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CIK: 0002040021
Total reported value
$1.1B
$1.1B
193 檔
14.6%
The Q3 2024 SEC filing reveals that Goldstone Financial Group, LLC held a total portfolio value of $1.1B, covering 193 public equity positions.
During Q3 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 | 11.47% | +1.41% | +7.38% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.65% | +0.25% | +6.55% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.63% | -1.23% | +11.68% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.05% | -0.18% | +8.15% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 3.07% | -0.51% | +9.35% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.68% | -0.30% | +6.51% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.37% | -0.11% | +13.19% | |
| 8 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 2.30% | -0.48% | — | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.14% | -0.27% | +48.08% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 2.11% | +0.08% | +37.39% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.10% | +0.26% | +8.13% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.08% | — | +13.97% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.99% | -0.02% | +9.42% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.98% | -0.28% | -11.91% | |
| 15 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.93% | -0.31% | +9.57% | |
| 16 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.74% | -0.07% | +10.94% | |
| 17 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.70% | -0.38% | +6.79% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.64% | -0.26% | +11.77% | |
| 19 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.63% | -0.27% | +14.61% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.51% | -0.10% | +14.48% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.49% | -0.01% | +66.31% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.46% | -0.18% | +13.62% | |
| 23 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.32% | -0.20% | +18.09% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.25% | -0.05% | +17.47% | |
| 25 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.22% | -0.45% | +15.79% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.20% | -0.37% | -55.97% | |
| 27 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.14% | — | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.10% | -0.13% | +8.20% | |
| 29 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.02% | -0.43% | +8.40% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.95% | -0.28% | +7.64% | |
| 31 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.94% | -0.19% | +12.31% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.91% | — | +12.13% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.91% | -0.05% | +7.34% | |
| 34 | VPU | Vanguard Utilities ETF | ETF-Other | 0.84% | -0.29% | +33.76% | |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.83% | -0.04% | +16.49% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | — | -7.98% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.03% | +2.66% | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.66% | -0.06% | +8.60% | |
| 39 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.61% | -0.02% | EXIT | |
| 40 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.58% | — | +16.33% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.07% | +3.12% | |
| 42 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.53% | -0.01% | -6.95% | |
| 43 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.53% | -0.05% | +23.76% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | -0.16% | +18.07% | |
| 45 | RDVY | First Trust Rising Dividend | ETF-Other | 0.50% | -0.02% | +10.04% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.48% | — | +16.30% | |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.47% | -0.04% | -20.57% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.46% | -0.05% | +19.75% | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.46% | +0.01% | -14.59% | |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.45% | — | -20.09% |
According to official SEC Form 13F filings, Goldstone Financial Group, LLC reported a total U.S. public equity portfolio value of $1.1B across 193 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, QQQ, BUFR) accounted for 14.6% of total reported equity market value during Q3 2024.
During Q3 2024, Goldstone Financial Group, LLC's top holdings by market value included VOO (11.5%)、QQQ (4.7%)、BUFR (4.6%). The largest single position, VOO, represented 11.5% of total portfolio value.
In Q3 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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