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CIK: 0002040021
Total reported value
$1.1B
$1.1B
199 檔
15.8%
As reported in its official Q4 2024 Form 13F filing, Goldstone Financial Group, LLC's tracked investment portfolio stood at $1.1B with 199 total positions.
During Q4 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 | 11.03% | +1.41% | +4.53% | |
| 2 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 4.66% | -1.23% | +9.64% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.56% | +0.25% | +3.94% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 3.89% | -0.18% | +5.34% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.95% | -0.51% | +9.89% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.78% | -0.11% | +27.20% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.58% | -0.30% | +4.35% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.20% | -0.02% | +15.95% | |
| 9 | SPLB | Ss Spdr P Long Term C ETF | ETF-Other | 2.19% | -0.48% | +14.81% | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 2.08% | +0.26% | +4.26% | |
| 11 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 2.03% | -0.44% | — | |
| 12 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.95% | -0.31% | +125.36% | |
| 13 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.91% | +0.08% | +4.52% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.89% | -0.28% | +7.99% | |
| 15 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.73% | -0.07% | +9.91% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.71% | -0.27% | -7.27% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.62% | -0.01% | +20.41% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.59% | -0.10% | +21.28% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.59% | -0.18% | +20.89% | |
| 20 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.53% | -0.27% | +4.65% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.53% | -0.38% | +4.53% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.45% | -0.26% | +8.15% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.36% | -0.05% | +20.34% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.28% | -0.20% | +7.75% | |
| 25 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.26% | -0.37% | +17.32% | |
| 26 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.20% | -0.25% | — | |
| 27 | BBAG | Jpmorgan Betabuilders US Agg | ETF-Other | 1.18% | — | +20.03% | |
| 28 | UCON | First Trust Smith Unconstrai | ETF-Other | 1.12% | -0.19% | +35.38% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.06% | -0.13% | +7.29% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | — | +26.28% | |
| 31 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.00% | -0.45% | +0.87% | |
| 32 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-Other | 0.97% | -0.04% | +30.36% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.93% | -0.05% | +6.30% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.88% | -0.43% | +2.73% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.85% | -0.28% | +207.57% | |
| 36 | VPU | Vanguard Utilities ETF | ETF-Other | 0.79% | -0.29% | +10.80% | |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.70% | — | +37.81% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.69% | — | +0.09% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.03% | -2.33% | |
| 40 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.62% | -0.06% | +6.77% | |
| 41 | QHY | Wisdomtree US High Yield Cor | ETF-High Yield | 0.60% | -0.05% | +29.32% | |
| 42 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.57% | -0.02% | EXIT | |
| 43 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 0.56% | -0.21% | — | |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.55% | -0.03% | — | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.53% | -0.16% | +4.33% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | -0.07% | +5.80% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.01% | +3.18% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.48% | -0.02% | +8.04% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.48% | -0.01% | +23.59% | |
| 50 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.44% | — | +10.55% |
According to official SEC Form 13F filings, Goldstone Financial Group, LLC reported a total U.S. public equity portfolio value of $1.1B across 199 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BUFR, QQQ) accounted for 15.8% of total reported equity market value during Q4 2024.
During Q4 2024, Goldstone Financial Group, LLC's top holdings by market value included VOO (11.0%)、BUFR (4.7%)、QQQ (4.6%). The largest single position, VOO, represented 11.0% of total portfolio value.
In Q4 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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