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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
ILCGIshares Tr
Recent Activity
Decreased -1.33%
0.13%
$864,730
9,651 shares@ $89.61 avg price
AVGOBroadcom Inc
Recent Activity
Increased 0.49%
0.13%
$858,040
3,701 shares@ $231.85 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -2.48%
0.13%
$851,374
11,919 shares@ $71.43 avg price
PXHInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 3.76%
0.13%
$842,383
41,132 shares@ $20.48 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
IEMGIshares Inc
Recent Activity
Increased 0.82%
0.12%
$814,186
15,591 shares@ $52.23 avg price
MAMastercard Incorporated
Recent Activity
Decreased -0.98%
0.12%
$790,382
1,501 shares@ $526.58 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 52.03%
0.12%
$780,076
15,221 shares@ $51.25 avg price
VVisa Inc
Recent Activity
Increased 0.89%
0.12%
$760,076
2,405 shares@ $316.04 avg price