Goldstone Financial Group, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $661 Billion distributed in 202 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 $71.9B, First Tr Ex Td Viii Ft Cboe Ve with a value of $30.9B, Invesco Qqq Trust, Series 1 with a value of $28.2B, Vanguard Value ETF with a value of $26.1B, and J P Morgan ETF Tr U S Quality with a value of $25.8B.
Examining the 13F form we can see an increase of $22.5B in the current position value, from $638B to 661B.
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
$661 Billion
ETFs: $558 Billion
Technology: $20.1 Billion
Financial Services: $17.5 Billion
Healthcare: $8.38 Billion
Consumer Cyclical: $7.94 Billion
Industrials: $6.6 Billion
Communication Services: $6.41 Billion
Consumer Defensive: $5.91 Billion
Other: $7.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
