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
DIASpdr Dow Jones Indl Average Recent Activity New Position	0.04%	$227,853 535 shares@ $425.9 avg price	New Position
WFCWells Fargo Co New Recent Activity New Position	0.04%	$226,381 3,223 shares@ $70.24 avg price	New Position
ALLAllstate Corp Recent Activity New Position	0.04%	$214,196 1,111 shares@ $192.8 avg price	New Position
GDGeneral Dynamics Corp Recent Activity New Position	0.04%	$208,022 789 shares@ $263.66 avg price	New Position
FAFFirst Amern Finl Corp Recent Activity New Position	0.04%	$203,789 3,264 shares@ $62.44 avg price	New Position