Goldstein Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $689 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 $101B, Goldman Sachs ETF Tr Activebet with a value of $62.8B, J P Morgan Exchange Traded Fd with a value of $57.3B, Ishares Msci Usa Quality Facto with a value of $52.5B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $41.1B.
Examining the 13F form we can see an increase of $30.7B in the current position value, from $658B to 689B.
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
$689 Billion
ETFs: $535 Billion
Technology: $24.8 Billion
Healthcare: $6.05 Billion
Consumer Defensive: $5.98 Billion
Communication Services: $5.54 Billion
Consumer Cyclical: $5.54 Billion
Financial Services: $5.34 Billion
Industrials: $4.69 Billion
Other: $3.3 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
