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 Market Cap. of $10 Billions to $200 Billions
