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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, JGRO, QUAL, UBND, and represent 46.97% of Goldstein Advisors's stock portfolio.
Added to shares of these 10 stocks: QUAL (+$50M), JGRO (+$34M), XLK (+$17M), SPDW (+$10M), UBND (+$8.2M), PAVE (+$6.6M), BINC, HMOP, TAXF, BOND.
Started 29 new stock positions in SBUX, PAVE, COO, KO, LII, POCT, Jazz Investments I, SHW, NKE, BR.
Reduced shares in these 10 stocks: JPME (-$23M), JEPI (-$20M), GBIL (-$19M), DIVI (-$14M), PXH (-$12M), GSLC (-$10M), AVDV (-$7.9M), COWZ, ITOT, .
Sold out of its positions in JEPI, Jazz Investments I Ltd note 1.500% 8/1, MKL, MCK, Microchip Technology, MINT, Square, ZBRA, ICLR.
Goldstein Advisors was a net buyer of stock by $32M.
Goldstein Advisors has $658M in assets under management (AUM), dropping by 10.02%.
Central Index Key (CIK): 0001963807

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Portfolio Holdings for Goldstein Advisors

Goldstein Advisors holds 205 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	16.0	$106M		840k	125.62	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	9.0	$60M	-14%	527k	112.94	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	8.2	$54M	+167%	705k	76.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	7.7	$51M	+11176%	282k	179.30	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	6.0	$39M	+26%	1.8M	22.25	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	4.4	$29M	+3%	1.0M	28.13	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.8	$25M	+65%	671k	37.56	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	3.6	$24M	-16%	413k	57.83	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.2	$21M	+4%	225k	94.61	View chart
American Centy Etf Tr Diversified Mu (TAXF)	3.0	$20M	+5%	383k	51.42	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	2.8	$19M	+6%	474k	39.40	View chart
Select Sector Spdr Tr Technology (XLK)	2.6	$17M	NEW	76k	225.76	View chart
Ishares Tr Core Msci Total (IXUS)	2.1	$14M	+7%	191k	72.63	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.8	$12M	+7%	388k	30.50	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	1.6	$11M	+7%	220k	48.03	View chart
Apple (AAPL)	1.1	$7.4M		32k	233.00	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.1	$7.1M	-72%	71k	100.29	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.0	$6.6M	NEW	161k	41.16	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.0	$6.4M	+10%	193k	33.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$5.2M		83k	62.32	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$4.5M		9.2k	488.07	View chart
Microsoft Corporation (MSFT)	0.7	$4.4M	+4%	10k	430.28	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.7	$4.4M	+7%	65k	67.70	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.6	$4.3M	NEW	80k	53.53	View chart
First Tr Value Line Divid In SHS (FVD)	0.6	$4.1M		91k	45.49	View chart
Church & Dwight (CHD)	0.6	$3.9M		38k	104.72	View chart
NVIDIA Corporation (NVDA)	0.6	$3.8M	+11%	31k	121.44	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.5	$3.5M		82k	42.02	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.5	$3.0M	+2%	14k	212.85	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.4	$2.9M		38k	76.02	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.4	$2.4M		42k	58.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$2.0M	-3%	9.9k	202.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.8M	-5%	3.2k	576.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.8M	+10%	11k	165.85	View chart
Amazon (AMZN)	0.3	$1.8M	+8%	9.7k	186.33	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	0.3	$1.8M		11k	157.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.7M		15k	116.96	View chart
