GA
| |
Goldstein Advisors, LLC13F | |
| Goldstein Advisors, LLC | |
| Last update 2025-04-24 | 183 Stocks (14 new) |
| Value $684.00 Mil | Turnover 11 % |
Goldstein Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 756,965 | 92,357.4 | -3.49% | 13.510 | -0.51% | 0.140 | +20.01% | +7.44% | 72,171.6 | ||
GSLC |
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
| 558,737 | 61,505.8 | +2.43% | 9.000 | +0.21% | 0.490 | +18.96% | +7.49% | 14,014.4 | ||
JGRO | JPMorgan Active Growth ETF | 713,774 | 52,669.4 | +0.89% | 7.700 | +0.07% | 237.920 | +24.30% | +7.52% | 6,555.8 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 294,966 | 50,406.7 | +0.09% | 7.370 | +0.01% | 0.100 | +14.25% | +3.80% | 53,112.1 | ||
VFLO | VictoryShares Free Cash Flow ETF | 1,198,779 | 41,094.1 | New Holding | 6.010 | +6.01% | 1.150 | +10.70% | +3.69% | 4,333.8 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 895,038 | 32,588.3 | -25.75% | 4.770 | -1.54% | 0.140 | +12.67% | +19.87% | 26,951.4 | ||
UBND |
VictoryShares Core Plus Intermediate Bond ETF
VictoryShares Core Plus Intermediate Bond ETF
| 1,452,746 | 31,669.9 | +9.37% | 4.630 | +0.40% | 5.000 | +1.43% | +3.45% | 1,020.8 | ||
DBMF |
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
| 1,203,999 | 30,413.0 | +24.00% | 4.450 | +0.86% | - | +3.27% | -0.10% | 1,204.6 | ||
BOND | PIMCO Active Bond ETF | 248,603 | 22,988.3 | +0.17% | 3.360 | +0.01% | 0.420 | +1.86% | +3.46% | 5,607.3 | ||
TAXF |
American Century Diversified Municipal Bond ETF
American Century Diversified Municipal Bond ETF
| 431,366 | 21,344.0 | +2.75% | 3.120 | +0.08% | 4.150 | +1.06% | -1.58% | 472.4 |
Goldstein Advisors, LLC's Historical Top Holdings Breakdowns
Goldstein Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VFLO | VictoryShares Free Cash Flow ETF | 2025-03-31 | New Buy New Buy | +6.01% | 33.49 ($35.11) 36.26 | $35.08 | -0.09% | New holding | 1,198,779 | 1,198,779 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -3.24% | 53.6 ($56.92) 58.97 | $55.76 | -2.04% | Reduce -91.47% | 36,816 | -394,740 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Reduce Reduce | -1.54% | 33.84 ($36.14) 37.77 | $40.22 | 11.29% | Reduce -25.75% | 895,038 | -310,464 | |
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 2025-03-31 | Sold Out Sold Out | -0.91% | 37.31 ($40.53) 43.82 | $45.43 | 12.09% | Sold Out | 0 | -155,132 | |
DBMF |
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
| 2025-03-31 | Add Add | +0.86% | 24.88 ($26.07) 26.85 | $25.78 | -1.11% | Add 24% | 1,203,999 | 233,042 | |
ICSH |
iShares Ultra Short-Term Bond Active ETF
iShares Ultra Short-Term Bond Active ETF
| 2025-03-31 | Sold Out Sold Out | -0.71% | 50.44 ($50.57) 50.7 | $50.62 | 0.10% | Sold Out | 0 | -96,615 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.58% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | New holding | 5 | 5 | |
CHD | Church & Dwight Co Inc | 2025-03-31 | Sold Out Sold Out | -0.57% | 101.42 ($107.04) 113.2 | $96.60 | -9.75% | Sold Out | 0 | -37,508 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Reduce Reduce | -0.51% | 120.29 ($128.89) 134.6 | $137.38 | 6.59% | Reduce -3.49% | 756,965 | -27,334 | |
UBND |
VictoryShares Core Plus Intermediate Bond ETF
VictoryShares Core Plus Intermediate Bond ETF
| 2025-03-31 | Add Add | +0.40% | 21.14 ($21.57) 21.93 | $21.60 | 0.14% | Add 9.37% | 1,452,746 | 124,465 |
Goldstein Advisors, LLC Total Holding History ($B)
Goldstein Advisors, LLC's Asset Allocation
Goldstein Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Goldstein Advisors, LLC's Hypothetical Growth since 2025-03-31
Goldstein Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Goldstein Advisors, LLC's Holdings Heat Map
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Goldstein Advisors, LLC's Holdings Bubble Chart
Goldstein Advisors, LLC News
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