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 Market Cap. of $200 Billions or more
