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
QHYWisdomtree Tr Recent Activity Increased 29.33%	0.61%	$3.844M 85,167 shares@ $45.14 avg price	Increased 29.33%
USFRWisdomtree Tr Recent Activity Increased 4.44%	0.58%	$3.664M 72,810 shares@ $50.32 avg price	Increased 4.44%
VFLOVictory Portfolios Ii Recent Activity New Position	0.57%	$3.576M 104,903 shares@ $34.09 avg price	New Position
JCPBJ P Morgan Exchange Traded F Recent Activity New Position	0.56%	$3.527M 76,557 shares@ $46.07 avg price	New Position
NVDANvidia Corporation Recent Activity Increased 4.33%	0.54%	$3.386M 25,214 shares@ $134.3 avg price	Increased 4.33%
MSFTMicrosoft Corp Recent Activity Increased 5.81%	0.52%	$3.282M 7,788 shares@ $421.48 avg price	Increased 5.81%
AMZNAmazon Com Inc Recent Activity Increased 3.18%	0.5%	$3.184M 14,515 shares@ $219.4 avg price	Increased 3.18%
RDVYFirst Tr Exchange-traded Fd Recent Activity Increased 8.04%	0.49%	$3.076M 52,007 shares@ $59.14 avg price	Increased 8.04%
AVUVAmerican Centy Etf Tr Recent Activity Increased 23.59%	0.49%	$3.066M 31,759 shares@ $96.53 avg price	Increased 23.59%
SHYGIshares Tr Recent Activity Increased 10.55%	0.45%	$2.836M 66,560 shares@ $42.61 avg price	Increased 10.55%