Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Goldstein Advisors

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

Top 5 stock holdings are ITOT, GSLC, CORO, JGRO, VFLO, and represent 44.79% of Goldstein Advisors's stock portfolio.
Added to shares of these 10 stocks: AVDE (+$16M), MTW (+$14M), UBND (+$7.7M), BLCR (+$7.1M), EMEQ (+$6.3M), CORO, ITOT, JGRO, BNDX, GSLC.
Started 28 new stock positions in HON, Gladstone Cap Corp, DELL, HAE, LITE, PAUG, BIIB, TWLO, GFL, VIG.
Reduced shares in these 10 stocks: SPMO (-$21M), ALAI (-$7.8M), VFLO, SHLD, GBIL, , GOOGL, AMZN, SHOP, QUAL.
Sold out of its positions in AZZ, ADEA, CVX, GLW, CROX, XOM, QQQJ, IWP, IWC, MRVL. NVO, PLXS, DGX, ROKU, XLU, SHOP, SBUX, SMH, VT, VXF, YUM.
Goldstein Advisors was a net buyer of stock by $31M.
Goldstein Advisors has $1.1B in assets under management (AUM), dropping by 2.98%.
Central Index Key (CIK): 0001963807

Tip: Access up to 7 years of quarterly data

Positions held by Goldstein Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Goldstein Advisors

Goldstein Advisors holds 268 positions in its portfolio as reported in the September 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)	18.7	$210M		1.3M	166.28	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	8.2	$92M		634k	145.04	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	6.7	$75M	+4%	2.1M	36.35	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	6.2	$70M	+3%	723k	96.58	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	5.1	$58M	-7%	1.1M	51.19	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	4.0	$45M	+20%	2.2M	20.66	View chart
Im Global Partner Funds Imgp Dbi Man Etf (DBMF)	3.1	$35M		1.1M	32.53	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	2.7	$30M	+30%	619k	48.96	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	2.7	$30M	+3%	688k	43.98	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.5	$29M	+4%	330k	86.99	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	1.9	$22M	-26%	470k	46.47	View chart
American Centy Etf Tr Diversified Mu (TAXF)	1.8	$21M		439k	47.38	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	1.8	$20M		554k	36.85	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.7	$19M		474k	40.75	View chart
Global X Fds Defense Tech Etf (SHLD)	1.6	$18M	-12%	294k	60.08	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.5	$17M	+1608%	187k	90.11	View chart
Ishares Tr Core Msci Total (IXUS)	1.5	$16M	+2%	173k	94.99	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.4	$16M		529k	29.86	View chart
Manitowoc Com New (MTW)	1.2	$14M	+3280%	653k	21.46	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	1.2	$13M		230k	56.32	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$12M	+19%	247k	46.87	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.9	$11M		224k	46.85	View chart
NVIDIA Corporation (NVDA)	0.9	$9.8M		43k	228.38	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.8	$9.5M		192k	49.46	View chart
Apple (AAPL)	0.8	$9.1M		27k	333.02	View chart
Nomura Etf Tr Focu Em Mkts Etf (EMEQ)	0.7	$7.6M	+507%	116k	65.67	View chart
Microsoft Corporation (MSFT)	0.6	$6.8M	+10%	13k	512.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$6.6M	-2%	92k	71.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$6.2M	-5%	8.4k	739.77	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.5	$5.9M	+3%	116k	50.79	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$5.1M	-12%	51k	100.11	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.4	$5.0M	+31%	13k	374.23	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$4.8M	+7%	25k	195.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$4.7M		14k	340.74	View chart
Amazon (AMZN)	0.4	$4.7M	-7%	19k	249.15	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$4.4M	-4%	52k	84.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$3.7M		5.00	747005.00	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$3.7M	-5%	4.9k	762.61	View chart
