13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002040021
Total reported value
$1.1B
$1.1B
166 檔
11.9%
During the Q1 2024 filing period, Goldstone Financial Group, LLC (CIK: 0002040021) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 166 reported positions.
During Q1 2024, Goldstone Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.37% | +1.41% | +3.22% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.04% | +0.25% | +4.15% | |
| 3 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.39% | -0.18% | +5.26% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 3.93% | -1.23% | +6.72% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.12% | -0.51% | +5.83% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.04% | -0.30% | +4.88% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.04% | -0.37% | +9.24% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.69% | -0.28% | +4.11% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.41% | — | +4.49% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.34% | +0.08% | +8.41% | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 2.24% | -0.27% | +3.04% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | -0.11% | +21.34% | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.07% | +0.26% | +4.98% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.93% | -0.31% | +6.25% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.88% | -0.38% | +2.78% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.83% | -0.02% | +26.07% | |
| 17 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.76% | -0.07% | +8.14% | |
| 18 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.75% | -0.27% | +8.97% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | -0.26% | +5.65% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.48% | -0.10% | +24.30% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.39% | -0.18% | +7.33% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.20% | -0.13% | -1.36% | |
| 23 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.18% | -0.20% | +5.87% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.13% | -0.05% | +27.39% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.06% | -0.45% | -2.96% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.04% | -0.28% | -3.02% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | — | -2.56% | |
| 28 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.92% | -0.19% | +9.40% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.91% | -0.43% | +8.35% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | -0.01% | +24.17% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | — | +7.26% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.03% | -0.53% | |
| 33 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.80% | -0.04% | +26.77% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.76% | — | +7.87% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.05% | -0.92% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.70% | -0.04% | -0.43% | |
| 37 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | -0.06% | -1.32% | |
| 38 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.61% | -0.02% | EXIT | |
| 39 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.59% | -0.01% | +29.21% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.53% | -0.07% | +0.68% | |
| 41 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.51% | — | +27.39% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-Other | 0.51% | -0.02% | +0.61% | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.50% | — | +29.92% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.01% | -14.01% | |
| 45 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.43% | -0.05% | +25.87% | |
| 46 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.42% | -0.03% | +23.81% | |
| 47 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.39% | — | -1.17% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.39% | -0.01% | +26.24% | |
| 49 | AGOX | Adaptive Alpha Opportunities | ETF-Other | 0.36% | — | +0.13% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-Other | 0.36% | -0.06% | +6.25% |
According to official SEC Form 13F filings, Goldstone Financial Group, LLC reported a total U.S. public equity portfolio value of $1.1B across 166 disclosed positions in Q1 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 VOO, QQQ, JQUA) accounted for 11.9% of total reported equity market value during Q1 2024.
During Q1 2024, Goldstone Financial Group, LLC's top holdings by market value included VOO (13.4%)、QQQ (5.0%)、JQUA (4.4%). The largest single position, VOO, represented 13.4% of total portfolio value.
In Q1 2024, Goldstone Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.