Dbx Etf Tr Xtrackers Russel (DEUS)	0.3	$1.6M	+2%	30k	54.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$1.6M		4.3k	383.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.5M	-2%	7.6k	200.85	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$1.3M	+4%	26k	49.78	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$1.3M	-94%	12k	105.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M	+6%	16k	78.05	View chart
MGE Energy (MGEE)	0.2	$1.2M		14k	91.45	View chart
Vanguard World Health Car Etf (VHT)	0.2	$1.2M		4.3k	282.20	View chart
Alliant Energy Corporation (LNT)	0.2	$1.1M		19k	60.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$1.1M	+3%	13k	88.14	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.1M	-5%	3.0k	375.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	+15%	6.5k	167.19	View chart
Abbvie (ABBV)	0.2	$1.1M	+3%	5.3k	197.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.2	$1.0M		28k	37.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.0M		11k	91.31	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$1.0M	+117%	18k	54.68	View chart
Meta Platforms Cl A (META)	0.2	$1.0M	+11%	1.8k	572.44	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.0M		1.7k	584.56	View chart
Home Depot (HD)	0.1	$975k	-2%	2.4k	405.20	View chart
JPMorgan Chase & Co. (JPM)	0.1	$955k	+8%	4.5k	210.86	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$922k	-93%	28k	33.16	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$888k	+12%	16k	57.41	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$886k		11k	77.61	View chart
Raytheon Technologies Corp (RTX)	0.1	$872k	-8%	7.2k	121.16	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)	0.1	$870k	-93%	40k	21.95	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$856k		12k	70.06	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$822k		9.8k	84.04	View chart
Adobe Systems Incorporated (ADBE)	0.1	$818k	+2%	1.6k	517.78	View chart
UnitedHealth (UNH)	0.1	$791k	+4%	1.4k	584.46	View chart
Mastercard Incorporated Cl A (MA)	0.1	$749k		1.5k	493.80	View chart
Johnson & Johnson (JNJ)	0.1	$728k		4.5k	162.04	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$725k		7.0k	104.18	View chart
Chubb (CB)	0.1	$714k	+3%	2.5k	288.39	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$692k	+4%	2.6k	263.28	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$674k		3.1k	220.89	View chart
Visa Com Cl A (V)	0.1	$656k	+3%	2.4k	274.95	View chart
Broadcom (AVGO)	0.1	$635k	+1295%	3.7k	172.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$635k	+11%	2.2k	283.16	View chart
Costco Wholesale Corporation (COST)	0.1	$626k	+2%	706.00	886.52	View chart
EOG Resources (EOG)	0.1	$613k		5.0k	122.93	View chart
Dbx Etf Tr Xtrackers S&p (SNPE)	0.1	$611k	-4%	12k	52.58	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.1	$605k		15k	39.21	View chart
American Centy Etf Tr Multisector (MUSI)	0.1	$595k		13k	44.69	View chart
Eli Lilly & Co. (LLY)	0.1	$572k	+2%	646.00	885.94	View chart
McDonald's Corporation (MCD)	0.1	$558k		1.8k	304.51	View chart
Zoetis Cl A (ZTS)	0.1	$537k	-4%	2.7k	195.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$536k		5.6k	95.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$535k	+6%	3.1k	174.57	View chart
Walt Disney Company (DIS)	0.1	$514k		5.3k	96.19	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.1	$495k	NEW	10k	49.47	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$495k	+15%	11k	44.30	View chart
Pepsi (PEP)	0.1	$488k	+11%	2.9k	170.03	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$481k		4.4k	109.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$477k		7.0k	67.85	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$466k		5.8k	80.37	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.1	$463k	-19%	9.7k	47.93	View chart
Palo Alto Networks (PANW)	0.1	$463k	+5%	1.4k	341.80	View chart
EXACT Sciences Corporation (EXAS)	0.1	$440k		6.5k	68.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$437k	+4%	949.00	460.27	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$423k		3.4k	123.62	View chart
