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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
FNDASchwab Strategic Tr
Recent Activity
Increased 125.36%
1.96%
$12.46M
419,531 shares@ $29.71 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 4.52%
1.91%
$12.159M
270,986 shares@ $44.87 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 7.99%
1.89%
$12.048M
154,439 shares@ $78.02 avg price
VRIGInvesco Actively Managed Exc
Recent Activity
Increased 9.92%
1.73%
$11.022M
438,845 shares@ $25.12 avg price
IGIBIshares Tr
Recent Activity
Decreased -7.26%
1.72%
$10.926M
212,121 shares@ $51.52 avg price
IWMIshares Tr
Recent Activity
Increased 20.41%
1.62%
$10.315M
46,683 shares@ $220.96 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 21.28%
1.6%
$10.175M
198,961 shares@ $51.14 avg price
VOVanguard Index Fds
Recent Activity
Increased 20.89%
1.6%
$10.146M
38,415 shares@ $264.13 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 4.66%
1.54%
$9.795M
234,725 shares@ $41.74 avg price