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
FFord Mtr Co Recent Activity Exited	0%	$313,944 29,730 shares@ $10.56 avg price	Exited
FALNIshares Tr Recent Activity Exited	0%	$258,554 9,457 shares@ $27.34 avg price	Exited
AMGNAmgen Inc Recent Activity Exited	0%	$252,887 785 shares@ $322.15 avg price	Exited
KOCoca Cola Co Recent Activity Exited	0%	$227,874 3,171 shares@ $71.87 avg price	Exited
BRBroadridge Finl Solutions In Recent Activity Exited	0%	$216,784 1,008 shares@ $215.07 avg price	Exited
WPCWp Carey Inc Recent Activity Exited	0%	$208,399 3,345 shares@ $62.31 avg price	Exited
INVHInvitation Homes Inc Recent Activity Exited	0%	$207,294 5,879 shares@ $35.27 avg price	Exited
LOWLowes Cos Inc Recent Activity Exited	0%	$203,334 751 shares@ $270.76 avg price	Exited
FLTRVaneck Etf Trust Recent Activity Exited	0%	$202,133 7,936 shares@ $25.48 avg price	Exited