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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
ISCBIshares Tr
Recent Activity
Increased 1.38%
0.36%
$2.479M
42,253 shares@ $58.67 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 449.43%
0.33%
$2.254M
3,846 shares@ $586.13 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 3.55%
0.33%
$2.204M
10,048 shares@ $219.4 avg price
MTUMIshares Tr
Recent Activity
Increased 0.3%
0.3%
$2.046M
9,889 shares@ $206.93 avg price
IJRIshares Tr
Recent Activity
Increased 3.93%
0.26%
$1.775M
15,402 shares@ $115.22 avg price
PULSPgim Etf Tr
Recent Activity
Increased 7.31%
0.2%
$1.371M
27,674 shares@ $49.56 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.28%
0.19%
$1.242M
6,523 shares@ $190.44 avg price
VHTVanguard World Fd
Recent Activity
Increased 1.32%
0.16%
$1.097M
4,325 shares@ $253.69 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.63%
0.16%
$1.033M
1,765 shares@ $585.51 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.49%
0.13%
$858,040
3,701 shares@ $231.85 avg price