First Tr Exchange-traded SHS (FVD)	0.3	$3.7M	-2%	79k	46.91	View chart
Flexshares Tr Northern Tr Mor (TILT)	0.3	$3.7M	-3%	13k	277.28	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$3.6M		66k	54.95	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$3.6M		38k	94.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$3.5M	-10%	10k	344.10	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.3	$3.2M	-7%	65k	49.75	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.9M		3.7k	765.85	View chart
Broadcom (AVGO)	0.2	$2.8M	+16%	7.9k	351.19	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.2	$2.5M		36k	71.19	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.2	$2.5M	-2%	32k	78.42	View chart
Meta Platforms Cl A (META)	0.2	$2.5M	-4%	3.4k	725.16	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$2.4M	-8%	27k	90.11	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.4M	-5%	7.4k	317.34	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$2.3M	+5%	33k	71.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.3M	+60%	23k	96.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.3M		7.4k	304.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.1M	-14%	9.7k	222.24	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$2.0M	-2%	30k	66.76	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.2	$2.0M		11k	190.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.0M		29k	69.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.8M	-4%	13k	136.04	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.7M	+18%	22k	81.16	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.6M		25k	65.86	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$1.6M		33k	50.21	View chart
Johnson Controls Internation SHS (JCI)	0.1	$1.6M		11k	148.65	View chart
Dbx Etf Tr Xtra Ru 1000 Etf (DEUS)	0.1	$1.5M		24k	63.49	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.5M		3.4k	456.19	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.5M		4.5k	330.83	View chart
Nebius Group Shs Class A (NBIS)	0.1	$1.5M	-17%	6.3k	235.88	View chart
Advanced Micro Devices (AMD)	0.1	$1.3M	+59%	2.1k	611.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M	-3%	10k	125.26	View chart
Tesla Motors (TSLA)	0.1	$1.2M		3.4k	354.81	View chart
Johnson & Johnson (JNJ)	0.1	$1.2M	+14%	4.5k	264.71	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.2M		10k	118.94	View chart
Visa Com Cl A (V)	0.1	$1.2M	-10%	3.3k	359.29	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$1.2M		41k	29.07	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	-12%	1.3k	910.34	View chart
Alliant Energy Corporation (LNT)	0.1	$1.2M	-9%	18k	63.30	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.1M		3.6k	316.08	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.1M		9.5k	116.97	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$1.1M	-4%	11k	97.44	View chart
Abbvie (ABBV)	0.1	$1.0M		3.9k	261.59	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$999k	-24%	28k	35.93	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$994k		11k	92.05	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$976k		9.1k	106.71	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$964k	+202%	3.6k	264.75	View chart
Western Digital (WDC)	0.1	$949k	-12%	2.1k	454.46	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$929k	-2%	8.5k	109.38	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$928k		2.6k	351.84	View chart
Merck & Co (MRK)	0.1	$909k	+41%	6.3k	145.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$906k	+13%	30k	30.00	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$860k	+52%	4.0k	216.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$837k	+2%	14k	59.31	View chart
Exxonmobil Holdings Corp Com Shs	0.1	$814k	NEW	5.0k	162.75	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$799k		11k	69.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$786k	+6%	1.6k	497.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$779k		9.2k	84.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$758k		2.7k	277.89	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$747k		18k	42.66	View chart
