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Goldstone Financial Group

Latest statistics and disclosures from Goldstone Financial Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002040021

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Positions held by Goldstone Financial Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Goldstone Financial Group

Goldstone Financial Group holds 193 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.5	$66M	125k	527.67	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.7	$27M	55k	488.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.6	$27M	891k	29.89	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	4.0	$23M	411k	56.57	View chart
Vanguard Index Fds Value Etf (VTV)	3.1	$18M	101k	174.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$15M	54k	283.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$14M	24k	576.81	View chart
Spdr Ser Tr Portfolio Ln Cor (SPLB)	2.3	$13M	547k	24.16	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	2.1	$12M	229k	53.72	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	2.1	$12M	259k	46.74	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.1	$12M	92k	131.91	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	2.1	$12M	153k	78.37	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	2.0	$11M	138k	82.94	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$11M	143k	79.42	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.9	$11M	186k	59.57	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	1.7	$10M	399k	25.09	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.7	$9.8M	101k	96.95	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$9.4M	179k	52.81	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	1.6	$9.4M	224k	41.76	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	1.5	$8.7M	164k	52.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.5	$8.6M	39k	220.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$8.4M	32k	263.83	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.3	$7.6M	149k	51.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$7.2M	82k	88.14	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.2	$7.0M	79k	88.28	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$6.9M	136k	50.74	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	1.1	$6.5M	138k	47.32	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$6.3M	49k	128.20	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.0	$5.9M	55k	106.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.0	$5.5M	65k	84.53	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.9	$5.4M	215k	25.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$5.2M	45k	116.96	View chart
Apple (AAPL)	0.9	$5.2M	22k	233.00	View chart
Vanguard World Utilities Etf (VPU)	0.8	$4.9M	28k	174.05	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.8	$4.8M	54k	87.74	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$4.3M	7.5k	573.74	View chart
JPMorgan Chase & Co. (JPM)	0.7	$3.9M	19k	210.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$3.8M	64k	59.51	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.6	$3.5M	70k	50.22	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.6	$3.4M	36k	93.11	View chart
Microsoft Corporation (MSFT)	0.6	$3.2M	7.4k	430.32	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.5	$3.1M	104k	29.41	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.5	$3.0M	66k	46.19	View chart
NVIDIA Corporation (NVDA)	0.5	$2.9M	24k	121.44	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.5	$2.9M	48k	59.21	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.5	$2.8M	23k	119.60	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.5	$2.7M	56k	48.68	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$2.7M	43k	62.69	View chart
Amazon (AMZN)	0.5	$2.6M	14k	186.33	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.5	$2.6M	60k	43.42	View chart
Mastercard Incorporated Cl A (MA)	0.4	$2.6M	5.2k	493.81	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$2.5M	26k	95.95	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$2.3M	20k	117.62	View chart
Etf Ser Solutions Nationwide Nasdq (NUSI)	0.4	$2.3M	92k	25.54	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.4	$2.1M	40k	53.27	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.3	$2.0M	44k	44.71	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$1.9M	35k	54.93	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$1.8M	25k	72.63	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$1.7M	41k	42.51	View chart
