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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
DGROIshares Tr
Recent Activity
Increased 8.16%
0.45%
$2.828M
46,103 shares@ $61.34 avg price
ISTBIshares Tr
Recent Activity
Increased 5.21%
0.45%
$2.816M
58,951 shares@ $47.78 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 44.32%
0.44%
$2.808M
49,800 shares@ $56.38 avg price
MAMastercard Incorporated
Recent Activity
Increased 2.58%
0.44%
$2.794M
5,305 shares@ $526.6 avg price
TSLATesla Inc
Recent Activity
Decreased -3.81%
0.41%
$2.562M
6,345 shares@ $403.82 avg price
HDVIshares Tr
Recent Activity
Increased 12.07%
0.4%
$2.51M
22,360 shares@ $112.27 avg price
USHYIshares Tr
Recent Activity
Increased 63.28%
0.4%
$2.498M
67,899 shares@ $36.79 avg price
AGGYWisdomtree Tr
Recent Activity
Increased 16.65%
0.35%
$2.197M
51,195 shares@ $42.92 avg price
NUSINeos Etf Trust
Recent Activity
New Position
0.32%
$2.038M
78,205 shares@ $26.06 avg price
IXUSIshares Tr
Recent Activity
Increased 22.73%
0.32%
$1.987M
30,047 shares@ $66.15 avg price