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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, CORO, and represent 39.85% of Goldstein Advisors's stock portfolio.
Added to shares of these 10 stocks: CORO (+$56M), ITOT (+$19M), BLCR (+$19M), UBND (+$6.1M), SHLD (+$5.8M), PUSH, JGRO, PULS, THRO, ALAI.
Started 19 new stock positions in ONEV, CORO, CSCO, CVX, SBUX, D, KMB, COP, FAST, HON. BSV, RKT, CGSM, WM, SO, JKHY, PAPR, BLCR, BJ.
Reduced shares in these 10 stocks: EMEQ (-$25M), VFLO (-$22M), OEF (-$16M), AVDE (-$13M), GSLC (-$9.7M), QUAL (-$7.5M), , SPGI, LDOS, MDLZ.
Sold out of its positions in Alliant Energy Corp, BKNG, CEG, Duke Energy Corp, EXACT Sciences Corporation, GD, PDEC, INTU, OEF, LPLA. LDOS, Lumentum Hldgs, MDLZ, SPGI, Two Hbrs Invt Corp, SPOT.
Goldstein Advisors was a net buyer of stock by $38M.
Goldstein Advisors has $900M in assets under management (AUM), dropping by 2.56%.
Central Index Key (CIK): 0001963807

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Portfolio Holdings for Goldstein Advisors

Goldstein Advisors holds 228 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	12.2	$110M	+21%	773k	142.43	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	8.3	$75M	-11%	598k	125.13	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	6.8	$61M	-26%	1.5M	39.48	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	6.4	$57M	+5%	678k	84.52	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	6.2	$56M	NEW	1.7M	32.15	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	4.1	$37M	+19%	1.7M	21.78	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	3.6	$33M	+9%	897k	36.22	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	3.6	$32M		1.1M	30.15	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.9	$26M	+4%	282k	92.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.8	$25M	-22%	130k	191.81	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.5	$23M	+4%	203k	112.11	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	2.5	$23M	+12%	682k	33.04	View chart
American Centy Etf Tr Diversified Mu (TAXF)	2.3	$21M	+2%	421k	50.05	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	2.3	$20M	+2%	524k	38.74	View chart
Ishares Tr Core Msci Total (IXUS)	2.1	$19M	+10%	223k	86.64	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	2.1	$19M	NEW	463k	41.06	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	2.0	$18M		448k	39.42	View chart
Global X Fds Defense Tech Etf (SHLD)	1.9	$17M	+50%	244k	70.84	View chart
Nomura Etf Tr Focused Emerging (EMEQ)	1.4	$12M	-66%	274k	45.10	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	1.3	$12M		231k	52.43	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$10M	+7%	210k	48.05	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.0	$9.2M		230k	40.10	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	1.0	$9.1M	+43%	184k	49.50	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$7.0M	+11%	70k	100.19	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$6.6M		97k	67.53	View chart
Apple (AAPL)	0.6	$5.8M	+3%	23k	253.78	View chart
NVIDIA Corporation (NVDA)	0.6	$5.7M	+6%	33k	174.40	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$5.4M	+3%	104k	51.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$4.8M		8.4k	577.18	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.5	$4.4M	-2%	56k	78.41	View chart
Microsoft Corporation (MSFT)	0.4	$4.0M	+8%	11k	370.16	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$3.8M		80k	47.03	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$3.6M		5.00	718140.00	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$3.4M	-3%	68k	49.40	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.4	$3.3M		14k	241.37	View chart
Pgim Etf Tr Ultra Short Muni (PUSH)	0.4	$3.2M	+1109%	63k	50.34	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.4	$3.2M		38k	83.43	View chart
Amazon (AMZN)	0.3	$2.6M	+8%	12k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.5M	+17%	8.8k	286.86	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$2.5M		3.8k	650.31	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.3	$2.4M	-3%	37k	65.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.4M	+4%	3.7k	653.21	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$2.4M	+10%	18k	132.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$2.2M	-2%	7.7k	287.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.0M	+5%	4.6k	436.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.0M		6.2k	320.79	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.0M		34k	58.18	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.0M		31k	62.56	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$1.9M		8.0k	239.99	View chart