IDEXX Laboratories (IDXX)	0.1	$416k		824.00	505.22	View chart
Amphenol Corp Cl A (APH)	0.1	$411k	+2%	6.3k	65.16	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$405k	-95%	5.7k	70.67	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$402k		700.00	574.00	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$391k	+4%	9.5k	41.12	View chart
Thermo Fisher Scientific (TMO)	0.1	$391k		632.00	618.57	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$381k	+12%	5.0k	76.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$377k	+55%	1.3k	280.47	View chart
Exxon Mobil Corporation (XOM)	0.1	$377k	+18%	3.2k	117.22	View chart
Merck & Co (MRK)	0.1	$373k	-5%	3.3k	113.56	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$368k		8.8k	41.69	View chart
Booking Holdings (BKNG)	0.1	$358k	-3%	85.00	4212.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$357k	+5%	7.5k	47.85	View chart
Hartford Financial Services (HIG)	0.1	$353k		3.0k	117.61	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$347k	-2%	5.9k	59.21	View chart
Automatic Data Processing (ADP)	0.1	$340k	-2%	1.2k	276.73	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$336k		3.1k	108.79	View chart
S&p Global (SPGI)	0.0	$328k	+9%	635.00	516.62	View chart
Applovin Corp Com Cl A (APP)	0.0	$325k	NEW	2.5k	130.55	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$321k	-35%	907.00	353.48	View chart
Pfizer (PFE)	0.0	$320k		11k	28.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$318k	+53%	542.00	586.37	View chart
Philip Morris International (PM)	0.0	$318k		2.6k	121.40	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$316k		4.9k	64.74	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$312k		1.4k	220.05	View chart
Fiserv (FI)	0.0	$311k	-8%	1.7k	179.65	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$310k	-3%	3.7k	83.09	View chart
Netflix (NFLX)	0.0	$302k		426.00	709.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$299k	+24%	1.7k	173.67	View chart
Motorola Solutions Com New (MSI)	0.0	$299k	-5%	665.00	449.63	View chart
Cigna Corp (CI)	0.0	$299k	+3%	863.00	346.24	View chart
Lowe's Companies (LOW)	0.0	$298k	+2%	1.1k	270.85	View chart
Chevron Corporation (CVX)	0.0	$297k		2.0k	147.27	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$295k		5.3k	55.63	View chart
Wal-Mart Stores (WMT)	0.0	$283k	+3%	3.5k	80.75	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$282k		2.6k	107.65	View chart
Progressive Corporation (PGR)	0.0	$280k	NEW	1.1k	253.76	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$280k	-12%	2.1k	131.91	View chart
Roku Com Cl A (ROKU)	0.0	$279k		3.7k	74.66	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$279k	-4%	5.7k	49.08	View chart
Natera (NTRA)	0.0	$278k	-22%	2.2k	126.95	View chart
Western Digital (WDC)	0.0	$273k	+2%	4.0k	68.29	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$271k		7.1k	38.08	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$270k		7.3k	36.92	View chart
International Business Machines (IBM)	0.0	$269k	+4%	1.2k	221.08	View chart
Quanta Services (PWR)	0.0	$264k	+2%	886.00	298.15	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$263k		3.3k	80.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$263k		4.1k	64.86	View chart
Bank of America Corporation (BAC)	0.0	$263k	-2%	6.6k	39.68	View chart
Honeywell International (HON)	0.0	$260k		1.3k	206.71	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$259k		4.4k	58.32	View chart
Abbott Laboratories (ABT)	0.0	$257k	NEW	2.3k	114.01	View chart
TJX Companies (TJX)	0.0	$256k	-25%	2.2k	117.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$250k	NEW	6.4k	38.95	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$250k		1.8k	142.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.0	$248k	-7%	4.7k	52.86	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.0	$245k	NEW	6.1k	39.88	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$244k		3.4k	71.73	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$244k		3.3k	73.67	View chart
