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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
MSIMotorola Solutions Inc
Recent Activity
Decreased -4.51%
0.06%
$371,014
803 shares@ $462.04 avg price
EXCExelon Corp
Recent Activity
Decreased -27.9%
0.06%
$330,788
8,788 shares@ $37.65 avg price
IEIIshares Tr
Recent Activity
Decreased -88.95%
0.05%
$294,538
2,549 shares@ $115.56 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -27.77%
0.05%
$269,353
2,835 shares@ $95.01 avg price
CRWDCrowdstrike Hldgs Inc
Recent Activity
Decreased -6.28%
0.04%
$244,987
716 shares@ $342.17 avg price
TTDThe Trade Desk Inc
Recent Activity
Decreased -11.84%
0.04%
$243,052
2,068 shares@ $117.53 avg price
SQBlock Inc
Recent Activity
Decreased -16.69%
0.04%
$229,874
2,705 shares@ $84.99 avg price
TIPIshares Tr
Recent Activity
Decreased -2.91%
0.04%
$220,353
2,068 shares@ $106.56 avg price
TMFCRbb Fd Inc
Recent Activity
Decreased -9.42%
0.04%
$205,671
3,421 shares@ $60.13 avg price
HGTYHagerty Inc
Recent Activity
Decreased -19.24%
0.03%
$180,764
18,732 shares@ $9.66 avg price