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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
2692⤦Etf Ser Solutions
Recent Activity
Exited
0%
$2.346M
91,858 shares@ $25.55 avg price
SPABSpdr Ser Tr
Recent Activity
Exited
0%
$1.396M
53,419 shares@ $26.14 avg price
AGGIshares Tr
Recent Activity
Exited
0%
$1.103M
10,894 shares@ $101.27 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$568,030
7,919 shares@ $71.74 avg price
MGCVanguard World Fd
Recent Activity
Exited
0%
$509,988
2,468 shares@ $206.65 avg price
PVALPutnam Etf Trust
Recent Activity
Exited
0%
$507,182
13,368 shares@ $37.95 avg price
CAGConagra Brands Inc
Recent Activity
Exited
0%
$423,880
13,034 shares@ $32.53 avg price
DOWDow Inc
Recent Activity
Exited
0%
$368,596
6,747 shares@ $54.64 avg price
SWKStanley Black & Decker Inc
Recent Activity
Exited
0%
$350,451
3,182 shares@ $110.14 avg price
SHELShell Plc
Recent Activity
Exited
0%
$328,655
4,983 shares@ $65.96 avg price