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Jeff Weglarz

@Goldstone Financial Group, Llc

Latest period2024 - Q4ReportedManaged Assets$638.123MTotal holdings199
Assets growth rate11.03%Assets growth rate (2-Q avg)5.52%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Goldstone Financial Group, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 199 positions.

Assets under management

The assets under management (AUM) of Goldstone Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 638.123M in assets, with a quarterly growth rate of 11.03% and a 2-quarter average growth rate of 5.52%. The portfolio is managed by Jeff Weglarz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IGIBIshares Tr
Recent Activity
Decreased -7.26%
1.72%
$10.926M
212,121 shares@ $51.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.33%
0.69%
$4.364M
18,207 shares@ $239.71 avg price
TSLATesla Inc
Recent Activity
Decreased -3.81%
0.41%
$2.562M
6,345 shares@ $403.82 avg price
SPTSSpdr Ser Tr
Recent Activity
Decreased -36.26%
0.31%
$1.931M
66,559 shares@ $29.01 avg price
ILTBIshares Tr
Recent Activity
Decreased -8.75%
0.28%
$1.774M
36,464 shares@ $48.65 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -2.77%
0.24%
$1.475M
12,806 shares@ $115.18 avg price
USMVIshares Tr
Recent Activity
Decreased -2.21%
0.21%
$1.294M
14,579 shares@ $88.79 avg price
AGOXStarboard Invt Tr
Recent Activity
Decreased -1.04%
0.2%
$1.261M
46,425 shares@ $27.16 avg price
TCHPT Rowe Price Etf Inc
Recent Activity
Decreased -5.59%
0.2%
$1.23M
29,202 shares@ $42.11 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.15%
0.19%
$1.156M
2,551 shares@ $453.28 avg price