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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
AVGOBroadcom Inc
Recent Activity
Increased 20.78%
0.21%
$1.33M
5,738 shares@ $231.86 avg price
USMVIshares Tr
Recent Activity
Decreased -2.21%
0.21%
$1.294M
14,579 shares@ $88.79 avg price
PCEFInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 8.35%
0.2%
$1.267M
66,122 shares@ $19.17 avg price
AGOXStarboard Invt Tr
Recent Activity
Decreased -1.04%
0.2%
$1.261M
46,425 shares@ $27.16 avg price
EMBIshares Tr
Recent Activity
Increased 8.42%
0.2%
$1.257M
14,116 shares@ $89.05 avg price
SPMBSpdr Ser Tr
Recent Activity
Increased 80.58%
0.2%
$1.256M
58,260 shares@ $21.55 avg price
TCHPT Rowe Price Etf Inc
Recent Activity
Decreased -5.59%
0.2%
$1.23M
29,202 shares@ $42.11 avg price
PGProcter And Gamble Co
Recent Activity
Increased 8.47%
0.2%
$1.225M
7,306 shares@ $167.65 avg price
UPSUnited Parcel Service Inc
Recent Activity
Increased 0.26%
0.2%
$1.217M
9,653 shares@ $126.1 avg price
CMBSIshares Tr
Recent Activity
Increased 8.34%
0.19%
$1.209M
25,605 shares@ $47.2 avg price