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Goldstein Advisors

Latest statistics and disclosures from Goldstein Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, GSLC, VFLO, JGRO, QUAL, and represent 40.97% of Goldstein Advisors's stock portfolio.
Added to shares of these 10 stocks: EMEQ (+$33M), VFLO (+$19M), SPMO (+$11M), THRO, PULS, GSLC, XLK, ITOT, HMOP, TAXF.
Started 30 new stock positions in PDEC, American Wtr Cap Corp, BA, GEV, Lantheus Hldgs Inc Note 2.62512/1, EMXC, Halozyme Therapeutics, Duke Energy Corp, QXO, PUSH.
Reduced shares in these 10 stocks: QUAL (-$24M), AVDE, UBND, DBMF, GBIL, JPSE, SPTL, VST, SPDW, RBLX.
Sold out of its positions in ADI, AZO, FAST, NVRI, ITW, HOOD, RBLX, VRT, VST.
Goldstein Advisors was a net buyer of stock by $45M.
Goldstein Advisors has $878M in assets under management (AUM), dropping by 6.66%.
Central Index Key (CIK): 0001963807

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Portfolio Holdings for Goldstein Advisors

Goldstein Advisors holds 225 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	10.8	$95M		637k	148.69	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	10.2	$89M	+2%	675k	132.37	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	9.4	$82M	+29%	2.1M	39.38	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	6.8	$60M		645k	92.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.8	$34M	-41%	169k	198.62	View chart
Nomura Etf Tr Focused Emerging (EMEQ)	3.8	$33M	NEW	826k	40.20	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	3.6	$32M	+9%	822k	38.56	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	3.5	$31M	-5%	1.4M	22.00	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	3.4	$30M		1.1M	28.06	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.9	$25M	+2%	269k	93.08	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.6	$23M	+92%	195k	119.32	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	2.5	$22M	+2%	609k	36.11	View chart
American Centy Etf Tr Diversified Mu (TAXF)	2.4	$21M	+3%	412k	50.38	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	2.3	$20M	+4%	511k	39.11	View chart
Ishares Tr Core Msci Total (IXUS)	2.0	$17M		203k	84.64	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.9	$16M		442k	36.98	View chart
Ishares Tr S&p 100 Etf (OEF)	1.8	$16M		47k	342.97	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.4	$13M	-27%	153k	82.32	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	1.3	$11M	-3%	229k	50.07	View chart
Global X Fds Defense Tech Etf (SHLD)	1.2	$11M	+2%	162k	64.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$9.4M	+3%	194k	48.32	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.0	$8.9M		228k	39.02	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.7	$6.4M	+54%	129k	49.59	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$6.4M	-2%	97k	66.00	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.7	$6.3M	-7%	63k	99.94	View chart
Apple (AAPL)	0.7	$6.0M		22k	271.85	View chart
NVIDIA Corporation (NVDA)	0.7	$5.7M	-3%	31k	186.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$5.3M	+2%	100k	52.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$5.1M		8.3k	614.31	View chart
Microsoft Corporation (MSFT)	0.5	$4.8M		9.9k	483.60	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$4.5M	-4%	58k	77.53	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$3.8M		5.00	754800.00	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$3.7M	-2%	81k	46.08	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.4	$3.5M		14k	248.69	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$3.4M		71k	48.11	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.4	$3.2M	-2%	38k	82.73	View chart
Amazon (AMZN)	0.3	$2.6M	+11%	11k	230.82	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.6M		3.8k	681.88	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.3	$2.5M	-3%	38k	65.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$2.5M		7.9k	313.02	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.4M	-2%	3.5k	684.94	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.3M	+5%	7.5k	313.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$2.3M	+129%	16k	143.97	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.1M	-2%	4.3k	487.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.1M		6.1k	335.24	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.0M		33k	60.81	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.0M		8.0k	250.31	View chart
