Goldstein Advisors, LLC Portfolio Holdings

Goldstein Advisors, LLC

  • $744 Billion
  • Q2 2025

Goldstein Advisors, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $744 Billion distributed in 210 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $69B, Goldman Sachs ETF Tr Activebet with a value of $67.8B, J P Morgan Exchange Traded Fd with a value of $56.3B, Victory Portfolios Ii with a value of $55.9B, and Ishares Msci Usa Quality Facto with a value of $54.6B.

Examining the 13F form we can see an increase of $60.3B in the current position value, from $684B to 744B.

Goldstein Advisors, LLC is based out at Madison, WI

Below you can find more details about Goldstein Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $744 Billion
ETFs: $517 Billion
Technology: $21.8 Billion
Financial Services: $8.37 Billion
Communication Services: $5.93 Billion
Consumer Cyclical: $5.78 Billion
Healthcare: $4.81 Billion
Industrials: $3.74 Billion
Utilities: $2.6 Billion
Other: $2.98 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$69 Billion 9.27% of portfolio
511,164
Q2 2025 Reduced 32.47%
$0
$67.8 Billion 9.11% of portfolio
558,807
Q2 2025 Added 0.01%
$0
$54.6 Billion 7.34% of portfolio
298,718
Q2 2025 Added 1.27%
$0
$42.6 Billion 5.72% of portfolio
1,051,949
Q2 2025 Added 17.53%
$0
$30.4 Billion 4.08% of portfolio
1,180,035
Q2 2025 Reduced 1.99%
$0
$25.6 Billion 3.44% of portfolio
101,165
Q2 2025 Added 28.37%
$0
$22.4 Billion 3.01% of portfolio
243,078
Q2 2025 Reduced 2.22%
$0
$20.2 Billion 2.71% of portfolio
412,014
Q2 2025 Reduced 4.49%
$0
$19.3 Billion 2.6% of portfolio
505,155
Q2 2025 Reduced 5.99%
$0
$16.5 Billion 2.21% of portfolio
213,136
Q2 2025 Added 1.17%
$0
$14.7 Billion 1.98% of portfolio
432,260
Q2 2025 Added 0.69%
$0
$12 Billion 1.61% of portfolio
106,381
Q2 2025 Reduced 1.66%
$0
$11 Billion 1.48% of portfolio
242,683
Q2 2025 Added 0.02%
$0
$10.7 Billion 1.44% of portfolio
216,808
Q2 2025 New
$0
$7.71 Billion 1.04% of portfolio
223,511
Q2 2025 Reduced 0.7%
$0
$6.62 Billion 0.89% of portfolio
66,077
Q2 2025 Reduced 25.01%
$0
$5.13 Billion 0.69% of portfolio
70,611
Q2 2025 Reduced 1.93%
$0
$4.67 Billion 0.63% of portfolio
8,466
Q2 2025 Reduced 2.43%
$0
$3.92 Billion 0.53% of portfolio
87,794
Q2 2025 Reduced 3.0%
$0
$3.85 Billion 0.52% of portfolio
77,276
Q2 2025 Added 9.6%
$0
$3.26 Billion 0.44% of portfolio
74,513
Q2 2025 Reduced 1.84%
$0
$3.14 Billion 0.42% of portfolio
14,022
Q2 2025 Reduced 0.37%
$0
$3.13 Billion 0.42% of portfolio
39,303
Q2 2025 Added 4.6%
$0
$2.44 Billion 0.33% of portfolio
41,839
Q2 2025 Added 0.2%
$0
$2.37 Billion 0.32% of portfolio
3,832
Q1 2025 Reduced 0.36%
$0
$2.23 Billion 0.3% of portfolio
9,265
Q2 2025 Reduced 1.37%
$0
$2.11 Billion 0.28% of portfolio
3,402
Q2 2025 Added 6.31%
$0
$1.98 Billion 0.27% of portfolio
4,525
Q2 2025 Added 8.9%
$0
$1.83 Billion 0.25% of portfolio
6,025
Q2 2025 Reduced 35.79%
$0
$1.84 Billion 0.25% of portfolio
11,275
Q2 2025 Reduced 0.08%
$0
$1.76 Billion 0.24% of portfolio
31,911
Q2 2025 Reduced 13.32%
$0
$1.71 Billion 0.23% of portfolio
7,539
Q2 2025 Added 1.89%
$0
$1.65 Billion 0.22% of portfolio
15,061
Q2 2025 Added 2.66%
$0
$1.61 Billion 0.22% of portfolio
28,719
Q2 2025 Reduced 0.26%
$0
$1.51 Billion 0.2% of portfolio
27,677
Q2 2025 Added 78.78%
$0
$1.21 Billion 0.16% of portfolio
2,859
Q2 2025 Reduced 1.41%
$0
$1.23 Billion 0.16% of portfolio
20,454
Q2 2025 Added 13.4%
$0
$1.19 Billion 0.16% of portfolio
11,442
Q2 2025 Reduced 1.38%
$0
$1.21 Billion 0.16% of portfolio
14,448
Q2 2025 Reduced 2.93%
$0
$1.15 Billion 0.15% of portfolio
12,511
Q4 2024 Reduced 2.23%
$0
$1.1 Billion 0.15% of portfolio
11,691
Q2 2025 Added 6.01%
$0
$1.04 Billion 0.14% of portfolio
25,389
Q2 2025 Reduced 2.97%
$0
$1.04 Billion 0.14% of portfolio
4,169
Q2 2025 Added 0.53%
$0
$960 Million 0.13% of portfolio
41,063
Q2 2025 Added 0.12%
$0
$884 Million 0.12% of portfolio
11,809
Q2 2025 Reduced 0.65%
$0
$795 Million 0.11% of portfolio
27,219
Q2 2025 Reduced 0.69%
$0
$740 Million 0.1% of portfolio
3,431
Q2 2025 Added 16.11%
$0
$741 Million 0.1% of portfolio
14,977
Q2 2025 Added 9.32%
$0
$750 Million 0.1% of portfolio
2,628
Q3 2024 Added 4.2%

Summary

  • Portfolio
  • No. of Stocks 210
  • Current Value $744 Billion
  • Prior Value $684 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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