Goldstein Advisors, LLC Portfolio Holdings

Goldstein Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $689 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 $101B, Goldman Sachs ETF Tr Activebet with a value of $62.8B, J P Morgan Exchange Traded Fd with a value of $57.3B, Ishares Msci Usa Quality Facto with a value of $52.5B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $41.1B.

Examining the 13F form we can see an increase of $30.7B in the current position value, from $658B to 689B.

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.