Goldstein Advisors, LLC Portfolio Holdings

Goldstein Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $658 Billion distributed in 205 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 $105B, Goldman Sachs ETF Tr Activebet with a value of $59.5B, J P Morgan Exchange Traded Fd with a value of $54.2B, Ishares Msci Usa Quality Facto with a value of $50.6B, and Victory Portfolios Ii with a value of $39.3B.

Examining the 13F form we can see an increase of $59.9B in the current position value, from $598B to 658B.

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.