Broadcom (AVGO)	0.2	$1.9M	+2%	5.6k	346.10	View chart
Spdr Series Trust State Street Spd (QUS)	0.2	$1.9M		11k	174.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.9M		7.4k	252.92	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.9M		31k	60.17	View chart
Meta Platforms Cl A (META)	0.2	$1.7M	+2%	2.6k	660.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.7M	-4%	14k	120.18	View chart
Dbx Etf Tr Xtrackers Russel (DEUS)	0.2	$1.5M		27k	58.31	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.5M	-16%	35k	44.41	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.5M	+2%	23k	67.22	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.3M		4.1k	322.22	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$1.3M		11k	119.75	View chart
Alliant Energy Corporation (LNT)	0.1	$1.3M	-2%	20k	65.01	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M	-5%	2.7k	473.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.3M		14k	89.46	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.2M		25k	45.51	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.1M	-4%	11k	108.66	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.1M		12k	94.16	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.1M		3.8k	287.85	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$1.1M		41k	25.81	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$985k		9.5k	104.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$965k	+16%	3.3k	290.18	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$944k	+10%	16k	57.85	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$939k		11k	82.50	View chart
EXACT Sciences Corporation (EXAS)	0.1	$934k	-17%	9.2k	101.56	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$902k		28k	32.62	View chart
Applovin Corp Com Cl A (APP)	0.1	$882k	-15%	1.3k	673.82	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$877k	-4%	9.1k	96.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$837k	+13%	16k	53.76	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$827k		2.6k	314.79	View chart
MGE Energy (MGEE)	0.1	$817k		10k	78.42	View chart
Abbvie (ABBV)	0.1	$813k	+9%	3.6k	228.49	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$782k	+5%	2.6k	303.89	View chart
Tesla Motors (TSLA)	0.1	$756k	+10%	1.7k	449.72	View chart
Johnson & Johnson (JNJ)	0.1	$736k		3.6k	206.92	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$718k	+11%	2.9k	246.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$715k	+43%	30k	24.04	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$714k		18k	38.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$713k		27k	26.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$706k	-2%	1.4k	502.66	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$692k	+7%	11k	62.45	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$688k	+2%	9.1k	75.44	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$678k		7.2k	93.97	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$631k	+24%	6.8k	92.30	View chart
Oracle Corporation (ORCL)	0.1	$627k	-3%	3.2k	194.91	View chart
Nebius Group Shs Class A (NBIS)	0.1	$614k	-20%	7.3k	83.70	View chart
McDonald's Corporation (MCD)	0.1	$595k		1.9k	305.63	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$579k		1.2k	468.76	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$568k	NEW	6.3k	89.76	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$567k		13k	43.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$561k	-16%	4.6k	123.26	View chart
Talen Energy Corp (TLN)	0.1	$550k		1.5k	374.84	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$547k		9.5k	57.91	View chart
Eli Lilly & Co. (LLY)	0.1	$544k	-3%	506.00	1074.68	View chart
Exxon Mobil Corporation (XOM)	0.1	$539k	-2%	4.5k	120.34	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$527k	+2%	18k	29.61	View chart
Costco Wholesale Corporation (COST)	0.1	$523k		606.00	862.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$500k	+35%	11k	43.92	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$499k		2.6k	190.99	View chart
Visa Com Cl A (V)	0.1	$465k	-11%	1.3k	350.60	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$450k		3.4k	131.59	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$446k	-40%	17k	26.47	View chart
Netflix (NFLX)	0.0	$435k	+779%	4.6k	93.76	View chart
