Goldstone Financial Group, LLC Portfolio Holdings
Goldstone Financial Group, LLC
- $575 Billion
- Q3 2024
Goldstone Financial Group, LLC has filed its 13F form on October 28, 2024 for Q3 2024 where it was disclosed a total value porftolio of $575 Billion distributed in 193 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 $65.9B, Invesco Qqq Trust, Series 1 with a value of $26.7B, First Tr Ex Td Viii Ft Cboe Ve with a value of $26.6B, J P Morgan ETF Tr U S Quality with a value of $23.3B, and Vanguard Value ETF with a value of $17.7B.
Examining the 13F form we can see an increase of $575B in the current position value.
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 193
- Current Value $575 Billion
- Filing
- Period Q3 2024
- Filing Date October 28, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 193 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks