Goldstone Financial Group, LLC Portfolio Holdings

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025

Goldstone Financial Group, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $661 Billion distributed in 202 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $71.9B, First Tr Ex Td Viii Ft Cboe Ve with a value of $30.9B, Invesco Qqq Trust, Series 1 with a value of $28.2B, Vanguard Value ETF with a value of $26.1B, and J P Morgan ETF Tr U S Quality with a value of $25.8B.

Examining the 13F form we can see an increase of $22.5B in the current position value, from $638B to 661B.

Goldstone Financial Group, LLC is based out at Oakbrook Terrace, IL

Below you can find more details about Goldstone Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $661 Billion
ETFs: $558 Billion
Technology: $20.1 Billion
Financial Services: $17.5 Billion
Healthcare: $8.38 Billion
Consumer Cyclical: $7.94 Billion
Industrials: $6.6 Billion
Communication Services: $6.41 Billion
Consumer Defensive: $5.91 Billion
Other: $7.3 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95B
$278 Million 0.04% of portfolio
1,630
Q1 2025 New
$104B
$274 Million 0.04% of portfolio
4,486
Q1 2025 Reduced 7.01%
$53.1B
$273 Million 0.04% of portfolio
1,044
Q2 2024 Added 17.15%
$132B
$206 Million 0.03% of portfolio
882
Q1 2025 New
$34.4B
$200 Million 0.03% of portfolio
1,453
Q1 2025 New
$86.6B
$216 Million 0.03% of portfolio
1,254
Q1 2025 New
$35.8B
$217 Million 0.03% of portfolio
3,735
Q1 2025 New
$93.5B
$217 Million 0.03% of portfolio
2,211
Q1 2025 New
$10.2B
$230 Million 0.03% of portfolio
11,376
Q1 2025 Added 2.69%
$50.5B
$231 Million 0.03% of portfolio
1,116
Q1 2025 Added 0.45%

Summary

  • Portfolio
  • No. of Stocks 202
  • Current Value $661 Billion
  • Prior Value $638 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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