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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
LNTAlliant Energy Corp
Recent Activity
Decreased -1.18%
0.16%
$1.089M
18,420 shares@ $59.15 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.92%
0.16%
$1.065M
4,444 shares@ $239.71 avg price
RSPTInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.7%
0.15%
$1.028M
27,462 shares@ $37.42 avg price
USMVIshares Tr
Recent Activity
Decreased -2.71%
0.15%
$982,106
11,061 shares@ $88.79 avg price
HDHome Depot Inc
Recent Activity
Decreased -3.78%
0.14%
$900,512
2,315 shares@ $389.0 avg price
ILCGIshares Tr
Recent Activity
Decreased -1.33%
0.13%
$864,730
9,651 shares@ $89.61 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -2.48%
0.13%
$851,374
11,919 shares@ $71.43 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -0.17%
0.13%
$830,957
1,710 shares@ $485.94 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.76%
0.12%
$826,241
7,140 shares@ $115.73 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.98%
0.12%
$790,382
1,501 shares@ $526.58 avg price