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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
METAMeta Platforms Inc
Recent Activity
Increased 17.8%
0.19%
$1.197M
2,045 shares@ $585.4 avg price
MCDMcdonalds Corp
Recent Activity
Increased 2.68%
0.19%
$1.167M
4,024 shares@ $289.92 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.15%
0.19%
$1.156M
2,551 shares@ $453.28 avg price
PDOPimco Dynamic Income Oprnts
Recent Activity
Increased 12.07%
0.19%
$1.153M
84,829 shares@ $13.59 avg price
ABTAbbott Labs
Recent Activity
Increased 1.01%
0.18%
$1.125M
9,947 shares@ $113.12 avg price
CMECme Group Inc
Recent Activity
Decreased -15.59%
0.18%
$1.124M
4,839 shares@ $232.26 avg price
ACNAccenture Plc Ireland
Recent Activity
Decreased -0.12%
0.18%
$1.096M
3,115 shares@ $351.8 avg price
PDIPimco Dynamic Income Fd
Recent Activity
Increased 12.39%
0.18%
$1.096M
59,747 shares@ $18.35 avg price
QYLDGlobal X Fds
Recent Activity
Increased 5.29%
0.17%
$1.035M
56,790 shares@ $18.23 avg price
IWFIshares Tr
Recent Activity
Increased 5.38%
0.17%
$1.024M
2,550 shares@ $401.65 avg price