Philip Morris International (PM)	0.0	$415k		2.6k	160.40	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$411k		8.8k	46.59	View chart
Mastercard Incorporated Cl A (MA)	0.0	$409k		717.00	570.88	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$404k		3.0k	136.73	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$392k		13k	30.07	View chart
Merck & Co (MRK)	0.0	$392k		3.7k	105.26	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$391k		4.5k	86.24	View chart
Raytheon Technologies Corp (RTX)	0.0	$389k	-11%	2.1k	183.40	View chart
International Business Machines (IBM)	0.0	$388k	-2%	1.3k	296.21	View chart
Wal-Mart Stores (WMT)	0.0	$384k	+5%	3.4k	111.41	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$382k		3.0k	128.83	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.0	$377k		8.0k	47.35	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.0	$373k		9.3k	40.36	View chart
Pepsi (PEP)	0.0	$373k		2.6k	143.52	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$372k	+10%	2.3k	160.97	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$371k	+27%	8.9k	41.78	View chart
Home Depot (HD)	0.0	$365k	-5%	1.1k	344.10	View chart
Western Digital (WDC)	0.0	$360k	-27%	2.1k	172.27	View chart
McKesson Corporation (MCK)	0.0	$358k	+30%	436.00	820.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$355k		7.1k	49.90	View chart
Amphenol Corp Cl A (APH)	0.0	$354k	-18%	2.6k	135.14	View chart
American Centy Etf Tr Multisector (MUSI)	0.0	$352k		8.0k	44.16	View chart
Cigna Corp (CI)	0.0	$351k	+14%	1.3k	275.12	View chart
Walt Disney Company (DIS)	0.0	$348k		3.1k	113.77	View chart
Quanta Services (PWR)	0.0	$347k		823.00	422.06	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$339k		4.9k	69.47	View chart
Ge Vernova (GEV)	0.0	$331k	NEW	506.00	653.57	View chart
Bank of America Corporation (BAC)	0.0	$324k		5.9k	55.00	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$323k	-3%	1.9k	167.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$319k		423.00	753.54	View chart
TJX Companies (TJX)	0.0	$317k		2.1k	153.61	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$316k		5.3k	59.54	View chart
Natera (NTRA)	0.0	$310k	-16%	1.4k	229.09	View chart
Automatic Data Processing (ADP)	0.0	$310k		1.2k	257.23	View chart
Citigroup Com New (C)	0.0	$308k		2.6k	116.69	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$307k	-3%	287.00	1069.86	View chart
MercadoLibre (MELI)	0.0	$302k		150.00	2014.26	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$298k		5.2k	57.58	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$297k		4.5k	66.52	View chart
Kla Corp Com New (KLAC)	0.0	$297k	+3%	244.00	1215.08	View chart
Gilead Sciences (GILD)	0.0	$292k		2.4k	122.74	View chart
Lowe's Companies (LOW)	0.0	$291k		1.2k	241.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$288k	-4%	11k	26.23	View chart
Progressive Corporation (PGR)	0.0	$287k	+2%	1.3k	227.72	View chart
Wells Fargo & Company (WFC)	0.0	$283k	+8%	3.0k	93.20	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$283k		3.1k	92.43	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$281k		1.0k	276.94	View chart
S&p Global (SPGI)	0.0	$279k		534.00	522.59	View chart
Chubb (CB)	0.0	$279k	+2%	893.00	312.12	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$278k	+100%	6.5k	42.69	View chart
Leidos Holdings (LDOS)	0.0	$277k		1.5k	180.40	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$275k		3.3k	84.65	View chart
Thermo Fisher Scientific (TMO)	0.0	$271k		467.00	579.45	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$270k	-3%	2.4k	113.92	View chart
Astera Labs (ALAB)	0.0	$268k	+5%	1.6k	166.36	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$266k	+21%	1.9k	139.33	View chart
Pgim Etf Tr Ultra Short Muni (PUSH)	0.0	$264k	NEW	5.2k	50.40	View chart
Eaton Corp SHS (ETN)	0.0	$264k		828.00	318.51	View chart
Roku Com Cl A (ROKU)	0.0	$264k	-10%	2.4k	108.49	View chart
Sea Sponsord Ads (SE)	0.0	$264k	-10%	2.1k	127.57	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$262k		4.9k	53.83	View chart
Qxo Com New (QXO)	0.0	$261k	NEW	14k	19.29	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$259k	+2%	1.9k	139.16	View chart
Abbott Laboratories (ABT)	0.0	$258k	+3%	2.1k	125.29	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.0	$258k		3.5k	74.09	View chart
