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

Goldstone Financial Group

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

Top 5 stock holdings are VOO, BUFR, VTV, JQUA, JPIB, and represent 26.68% of Goldstone Financial Group's stock portfolio.
Added to shares of these 10 stocks: VOO, JPIB, AAPL, VTV, VO, JQUA, NFLX, VIGI, SPLB, JBND.
Started 11 new stock positions in PLTR, JNJ, ICLO, ASML, COF, ACHV, JAAA, XLG, VLUE, AKRE. AXP.
Reduced shares in these 10 stocks: RECS, SPMO, ACN, , IVV, MA, SPYG, VB, SCHM, WFC.
Sold out of its positions in RECS, FI, AMZE, HGTY, IJH, IEMG, QLD, SCHM, Senseonics Hldgs, VB. WFC.
Goldstone Financial Group was a net buyer of stock by $42M.
Goldstone Financial Group has $870M in assets under management (AUM), dropping by 2.87%.
Central Index Key (CIK): 0002040021

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Goldstone Financial Group

Goldstone Financial Group holds 215 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
Vanguard Index Fds S&p 500 Etf Shs (VOO)	11.6	$101M	+4%	161k	627.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	4.2	$37M	+2%	1.1M	34.26	View chart
Vanguard Index Fds Value Etf (VTV)	4.0	$35M	+4%	181k	190.99	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	3.8	$33M	+4%	528k	63.18	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	3.0	$26M	+7%	541k	48.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.5	$22M		32k	684.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$20M	+2%	59k	335.27	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.2	$19M	+4%	114k	167.94	View chart
Invesco Qqq Tr Unit Ser 1 Call Option (QQQ)	1.9	$17M	+4%	65k	252.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.9	$16M	+9%	56k	290.22	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	1.8	$16M	+3%	503k	31.51	View chart
Spdr Series Trust State Street Spd (SPYG)	1.8	$16M	-2%	146k	106.70	View chart
Fidelity Covington Trust Sml Mid Mltfct (FSMD)	1.7	$15M	+5%	335k	44.13	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.7	$15M	+9%	161k	91.45	View chart
Spdr Series Trust State Street Spd (SPLB)	1.6	$14M	+7%	632k	22.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.6	$14M	+4%	228k	62.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.6	$14M	+4%	134k	103.56	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	1.6	$14M	+5%	264k	51.74	View chart
First Tr Exchange-traded SHS (FDL)	1.5	$14M	+6%	304k	44.34	View chart
Apple (AAPL)	1.5	$13M	+14%	48k	271.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.5	$13M	+5%	277k	46.04	View chart
Spdr Series Trust State Street Spd (SPYV)	1.3	$12M		206k	56.81	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.3	$12M	+2%	52k	224.67	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	1.3	$12M	+7%	282k	41.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.3	$11M	+3%	219k	50.59	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.2	$11M	+6%	205k	51.60	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	1.2	$11M	+9%	195k	54.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$9.7M	+6%	68k	143.52	View chart
Vanguard World Utilities Etf (VPU)	1.1	$9.5M	+4%	51k	185.04	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$9.4M	+9%	128k	73.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.0	$9.1M		94k	96.27	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.0	$9.0M	+3%	112k	79.73	View chart
NVIDIA Corporation (NVDA)	1.0	$8.5M		46k	186.50	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$8.5M	+3%	157k	53.88	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.9	$7.9M	+3%	314k	25.17	View chart
Spdr Series Trust State Street Spd (MDYG)	0.9	$7.5M	+3%	81k	92.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.8	$7.0M	+10%	256k	27.43	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$6.9M	+3%	67k	104.07	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.8	$6.7M	+10%	169k	39.38	View chart
JPMorgan Chase & Co. (JPM)	0.8	$6.6M	+3%	20k	322.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.7	$5.9M	-2%	24k	246.16	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$5.8M	+17%	69k	84.64	View chart
Microsoft Corporation (MSFT)	0.6	$5.6M	+8%	12k	483.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$5.0M		16k	313.01	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.6	$4.9M	+7%	71k	69.47	View chart
Amazon (AMZN)	0.5	$4.7M	+5%	21k	230.82	View chart