MGE Energy (MGEE)	0.1	$712k		10k	69.45	View chart
Ge Vernova (GEV)	0.1	$708k	-8%	745.00	950.49	View chart
Caterpillar (CAT)	0.1	$706k	-12%	871.00	810.79	View chart
Eli Lilly & Co. (LLY)	0.1	$701k	+15%	606.00	1157.08	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$690k		4.9k	142.26	View chart
Philip Morris International (PM)	0.1	$663k	+8%	3.5k	190.82	View chart
Charles Schwab Corporation (SCHW)	0.1	$661k	-2%	6.8k	97.74	View chart
Natera (NTRA)	0.1	$653k	-7%	1.6k	413.31	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.1	$638k	+5%	15k	41.57	View chart
Home Depot (HD)	0.1	$601k	-15%	2.1k	284.49	View chart
American Express Company (AXP)	0.1	$598k	+2%	2.0k	304.10	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$597k		9.5k	63.04	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$594k		7.0k	84.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$593k		18k	33.31	View chart
Mastercard Incorporated Cl A (MA)	0.1	$590k	+26%	1.1k	551.47	View chart
PNC Financial Services (PNC)	0.1	$588k		2.6k	222.26	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$586k		3.0k	198.00	View chart
Fastenal Company (FAST)	0.1	$579k	+2%	12k	49.53	View chart
TJX Companies (TJX)	0.1	$576k	+5%	4.4k	132.31	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$573k	-17%	3.8k	150.86	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$572k	-5%	22k	25.71	View chart
Thermo Fisher Scientific (TMO)	0.1	$571k	+52%	846.00	675.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$569k	+3%	21k	27.47	View chart
Eaton Corp SHS (ETN)	0.0	$557k		1.3k	429.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$552k		12k	47.89	View chart
Raytheon Technologies Corp (RTX)	0.0	$534k	+14%	2.9k	185.65	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$531k	+31%	12k	45.62	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$496k	-97%	3.3k	151.58	View chart
Cisco Systems (CSCO)	0.0	$488k	+9%	4.5k	107.63	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$485k		8.8k	55.00	View chart
Cigna Corp (CI)	0.0	$484k		1.8k	271.75	View chart
Snowflake Com Shs (SNOW)	0.0	$480k	+14%	1.4k	339.56	View chart
McDonald's Corporation (MCD)	0.0	$479k	+3%	2.1k	230.94	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$471k		3.4k	137.71	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$467k		8.5k	54.63	View chart
International Business Machines (IBM)	0.0	$461k	+2%	2.1k	219.93	View chart
Wal-Mart Stores (WMT)	0.0	$457k	+5%	4.4k	103.92	View chart
Oracle Corporation (ORCL)	0.0	$445k		3.2k	137.30	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$444k		3.0k	146.48	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$444k	-4%	19k	23.85	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$444k		13k	34.02	View chart
Talen Energy Corp (TLN)	0.0	$438k		1.4k	312.69	View chart
Pepsi (PEP)	0.0	$433k	+8%	3.4k	126.72	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$430k	+9%	2.3k	183.37	View chart
Astera Labs (ALAB)	0.0	$429k	-25%	1.2k	355.97	View chart
Amphenol Corp Cl A (APH)	0.0	$428k	+115%	5.1k	84.30	View chart
McKesson Corporation (MCK)	0.0	$425k	-15%	498.00	853.81	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$425k		3.4k	125.67	View chart
Palo Alto Networks (PANW)	0.0	$424k	-35%	1.1k	397.31	View chart
Gilead Sciences (GILD)	0.0	$422k	+10%	2.8k	149.05	View chart
Bank of America Corporation (BAC)	0.0	$422k	+10%	7.7k	54.43	View chart
Innovator Etfs Trust Equi Dua 10 Apri	0.0	$421k		20k	20.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$420k		7.8k	53.58	View chart
Kla Corp Com New (KLAC)	0.0	$407k	-25%	2.1k	194.93	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$406k		4.5k	91.11	View chart
Citigroup Com New (C)	0.0	$406k	-25%	3.1k	129.48	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$400k	+76%	10k	39.56	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$398k		7.1k	55.86	View chart
