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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
JBNDJ P Morgan Exchange Traded F
Recent Activity
New Position
2.03%
$12.927M
247,399 shares@ $52.26 avg price
FTECFidelity Covington Trust
Recent Activity
New Position
1.21%
$7.664M
41,456 shares@ $184.88 avg price
VFLOVictory Portfolios Ii
Recent Activity
New Position
0.57%
$3.576M
104,903 shares@ $34.09 avg price
JCPBJ P Morgan Exchange Traded F
Recent Activity
New Position
0.56%
$3.527M
76,557 shares@ $46.07 avg price
NUSINeos Etf Trust
Recent Activity
New Position
0.32%
$2.038M
78,205 shares@ $26.06 avg price
XOMExxon Mobil Corp
Recent Activity
New Position
0.08%
$449,341
4,177 shares@ $107.58 avg price
DHSWisdomtree Tr
Recent Activity
New Position
0.07%
$419,840
4,497 shares@ $93.37 avg price
JPIBJ P Morgan Exchange Traded F
Recent Activity
New Position
0.07%
$405,909
8,589 shares@ $47.26 avg price
IYZIshares Tr
Recent Activity
New Position
0.07%
$393,811
14,678 shares@ $26.84 avg price
FDVVFidelity Covington Trust
Recent Activity
New Position
0.07%
$382,940
7,668 shares@ $49.95 avg price