Spdr Series Trust State Street Spd (SLYG)	0.5	$4.5M		48k	94.19	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$4.4M	+5%	63k	69.42	View chart
Wisdomtree Tr Us Hgh Yld Corp (QHY)	0.5	$4.1M	-3%	88k	46.44	View chart
Tesla Motors (TSLA)	0.4	$3.7M	+12%	8.3k	449.70	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.4	$3.4M		69k	49.15	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$3.2M	+20%	85k	37.39	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	0.4	$3.1M		123k	25.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$3.1M	+16%	4.1k	753.80	View chart
Wisdomtree Tr Itl High Div Fd (DTH)	0.3	$3.0M	-3%	59k	51.60	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$2.9M	+6%	51k	57.24	View chart
Meta Platforms Cl A (META)	0.3	$2.8M	+13%	4.2k	660.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$2.8M	+10%	23k	120.18	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.3	$2.8M	+12%	118k	23.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$2.7M		27k	101.98	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$2.7M	+7%	46k	58.12	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$2.6M	+15%	73k	36.06	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.3	$2.6M	+28%	79k	32.75	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.5M	-12%	4.4k	570.93	View chart
Caterpillar (CAT)	0.3	$2.5M	-2%	4.4k	572.81	View chart
Ishares Tr Core High Dv Etf (HDV)	0.3	$2.5M	-2%	20k	121.61	View chart
Bank of America Corporation (BAC)	0.3	$2.4M	+11%	43k	55.00	View chart
Nushares Etf Tr Get Opp Etf (NUGO)	0.2	$2.1M	+29%	53k	39.76	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.2	$2.1M	+34%	34k	61.13	View chart
Abbvie (ABBV)	0.2	$2.1M		9.1k	228.49	View chart
Broadcom (AVGO)	0.2	$2.0M	+3%	5.9k	346.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$2.0M	+3%	3.9k	502.60	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.9M	+18%	20k	96.28	View chart
Micron Technology (MU)	0.2	$1.9M	+4%	6.6k	285.42	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$1.9M		38k	48.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.8M	+8%	5.7k	313.82	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.2	$1.7M	-3%	35k	49.70	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$1.7M	+17%	40k	43.64	View chart
Vanguard World Energy Etf (VDE)	0.2	$1.7M	+10%	13k	125.92	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.2	$1.6M	+33%	23k	71.45	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.2	$1.6M	+26%	33k	48.18	View chart
Home Depot (HD)	0.2	$1.5M	+13%	4.4k	344.08	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$1.5M	+29%	41k	36.85	View chart
Morgan Stanley Com New (MS)	0.2	$1.5M	+21%	8.5k	177.53	View chart
Procter & Gamble Company (PG)	0.2	$1.5M	+10%	10k	143.31	View chart
Netflix (NFLX)	0.2	$1.4M	+1052%	15k	93.76	View chart
Neos Etf Trust Nasdaq 100 Hdgd (QQQH)	0.2	$1.4M	-3%	26k	54.30	View chart
McDonald's Corporation (MCD)	0.2	$1.4M	+9%	4.6k	305.60	View chart
Goldman Sachs (GS)	0.2	$1.4M	+6%	1.6k	879.10	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$1.4M	-5%	29k	47.35	View chart
Pepsi (PEP)	0.1	$1.3M		9.0k	143.52	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.1	$1.3M	+4%	9.1k	140.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.3M		13k	94.16	View chart
At&t (T)	0.1	$1.3M	+5%	51k	24.84	View chart
Applied Materials (AMAT)	0.1	$1.3M	-4%	4.9k	257.01	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$1.2M	-4%	9.4k	132.37	View chart
Abbott Laboratories (ABT)	0.1	$1.2M		9.9k	125.29	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	-7%	1.4k	862.54	View chart
Cme (CME)	0.1	$1.2M		4.3k	273.08	View chart
Boeing Company (BA)	0.1	$1.2M	+2%	5.4k	217.12	View chart
Oracle Corporation (ORCL)	0.1	$1.2M	+6%	5.9k	194.91	View chart
Crown Castle Intl (CCI)	0.1	$1.1M	+10%	13k	88.87	View chart
Citigroup Com New (C)	0.1	$1.1M	+4%	9.8k	116.69	View chart
Constellation Energy (CEG)	0.1	$1.1M	-4%	3.1k	353.26	View chart
Cisco Systems (CSCO)	0.1	$1.1M	+17%	14k	77.03	View chart
Realty Income (O)	0.1	$1.1M	+8%	20k	56.37	View chart
International Business Machines (IBM)	0.1	$1.0M	+6%	3.5k	296.24	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$1.0M		52k	19.88	View chart
Global X Fds Superdividend (SDIV)	0.1	$1.0M		43k	24.03	View chart
Natwest Group Spons Adr (NWG)	0.1	$1.0M	+5%	58k	17.50	View chart
Starboard Invt Tr Adaptive Alpha (AGOX)	0.1	$997k	-4%	35k	28.56	View chart
Walt Disney Company (DIS)	0.1	$983k	+12%	8.6k	113.76	View chart
