 292412 | Common Stock |
| ISHARES 20 | 3306 | 288178 | MF Closed and MF Open |
| VANGUARD MUNICIPAL | 5730 | 288170 | MF Closed and MF Open |
| XTRACKERS MSCI | 5967 | 287089 | MF Closed and MF Open |
| ARK INNOVATION | 3679 | 282989 | MF Closed and MF Open |
| STARBUCKS CORP | 3355 | 282539 | Common Stock |
| COSTAR GROUP INC | 4173 | 280593 | Common Stock |
| DEERE & CO | 602 | 280332 | Common Stock |
| FIRST TR EXCH TRADED FD III | 7917 | 279710 | HORIZON MNGD ETF |
| ABBOTT LABORATORIES | 2185 | 273876 | Common Stock |
| SEMPRA | 3095 | 273262 | Common Stock |
| VICTORYSHARES US | 3771 | 272438 | MF Closed and MF Open |
| GOLDMAN SACHS | 305 | 268467 | Common Stock |
| VANGUARD MATERIALS | 1255 | 260518 | MF Closed and MF Open |
| UNITED PARCEL | 2614 | 259282 | Common Stock |
| MARKEL GROUP | 120 | 257958 | Common Stock |
| NUSHARES ETF TR | 2625 | 256711 | NUVEEN ESG LRGCP |
| VANGUARD WORLD FD | 1209 | 255420 | CONSUM STP ETF |
| BLACKROCK FDG | 238 | 255327 | Common Stock |
| FIDELITY COVINGTON | 6724 | 254033 | MF Closed and MF Open |
| VANGUARD MEGA | 1218 | 252453 | MF Closed and MF Open |
| PROSHARES S&P | 2423 | 252162 | MF Closed and MF Open |
| SALESFORCE INC | 949 | 251509 | Common Stock |
| VANGUARD LARGE | 792 | 249424 | MF Closed and MF Open |
| MARRIOTT INTL | 798 | 247671 | Common Stock |
| ISHARES TR | 1662 | 247544 | ESG AWR MSCI USA |
| FIRST TR EXCH TRADED FD III | 3473 | 246570 | LNG/SHT EQUITY |
| ISHARES SELECT | 1745 | 246289 | MF Closed and MF Open |
| 3M COMPANY | 1520 | 243416 | Common Stock |
| VANECK MERK | 5853 | 242783 | MF Closed and MF Open |
| KKR & CO INC | 1902 | 242410 | COM |
| VANGUARD MORTGAGE | 5129 | 241519 | MF Closed and MF Open |
| CITIGROUP INC | 2031 | 237084 | Common Stock |
| INTUIT INC | 349 | 231266 | Common Stock |
| ISHARES TR | 1159 | 230176 | MSCI USA QLT FCT |
| QUANTA SERVICES | 540 | 227913 | Common Stock |
| BROOKFIELD CORP | 4958 | 227521 | Common Stock |
| ENTERPRISE PRODUCTS | 7088 | 227255 | Oil & Gas, Real Estate and REIT |
| BLACKROCK ETF TRUST | 3063 | 226945 | ISHARES US CARBO |
| WASTE MANAGEMENT | 1029 | 226176 | Common Stock |
| KKR & CO | 1770 | 225640 | Common Stock |
| BITMINE IMMERSION | 8268 | 224477 | Common Stock |
| ISHARES TR | 1056 | 224051 | S&P 500 VAL ETF |
| SIMPLIFY HEDGED | 6986 | 223906 | MF Closed and MF Open |
| SSGA ACTIVE ETF TR | 4364 | 215817 | STATE STREET GLO |
| AMPHENOL CORP | 1592 | 215143 | Common Stock |
| BLUEROCK PRIVATE | 14303 | 214545 | MF Closed and MF Open |
| WESTERN DIGITAL | 1240 | 213767 | Common Stock |
| ISHARES FLEXIBLE | 4034 | 212926 | MF Closed and MF Open |
