Goldstein Advisors, LLC Portfolio Holdings

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 2024

Goldstein Advisors, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $689 Billion distributed in 202 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 $101B, Goldman Sachs ETF Tr Activebet with a value of $62.8B, J P Morgan Exchange Traded Fd with a value of $57.3B, Ishares Msci Usa Quality Facto with a value of $52.5B, and Spdr Ser Tr Fds Spdr Portfolio with a value of $41.1B.

Examining the 13F form we can see an increase of $30.7B in the current position value, from $658B to 689B.

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 $689 Billion
ETFs: $535 Billion
Technology: $24.8 Billion
Healthcare: $6.05 Billion
Consumer Defensive: $5.98 Billion
Communication Services: $5.54 Billion
Consumer Cyclical: $5.54 Billion
Financial Services: $5.34 Billion
Industrials: $4.69 Billion
Other: $3.3 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$57.3 Billion 8.32% of portfolio
-
Q4 2024 Added 0.41%
$3.97T
$7.8 Billion 1.13% of portfolio
31,130
Q4 2024 Reduced 1.49%
$325B
$5.49 Billion 0.8% of portfolio
40,916
Q4 2024 Added 30.95%
$3.01T
$4.48 Billion 0.65% of portfolio
10,639
Q4 2024 Added 3.25%
$26.1B
$3.93 Billion 0.57% of portfolio
37,508
Q3 2023 Reduced 0.1%
$2.17T
$2.2 Billion 0.32% of portfolio
10,048
Q4 2024 Added 3.54%
$1.05T
$2.03 Billion 0.29% of portfolio
10,725
Q4 2024 Reduced 2.72%
$3.36B
$1.22 Billion 0.18% of portfolio
12,951
Q4 2024 Reduced 4.21%
$1.08T
$1.24 Billion 0.18% of portfolio
6,523
Q4 2024 Added 0.28%
$16B
$1.09 Billion 0.16% of portfolio
18,420
Q4 2024 Reduced 1.19%
$1.48T
$1.03 Billion 0.15% of portfolio
1,765
Q4 2024 Added 0.63%
$767B
$1.07 Billion 0.15% of portfolio
4,444
Q4 2024 Reduced 1.92%
$361B
$945 Million 0.14% of portfolio
5,320
Q3 2024 Added 3.62%
$57.9B
$901 Million 0.13% of portfolio
11,413
Q2 2024 Added 0.66%
$391B
$901 Million 0.13% of portfolio
2,315
Q4 2024 Reduced 3.78%
-
$865 Million 0.13% of portfolio
-
Q4 2024 Reduced 1.34%
$115B
$831 Million 0.12% of portfolio
1,710
Q4 2024 Reduced 0.18%
$184B
$826 Million 0.12% of portfolio
7,140
Q4 2024 Reduced 0.76%
$533B
$790 Million 0.11% of portfolio
1,501
Q4 2024 Reduced 0.99%
$576B
$760 Million 0.11% of portfolio
2,405
Q4 2024 Added 0.88%
$113B
$684 Million 0.1% of portfolio
2,477
Q4 2024 Added 0.08%
$78.3B
$603 Million 0.09% of portfolio
4,920
Q4 2024 Reduced 1.4%
$440B
$614 Million 0.09% of portfolio
1,215
Q4 2024 Reduced 10.2%
$428B
$618 Million 0.09% of portfolio
4,275
Q4 2024 Reduced 4.89%
$207B
$646 Million 0.09% of portfolio
1,453
Q4 2024 Reduced 8.04%
$458B
$633 Million 0.09% of portfolio
691
Q4 2024 Reduced 2.12%
$458B
$605 Million 0.09% of portfolio
3,629
Q4 2024 Added 179.58%
$956B
$537 Million 0.08% of portfolio
1,330
Q4 2024 Added 47.61%
$120B
$568 Million 0.08% of portfolio
1,755
Q4 2024 Reduced 29.49%
$650B
$550 Million 0.08% of portfolio
1,214
Q4 2024 Added 27.92%
$229B
$535 Million 0.08% of portfolio
1,846
Q4 2024 Added 0.71%
$57B
$487 Million 0.07% of portfolio
2,677
Q4 2024 Added 97.71%
$440B
$455 Million 0.07% of portfolio
511
Q4 2024 Added 19.95%
$84.2B
$512 Million 0.07% of portfolio
1,497
Q4 2024 Added 11.3%
$203B
$502 Million 0.07% of portfolio
4,510
Q4 2024 Reduced 15.65%
$837B
$484 Million 0.07% of portfolio
627
Q4 2024 Reduced 2.94%
$994B
$397 Million 0.06% of portfolio
2,012
Q4 2024 Added 16.84%
$212B
$424 Million 0.06% of portfolio
2,791
Q4 2024 Reduced 2.65%
$265B
$405 Million 0.06% of portfolio
4,479
Q4 2024 Added 27.86%
$464B
$394 Million 0.06% of portfolio
3,659
Q4 2024 Added 13.88%
$77.4B
$386 Million 0.06% of portfolio
2,370
Q4 2024 Reduced 13.72%
$235B
$425 Million 0.06% of portfolio
1,932
Q4 2024 Added 58.75%
$200B
$402 Million 0.06% of portfolio
81
Q4 2024 Reduced 4.71%
$39.9B
$430 Million 0.06% of portfolio
6,188
Q4 2024 Reduced 1.82%
$38.6B
$340 Million 0.05% of portfolio
822
Q4 2024 Reduced 0.24%
$15.4B
$312 Million 0.05% of portfolio
1,974
Q4 2024 Reduced 9.74%
$36.2B
$328 Million 0.05% of portfolio
3,000
Q1 2024 Reduced 6.25%
$15.2B
$330 Million 0.05% of portfolio
7,418
Q4 2024 Added 20.81%
$79.5B
$354 Million 0.05% of portfolio
1,722
Q4 2024 Reduced 0.63%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $689 Billion
  • Prior Value $658 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 82 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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