test

Andy Peters

@Goldstein Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$688.624MTotal holdings202
Assets growth rate4.68%Assets growth rate (2-Q avg)7.35%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Goldstein Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 202 positions.

Assets under management

The assets under management (AUM) of Goldstein Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 688.624M in assets, with a quarterly growth rate of 4.68% and a 2-quarter average growth rate of 7.35%. The portfolio is managed by Andy Peters, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ITOTIshares Tr
Recent Activity
Decreased -6.59%
14.65%
$100.877M
784,299 shares@ $128.63 avg price
UBNDVictory Portfolios Ii
Recent Activity
Decreased -24.89%
4.13%
$28.385M
1.328M shares@ $21.38 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
Decreased -6.44%
3.69%
$25.4M
970,957 shares@ $26.16 avg price
AAPLApple Inc
Recent Activity
Decreased -1.49%
1.14%
$7.796M
31,130 shares@ $250.43 avg price
PAVEGlobal X Fds
Recent Activity
Decreased -3.68%
0.92%
$6.269M
155,132 shares@ $40.41 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.01%
0.69%
$4.694M
9,181 shares@ $511.24 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -0.21%
0.58%
$3.954M
90,604 shares@ $43.64 avg price
DBEFDbx Etf Tr
Recent Activity
Decreased -2.27%
0.49%
$3.325M
80,325 shares@ $41.41 avg price
IMCBIshares Tr
Recent Activity
Decreased -0.84%
0.42%
$2.879M
37,809 shares@ $76.15 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -2.72%
0.3%
$2.03M
10,725 shares@ $189.3 avg price