GF
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Goldstone Financial Group, LLC13F | |
| Goldstone Financial Group, LLC | |
| Last update 2025-07-08 | 206 Stocks (14 new) |
| Value $757.00 Mil | Turnover 11 % |
Goldstone Financial Group, LLC... Top Holdings of 2025-06-30
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 145,499 | 83,694.0 | +3.96% | 11.050 | +0.42% | 0.010 | +17.21% | +7.08% | 654,655.2 | ||
QQQ | INVESCO QQQ Trust | 61,653 | 34,292.8 | +2.39% | 4.530 | +0.11% | 0.010 | +22.10% | +8.69% | 355,935.0 | ||
BUFR | FT Vest Laddered Buffer ETF | 1,013,599 | 32,465.6 | -2.67% | 4.290 | -0.13% | 0.470 | +11.63% | +5.07% | 6,947.3 | ||
VTV | Vanguard Value ETF | 162,490 | 29,188.1 | +7.48% | 3.860 | +0.27% | 0.020 | +10.76% | +6.49% | 132,298.5 | ||
JQUA | JPMorgan U.S. Quality Factor ETF | 478,203 | 29,093.9 | +4.71% | 3.840 | +0.17% | 0.430 | +12.14% | +5.44% | 6,733.5 | ||
JPIB |
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
| 459,330 | 22,277.5 | +2,602.42% | 2.940 | +2.83% | 2.510 | +3.68% | +4.76% | 884.8 | ||
IVV | iShares Core S&P 500 ETF | 30,861 | 19,385.9 | +0.95% | 2.560 | +0.02% | 0.000 | +17.02% | +7.08% | 622,054.4 | ||
VTI | Vanguard Total Stock Market ETF | 56,232 | 17,321.2 | -5.45% | 2.290 | -0.13% | 0.000 | +17.65% | +6.63% | 471,718.0 | ||
IUSG | ISHARES TRUST | 103,992 | 15,778.6 | +1.14% | 2.080 | +0.02% | 0.070 | +22.26% | +8.84% | 23,548.3 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 159,160 | 15,290.5 | -0.61% | 2.020 | -0.01% | 0.040 | +22.60% | +9.35% | 37,997.7 |
Goldstone Financial Group, LLC's Historical Top Holdings Breakdowns
Goldstone Financial Group, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPIB |
JPMorgan International Bond Opportunities ETF
JPMorgan International Bond Opportunities ETF
| 2025-06-30 | Add Add | +2.83% | 47.18 ($47.98) 48.62 | $48.35 | 0.77% | Add 2602.42% | 459,330 | 442,333 | |
CLOA | BlackRock AAA CLO ETF | 2025-06-30 | New Buy New Buy | +1.68% | 51.02 ($51.66) 51.93 | $51.78 | 0.23% | New holding | 245,747 | 245,747 | |
JAGG | JAGG | 2025-06-30 | Sold Out Sold Out | -1.22% | 45.1 ($45.64) 46.41 | $47.25 | 3.53% | Sold Out | 0 | -174,951 | |
JBND | JP MORGAN ETF TRUS | 2025-06-30 | Reduce Reduce | -0.95% | 52.31 ($52.96) 53.89 | $52.98 | 0.04% | Reduce -43.21% | 154,474 | -117,553 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-06-30 | Add Add | +0.47% | 54.19 ($63.27) 67.22 | $67.08 | 6.02% | Add 108.2% | 102,022 | 53,020 | |
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +0.42% | 456.74 ($525.37) 568.03 | $573.22 | 9.11% | Add 3.96% | 145,499 | 5,544 | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 2025-06-30 | Reduce Reduce | -0.38% | 51.1 ($52.19) 53.29 | $52.71 | 1.00% | Reduce -24.05% | 151,139 | -47,851 | |
DTH |
WisdomTree International High Dividend Fund
WisdomTree International High Dividend Fund
| 2025-06-30 | New Buy New Buy | +0.37% | 37.84 ($44.25) 46.83 | $46.69 | 5.51% | New holding | 60,530 | 60,530 | |
JCPB | JPMorgan Core Plus Bond ETF | 2025-06-30 | Reduce Reduce | -0.33% | 45.9 ($46.46) 47.2 | $46.51 | 0.11% | Reduce -59.38% | 31,489 | -46,033 | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 2025-06-30 | Add Add | +0.32% | 38.19 ($41.33) 43.44 | $43.24 | 4.62% | Add 34.12% | 221,279 | 56,291 |
Goldstone Financial Group, LLC Total Holding History ($B)
Goldstone Financial Group, LLC's Asset Allocation
Goldstone Financial Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Goldstone Financial Group, LLC's Hypothetical Growth since 2025-06-30
Goldstone Financial Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Goldstone Financial Group, LLC's Holdings Heat Map
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Goldstone Financial Group, LLC's Holdings Bubble Chart
Goldstone Financial Group, LLC News
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