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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
IVVIshares Tr
Recent Activity
Decreased -0.72%
0.27%
$1.854M
3,149 shares@ $588.68 avg price
QUSSpdr Ser Tr
Recent Activity
Decreased -0.17%
0.26%
$1.75M
11,299 shares@ $154.85 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -6.78%
0.24%
$1.642M
4,001 shares@ $410.44 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -0.99%
0.24%
$1.585M
7,533 shares@ $210.46 avg price
DEUSDbx Etf Tr
Recent Activity
Decreased -2.11%
0.23%
$1.582M
29,474 shares@ $53.69 avg price
MGEEMge Energy Inc
Recent Activity
Decreased -4.2%
0.18%
$1.217M
12,951 shares@ $93.96 avg price
JPMEJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.55%
0.18%
$1.18M
11,519 shares@ $102.48 avg price
IEFAIshares Tr
Recent Activity
Decreased -1.03%
0.17%
$1.11M
15,801 shares@ $70.28 avg price
IWRIshares Tr
Recent Activity
Decreased -2.22%
0.17%
$1.106M
12,511 shares@ $88.4 avg price
IWFIshares Tr
Recent Activity
Decreased -8.05%
0.16%
$1.1M
2,739 shares@ $401.59 avg price