Ge Aerospace Com New (GE)	0.0	$397k	+4%	1.3k	312.29	View chart
Chubb (CB)	0.0	$395k	+3%	1.2k	325.25	View chart
Pfizer (PFE)	0.0	$389k	NEW	14k	28.52	View chart
Lumentum Hldgs (LITE)	0.0	$388k	NEW	399.00	971.26	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$381k		4.9k	78.29	View chart
Morgan Stanley Com New (MS)	0.0	$379k	-11%	2.0k	188.08	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$377k		2.6k	146.18	View chart
Sea Sponsord Ads (SE)	0.0	$374k		3.8k	97.36	View chart
Deere & Company (DE)	0.0	$374k		557.00	671.55	View chart
Boeing Company (BA)	0.0	$374k		2.0k	186.05	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.0	$371k	+8%	8.3k	44.64	View chart
Abbott Laboratories (ABT)	0.0	$370k	+10%	3.7k	98.83	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$369k	NEW	400.00	922.34	View chart
Suncor Energy (SU)	0.0	$363k		5.4k	67.87	View chart
Quanta Services (PWR)	0.0	$362k		563.00	642.51	View chart
Walt Disney Company (DIS)	0.0	$361k	-24%	3.4k	104.90	View chart
American Centy Etf Tr Core Plus Incom (MUSI)	0.0	$358k	+6%	8.6k	41.63	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$357k		1.8k	193.75	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$353k		5.3k	66.44	View chart
Progressive Corporation (PGR)	0.0	$351k	+3%	1.7k	207.31	View chart
Duke Energy Corp Com New (DUK)	0.0	$344k	+7%	3.0k	114.01	View chart
ConocoPhillips (COP)	0.0	$343k	+11%	2.7k	125.15	View chart
Qxo Com New (QXO)	0.0	$332k	+3%	28k	11.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$330k	+61%	7.8k	42.26	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	0.0	$328k	+5%	2.4k	138.92	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$325k	+14%	2.9k	112.50	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$320k		3.1k	104.53	View chart
T. Rowe Price (TROW)	0.0	$314k		3.0k	104.05	View chart
Automatic Data Processing (ADP)	0.0	$313k		1.2k	258.06	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$308k		4.0k	76.30	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$301k		4.4k	68.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$301k	+13%	6.1k	49.68	View chart
Applovin Corp Com Cl A (APP)	0.0	$298k	-23%	1.0k	290.43	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$290k		2.4k	119.83	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$288k		3.3k	88.51	View chart
Wells Fargo & Company (WFC)	0.0	$285k	-20%	3.6k	80.05	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$279k		2.8k	99.08	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$273k		4.5k	61.13	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$273k	+2%	5.4k	50.72	View chart
Union Pacific Corporation (UNP)	0.0	$268k	+3%	983.00	272.13	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$267k	-40%	9.1k	29.31	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$266k		3.5k	75.39	View chart
salesforce (CRM)	0.0	$266k	NEW	1.2k	229.57	View chart
Jones Lang LaSalle Incorporated (JLL)	0.0	$262k	NEW	858.00	305.52	View chart
Marriott Intl Cl A (MAR)	0.0	$262k	+5%	736.00	355.67	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$261k	-14%	1.7k	155.66	View chart
Micron Technology Put Option (MU)	0.0	$256k	+82%	2.5k	101.35	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$255k		3.1k	81.67	View chart
Kimberly-Clark Corporation (KMB)	0.0	$255k	+6%	2.6k	97.43	View chart
Procter & Gamble Company (PG)	0.0	$254k	NEW	1.8k	145.28	View chart
Lowe's Companies (LOW)	0.0	$253k	-19%	1.4k	184.29	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$252k	+2%	9.9k	25.39	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$252k	NEW	5.7k	44.05	View chart
Dell Technologies CL C (DELL)	0.0	$249k	NEW	462.00	537.95	View chart
Motorola Solutions Com New (MSI)	0.0	$248k		555.00	445.97	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$247k		2.3k	108.70	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$246k	-50%	351.00	700.86	View chart
MercadoLibre (MELI)	0.0	$246k	-12%	142.00	1728.53	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.0	$245k	NEW	5.2k	46.65	View chart
