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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
VOOVanguard Index Fds
Recent Activity
Increased 4.54%
11.03%
$70.361M
130,587 shares@ $538.81 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 9.64%
4.67%
$29.759M
976,660 shares@ $30.47 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 3.94%
4.57%
$29.106M
56,932 shares@ $511.24 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 5.34%
3.89%
$24.795M
432,945 shares@ $57.28 avg price
VTVVanguard Index Fds
Recent Activity
Increased 9.9%
2.96%
$18.834M
111,249 shares@ $169.3 avg price
IVVIshares Tr
Recent Activity
Increased 27.21%
2.78%
$17.713M
30,090 shares@ $588.68 avg price
VTIVanguard Index Fds
Recent Activity
Increased 4.35%
2.58%
$16.451M
56,765 shares@ $289.82 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 15.96%
2.2%
$14.021M
159,511 shares@ $87.9 avg price
SPLBSpdr Ser Tr
Recent Activity
Increased 14.82%
2.19%
$13.962M
628,071 shares@ $22.23 avg price
IUSGIshares Tr
Recent Activity
Increased 4.27%
2.09%
$13.304M
95,474 shares@ $139.35 avg price