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
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
NOBLProshares Tr
Recent Activity
Increased 2.74%
0.89%
$5.625M
56,509 shares@ $99.55 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 207.57%
0.86%
$5.428M
198,687 shares@ $27.32 avg price
VPUVanguard World Fd
Recent Activity
Increased 10.81%
0.8%
$5.048M
30,892 shares@ $163.42 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 37.81%
0.71%
$4.482M
49,607 shares@ $90.36 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.1%
0.69%
$4.39M
7,491 shares@ $586.05 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -2.33%
0.69%
$4.364M
18,207 shares@ $239.71 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 6.78%
0.62%
$3.934M
68,388 shares@ $57.53 avg price