Goldstone Financial Group, LLC Portfolio Holdings

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024

Goldstone Financial Group, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $638 Billion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $70.4B, First Tr Ex Td Viii Ft Cboe Ve with a value of $29.8B, Invesco Qqq Trust, Series 1 with a value of $29.1B, J P Morgan ETF Tr U S Quality with a value of $24.8B, and Vanguard Value ETF with a value of $18.8B.

Examining the 13F form we can see an increase of $63.4B in the current position value, from $575B to 638B.

Goldstone Financial Group, LLC is based out at Oakbrook Terrace, IL

Below you can find more details about Goldstone Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $638 Billion
ETFs: $544 Billion
Technology: $20.5 Billion
Financial Services: $16.3 Billion
Consumer Cyclical: $8.56 Billion
Industrials: $5.89 Billion
Communication Services: $5.8 Billion
Healthcare: $5.18 Billion
Consumer Defensive: $4.89 Billion
Other: $5.47 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.6T
$5.96 Billion 0.93% of portfolio
23,786
Q2 2024 Reduced 12.36%
$771B
$4.36 Billion 0.68% of portfolio
18,207
Q2 2024 Reduced 0.26%
$366B
$3.39 Billion 0.53% of portfolio
25,214
Q2 2024 Reduced 18.81%
$3.33T
$3.28 Billion 0.51% of portfolio
7,788
Q2 2024 Reduced 8.35%
$2.39T
$3.18 Billion 0.5% of portfolio
14,515
Q2 2024 Added 13.48%
$503B
$2.79 Billion 0.44% of portfolio
5,305
Q2 2024 Reduced 41.53%
$1.31T
$2.56 Billion 0.4% of portfolio
6,345
Q2 2024 Reduced 47.52%
$1.18T
$1.68 Billion 0.26% of portfolio
8,888
Q2 2024 Reduced 17.01%
$299B
$1.56 Billion 0.24% of portfolio
8,786
Q2 2024 Added 0.63%
$97.6B
$1.33 Billion 0.21% of portfolio
5,738
Q2 2024 Reduced 92.24%
$1.39T
$1.2 Billion 0.19% of portfolio
2,045
Q2 2024 Reduced 17.7%
$96.7B
$1.22 Billion 0.19% of portfolio
9,653
Q2 2024 Reduced 0.25%
$390B
$1.22 Billion 0.19% of portfolio
7,306
Q2 2024 Reduced 13.41%
$207B
$1.17 Billion 0.18% of portfolio
4,024
Q2 2024 Added 35.39%
$600B
$1.16 Billion 0.18% of portfolio
2,551
Q2 2024 Reduced 25.25%
$0
$1.15 Billion 0.18% of portfolio
84,829
Q2 2024 Reduced 11.8%
$83.6B
$1.12 Billion 0.18% of portfolio
4,839
Q2 2024 Added 18.64%
$0
$1.1 Billion 0.17% of portfolio
59,747
Q2 2024 Reduced 13.94%
$226B
$1.1 Billion 0.17% of portfolio
3,115
Q2 2024 Added 9.57%
$131B
$870 Million 0.14% of portfolio
1,790
Q2 2024 Reduced 4.47%
$497B
$912 Million 0.14% of portfolio
5,472
Q2 2024 Reduced 6.83%
$367B
$825 Million 0.13% of portfolio
18,763
Q2 2024 Reduced 32.86%
$210B
$741 Million 0.12% of portfolio
2,042
Q2 2024 Reduced 39.52%
$230B
$741 Million 0.12% of portfolio
5,896
Q2 2024 Reduced 29.85%
$106B
$762 Million 0.12% of portfolio
3,408
Q2 2024 Added 13.56%
$159B
$776 Million 0.12% of portfolio
34,059
Q2 2024 Reduced 17.55%
$216B
$785 Million 0.12% of portfolio
1,370
Q2 2024 Reduced 28.54%
$204B
$792 Million 0.12% of portfolio
5,208
Q2 2024 Added 44.49%
$420B
$692 Million 0.11% of portfolio
1,780
Q2 2024 Reduced 35.0%
-
$707 Million 0.11% of portfolio
-
Q2 2024 Reduced 16.36%
$306B
$721 Million 0.11% of portfolio
4,977
Q2 2024 Reduced 26.96%
$425B
$728 Million 0.11% of portfolio
817
Q2 2024 Reduced 36.11%
$32.2B
$615 Million 0.1% of portfolio
5,852
Q2 2024 Reduced 20.78%
$253B
$625 Million 0.1% of portfolio
10,561
Q2 2024 Reduced 17.68%
$418B
$546 Million 0.09% of portfolio
596
Q2 2024 Reduced 0.5%
$200B
$551 Million 0.09% of portfolio
2,504
Q2 2024 Reduced 51.24%
$68.4B
$557 Million 0.09% of portfolio
6,799
Q2 2024 Reduced 27.61%
$73B
$565 Million 0.09% of portfolio
6,210
Q2 2024 Reduced 22.32%
$158B
$574 Million 0.09% of portfolio
8,161
Q2 2024 Reduced 36.61%
$486B
$591 Million 0.09% of portfolio
1,169
Q2 2024 Reduced 35.07%
$253B
$486 Million 0.08% of portfolio
5,377
Q2 2024 Reduced 27.58%
$211B
$501 Million 0.08% of portfolio
5,146
Q2 2024 Reduced 25.5%
$76.8B
$516 Million 0.08% of portfolio
4,162
Q2 2024 Reduced 28.09%
$89.8B
$531 Million 0.08% of portfolio
6,447
Q2 2024 Reduced 19.34%
$1.22T
$531 Million 0.08% of portfolio
2,790
Q2 2024 Reduced 1.97%
$52.1B
$422 Million 0.07% of portfolio
3,439
Q2 2024 Reduced 1.05%
$529B
$428 Million 0.07% of portfolio
1,355
Q2 2024 Reduced 7.97%
$15B
$436 Million 0.07% of portfolio
1,101
Q2 2024 Reduced 40.96%
$43.7B
$445 Million 0.07% of portfolio
3,754
Q2 2024 Reduced 20.59%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $638 Billion
  • Prior Value $575 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 137 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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