| LATTICE STRATEGIES TR | 5736 | 212090 | HARTFORD MLT ETF |
| AMERICAN EXPRESS CO | 570 | 210821 | COM |
| VANGUARD HEALTH | 731 | 210420 | MF Closed and MF Open |
| ISHARES TR | 4333 | 207316 | ESG AWR US AGRGT |
| PAYPAL HOLDINGS | 3550 | 207301 | Common Stock |
| INVESCO NASDAQ | 818 | 207079 | MF Closed and MF Open |
| NORDSON CORP | 857 | 206049 | Common Stock |
| DARDEN RESTAURANTS | 1119 | 205962 | Common Stock |
| ISHARES TR | 1910 | 204599 | NATIONAL MUN ETF |
| TE CONNECTIVITY | 890 | 202537 | Common Stock |
| NEW YORK LIFE INVESTMENTS ET | 5713 | 200931 | NYLI CANDRIAM IN |
| JPMORGAN ACTIVE | 2159 | 200377 | MF Closed and MF Open |
| VANECK GOLD | 2333 | 200177 | MF Closed and MF Open |
| SELECT SECTOR SPDR TR | 1290 | 200105 | STATE STREET IND |
| FREEPORT MCMORAN | 3875 | 196845 | Common Stock |
| ISHARES MBS | 2060 | 196241 | MF Closed and MF Open |
| COLUMBIA BANKING SYS INC | 7018 | 196153 | Common Stock |
| T-MOBILE US | 961 | 195193 | Common Stock |
| JOHNSON CONTROLS | 1624 | 194549 | Common Stock |
| COHEN & STEERS | 11383 | 191906 | MF Closed and MF Open |
| NYLI CANDRIAM | 5439 | 191332 | MF Closed and MF Open |
| ILLINOIS TOOL | 774 | 190722 | Common Stock |
| BOOKING HOLDINGS | 35 | 190007 | Common Stock |
| EDWARDS LIFESCIENCES | 2209 | 188317 | Common Stock |
| CION INVESTMENT | 19312 | 186753 | Common Stock |
| LPL FINANCIAL | 519 | 185372 | Common Stock |
| AMPLIFY CEF | 15894 | 182947 | MF Closed and MF Open |
| BUTTERFLY NETWORK | 48000 | 182400 | Common Stock |
| SHOPIFY INC | 1106 | 178033 | Common Stock |
| TRICO BANCSHARES | 3714 | 175966 | Common Stock |
| GE HEALTHCARE | 2118 | 173720 | Common Stock |
| ADOBE INC | 488 | 170799 | Common Stock |
| AT&T INC | 6632 | 164741 | Common Stock |
| FS KKR | 11086 | 164185 | Common Stock |
| HERSHEY COMPANY | 901 | 164055 | Common Stock |
| BRISTOL MYERS | 3027 | 163281 | Common Stock |
| L3HARRIS TECHNOLOGIES | 553 | 162367 | Common Stock |
| AEROVIRONMENT INC | 660 | 159647 | Common Stock |
| CHUBB LTD | 505 | 157620 | Common Stock |
| KIMBERLY CLARK | 1560 | 157426 | Common Stock |
| AERCAP HOLDINGS | 1089 | 156572 | Common Stock |
| INTEL CORP | 4239 | 156424 | Common Stock |
| AST SPACEMOBILE | 2121 | 154048 | Common Stock |
| DIMENSIONAL WORLD | 4700 | 153843 | MF Closed and MF Open |
| TEXAS INSTRUMENTS | 881 | 153001 | Common Stock |
| ISHARES 10-20YR | 1496 | 152119 | MF Closed and MF Open |
| ISHARES INC | 4370 | 151903 | MF Closed and MF Open |
| REPUBLIC SERVICES | 714 | 151349 | Common Stock |
| BLACKSKY TECHNOLOGY | 8000 | 150000 | Common Stock |
| ACCENTURE PLC | 558 | 149780 | Common Stock |
| AMPLIFY CWP | 3333 | 148337 | MF Closed and MF Open |