Morgan Stanley Com New (MS)	0.0	$255k	+3%	1.4k	177.53	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$254k	+13%	9.5k	26.68	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$253k		4.4k	56.81	View chart
Ge Aerospace Com New (GE)	0.0	$252k		817.00	308.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$249k	NEW	5.4k	46.43	View chart
Prologis (PLD)	0.0	$244k		1.9k	127.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$244k	NEW	3.5k	69.42	View chart
Caterpillar (CAT)	0.0	$244k	-9%	425.00	572.87	View chart
Duke Energy Corp Com New (DUK)	0.0	$242k	+3%	2.1k	117.21	View chart
Constellation Energy (CEG)	0.0	$240k	-12%	678.00	353.27	View chart
Suncor Energy (SU)	0.0	$238k		5.4k	44.36	View chart
Marsh & McLennan Companies	0.0	$235k	+12%	1.3k	185.52	View chart
Spotify Technology S A SHS (SPOT)	0.0	$234k	+16%	403.00	580.71	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$233k		3.3k	71.42	View chart
Manitowoc Com New (MTW)	0.0	$231k		19k	11.99	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$229k		3.3k	69.67	View chart
Lpl Financial Holdings (LPLA)	0.0	$226k	+4%	634.00	357.17	View chart
Equifax (EFX)	0.0	$226k	NEW	1.0k	216.98	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$221k	+10%	2.2k	98.50	View chart
General Dynamics Corporation (GD)	0.0	$221k		655.00	336.66	View chart
Booking Holdings (BKNG)	0.0	$220k	+7%	41.00	5355.34	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.0	$218k		8.5k	25.78	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$217k	NEW	3.2k	67.64	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$216k	+10%	3.4k	64.31	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$216k	+2%	423.00	510.73	View chart
Lockheed Martin Corporation (LMT)	0.0	$215k		444.00	483.67	View chart
Intuit (INTU)	0.0	$212k		321.00	661.39	View chart
Motorola Solutions Com New (MSI)	0.0	$212k		552.00	383.32	View chart
Boeing Company (BA)	0.0	$211k	NEW	973.00	217.12	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$211k		4.0k	52.41	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$209k	NEW	2.9k	72.68	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$206k	-17%	328.00	627.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$205k	NEW	4.4k	47.02	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$203k	NEW	4.7k	43.38	View chart
Lumentum Hldgs Note 0.500%12/1 (Principal)	0.0	$37k	NEW	10k	3.71	View chart
Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal)	0.0	$21k	NEW	15k	1.42	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal)	0.0	$18k	NEW	18k	0.98	View chart
Jazz Investments I Note 2.000% 6/1 (Principal)	0.0	$17k	NEW	15k	1.16	View chart
Two Harbors Inventment Corpo Note 6.250% 1/1 (Principal)	0.0	$17k	NEW	17k	1.00	View chart
Duke Energy Corp Note 4.125% 4/1 (Principal)	0.0	$17k	NEW	16k	1.03	View chart
Ppl Cap Fdg Note 2.875% 3/1 (Principal)	0.0	$16k	NEW	15k	1.09	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.0	$15k	NEW	14k	1.08	View chart
On Semiconductor Corp Note 0.500% 3/0 (Principal)	0.0	$15k	NEW	16k	0.95	View chart
American Wtr Cap Corp Note 3.625% 6/1 (Principal)	0.0	$14k	NEW	14k	1.00	View chart
Capital Southwest Corp Note 5.125%11/1 (Principal)	0.0	$14k	NEW	14k	0.99	View chart
Starwood Ppty Tr Note 6.750% 7/1 (Principal)	0.0	$14k	NEW	13k	1.04	View chart
Firstenergy Corp Note 4.000% 5/0 (Principal)	0.0	$13k	NEW	13k	1.02	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.0	$13k	NEW	11k	1.14	View chart
Alliant Energy Corp Note 3.875% 3/1 (Principal)	0.0	$12k	NEW	12k	1.03	View chart
Southern Note 4.500% 6/1 (Principal)	0.0	$11k	NEW	10k	1.07	View chart
Global Pmts Note 1.500% 3/0 (Principal)	0.0	$9.8k	NEW	11k	0.89	View chart

Past Filings by Goldstein Advisors

SEC 13F filings are viewable for Goldstein Advisors going back to 2022

Goldstein Advisors 2025 Q4 filed Feb. 10, 2026
Goldstein Advisors 2025 Q3 filed Oct. 21, 2025
Goldstein Advisors 2025 Q2 filed July 29, 2025
Goldstein Advisors 2025 Q1 filed April 23, 2025
Goldstein Advisors 2024 Q4 filed Jan. 17, 2025
Goldstein Advisors 2024 Q3 filed Oct. 24, 2024
Goldstein Advisors 2024 Q2 filed July 24, 2024
Goldstein Advisors 2024 Q1 filed May 13, 2024
Goldstein Advisors 2023 Q4 filed Feb. 12, 2024
Goldstein Advisors 2023 Q3 filed Oct. 18, 2023
Goldstein Advisors 2023 Q2 filed July 21, 2023
Goldstein Advisors 2023 Q1 filed May 9, 2023
Goldstein Advisors 2022 Q4 filed Feb. 3, 2023

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