Broadcom (AVGO)	0.2	$1.9M	+9%	6.1k	309.51	View chart
Spdr Series Trust State Street Spd (QUS)	0.2	$1.8M		11k	171.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.7M		14k	124.31	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.7M	-2%	7.2k	237.62	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$1.7M	+69%	28k	60.43	View chart
Dbx Etf Tr Xtrackers Russel (DEUS)	0.2	$1.5M	-4%	25k	59.89	View chart
Meta Platforms Cl A (META)	0.2	$1.5M	+3%	2.7k	572.11	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$1.5M	-7%	32k	45.65	View chart
Alliant Energy Corporation (LNT)	0.2	$1.4M		20k	71.76	View chart
Johnson Controls Internation SHS (JCI)	0.2	$1.4M		11k	130.95	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.4M	-11%	20k	69.75	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.3M		14k	90.53	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.2M	+3%	4.2k	294.16	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.2M	+27%	4.2k	287.15	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.2M		11k	114.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.2M		25k	45.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M		2.7k	426.40	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$1.1M		41k	26.91	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.1M		12k	92.74	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.0M	-2%	3.7k	272.33	View chart
Nebius Group Shs Class A (NBIS)	0.1	$966k	+26%	9.3k	103.76	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$888k	+2%	2.6k	337.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$886k		9.1k	97.23	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$881k	-2%	9.2k	95.48	View chart
Johnson & Johnson (JNJ)	0.1	$879k		3.6k	244.41	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$857k	-4%	11k	79.06	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$810k		28k	29.13	View chart
Abbvie (ABBV)	0.1	$805k	+3%	3.7k	217.49	View chart
MGE Energy (MGEE)	0.1	$801k		10k	77.29	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$785k		2.6k	298.84	View chart
Exxon Mobil Corporation (XOM)	0.1	$784k	+3%	4.6k	169.66	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$749k	-10%	14k	54.05	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$726k		18k	39.81	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$720k		7.2k	99.86	View chart
Tesla Motors (TSLA)	0.1	$707k	+13%	1.9k	371.75	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$703k		9.1k	77.11	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$683k		27k	25.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$683k		1.4k	479.21	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$677k	-6%	2.7k	248.00	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$664k		11k	59.55	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$646k	+14%	7.3k	89.00	View chart
McDonald's Corporation (MCD)	0.1	$606k		1.9k	310.79	View chart
Ishares Tr Esg Advanced Uni (EUSB)	0.1	$576k	+2%	13k	43.50	View chart
Costco Wholesale Corporation (COST)	0.1	$572k	-5%	574.00	996.43	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$571k	-11%	6.1k	93.74	View chart
Spdr Series Trust State Street Spd (SPMD)	0.1	$560k		9.5k	59.22	View chart
Western Digital (WDC)	0.1	$552k	-2%	2.0k	270.49	View chart
Visa Com Cl A (V)	0.1	$544k	+35%	1.8k	302.17	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$543k		18k	30.50	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$539k	+4%	4.8k	113.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$515k	-30%	21k	24.75	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$513k		2.6k	196.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$491k		11k	43.11	View chart
Eli Lilly & Co. (LLY)	0.1	$484k	+3%	526.00	919.77	View chart
Wal-Mart Stores (WMT)	0.1	$476k	+11%	3.8k	124.28	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$475k	+7%	18k	26.30	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$468k	-2%	1.2k	390.41	View chart
