Goldstein Advisors, LLC Portfolio Holdings

Goldstein Advisors, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $684 Billion distributed in 202 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 $92.4B, Goldman Sachs ETF Tr Activebet with a value of $61.5B, J P Morgan Exchange Traded Fd with a value of $52.7B, Ishares Msci Usa Quality Facto with a value of $50.4B, and Victory Portfolios Ii with a value of $41.1B.

Examining the 13F form we can see an decrease of $4.6B in the current position value, from $689B to 684B.

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.