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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
SPTSSpdr Ser Tr
Recent Activity
Decreased -36.26%
0.31%
$1.931M
66,559 shares@ $29.01 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Increased 44.9%
0.3%
$1.88M
37,435 shares@ $50.22 avg price
ILTBIshares Tr
Recent Activity
Decreased -8.75%
0.28%
$1.774M
36,464 shares@ $48.65 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 11.59%
0.27%
$1.682M
8,888 shares@ $189.29 avg price
FNDESchwab Strategic Tr
Recent Activity
Increased 15.17%
0.25%
$1.564M
53,837 shares@ $29.06 avg price
ABBVAbbvie Inc
Recent Activity
Increased 0.43%
0.25%
$1.561M
8,786 shares@ $177.71 avg price
VGTVanguard World Fd
Recent Activity
Increased 32.2%
0.24%
$1.512M
2,431 shares@ $621.78 avg price
VRPInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 7.74%
0.24%
$1.485M
61,395 shares@ $24.19 avg price
GSLCGoldman Sachs Etf Tr
Recent Activity
Decreased -2.77%
0.24%
$1.475M
12,806 shares@ $115.18 avg price
VDEVanguard World Fd
Recent Activity
Increased 11.45%
0.23%
$1.456M
11,999 shares@ $121.31 avg price