Goldstein Advisors, LLC Portfolio Holdings

Goldstein Advisors, LLC

  • $684 Billion
  • Q1 2025

Goldstein Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $684 Billion distributed in 202 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 $92.4B, Goldman Sachs ETF Tr Activebet with a value of $61.5B, J P Morgan Exchange Traded Fd with a value of $52.7B, Ishares Msci Usa Quality Facto with a value of $50.4B, and Victory Portfolios Ii with a value of $41.1B.

Examining the 13F form we can see an decrease of $4.6B in the current position value, from $689B to 684B.

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 $684 Billion
ETFs: $493 Billion
Technology: $20.1 Billion
Financial Services: $10.4 Billion
Healthcare: $6.7 Billion
Consumer Cyclical: $5.87 Billion
Communication Services: $5.2 Billion
Industrials: $3.36 Billion
Utilities: $2.63 Billion
Other: $4.65 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$52.7 Billion 7.7% of portfolio
-
Q1 2025 Added 0.89%
$3.42T
$6.63 Billion 0.97% of portfolio
29,850
Q1 2025 Reduced 4.11%
$2.95T
$4.08 Billion 0.6% of portfolio
10,857
Q1 2025 Added 2.05%
$480B
$3.99 Billion 0.58% of portfolio
5
Q1 2025 New
$271B
$3.43 Billion 0.5% of portfolio
31,625
Q1 2025 Reduced 22.71%
$1.88T
$2.27 Billion 0.33% of portfolio
11,957
Q1 2025 Added 19.0%
$957B
$2.04 Billion 0.3% of portfolio
13,194
Q1 2025 Added 23.02%
$3.27B
$1.21 Billion 0.18% of portfolio
13,047
Q1 2025 Added 0.74%
$15.3B
$1.19 Billion 0.17% of portfolio
18,420
Q4 2024 Reduced 1.19%
$345B
$1.15 Billion 0.17% of portfolio
5,476
Q1 2025 Added 2.93%
$1.25T
$1.18 Billion 0.17% of portfolio
2,055
Q1 2025 Added 16.43%
$979B
$1.07 Billion 0.16% of portfolio
6,876
Q1 2025 Added 5.41%
$718B
$1.01 Billion 0.15% of portfolio
4,113
Q1 2025 Reduced 7.45%
$78B
$1.03 Billion 0.15% of portfolio
6,162
Q1 2025 Added 66.5%
$185B
$953 Million 0.14% of portfolio
7,197
Q1 2025 Added 0.8%
$369B
$911 Million 0.13% of portfolio
2,486
Q1 2025 Added 7.39%
$523B
$843 Million 0.12% of portfolio
1,538
Q1 2025 Added 2.47%
$565B
$799 Million 0.12% of portfolio
2,279
Q1 2025 Reduced 5.24%
-
$768 Million 0.11% of portfolio
-
Q1 2025 Reduced 1.73%
$694B
$747 Million 0.11% of portfolio
1,402
Q1 2025 Added 15.49%
$440B
$763 Million 0.11% of portfolio
807
Q1 2025 Added 16.79%
$119B
$715 Million 0.1% of portfolio
2,369
Q1 2025 Reduced 4.36%
$409B
$606 Million 0.09% of portfolio
3,654
Q1 2025 Reduced 14.53%
$48.2B
$595 Million 0.09% of portfolio
15,362
Q1 2025 New
$440B
$589 Million 0.09% of portfolio
4,954
Q1 2025 Added 35.39%
$385B
$643 Million 0.09% of portfolio
1,229
Q1 2025 Added 1.15%
$64.7B
$631 Million 0.09% of portfolio
4,923
Q1 2025 Added 0.06%
$92.1B
$529 Million 0.08% of portfolio
1,499
Q1 2025 Added 0.13%
$78.6B
$532 Million 0.08% of portfolio
2,007
Q1 2025 Added 14.36%
$504B
$537 Million 0.08% of portfolio
576
Q1 2025 Added 12.72%
$235B
$575 Million 0.08% of portfolio
1,841
Q1 2025 Reduced 0.27%
$854B
$549 Million 0.08% of portfolio
665
Q1 2025 Added 6.06%
$8.08B
$530 Million 0.08% of portfolio
12,254
Q1 2025 Added 113.82%
$174B
$530 Million 0.08% of portfolio
1,383
Q1 2025 Reduced 4.82%
$55.9B
$457 Million 0.07% of portfolio
2,677
Q4 2024 Added 97.71%
$379B
$465 Million 0.07% of portfolio
3,327
Q1 2025 Reduced 8.32%
$187B
$394 Million 0.06% of portfolio
2,627
Q1 2025 Reduced 5.88%
$125B
$429 Million 0.06% of portfolio
961
Q1 2025 Reduced 43.8%
$73.2B
$392 Million 0.06% of portfolio
2,380
Q1 2025 Added 0.42%
$266B
$418 Million 0.06% of portfolio
2,632
Q1 2025 Added 1.7%
$264B
$420 Million 0.06% of portfolio
4,783
Q1 2025 Added 6.79%
$79.5B
$385 Million 0.06% of portfolio
1,742
Q1 2025 Added 1.16%
$45.8B
$403 Million 0.06% of portfolio
6,149
Q1 2025 Reduced 0.63%
$216B
$328 Million 0.05% of portfolio
3,659
Q1 2025 Added 8.64%
$23.5B
$320 Million 0.05% of portfolio
2,001
Q1 2025 New
$93.4B
$321 Million 0.05% of portfolio
4,738
Q1 2025 Added 2.53%
$104B
$359 Million 0.05% of portfolio
1,091
Q1 2025 Added 0.74%
$891B
$364 Million 0.05% of portfolio
1,405
Q1 2025 Added 5.64%
$864B
$350 Million 0.05% of portfolio
2,107
Q1 2025 Added 4.72%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $684 Billion
  • Prior Value $689 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email