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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
SCHGSchwab Strategic Tr
Recent Activity
Increased 287.72%
0.11%
$751,431
26,962 shares@ $27.88 avg price
VTIVanguard Index Fds
Recent Activity
Increased 13.25%
0.11%
$735,828
2,539 shares@ $289.82 avg price
VVVanguard Index Fds
Recent Activity
0.11%
$708,757
2,628 shares@ $269.7 avg price
CBChubb Limited
Recent Activity
Increased 0.09%
0.1%
$684,395
2,477 shares@ $276.3 avg price
IWMIshares Tr
Recent Activity
Decreased -3.14%
0.1%
$652,937
2,955 shares@ $220.97 avg price
ADBEAdobe Inc
Recent Activity
Decreased -8.03%
0.1%
$646,120
1,453 shares@ $444.68 avg price
SNPEDbx Etf Tr
Recent Activity
Increased 2.87%
0.1%
$637,056
11,959 shares@ $53.28 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.12%
0.1%
$633,143
691 shares@ $916.28 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -4.89%
0.09%
$618,178
4,275 shares@ $144.61 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -10.19%
0.09%
$614,367
1,215 shares@ $505.66 avg price