Abbvie (ABBV)	0.3	$1.7M	8.7k	197.47	View chart
Tesla Motors (TSLA)	0.3	$1.7M	6.6k	261.62	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$1.6M	42k	37.65	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$1.5M	47k	32.27	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$1.5M	13k	112.94	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.2	$1.4M	26k	54.48	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.2	$1.4M	53k	26.14	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.2	$1.4M	57k	24.46	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.4M	15k	91.31	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.2	$1.4M	47k	28.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.3M	8.0k	165.85	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.3M	11k	122.47	View chart
United Parcel Service CL B (UPS)	0.2	$1.3M	9.6k	136.33	View chart
Cme (CME)	0.2	$1.3M	5.7k	220.66	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$1.2M	31k	39.64	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.2M	13k	93.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M	2.6k	460.26	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.2	$1.2M	61k	19.71	View chart
McDonald's Corporation (MCD)	0.2	$1.2M	3.9k	304.48	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	6.7k	173.20	View chart
Ishares Tr Cmbs Etf (CMBS)	0.2	$1.2M	24k	48.93	View chart
Abbott Laboratories (ABT)	0.2	$1.1M	9.8k	114.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$1.1M	11k	101.27	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.1M	3.1k	353.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.1M	1.8k	586.38	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$1.1M	53k	20.27	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.2	$1.1M	76k	14.12	View chart
Constellation Energy (CEG)	0.2	$1.0M	4.0k	260.02	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.0M	1.7k	584.66	View chart
Global X Fds Superdividend (SDIV)	0.2	$1.0M	43k	23.54	View chart
Meta Platforms Cl A (META)	0.2	$994k	1.7k	572.39	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$973k	54k	18.04	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.2	$969k	21k	46.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$909k	2.4k	375.43	View chart
Oracle Corporation (ORCL)	0.2	$890k	5.2k	170.39	View chart
Pepsi (PEP)	0.2	$866k	5.1k	170.07	View chart
Broadcom (AVGO)	0.1	$820k	4.8k	172.49	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$784k	22k	36.44	View chart
Spdr Ser Tr Port Mtg Bk Etf (SPMB)	0.1	$727k	32k	22.53	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$706k	5.5k	128.29	View chart
At&t (T)	0.1	$699k	32k	22.00	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$638k	21k	30.78	View chart
Caterpillar (CAT)	0.1	$619k	1.6k	391.22	View chart
Bank of America Corporation (BAC)	0.1	$615k	16k	39.68	View chart
Chevron Corporation (CVX)	0.1	$605k	4.1k	147.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$570k	19k	30.35	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$568k	7.9k	71.73	View chart
Home Depot (HD)	0.1	$566k	1.4k	405.18	View chart
UnitedHealth (UNH)	0.1	$565k	966.00	584.69	View chart
Colgate-Palmolive Company (CL)	0.1	$564k	5.4k	103.80	View chart
Cisco Systems (CSCO)	0.1	$547k	10k	53.22	View chart
Iron Mountain (IRM)	0.1	$541k	4.5k	118.84	View chart
Southern Company (SO)	0.1	$539k	6.0k	90.18	View chart
Goldman Sachs (GS)	0.1	$538k	1.1k	494.99	View chart
International Business Machines (IBM)	0.1	$535k	2.4k	221.06	View chart
Vanguard World Mega Cap Index (MGC)	0.1	$510k	2.5k	206.64	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$507k	13k	37.94	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.1	$505k	10k	50.57	View chart
Novartis Sponsored Adr (NVS)	0.1	$496k	4.3k	115.02	View chart
Exelon Corporation (EXC)	0.1	$494k	12k	40.55	View chart
MetLife (MET)	0.1	$487k	5.9k	82.48	View chart
Morgan Stanley Com New (MS)	0.1	$486k	4.7k	104.25	View chart
Costco Wholesale Corporation (COST)	0.1	$483k	545.00	886.81	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.1	$466k	11k	41.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$461k	2.8k	167.19	View chart
Valero Energy Corporation (VLO)	0.1	$460k	3.4k	135.05	View chart