Southern Company (SO)	0.0	$244k	+8%	2.9k	82.89	View chart
Haemonetics Corporation (HAE)	0.0	$241k	NEW	2.3k	105.30	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$241k	+2%	4.9k	49.69	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.0	$237k	NEW	5.7k	41.83	View chart
Abivax Sa Sponsored Ads (ABVX)	0.0	$237k	+49%	2.4k	99.02	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$234k		3.6k	65.45	View chart
Applied Materials (AMAT)	0.0	$232k	+50%	454.00	511.38	View chart
Twilio Cl A (TWLO)	0.0	$232k	NEW	792.00	292.46	View chart
Lockheed Martin Corporation (LMT)	0.0	$231k	+10%	454.00	509.25	View chart
Nxp Semiconductors N V (NXPI)	0.0	$231k		973.00	237.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$231k	NEW	989.00	233.31	View chart
Intel Corporation (INTC)	0.0	$230k	NEW	1.9k	120.23	View chart
Nasdaq Omx (NDAQ)	0.0	$229k	NEW	2.5k	92.01	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$228k	-8%	772.00	294.91	View chart
Booking Holdings (BKNG)	0.0	$227k	+16%	1.4k	162.91	View chart
Dominion Resources (D)	0.0	$226k	-11%	3.7k	60.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.0	$226k	NEW	4.8k	46.86	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$226k		1.3k	167.25	View chart
Exelixis (EXEL)	0.0	$225k	NEW	3.9k	58.41	View chart
Honeywell International (HON)	0.0	$225k	NEW	1.1k	210.94	View chart
Netflix (NFLX)	0.0	$223k	-42%	3.2k	69.58	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$223k	-26%	123.00	1811.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$222k		2.9k	76.39	View chart
Prologis (PLD)	0.0	$222k	-25%	1.7k	129.84	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$221k	NEW	2.2k	101.10	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$220k		4.7k	47.11	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$219k		3.2k	69.14	View chart
Exchange Traded Concepts Tru Emqq Eme Mar Etf (EMQQ)	0.0	$217k	-27%	7.1k	30.80	View chart
Aon Shs Cl A (AON)	0.0	$217k		784.00	276.77	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$217k	-5%	3.1k	70.51	View chart
Analog Devices (ADI)	0.0	$215k	-29%	543.00	396.71	View chart
Coca-Cola Company (KO)	0.0	$215k	-2%	2.5k	86.08	View chart
Fifth Third Ban (FITB)	0.0	$213k		4.2k	50.58	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$211k		9.6k	21.95	View chart
Biogen Idec (BIIB)	0.0	$211k	NEW	932.00	225.88	View chart
At&t (T)	0.0	$209k	NEW	8.6k	24.40	View chart
Waste Management (WM)	0.0	$205k	NEW	1.0k	203.92	View chart
Texas Instruments Incorporated (TXN)	0.0	$205k	NEW	733.00	280.09	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.0	$20k		14k	1.43	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal)	0.0	$18k		18k	0.99	View chart
On Semiconductor Corp Note 0.500% 3/0 (Principal)	0.0	$17k		16k	1.05	View chart
Ppl Cap Fdg Note 2.875% 3/1 (Principal)	0.0	$16k		15k	1.04	View chart
Capital Southwest Corp Note 5.125%11/1 (Principal)	0.0	$14k		14k	1.02	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.0	$14k		11k	1.28	View chart
Uber Technologies Note 0.875%12/0 (Principal)	0.0	$14k		12k	1.14	View chart
Gladstone Cap Corp Note 5.875%10/0 (Principal)	0.0	$13k	NEW	14k	0.96	View chart
Wec Energy Group Note 4.375% 6/0 (Principal)	0.0	$13k	NEW	12k	1.11	View chart
Starwood Ppty Tr Note 6.750% 7/1 (Principal)	0.0	$13k		13k	0.99	View chart
Synaptics Note 0.750%12/0 (Principal)	0.0	$13k		10k	1.25	View chart
Firstenergy Corp Note 3.875% 1/1 (Principal)	0.0	$12k	NEW	12k	1.03	View chart
Parsons Corp Del Note 2.625% 3/0 (Principal)	0.0	$11k	NEW	12k	0.94	View chart
Southern Note 4.500% 6/1 (Principal)	0.0	$10k		10k	1.00	View chart
Alliant Energy Corp Note 3.250% 5/3 (Principal)	0.0	$9.9k		10k	0.99	View chart
Global Pmts Note 1.500% 3/0 (Principal)	0.0	$9.8k		11k	0.89	View chart

Past Filings by Goldstein Advisors

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

Goldstein Advisors 2026 Q3 filed Oct. 15, 2026
Goldstein Advisors 2026 Q2 filed July 20, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z