Goldstein Advisors, LLC Portfolio Holdings
Goldstein Advisors, LLC
- $744 Billion
- Q2 2025
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 210
- Current Value $744 Billion
- Prior Value $684 Billion
- Filing
- Period Q2 2025
- Filing Date July 29, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 22 stocks
- Additional Purchases 50 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks