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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
CMECme Group Inc
Recent Activity
Decreased -15.59%
0.18%
$1.124M
4,839 shares@ $232.26 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.12%
0.18%
$1.096M
3,115 shares@ $351.8 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
Decreased -48.39%
0.14%
$861,655
21,239 shares@ $40.57 avg price
CEGConstellation Energy Corp
Recent Activity
Decreased -13.91%
0.12%
$762,298
3,408 shares@ $223.68 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -95.08%
0.09%
$559,654
7,489 shares@ $74.74 avg price
OGIGAlps Etf Tr
Recent Activity
Decreased -15.41%
0.07%
$433,502
9,426 shares@ $46.0 avg price
DISDisney Walt Co
Recent Activity
Decreased -2.05%
0.07%
$414,162
3,719 shares@ $111.37 avg price
ANGLVaneck Etf Trust
Recent Activity
Decreased -1.83%
0.07%
$407,002
14,196 shares@ $28.68 avg price
SPHDInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -18.24%
0.07%
$394,113
8,158 shares@ $48.32 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -23%
0.06%
$378,864
1,677 shares@ $225.92 avg price