| MONDELEZ INTERNATIONAL | 2752 | 148166 | Common Stock |
| PACER TRENDPILOT | 2662 | 147977 | MF Closed and MF Open |
| VIKING HOLDINGS | 2067 | 147605 | Common Stock |
| AMERICAN WATER | 1126 | 146990 | Common Stock |
| GILEAD SCIENCES | 1196 | 146877 | Common Stock |
| VANECK SHORT | 8414 | 146494 | MF Closed and MF Open |
| ALPS OSHARE | 2774 | 145877 | MF Closed and MF Open |
| UBS GROUP | 3144 | 145599 | Common Stock |
| INVESCO EXCHANGE | 5639 | 145562 | MF Closed and MF Open |
| VANGUARD EMERGING | 2145 | 144670 | MF Closed and MF Open |
| VANGUARD INFORMATION | 191 | 143979 | MF Closed and MF Open |
| UBER TECHNOLOGIES | 1749 | 142912 | Common Stock |
| ELECTRONIC ARTS | 695 | 142009 | Common Stock |
| CARNIVAL CORP | 4496 | 137308 | Common Stock |
| ASTRAZENECA PLC | 1484 | 136424 | Common Stock |
| ISHARES CONV | 1383 | 136293 | MF Closed and MF Open |
| VANECK SEMICONDUCTOR | 376 | 135436 | MF Closed and MF Open |
| XCEL ENERGY | 1823 | 134706 | Common Stock |
| PHILLIPS 66 | 1039 | 134088 | Common Stock |
| VANECK OIL | 469 | 133623 | MF Closed and MF Open |
| ISHARES 7-10YR | 1379 | 132634 | MF Closed and MF Open |
| JPMORGAN LTD | 2530 | 132417 | MF Closed and MF Open |
| WISDOMTREE MANAGED | 3479 | 132270 | MF Closed and MF Open |
| CSX CORP | 3641 | 131995 | Common Stock |
| AMERICAN TOWER | 747 | 131150 | Common Stock |
| UNITED RENTALS | 161 | 130303 | Common Stock |
| ROYAL CARIBBEAN | 465 | 129698 | Common Stock |
| WHEATON PRECIOUS | 1100 | 129272 | Common Stock |
| ISHARES BIOTECHNOLOGY | 763 | 128774 | MF Closed and MF Open |
| ARK NEXT | 868 | 128231 | MF Closed and MF Open |
| ASML HOLDING | 116 | 124231 | Common Stock |
| AMERICAN INTL | 1448 | 123960 | Common Stock |
| WELLTOWER INC | 663 | 123219 | Common Stock |
| HUBBELL INC | 275 | 122132 | Common Stock |
| NOVO NORDISK | 2389 | 121552 | Common Stock |
| ANNALY CAPITAL | 5407 | 120901 | Common Stock |
| COMCAST CORP | 4020 | 120163 | Common Stock |
| SIMPLIFY TREASURY | 5067 | 120124 | MF Closed and MF Open |
| U S BANCORP DE | 2228 | 118898 | Common Stock |
| PNC FINANCIAL | 562 | 117313 | Common Stock |
| PUBLIC STORAGE | 447 | 116205 | Common Stock |
| MITSUBISHI UFJ | 7316 | 116032 | Common Stock |
| TRAVELERS COS | 400 | 116023 | Common Stock |
| EQT CORP | 2163 | 115937 | Common Stock |
| MARVELL TECHNOLOGY | 1360 | 115591 | Common Stock |
| AUTOMATIC DATA | 447 | 114982 | Common Stock |
| NATERA INC | 500 | 114545 | Common Stock |
| PARKER-HANNIFIN CORP | 129 | 113395 | Common Stock |
| VERTEX PHARMACEUTICALS | 250 | 113340 | Common Stock |
| PIMCO DYNAMIC | 6264 | 110937 | MF Closed and MF Open |
