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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
ORCLOracle Corp
Recent Activity
Increased 179.59%
0.09%
$604,737
3,629 shares@ $166.65 avg price
EOGEog Res Inc
Recent Activity
Decreased -1.4%
0.09%
$603,094
4,920 shares@ $122.59 avg price
APPApplovin Corp
Recent Activity
Decreased -29.48%
0.09%
$568,322
1,755 shares@ $323.84 avg price
MUSIAmerican Centy Etf Tr
Recent Activity
Decreased -2.53%
0.09%
$560,377
12,975 shares@ $43.19 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 27.93%
0.08%
$550,296
1,214 shares@ $453.3 avg price
TSLATesla Inc
Recent Activity
Increased 47.62%
0.08%
$537,107
1,330 shares@ $403.84 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.71%
0.08%
$535,137
1,846 shares@ $289.9 avg price
DIVIFranklin Templeton Etf Tr
Recent Activity
Decreased -36.02%
0.08%
$533,548
17,779 shares@ $30.02 avg price
EUSBIshares Tr
Recent Activity
Increased 11%
0.08%
$527,049
12,407 shares@ $42.48 avg price
IVWIshares Tr
Recent Activity
Decreased -7.36%
0.08%
$526,332
5,184 shares@ $101.54 avg price