Goldstein Advisors, LLC Portfolio Holdings
Goldstein Advisors, LLC
- $658 Billion
- Q3 2024
Goldstein Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $658 Billion distributed in 205 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 $105B, Goldman Sachs ETF Tr Activebet with a value of $59.5B, J P Morgan Exchange Traded Fd with a value of $54.2B, Ishares Msci Usa Quality Facto with a value of $50.6B, and Victory Portfolios Ii with a value of $39.3B.
Examining the 13F form we can see an increase of $59.9B in the current position value, from $598B to 658B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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