Goldstein Advisors, LLC Portfolio Holdings

Goldstein Advisors, LLC

  • $744 Billion
  • Q2 2025

Goldstein Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $744 Billion distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $69B, Goldman Sachs ETF Tr Activebet with a value of $67.8B, J P Morgan Exchange Traded Fd with a value of $56.3B, Victory Portfolios Ii with a value of $55.9B, and Ishares Msci Usa Quality Facto with a value of $54.6B.

Examining the 13F form we can see an increase of $60.3B in the current position value, from $684B to 744B.

Goldstein Advisors, LLC is based out at Madison, WI

Below you can find more details about Goldstein Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $744 Billion
ETFs: $517 Billion
Technology: $21.8 Billion
Financial Services: $8.37 Billion
Communication Services: $5.93 Billion
Consumer Cyclical: $5.78 Billion
Healthcare: $4.81 Billion
Industrials: $3.74 Billion
Utilities: $2.6 Billion
Other: $2.98 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$56.3 Billion 7.57% of portfolio
-
Q2 2025 Reduced 8.34%
$456B
$5.01 Billion 0.67% of portfolio
31,720
Q2 2025 Added 0.3%
$3.95T
$4.84 Billion 0.65% of portfolio
9,731
Q2 2025 Reduced 10.37%
$3.69T
$4.44 Billion 0.6% of portfolio
21,639
Q2 2025 Reduced 27.51%
$423B
$3.64 Billion 0.49% of portfolio
5
Q1 2025 New
$2.26T
$2.3 Billion 0.31% of portfolio
10,465
Q2 2025 Reduced 12.48%
$1.78T
$1.68 Billion 0.23% of portfolio
2,276
Q2 2025 Added 10.75%
$1.21T
$1.4 Billion 0.19% of portfolio
7,946
Q2 2025 Reduced 39.78%
$127B
$1.39 Billion 0.19% of portfolio
5,032
Q2 2025 Reduced 18.34%
$1.24T
$1.26 Billion 0.17% of portfolio
7,130
Q2 2025 Added 3.69%
$859B
$1.19 Billion 0.16% of portfolio
4,101
Q2 2025 Reduced 0.29%
$16.3B
$1.08 Billion 0.15% of portfolio
17,920
Q2 2025 Reduced 2.71%
$73.5B
$1.15 Billion 0.15% of portfolio
10,873
Q2 2025 Reduced 0.4%
-
$918 Million 0.12% of portfolio
-
Q2 2025 Reduced 0.15%
$3.08B
$920 Million 0.12% of portfolio
10,408
Q2 2025 Reduced 20.23%
$621B
$655 Million 0.09% of portfolio
1,349
Q2 2025 Reduced 3.78%
$439B
$667 Million 0.09% of portfolio
674
Q2 2025 Reduced 16.48%
$545B
$683 Million 0.09% of portfolio
510
Q2 2025 Reduced 11.46%
$551B
$655 Million 0.09% of portfolio
1,845
Q2 2025 Reduced 19.04%
$93.6B
$627 Million 0.08% of portfolio
1,231
Q2 2025 Reduced 17.88%
$222B
$571 Million 0.08% of portfolio
1,953
Q2 2025 Added 6.08%
$136B
$612 Million 0.08% of portfolio
1,748
Q2 2025 Reduced 12.9%
$1.08T
$565 Million 0.08% of portfolio
1,780
Q2 2025 Added 26.69%
$351B
$622 Million 0.08% of portfolio
3,352
Q2 2025 Reduced 38.79%
$405B
$612 Million 0.08% of portfolio
1,670
Q2 2025 Reduced 32.82%
$1.27T
$540 Million 0.07% of portfolio
2,385
Q2 2025 Added 13.19%
$452B
$553 Million 0.07% of portfolio
3,619
Q2 2025 Reduced 0.96%
$608B
$496 Million 0.07% of portfolio
636
Q2 2025 Reduced 4.36%
$7.33B
$529 Million 0.07% of portfolio
9,956
Q2 2025 Reduced 18.75%
$281B
$468 Million 0.06% of portfolio
4,788
Q2 2025 Added 0.1%
$261B
$473 Million 0.06% of portfolio
2,595
Q2 2025 Reduced 1.41%
$442B
$480 Million 0.06% of portfolio
4,455
Q2 2025 Reduced 10.07%
$207B
$440 Million 0.06% of portfolio
3,549
Q2 2025 Reduced 3.32%
$118B
$468 Million 0.06% of portfolio
179
Q2 2025 Reduced 2.72%
$548B
$415 Million 0.06% of portfolio
739
Q2 2025 Reduced 51.95%
$87.2B
$370 Million 0.05% of portfolio
1,910
Q2 2025 New
$229B
$338 Million 0.05% of portfolio
2,312
Q2 2025 Reduced 67.88%
$202B
$370 Million 0.05% of portfolio
2,805
Q2 2025 Added 6.78%
$85.6B
$337 Million 0.05% of portfolio
1,021
Q2 2025 Reduced 6.42%
$210B
$395 Million 0.05% of portfolio
1,341
Q2 2025 Reduced 0.3%
$124B
$371 Million 0.05% of portfolio
1,203
Q2 2025 Reduced 0.17%
$381B
$291 Million 0.04% of portfolio
6,155
Q2 2025 Reduced 19.19%
$182B
$300 Million 0.04% of portfolio
569
Q2 2025 Reduced 3.72%
$95.5B
$264 Million 0.04% of portfolio
2,821
Q2 2025 New
$56B
$311 Million 0.04% of portfolio
823
Q2 2025 Reduced 0.72%
$142B
$302 Million 0.04% of portfolio
1,130
Q2 2025 Reduced 2.33%
$16.7B
$285 Million 0.04% of portfolio
5,650
Q2 2025 Reduced 9.05%
$150B
$269 Million 0.04% of portfolio
2,425
Q2 2025 Added 1.51%
-
$276 Million 0.04% of portfolio
-
Q1 2025 Reduced 3.82%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $744 Billion
  • Prior Value $684 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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