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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
HMOPHartford Fds Exchange Traded
Recent Activity
Increased 9.66%
2.92%
$20.073M
519,226 shares@ $38.66 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 3.84%
2.67%
$18.371M
79,010 shares@ $232.52 avg price
IXUSIshares Tr
Recent Activity
Increased 10.73%
2.04%
$14.02M
211,979 shares@ $66.15 avg price
RODMLattice Strategies Tr
Recent Activity
Increased 5.99%
1.7%
$11.672M
410,692 shares@ $28.42 avg price
JPSEJ P Morgan Exchange Traded F
Recent Activity
Increased 4.02%
1.56%
$10.714M
228,895 shares@ $46.81 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
1.49%
$10.204M
107,396 shares@ $95.02 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Increased 11.1%
1.15%
$7.892M
78,980 shares@ $99.93 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
XSOEWisdomtree Tr
Recent Activity
Increased 5.19%
0.91%
$6.201M
203,459 shares@ $30.48 avg price