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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
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
1.49%
$10.204M
107,396 shares@ $95.02 avg price
ICSHIshares Tr
Recent Activity
New Position
0.71%
$4.872M
96,615 shares@ $50.43 avg price
VONVVanguard Scottsdale Fds
Recent Activity
New Position
0.04%
$264,306
3,253 shares@ $81.25 avg price
SHOPShopify Inc
Recent Activity
New Position
0.04%
$220,316
2,072 shares@ $106.34 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.04%
$217,531
2,355 shares@ $92.37 avg price
MCKMckesson Corp
Recent Activity
New Position
0.04%
$215,996
379 shares@ $569.92 avg price
ASMLAsml Holding N V
Recent Activity
New Position
0.04%
$212,776
307 shares@ $693.09 avg price