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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
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
GBILGoldman Sachs Etf Tr
Recent Activity
Increased 11.1%
1.15%
$7.892M
78,980 shares@ $99.93 avg price
XSOEWisdomtree Tr
Recent Activity
Increased 5.19%
0.91%
$6.201M
203,459 shares@ $30.48 avg price
NVDANvidia Corporation
Recent Activity
Increased 30.95%
0.8%
$5.495M
40,916 shares@ $134.3 avg price
IJHIshares Tr
Recent Activity
Increased 0.47%
0.76%
$5.215M
83,692 shares@ $62.32 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.26%
0.66%
$4.484M
10,639 shares@ $421.49 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 6.73%
0.65%
$4.426M
85,091 shares@ $52.03 avg price
SCZIshares Tr
Recent Activity
Increased 2.54%
0.59%
$4.018M
66,142 shares@ $60.75 avg price
TILTFlexshares Tr
Recent Activity
Increased 2.02%
0.46%
$3.143M
14,554 shares@ $215.97 avg price