Honeywell International (HON)	0.1	$450k	2.2k	206.68	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$450k	15k	30.28	View chart
Verizon Communications (VZ)	0.1	$449k	10k	44.91	View chart
Merck & Co (MRK)	0.1	$444k	3.9k	113.56	View chart
Netflix (NFLX)	0.1	$433k	610.00	709.54	View chart
Prudential Financial (PRU)	0.1	$427k	3.5k	121.11	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$425k	15k	29.41	View chart
ConAgra Foods (CAG)	0.1	$424k	13k	32.52	View chart
Casey's General Stores (CASY)	0.1	$411k	1.1k	375.71	View chart
Texas Instruments Incorporated (TXN)	0.1	$399k	1.9k	206.54	View chart
Citigroup Com New (C)	0.1	$398k	6.4k	62.60	View chart
Emerson Electric (EMR)	0.1	$394k	3.6k	109.37	View chart
Campbell Soup Company (CPB)	0.1	$385k	7.9k	48.92	View chart
Motorola Solutions Com New (MSI)	0.1	$378k	841.00	449.45	View chart
Illinois Tool Works (ITW)	0.1	$375k	1.4k	262.12	View chart
Dow (DOW)	0.1	$369k	6.7k	54.63	View chart
Wal-Mart Stores (WMT)	0.1	$367k	4.5k	80.75	View chart
Walt Disney Company (DIS)	0.1	$365k	3.8k	96.18	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$363k	3.6k	100.70	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$356k	3.9k	90.64	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$356k	1.6k	225.76	View chart
Stanley Black & Decker (SWK)	0.1	$351k	3.2k	110.14	View chart
Eaton Corp SHS (ETN)	0.1	$341k	1.0k	331.44	View chart
Visa Com Cl A (V)	0.1	$337k	1.2k	274.93	View chart
Shell Spon Ads (SHEL)	0.1	$329k	5.0k	65.96	View chart
Ford Motor Company (F)	0.1	$314k	30k	10.56	View chart
Natwest Group Spons Adr (NWG)	0.1	$299k	32k	9.36	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$297k	773.00	383.70	View chart
Fiserv (FI)	0.1	$296k	1.7k	179.65	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$291k	2.4k	120.33	View chart
Autodesk (ADSK)	0.1	$288k	1.0k	275.48	View chart
Raytheon Technologies Corp (RTX)	0.0	$275k	2.3k	121.17	View chart
BP Sponsored Adr (BP)	0.0	$270k	8.6k	31.39	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$267k	9.1k	29.18	View chart
United Bankshares (UBSI)	0.0	$266k	7.2k	37.10	View chart
S&p Global (SPGI)	0.0	$264k	510.00	516.76	View chart
Eli Lilly & Co. (LLY)	0.0	$260k	293.00	886.53	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$259k	9.5k	27.34	View chart
The Trade Desk Com Cl A (TTD)	0.0	$257k	2.3k	109.65	View chart
Amgen (AMGN)	0.0	$253k	785.00	322.15	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$239k	4.5k	52.99	View chart
Applied Materials (AMAT)	0.0	$237k	1.2k	202.06	View chart
Hagerty Cl A Com (HGTY)	0.0	$236k	23k	10.17	View chart
Intuitive Surgical Com New (ISRG)	0.0	$235k	479.00	491.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$235k	2.1k	110.46	View chart
Bristol Myers Squibb (BMY)	0.0	$235k	4.5k	51.75	View chart
Uber Technologies (UBER)	0.0	$235k	3.1k	75.16	View chart
Micron Technology (MU)	0.0	$231k	2.2k	103.73	View chart
Trane Technologies SHS (TT)	0.0	$228k	587.00	388.73	View chart
Coca-Cola Company (KO)	0.0	$228k	3.2k	71.86	View chart
Advanced Micro Devices (AMD)	0.0	$227k	1.4k	164.08	View chart
Automatic Data Processing (ADP)	0.0	$224k	810.00	276.83	View chart
W.W. Grainger (GWW)	0.0	$223k	215.00	1038.90	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$219k	6.3k	34.79	View chart
Block Cl A (SQ)	0.0	$218k	3.2k	67.12	View chart
Clorox Company (CLX)	0.0	$217k	1.3k	162.93	View chart
Broadridge Financial Solutions (BR)	0.0	$217k	1.0k	215.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$214k	764.00	280.47	View chart
RBB Motley Fol Etf (TMFC)	0.0	$213k	3.8k	56.25	View chart
Peak (DOC)	0.0	$212k	9.3k	22.87	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$212k	2.0k	106.19	View chart
Wp Carey (WPC)	0.0	$208k	3.3k	62.30	View chart
Invitation Homes (INVH)	0.0	$207k	5.9k	35.26	View chart
Lowe's Companies (LOW)	0.0	$203k	751.00	270.75	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$203k	3.4k	59.24	View chart
Vaneck Etf Trust Ig Floating Rate (FLTR)	0.0	$202k	7.9k	25.47	View chart
Nushares Etf Tr Get Opp Etf (NUGO)	0.0	$202k	6.2k	32.43	View chart
Walgreen Boots Alliance (WBA)	0.0	$124k	14k	8.96	View chart

Past Filings by Goldstone Financial Group

SEC 13F filings are viewable for Goldstone Financial Group going back to 2024

Goldstone Financial Group 2024 Q3 filed Oct. 28, 2024

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