Jeff Weglarz

@Goldstone Financial Group, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$638.123M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ARTYIshares Tr Recent Activity New Position	0.06%	$368,429 9,939 shares@ $37.07 avg price	New Position
KMBKimberly-clark Corp Recent Activity New Position	0.06%	$331,662 2,531 shares@ $131.04 avg price	New Position
QQQJInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.06%	$329,675 10,676 shares@ $30.89 avg price	New Position
MOAltria Group Inc Recent Activity New Position	0.06%	$325,038 6,216 shares@ $52.3 avg price	New Position
IEFAIshares Tr Recent Activity New Position	0.05%	$303,433 4,317 shares@ $70.29 avg price	New Position
BLMNBloomin Brands Inc Recent Activity New Position	0.05%	$286,434 23,459 shares@ $12.21 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.04%	$253,126 757 shares@ $334.39 avg price	New Position
TQQQProshares Tr Recent Activity New Position	0.04%	$247,993 3,134 shares@ $79.13 avg price	New Position
SCHFSchwab Strategic Tr Recent Activity New Position	0.04%	$243,756 13,176 shares@ $18.5 avg price	New Position
ABNBAirbnb Inc Recent Activity New Position	0.04%	$229,142 1,744 shares@ $131.39 avg price	New Position