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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
ITOTIshares Tr
Recent Activity
Decreased -6.59%
14.65%
$100.877M
784,299 shares@ $128.63 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Increased 3.59%
9.13%
$62.827M
545,466 shares@ $115.18 avg price
JGROJ P Morgan Exchange Traded F
Recent Activity
Increased 0.41%
8.33%
$57.328M
707,488 shares@ $81.04 avg price
QUALIshares Tr
Recent Activity
Increased 4.49%
7.63%
$52.479M
294,692 shares@ $178.08 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 79.79%
5.98%
$41.144M
1.206M shares@ $34.13 avg price
UBNDVictory Portfolios Ii
Recent Activity
Decreased -24.89%
4.13%
$28.385M
1.328M shares@ $21.38 avg price
DBMFLitman Gregory Fds Tr
Recent Activity
Decreased -6.44%
3.69%
$25.4M
970,957 shares@ $26.16 avg price
COWZPacer Fds Tr
Recent Activity
Increased 4.49%
3.54%
$24.374M
431,556 shares@ $56.49 avg price
BONDPimco Etf Tr
Recent Activity
Increased 10.13%
3.26%
$22.441M
248,188 shares@ $90.43 avg price
TAXFAmerican Centy Etf Tr
Recent Activity
Increased 9.64%
3.06%
$21.051M
419,839 shares@ $50.14 avg price