Eaton Corp SHS (ETN)	0.0	$242k	NEW	730.00	331.44	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$239k	NEW	3.9k	61.11	View chart
Tesla Motors (TSLA)	0.0	$236k	NEW	901.00	261.63	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.0	$232k		2.6k	87.74	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$230k	+3%	3.7k	62.74	View chart
Lennox International (LII)	0.0	$225k	NEW	373.00	604.29	View chart
MercadoLibre (MELI)	0.0	$222k	NEW	108.00	2051.96	View chart
Oracle Corporation (ORCL)	0.0	$221k	NEW	1.3k	170.40	View chart
Starbucks Corporation (SBUX)	0.0	$220k	NEW	2.3k	97.49	View chart
Sherwin-Williams Company (SHW)	0.0	$216k	NEW	566.00	381.67	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$215k	NEW	2.7k	79.46	View chart
Coca-Cola Company (KO)	0.0	$215k	NEW	3.0k	71.86	View chart
Nike CL B (NKE)	0.0	$212k	NEW	2.4k	88.41	View chart
Cooper Cos (COO)	0.0	$209k	NEW	1.9k	110.34	View chart
Broadridge Financial Solutions (BR)	0.0	$207k	NEW	963.00	215.03	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$207k		3.9k	52.98	View chart
Autodesk (ADSK)	0.0	$205k	NEW	744.00	275.48	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$203k	NEW	2.4k	83.67	View chart
Morgan Stanley Com New (MS)	0.0	$203k	NEW	1.9k	104.24	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$202k	NEW	2.0k	99.49	View chart
Target Corporation (TGT)	0.0	$200k	NEW	1.3k	155.86	View chart
Manitowoc Com New (MTW)	0.0	$157k		16k	9.62	View chart
Harsco Corporation (NVRI)	0.0	$129k	-19%	13k	10.34	View chart
Xeris Pharmaceuticals (XERS)	0.0	$87k	+19%	30k	2.85	View chart
Nrg Energy DBCV 2.750% 6/0 (Principal)	0.0	$29k	-13%	13k	2.22	View chart
Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal)	0.0	$18k		15k	1.22	View chart
Arbor Realty Trust Note 7.500% 8/0 (Principal)	0.0	$17k	-5%	17k	1.02	View chart
Prospect Cap Corp Note 6.375% 3/0 (Principal)	0.0	$17k	-5%	17k	1.00	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal)	0.0	$17k	-5%	18k	0.95	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.0	$17k		11k	1.55	View chart
Duke Energy Corp Note 4.125% 4/1 (Principal)	0.0	$17k		16k	1.06	View chart
Two Harbors Inventment Corpo Note 6.250% 1/1 (Principal)	0.0	$17k	-5%	17k	0.98	View chart
Ford Mtr Note 3/1 (Principal)	0.0	$17k		17k	0.97	View chart
Dexcom Note 0.250%11/1 (Principal)	0.0	$16k	-5%	17k	0.95	View chart
Tyler Tex Indpt Sch Dist Note 0.250% 3/1 (Principal)	0.0	$16k	-7%	13k	1.23	View chart
Ppl Cap Fdg Note 2.875% 3/1 (Principal)	0.0	$16k		15k	1.06	View chart
Southern Note 3.875%12/1 (Principal)	0.0	$16k		14k	1.11	View chart
Southwest Airls Note 1.250% 5/0 (Principal)	0.0	$15k		15k	1.01	View chart
New Mtn Fin Corp Note 7.500%10/1 (Principal)	0.0	$15k	+7%	15k	1.01	View chart
Jazz Investments I Note 2.000% 6/1 (Principal)	0.0	$15k	NEW	15k	1.00	View chart
Nice Note 9/1 (Principal)	0.0	$14k	-6%	15k	0.96	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.0	$14k		14k	1.00	View chart
Starwood Ppty Tr Note 6.750% 7/1 (Principal)	0.0	$14k		13k	1.07	View chart
Lumentum Hldgs Note 0.500%12/1 (Principal)	0.0	$14k		14k	0.98	View chart
Firstenergy Corp Note 4.000% 5/0 (Principal)	0.0	$14k		13k	1.05	View chart
Akamai Technologies Note 0.375% 9/0 (Principal)	0.0	$13k		13k	1.03	View chart
American Wtr Cap Corp Note 3.625% 6/1 (Principal)	0.0	$13k	NEW	13k	1.02	View chart
Alliant Energy Corp Note 3.875% 3/1 (Principal)	0.0	$12k		11k	1.04	View chart
On Semiconductor Corp Note 0.500% 3/0 (Principal)	0.0	$11k		11k	1.01	View chart

Past Filings by Goldstein Advisors

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

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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