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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
MOATVaneck Etf Trust
Recent Activity
Increased 4.53%
1.54%
$9.782M
105,494 shares@ $92.73 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 8.16%
1.45%
$9.245M
193,328 shares@ $47.83 avg price
IWRIshares Tr
Recent Activity
Increased 20.35%
1.36%
$8.672M
98,096 shares@ $88.41 avg price
DONWisdomtree Tr
Recent Activity
Increased 7.76%
1.29%
$8.173M
160,340 shares@ $50.97 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 17.32%
1.27%
$8.044M
159,700 shares@ $50.38 avg price
FTECFidelity Covington Trust
Recent Activity
New Position
1.21%
$7.664M
41,456 shares@ $184.88 avg price
BBAGJ P Morgan Exchange Traded F
Recent Activity
Increased 20.04%
1.18%
$7.502M
166,037 shares@ $45.18 avg price
UCONFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 35.39%
1.13%
$7.161M
290,514 shares@ $24.66 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 7.29%
1.06%
$6.734M
52,779 shares@ $127.59 avg price
IJRIshares Tr
Recent Activity
Increased 26.28%
1.02%
$6.49M
56,329 shares@ $115.22 avg price