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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
SDIVGlobal X Fds
Recent Activity
Increased 14.32%
0.16%
$1.011M
49,017 shares@ $20.63 avg price
CALFPacer Fds Tr
Recent Activity
Increased 4.89%
0.16%
$961,120
21,839 shares@ $44.01 avg price
ORCLOracle Corp
Recent Activity
Increased 4.83%
0.15%
$911,817
5,472 shares@ $166.64 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 2.88%
0.14%
$870,022
1,790 shares@ $486.05 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
Decreased -48.39%
0.14%
$861,655
21,239 shares@ $40.57 avg price
BACBank America Corp
Recent Activity
Increased 21.12%
0.13%
$824,646
18,763 shares@ $43.96 avg price
PEPPepsico Inc
Recent Activity
Increased 2.26%
0.13%
$792,001
5,208 shares@ $152.08 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 4.25%
0.13%
$790,554
22,421 shares@ $35.26 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 26.16%
0.13%
$784,532
1,370 shares@ $572.66 avg price
TAt&t Inc
Recent Activity
Increased 7.28%
0.13%
$775,531
34,059 shares@ $22.78 avg price