Goldstone Financial Group, LLC Portfolio Holdings

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.97 Billion 0.45% of portfolio
69,946
Q1 2025 Added 5.09%
$489B
$2.99 Billion 0.45% of portfolio
5,452
Q1 2025 Added 2.77%
$0
$2.87 Billion 0.43% of portfolio
56,802
Q1 2025 Added 51.74%
$0
$2.8 Billion 0.42% of portfolio
76,004
Q1 2025 Added 11.94%
$0
$2.78 Billion 0.42% of portfolio
45,073
Q1 2025 Reduced 2.23%
$317B
$2.75 Billion 0.42% of portfolio
13,133
Q1 2025 Added 49.48%
$0
$2.45 Billion 0.37% of portfolio
20,264
Q1 2025 Reduced 9.37%
$0
$2.48 Billion 0.37% of portfolio
23,686
Q1 2025 Reduced 57.95%
$0
$2.33 Billion 0.35% of portfolio
33,335
Q1 2025 Added 10.94%
$0
$2.32 Billion 0.35% of portfolio
44,870
Q1 2025 Reduced 9.9%
$0
$2.27 Billion 0.34% of portfolio
52,374
Q1 2025 Added 2.3%
$0
$2.26 Billion 0.34% of portfolio
25,943
Q1 2025 Reduced 18.31%
$0
$1.93 Billion 0.29% of portfolio
66,010
Q1 2025 Reduced 0.82%
$224B
$1.84 Billion 0.28% of portfolio
13,901
Q1 2025 Added 39.75%
$797B
$1.84 Billion 0.28% of portfolio
7,086
Q1 2025 Added 11.68%
$931B
$1.76 Billion 0.27% of portfolio
11,368
Q1 2025 Added 27.9%
$0
$1.64 Billion 0.25% of portfolio
67,733
Q1 2025 Added 10.32%
$0
$1.68 Billion 0.25% of portfolio
3,102
Q1 2025 Added 27.6%
$0
$1.61 Billion 0.24% of portfolio
52,344
Q1 2025 Reduced 2.77%
$687B
$1.48 Billion 0.22% of portfolio
2,786
Q1 2025 Added 9.21%
$265B
$1.41 Billion 0.21% of portfolio
8,444
Q1 2025 Added 69.66%
$0
$1.33 Billion 0.2% of portfolio
10,218
Q1 2025 Reduced 14.84%
$401B
$1.33 Billion 0.2% of portfolio
7,814
Q1 2025 Added 6.95%
$0
$1.34 Billion 0.2% of portfolio
14,285
Q1 2025 Reduced 2.02%
Neos ETF Trust
-
$1.35 Billion 0.2% of portfolio
-
Q1 2025 New
$1.17T
$1.27 Billion 0.19% of portfolio
2,208
Q1 2025 Added 7.97%
$233B
$1.2 Billion 0.18% of portfolio
3,853
Q1 2025 Reduced 4.25%
$94.8B
$1.13 Billion 0.17% of portfolio
4,255
Q1 2025 Reduced 12.07%
$0
$1.13 Billion 0.17% of portfolio
12,484
Q1 2025 Reduced 11.56%
$0
$1.16 Billion 0.17% of portfolio
10,495
Q1 2025 Reduced 18.05%
$0
$1.07 Billion 0.16% of portfolio
38,867
Q1 2025 Added 65.65%
$72B
$1.06 Billion 0.16% of portfolio
9,654
Q1 2025 Added 0.01%
$0
$1.03 Billion 0.16% of portfolio
21,420
Q1 2025 Reduced 16.34%
$0
$965 Million 0.15% of portfolio
31,598
Q1 2025 Added 60.85%
$0
$967 Million 0.15% of portfolio
39,521
Q1 2025 Reduced 14.87%
$294B
$1.01 Billion 0.15% of portfolio
24,093
Q1 2025 Added 28.41%
$0
$1.02 Billion 0.15% of portfolio
54,322
Q1 2025 Reduced 17.85%
$0
$902 Million 0.14% of portfolio
64,969
Q1 2025 Reduced 23.41%
$0
$905 Million 0.14% of portfolio
45,725
Q1 2025 Reduced 23.47%
$366B
$911 Million 0.14% of portfolio
2,484
Q1 2025 Added 39.55%
$431B
$940 Million 0.14% of portfolio
7,901
Q1 2025 Added 89.15%
Global X Fds
-
$945 Million 0.14% of portfolio
-
Q1 2025 Reduced 8.08%
$194B
$949 Million 0.14% of portfolio
33,544
Q1 2025 Reduced 1.51%
$183B
$950 Million 0.14% of portfolio
3,045
Q1 2025 Reduced 2.25%
$0
$834 Million 0.13% of portfolio
50,141
Q1 2025 Reduced 11.71%
$157B
$848 Million 0.13% of portfolio
2,573
Q1 2025 Added 26.0%
$414B
$849 Million 0.13% of portfolio
910
Q1 2025 Added 11.38%
$0
$852 Million 0.13% of portfolio
20,596
Q1 2025 Reduced 3.03%
$433B
$862 Million 0.13% of portfolio
911
Q1 2025 Added 52.85%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $661 Billion
  • Prior Value $638 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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