Oracle Corporation (ORCL)	0.1	$465k		3.2k	147.11	View chart
Netflix (NFLX)	0.1	$461k	+3%	4.8k	96.15	View chart
Philip Morris International (PM)	0.1	$461k	+7%	2.8k	165.34	View chart
Pepsi (PEP)	0.1	$456k	+12%	2.9k	155.29	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$453k		3.4k	132.50	View chart
Quanta Services (PWR)	0.1	$452k		824.00	549.02	View chart
Ge Vernova (GEV)	0.1	$452k	+2%	518.00	872.90	View chart
Merck & Co (MRK)	0.0	$442k		3.7k	120.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$427k		8.8k	48.46	View chart
Raytheon Technologies Corp (RTX)	0.0	$425k	+3%	2.2k	192.90	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$421k		3.0k	142.19	View chart
McKesson Corporation (MCK)	0.0	$417k	+10%	482.00	865.36	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$409k		4.5k	91.36	View chart
Applovin Corp Com Cl A (APP)	0.0	$408k	-21%	1.0k	398.00	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$404k		13k	30.96	View chart
Cigna Corp (CI)	0.0	$391k	+14%	1.5k	266.66	View chart
Kla Corp Com New (KLAC)	0.0	$383k	+6%	260.00	1472.41	View chart
Mastercard Incorporated Cl A (MA)	0.0	$381k	+6%	762.00	499.66	View chart
Talen Energy Corp (TLN)	0.0	$376k	-19%	1.2k	319.23	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$376k		7.1k	52.78	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.0	$372k		7.9k	47.02	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$370k	+36%	2.5k	145.94	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$363k		8.9k	40.86	View chart
Gilead Sciences (GILD)	0.0	$356k	+7%	2.6k	139.37	View chart
Eaton Corp SHS (ETN)	0.0	$355k	+19%	991.00	357.67	View chart
Suncor Energy (SU)	0.0	$354k		5.4k	66.11	View chart
American Centy Etf Tr Multisector (MUSI)	0.0	$352k		8.1k	43.74	View chart
Qxo Com New (QXO)	0.0	$351k	+33%	18k	19.42	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$350k	-97%	4.1k	84.84	View chart
Amphenol Corp Cl A (APH)	0.0	$349k	+5%	2.8k	126.35	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$348k	-3%	2.9k	121.19	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$347k	+77%	581.00	597.56	View chart
Home Depot (HD)	0.0	$341k	-2%	1.0k	328.89	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$333k		4.9k	68.28	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$332k		5.3k	62.45	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.0	$321k	+4%	9.7k	33.08	View chart
Natera (NTRA)	0.0	$319k	+17%	1.6k	199.99	View chart
Citigroup Com New (C)	0.0	$319k	+6%	2.8k	113.41	View chart
International Business Machines (IBM)	0.0	$318k		1.3k	242.39	View chart
Progressive Corporation (PGR)	0.0	$317k	+27%	1.6k	198.24	View chart
MercadoLibre (MELI)	0.0	$316k	+22%	183.00	1729.02	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$307k	+11%	12k	25.10	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$304k	-19%	230.00	1320.83	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$303k	+10%	2.6k	118.62	View chart
ConocoPhillips (COP)	0.0	$300k	NEW	2.3k	132.00	View chart
Chubb (CB)	0.0	$300k	+3%	920.00	325.93	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$299k		6.5k	45.89	View chart
Lowe's Companies (LOW)	0.0	$299k	+5%	1.3k	236.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$295k		423.00	697.50	View chart
Walt Disney Company (DIS)	0.0	$294k		3.1k	96.38	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$294k		3.1k	95.96	View chart
Duke Energy Corp Com New (DUK)	0.0	$290k	+7%	2.2k	130.94	View chart
Bank of America Corporation (BAC)	0.0	$287k		5.9k	48.75	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$283k		5.1k	55.20	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$282k	-9%	4.0k	69.71	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$281k	-5%	1.8k	155.11	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$277k		3.3k	85.15	View chart
Wells Fargo & Company (WFC)	0.0	$276k	+14%	3.5k	79.61	View chart
Spdr Series Trust State Street Spd (ONEV)	0.0	$273k	NEW	2.0k	134.17	View chart
Cisco Systems (CSCO)	0.0	$271k	NEW	3.5k	77.59	View chart
Lockheed Martin Corporation (LMT)	0.0	$271k		448.00	604.39	View chart
Roku Com Cl A (ROKU)	0.0	$270k	+17%	2.9k	94.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$269k		2.4k	111.37	View chart
TJX Companies (TJX)	0.0	$269k	-18%	1.7k	159.70	View chart
