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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
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