test

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
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
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
VIGIVanguard Whitehall Fds
Recent Activity
Increased 0.87%
1.01%
$6.398M
79,991 shares@ $80.0 avg price
MDYGSpdr Ser Tr
Recent Activity
Increased 30.37%
0.97%
$6.161M
70,910 shares@ $86.9 avg price
AAPLApple Inc
Recent Activity
Increased 6.3%
0.94%
$5.957M
23,786 shares@ $250.43 avg price