Prologis (PLD)	0.0	$267k	+5%	2.0k	132.18	View chart
Thermo Fisher Scientific (TMO)	0.0	$263k	+14%	535.00	491.53	View chart
Morgan Stanley Com New (MS)	0.0	$259k	+9%	1.6k	164.57	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$259k	+2%	2.0k	132.09	View chart
Abbott Laboratories (ABT)	0.0	$254k	+20%	2.5k	102.67	View chart
Spdr Series Trust State Street Spd (SPYV)	0.0	$253k		4.5k	56.58	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$251k		9.6k	26.20	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$248k		3.5k	70.18	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$247k		994.00	248.84	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$246k		5.4k	45.97	View chart
Marsh & McLennan Companies (MRSH)	0.0	$246k	+12%	1.4k	173.45	View chart
Automatic Data Processing (ADP)	0.0	$244k		1.2k	203.18	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$242k	+20%	5.3k	46.13	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$240k	+5%	2.4k	101.79	View chart
Motorola Solutions Com New (MSI)	0.0	$240k		553.00	433.97	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.0	$239k		3.4k	70.14	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$239k		3.3k	73.14	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$238k	-7%	393.00	605.01	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.0	$237k	+2%	3.3k	71.61	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$233k		3.3k	71.13	View chart
Ge Aerospace Com New (GE)	0.0	$232k		818.00	283.77	View chart
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)	0.0	$227k	NEW	8.6k	26.28	View chart
Sea Sponsord Ads (SE)	0.0	$227k	+32%	2.7k	82.81	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$226k		3.4k	67.07	View chart
Manitowoc Com New (MTW)	0.0	$225k		19k	11.65	View chart
Southern Company (SO)	0.0	$225k	NEW	2.3k	96.52	View chart
Boeing Company (BA)	0.0	$223k	+14%	1.1k	199.03	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$222k		2.8k	78.66	View chart
Astera Labs (ALAB)	0.0	$222k	+25%	2.0k	109.60	View chart
Caterpillar (CAT)	0.0	$222k	-26%	313.00	708.46	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.0	$221k		8.5k	26.10	View chart
Equifax (EFX)	0.0	$221k	+17%	1.2k	180.07	View chart
Kimberly-Clark Corporation (KMB)	0.0	$213k	NEW	2.2k	96.47	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$213k	NEW	2.7k	78.40	View chart
Dominion Resources (D)	0.0	$212k	NEW	3.4k	61.82	View chart
Bj's Wholesale Club Holdings (BJ)	0.0	$211k	NEW	2.1k	98.42	View chart
Fastenal Company (FAST)	0.0	$210k	NEW	4.5k	46.40	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$210k		4.0k	52.19	View chart
Chevron Corporation (CVX)	0.0	$210k	NEW	1.0k	206.90	View chart
Waste Management (WM)	0.0	$209k	NEW	910.00	229.79	View chart
Honeywell International (HON)	0.0	$208k	NEW	922.00	226.03	View chart
Jack Henry & Associates (JKHY)	0.0	$206k	NEW	1.3k	158.04	View chart
Starbucks Corporation (SBUX)	0.0	$205k	NEW	2.3k	89.59	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$200k	NEW	5.0k	39.80	View chart
Rocket Cos Com Cl A (RKT)	0.0	$144k	NEW	10k	14.25	View chart
Ventas Rlty Ltd Partnership Note 3.750% 6/0 (Principal)	0.0	$23k		15k	1.51	View chart
Jazz Investments I Note 2.000% 6/1 (Principal)	0.0	$18k		15k	1.21	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal)	0.0	$18k		18k	0.99	View chart
Ppl Cap Fdg Note 2.875% 3/1 (Principal)	0.0	$18k		15k	1.16	View chart
On Semiconductor Corp Note 0.500% 3/0 (Principal)	0.0	$16k		16k	0.97	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.0	$15k		14k	1.03	View chart
Capital Southwest Corp Note 5.125%11/1 (Principal)	0.0	$14k		14k	1.02	View chart
Firstenergy Corp Note 4.000% 5/0 (Principal)	0.0	$14k		13k	1.09	View chart
American Wtr Cap Corp Note 3.625% 6/1 (Principal)	0.0	$14k		14k	0.99	View chart
Starwood Ppty Tr Note 6.750% 7/1 (Principal)	0.0	$13k		13k	1.01	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.0	$13k		11k	1.19	View chart
Southern Note 4.500% 6/1 (Principal)	0.0	$11k		10k	1.11	View chart
Global Pmts Note 1.500% 3/0 (Principal)	0.0	$9.6k		11k	0.87	View chart

Past Filings by Goldstein Advisors

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

Goldstein Advisors 2026 Q1 filed April 28, 2026
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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