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.

Portfolio value $658 Billion
ETFs: $500 Billion
Technology: $21 Billion
Healthcare: $6.54 Billion
Consumer Defensive: $6.3 Billion
Consumer Cyclical: $5.14 Billion
Communication Services: $5.02 Billion
Financial Services: $4.94 Billion
Industrials: $4.82 Billion
Other: $3.87 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$573M
$129 Million 0.02% of portfolio
12,483
Q3 2024 Reduced 19.38%
$310M
$157 Million 0.02% of portfolio
16,300
Q2 2024 Added 13.99%
$472M
$86.7 Million 0.01% of portfolio
30,425
Q3 2024 Added 19.67%

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $658 Billion
  • Prior Value $598 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 29 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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