| EXPEDIA GROUP | 389 | 110383 | Common Stock |
| WELLS FARGO | 91 | 110292 | Preferred Stock |
| VANGUARD ULTRA | 2211 | 110210 | MF Closed and MF Open |
| GRAB HOLDINGS | 22000 | 109780 | Common Stock |
| FIRST CITIZENS | 51 | 109567 | Common Stock |
| PROLOGIS INC | 850 | 108535 | Common Stock |
| ISHARES AEROSPACE | 491 | 105413 | MF Closed and MF Open |
| W P CAREY | 1636 | 105312 | Common Stock |
| DOORDASH INC | 464 | 105087 | Common Stock |
| INNOVATOR NASDAQ | 3052 | 104624 | MF Closed and MF Open |
| FEDEX CORP | 360 | 104007 | Common Stock |
| METLIFE INC | 1310 | 103482 | Common Stock |
| ABERDEEN PHYSICAL | 1529 | 103422 | MF Closed and MF Open |
| CVS HEALTH | 1302 | 103327 | Common Stock |
| VANGUARD SHORT | 1362 | 101584 | MF Closed and MF Open |
| PROGRESSIVE CORP | 441 | 100622 | Common Stock |
| UNILEVER PLC | 1526 | 99835 | Common Stock |
| ALLIANCE BERNSTEIN | 2594 | 99833 | Oil & Gas, Real Estate and REIT |
| APPLOVIN CORP | 148 | 99725 | Common Stock |
| ALERIAN MLP | 2096 | 98569 | MF Closed and MF Open |
| VICTORYSHARES FREE | 2500 | 98450 | MF Closed and MF Open |
| ISHARES NATIONAL | 918 | 98394 | MF Closed and MF Open |
| LUMENTUM HOLDINGS | 266 | 98045 | Common Stock |
| NOVARTIS AG | 710 | 97889 | Common Stock |
| INVESCO VARIABLE | 3883 | 97464 | MF Closed and MF Open |
| HARTFORD MULTIFACTOR | 2628 | 97174 | MF Closed and MF Open |
| NOKIA CORP | 14999 | 97045 | Common Stock |
| SMUCKER JM | 991 | 96933 | Common Stock |
| MSCI INC | 168 | 96426 | Common Stock |
| TRUIST FINANCIAL | 1956 | 96296 | Common Stock |
| LEIDOS HOLDINGS | 533 | 96153 | Common Stock |
| U S GLOBAL | 3361 | 94358 | MF Closed and MF Open |
| MARATHON PETROLEUM | 579 | 94302 | Common Stock |
| LAS VEGAS SANDS | 1445 | 94077 | Common Stock |
| ARES CAPITAL | 4630 | 93665 | Common Stock |
| LIBERTY ALL-STAR | 14895 | 93541 | MF Closed and MF Open |
| ANHEUSER BUSCH | 1458 | 93416 | Common Stock |
| SPOTIFY TECHNOLOGY | 159 | 92333 | Common Stock |
| FLEXSHARES MORNINGSTAR | 997 | 91974 | MF Closed and MF Open |
| IONQ INC | 2043 | 91670 | Common Stock |
| S&P GLOBAL | 175 | 91643 | Common Stock |
| KINDER MORGAN | 3300 | 90729 | Common Stock |
| PENNANTPARK FLOATING | 9756 | 90438 | Common Stock |
| CANADIAN PACIFIC | 1213 | 89314 | Common Stock |
| CONSOLIDATED EDISON | 896 | 89023 | Common Stock |
| NASDAQ INC | 909 | 88336 | Common Stock |
| FLAHERTY & CRUMRINE | 4208 | 87486 | MF Closed and MF Open |
| MEDTRONIC PLC | 909 | 87326 | Common Stock |
| GENERAC HOLDINGS | 640 | 87277 | Common Stock |
| SYNOPSYS INC | 184 | 86427 | Common Stock |
| COLGATE-PALMOLIVE | 1086 | 85822 | Common Stock |
| FLUENCE ENERGY | 4300 | 85054 | Common Stock |
