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CIK: 0001963807
Total reported value
$1.1B
$1.1B
202 檔
28.7%
As reported in its official Q4 2024 Form 13F filing, Goldstein Advisors, LLC's tracked investment portfolio stood at $1.1B with 202 total positions.
In Q4 2024, Goldstein Advisors, LLC displayed an active expansion posture, initiating 7 new positions and adding to 23 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 14.65% | +6.47% | -6.59% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 9.12% | -0.25% | +3.58% | |
| 3 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 8.32% | -0.06% | +0.41% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 7.62% | -2.55% | +4.49% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.97% | -0.01% | +79.79% | |
| 6 | UBND | Victoryshares Core Plus Bond | ETF-Other | 4.12% | -0.48% | -24.89% | |
| 7 | DBMF | Imgp Dbi Managed Futures Str | ETF-Other | 3.69% | -0.54% | -6.45% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.54% | -0.04% | +4.49% | |
| 9 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.26% | -0.22% | +10.13% | |
| 10 | TAXF | American Century Diver Muni | ETF-Other | 3.06% | -0.31% | +9.64% | |
| 11 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 2.91% | -0.30% | +9.66% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 2.67% | +0.14% | +3.83% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.04% | -0.68% | +10.72% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-Other | 1.69% | -0.22% | +5.99% | |
| 15 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 1.56% | -0.07% | +4.02% | |
| 16 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.48% | -0.43% | — | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 1.15% | -0.25% | +11.10% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.13% | +0.08% | -1.49% | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 0.91% | — | -3.69% | |
| 20 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.90% | -0.01% | +5.18% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | +0.15% | +30.95% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.76% | -0.06% | +0.46% | |
| 23 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.71% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.06% | -0.01% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.03% | +3.25% | |
| 26 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.64% | -0.06% | +6.73% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.58% | -0.08% | +2.53% | |
| 28 | FVD | First Trust Value Line Dvd | ETF-Other | 0.57% | -0.06% | -0.21% | |
| 29 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.57% | — | — | |
| 30 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.48% | -0.04% | -2.27% | |
| 31 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.46% | -0.02% | +2.01% | |
| 32 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.42% | -0.01% | -0.85% | |
| 33 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.36% | -0.02% | +1.38% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | +0.07% | +449.43% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.16% | +3.54% | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.30% | +0.03% | +0.29% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.12% | -2.72% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.27% | -0.02% | -0.73% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.26% | — | +3.93% | |
| 40 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.25% | -0.02% | -0.18% | |
| 41 | VUG | Vanguard Growth ETF | ETF-Other | 0.24% | +0.01% | -6.78% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.23% | +0.02% | -1.00% | |
| 43 | DEUS | Xtrackers Russell US Multi | ETF-Other | 0.23% | -0.02% | -2.12% | |
| 44 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 0.20% | -0.14% | +7.30% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.18% | +0.17% | +0.28% | |
| 46 | MGEE | Mge Energy Inc | Stock-Other | 0.18% | -0.01% | -4.21% | |
| 47 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 0.17% | -0.03% | -3.56% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.16% | -0.01% | -1.04% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.16% | -0.01% | -2.23% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.16% | -0.01% | -8.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +2.1% | +79.79% | Add |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +1.5% | NEW | New buy |
| 3 | ICSH | Ishares Ultra Short Duration | +0.7% | NEW | New buy |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +449.43% | Add |
| 5 | NVDA | Nvidia CORP | +0.2% | +30.95% | Add |
| 6 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +0.41% | Add |
| 7 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +3.58% | Add |
| 8 | HMOP | Hartford Municipal Opp ETF | +0.1% | +9.66% | Add |
| 9 | TAXF | American Century Diver Muni | +0.1% | +9.64% | Add |
| 10 | GBIL | Goldman Sachs Access Treasur | +0.1% | +11.10% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.1% | +3.83% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +179.58% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +3.54% | Add |
| 14 | TSLA | Tesla Inc | 0% | +47.61% | Add |
| 15 | VONV | Vanguard Russell 1000 Value | 0% | NEW | New buy |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | 0% | +52.03% | Add |
| 17 | APP | Applovin Corp-class A | 0% | -29.49% | Trim |
| 18 | SHOP | Shopify Inc - Class A | 0% | NEW | New buy |
| 19 | GILD | Gilead Sciences Inc | 0% | NEW | New buy |
| 20 | MCK | Mckesson CORP | 0% | NEW | New buy |
| 21 | ASML | ASML Holding N.V. | 0% | NEW | New buy |
| 22 | BOND | Pimco Active Bond Exchange-t | 0% | +10.13% | Add |
| 23 | AVGO | Broadcom Inc | 0% | +0.49% | Add |
| 24 | ICVT | Ishares Convertible Bond ETF | 0% | +76.77% | Add |
| 25 | IBM | Intl Business Machines CORP | 0% | +58.75% | Add |
| 26 | AAPL | Apple Inc | 0% | -1.49% | Trim |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | -2.72% | Trim |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +0.28% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | — | -0.01% | Trim |
| 30 | BINC | Ishares Flex I A Etf-usd Inc | 0% | +6.73% | Add |
| 31 | SHW | Sherwin-williams Co/the | 0% | EXIT | Sold out |
| 32 | KO | Coca-cola Co/the | 0% | EXIT | Sold out |
| 33 | NKE | Nike Inc -cl B | 0% | EXIT | Sold out |
| 34 | COO | Cooper Cos Inc/the | 0% | EXIT | Sold out |
| 35 | TGT | Target CORP | 0% | EXIT | Sold out |
| 36 | EMQQ | Emg Mkt Internet Etf-usa Inc | 0% | -19.82% | Trim |
| 37 | UNH | Unitedhealth Group Inc | 0% | -10.20% | Trim |
| 38 | ADBE | Adobe Inc | 0% | -8.04% | Trim |
| 39 | LMT | Lockheed Martin CORP | 0% | -0.18% | Trim |
| 40 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 41 | DIVI | Franklin International Core | -0.1% | -36.03% | Trim |
| 42 | FVD | First Trust Value Line Dvd | -0.1% | -0.21% | Trim |
| 43 | QUAL | Ishares Msci USA Quality Fac | -0.1% | +4.49% | Add |
| 44 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | -0.1% | +5.18% | Add |
| 45 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | +2.53% | Add |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | +4.49% | Add |
| 47 | PAVE | Global X US Infrastructure | -0.1% | -3.69% | Trim |
| 48 | DBMF | Imgp Dbi Managed Futures Str | -0.8% | -6.45% | Trim |
| 49 | ITOT | Ishares Core S&p Total U.s. | -1.4% | -6.59% | Trim |
| 50 | UBND | Victoryshares Core Plus Bond | -1.9% | -24.89% | Trim |
According to official SEC Form 13F filings, Goldstein Advisors, LLC reported a total U.S. public equity portfolio value of $1.1B across 202 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ITOT, GSLC, JGRO) accounted for 28.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPMO
市值: $10.2M
Top Position Liquidated / Trimmed
CVX
前期市值: $297.2K
During Q4 2024, Goldstein Advisors, LLC's top holdings by market value included ITOT (14.7%)、GSLC (9.1%)、JGRO (8.3%). The largest single position, ITOT, represented 14.7% of total portfolio value.
In Q4 2024, Goldstein Advisors, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 23 positions, trimming 14 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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