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CIK: 0002040021
Total reported value
$1.1B
$1.1B
179 檔
12.9%
During the Q2 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 179 reported positions.
During Q2 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 | 11.67% | +1.41% | -3.99% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.94% | +0.25% | +3.87% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.63% | -1.23% | +30.06% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.04% | -0.18% | +5.13% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 3.13% | -0.37% | +17.80% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 2.98% | -0.51% | +10.90% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.74% | -0.30% | +0.12% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.52% | -0.28% | +7.00% | |
| 9 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 2.40% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.29% | -0.11% | +19.39% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.17% | +0.26% | +10.13% | |
| 12 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.02% | -0.02% | +15.25% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.01% | — | -4.06% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.87% | -0.31% | +15.27% | |
| 15 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.81% | -0.07% | +18.04% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.70% | +0.08% | -16.32% | |
| 17 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.64% | -0.38% | +3.71% | |
| 18 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.64% | -0.27% | -15.52% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.59% | -0.27% | +4.44% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.59% | -0.26% | +14.75% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.40% | -0.10% | +11.64% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.36% | -0.18% | +15.15% | |
| 23 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.18% | -0.20% | +19.36% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.13% | -0.05% | +18.43% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.12% | -0.45% | +20.98% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.08% | -0.13% | +5.13% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.98% | -0.43% | +29.60% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.95% | -0.01% | +26.91% | |
| 29 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.94% | -0.19% | +16.88% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.94% | -0.28% | +6.39% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | — | +2.15% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.88% | -0.05% | +13.54% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | — | +18.95% | |
| 34 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.79% | -0.04% | +16.21% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.03% | -0.22% | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.67% | -0.06% | +23.18% | |
| 37 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.67% | -0.04% | +10.16% | |
| 38 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.65% | -0.01% | +26.25% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.07% | +29.64% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | +0.01% | +49.64% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.64% | — | -2.72% | |
| 42 | VPU | Vanguard Utilities ETF | ETF-Other | 0.62% | -0.29% | — | |
| 43 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.61% | -0.02% | EXIT | |
| 44 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.53% | — | +23.70% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.16% | +1069.05% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.48% | -0.02% | +10.01% | |
| 47 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.48% | -0.05% | +27.39% | |
| 48 | ✓ | ETF Ser Solutions | Stock-Other | 0.47% | — | +45.30% | |
| 49 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.46% | — | +2.61% | |
| 50 | HDV | Ishares Core High Dividend E | ETF-Other | 0.44% | -0.06% | +38.96% |
According to official SEC Form 13F filings, Goldstone Financial Group, LLC reported a total U.S. public equity portfolio value of $1.1B across 179 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, BUFR) accounted for 12.9% of total reported equity market value during Q2 2024.
During Q2 2024, Goldstone Financial Group, LLC's top holdings by market value included VOO (11.7%)、QQQ (4.9%)、BUFR (4.6%). The largest single position, VOO, represented 11.7% of total portfolio value.
In Q2 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.
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