| ISHARES TRUST | 1609 | 84678 | MF Closed and MF Open |
| OSCAR HEALTH | 5850 | 84065 | Common Stock |
| QORVO INC | 994 | 84003 | Common Stock |
| CORTEVA INC | 1251 | 83903 | Common Stock |
| ALIBABA GROUP | 571 | 83724 | Common Stock |
| TCW TR | 870 | 83655 | MF Closed and MF Open |
| AUTODESK INC | 282 | 83475 | Common Stock |
| DUOLINGO INC | 475 | 83363 | Common Stock |
| FIRST INTERSTATE | 2401 | 83077 | Common Stock |
| ANALOG DEVICES | 303 | 82428 | Common Stock |
| TARGET CORP | 836 | 81775 | Common Stock |
| COINBASE GLOBAL | 361 | 81639 | Common Stock |
| ISHARES RUSS | 571 | 80654 | MF Closed and MF Open |
| DRAFTKINGS INC | 2316 | 79809 | Common Stock |
| SHELL PLC | 1074 | 78950 | Common Stock |
| TOTALENERGIES SE | 1195 | 78229 | Common Stock |
| CHENIERE ENERGY | 402 | 78145 | Common Stock |
| SUPER MICRO | 2623 | 76775 | Common Stock |
| JOBY AVIATION | 5800 | 76560 | Common Stock |
| GRAYSCALE BITCOIN | 1214 | 76056 | Common Stock |
| JD.COM INC | 2642 | 75825 | Common Stock |
| VANECK JR | 665 | 75664 | MF Closed and MF Open |
| INVESCO SEMICONDUCTORS | 957 | 75543 | MF Closed and MF Open |
| GENERAL DYNAMICS | 224 | 75434 | Common Stock |
| TOYOTA MOTOR | 349 | 74707 | Common Stock |
| INTL PAPER | 1883 | 74193 | Common Stock |
| WILLIS TOWERS | 225 | 73935 | Common Stock |
| ISHARES BROAD | 1514 | 73494 | MF Closed and MF Open |
| HALEON PLC | 7236 | 73165 | Common Stock |
| VANECK | 4431 | 73158 | MF Closed and MF Open |
| DIAGEO PLC | 840 | 72467 | Common Stock |
| BARINGS BDC | 7843 | 72003 | Common Stock |
| PACER U S | 1620 | 71879 | MF Closed and MF Open |
| STEEL DYNAMICS INC | 423 | 71677 | Common Stock |
| TEXTRON INC | 822 | 71654 | Common Stock |
| NEWMONT CORP | 711 | 70993 | Common Stock |
| HALLIBURTON COMPANY | 2505 | 70791 | Common Stock |
| VANGUARD TAX | 705 | 70683 | MF Closed and MF Open |
| DOLLAR GENL | 530 | 70492 | Common Stock |
| SCHWAB CHARLES | 705 | 70473 | Common Stock |
| ISHARES CHINA | 1825 | 69879 | MF Closed and MF Open |
| ROBINHOOD MARKETS | 611 | 69104 | Common Stock |
| CAMECO CORP | 750 | 68633 | Common Stock |
| VANECK DIGITAL | 4147 | 68559 | MF Closed and MF Open |
| RIO TINTO | 854 | 68346 | Common Stock |
| SHERWIN WILLIAMS | 210 | 68141 | Common Stock |
| STRYKER CORP | 193 | 67989 | Common Stock |
| TRANSDIGM GROUP | 50 | 67553 | Common Stock |
| SOUTHWEST AIRLINES | 1619 | 66914 | Common Stock |
| BLACKROCK CORP | 7514 | 66875 | MF Closed and MF Open |
| COREBRIDGE FINANCIAL | 2195 | 66223 | Common Stock |
| INVESCO SENIOR | 3153 | 66213 | MF Closed and MF Open |
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