Lockheed Martin Corporation (LMT)	0.1	$958k	-3%	2.0k	483.64	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.1	$949k	-3%	21k	44.37	View chart
Novartis Sponsored Adr (NVS)	0.1	$948k	+3%	6.9k	137.87	View chart
Exxon Mobil Corporation (XOM)	0.1	$947k	+4%	7.9k	120.34	View chart
General Dynamics Corporation (GD)	0.1	$933k	+6%	2.8k	336.70	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$924k		67k	13.84	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$922k	+3%	2.0k	468.78	View chart
MetLife (MET)	0.1	$887k	+7%	11k	78.94	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$876k	-7%	20k	44.05	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$871k	+3%	49k	17.71	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$864k	NEW	15k	59.28	View chart
S&p Global (SPGI)	0.1	$846k	+10%	1.6k	522.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$844k		24k	35.84	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$841k	NEW	6.1k	136.74	View chart
United Parcel Service CL B (UPS)	0.1	$840k	-21%	8.5k	99.19	View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO)	0.1	$833k	-2%	22k	38.35	View chart
Chevron Corporation (CVX)	0.1	$809k	+2%	5.3k	152.41	View chart
Emerson Electric (EMR)	0.1	$802k	+7%	6.0k	132.72	View chart
Dbx Etf Tr Xtrackers Us Nat (CRTC)	0.1	$800k	+37%	22k	36.66	View chart
Wal-Mart Stores (WMT)	0.1	$795k	+15%	7.1k	111.41	View chart
Automatic Data Processing (ADP)	0.1	$795k	+15%	3.1k	257.19	View chart
Trane Technologies SHS (TT)	0.1	$785k	+6%	2.0k	389.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$782k		1.7k	473.33	View chart
Uber Technologies (UBER)	0.1	$755k	+8%	9.2k	81.71	View chart
Southern Company (SO)	0.1	$736k	+8%	8.4k	87.20	View chart
Colgate-Palmolive Company (CL)	0.1	$733k	+9%	9.3k	79.02	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$715k		12k	60.81	View chart
Verizon Communications (VZ)	0.1	$711k	+7%	17k	40.73	View chart
Prudential Financial (PRU)	0.1	$710k	+8%	6.3k	112.89	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$704k	-11%	17k	41.92	View chart
Eaton Corp SHS (ETN)	0.1	$698k	+7%	2.2k	318.49	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$694k	-45%	2.6k	268.25	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$674k		4.3k	157.70	View chart
Altria (MO)	0.1	$663k	+6%	12k	57.66	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$661k	-2%	23k	29.28	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$625k	-4%	4.4k	141.17	View chart
Visa Com Cl A (V)	0.1	$622k	-12%	1.8k	350.75	View chart
Casey's General Stores (CASY)	0.1	$609k		1.1k	552.71	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$608k	-3%	12k	49.86	View chart
Texas Instruments Incorporated (TXN)	0.1	$593k	+11%	3.4k	173.49	View chart
Medtronic SHS (MDT)	0.1	$589k	+6%	6.1k	96.06	View chart
Illinois Tool Works (ITW)	0.1	$578k	+14%	2.3k	246.33	View chart
Digital Brands Group Com New (DBGI)	0.1	$568k	+5%	45k	12.68	View chart
Valero Energy Corporation (VLO)	0.1	$562k		3.5k	162.78	View chart
Polaris Industries (PII)	0.1	$543k	+2%	8.6k	63.25	View chart
Raytheon Technologies Corp (RTX)	0.1	$525k		2.9k	183.39	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$525k		8.1k	64.42	View chart
Intercontinental Exchange (ICE)	0.1	$514k	+10%	3.2k	161.96	View chart
United Bankshares (UBSI)	0.1	$497k	+8%	13k	38.40	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$494k	+6%	1.6k	303.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$483k	+107%	3.4k	143.97	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$481k	+17%	9.6k	49.99	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$481k	+186%	9.1k	52.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$475k		1.2k	396.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$468k		959.00	487.73	View chart
Merck & Co (MRK)	0.1	$468k	+6%	4.4k	105.25	View chart
Hims & Hers Health Com Cl A (HIMS)	0.1	$462k	+23%	14k	32.47	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$445k	+24%	3.7k	119.35	View chart
Sportradar Group Class A Ord Shs (SRAD)	0.1	$441k	+13%	19k	23.77	View chart
3M Company (MMM)	0.0	$424k		2.6k	160.08	View chart
Kimberly-Clark Corporation (KMB)	0.0	$423k	+19%	4.2k	100.90	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$403k	+26%	4.9k	82.82	View chart
Eli Lilly & Co. (LLY)	0.0	$397k	+15%	370.00	1073.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$389k	-6%	4.3k	89.47	View chart
Corcept Therapeutics Incorporated (CORT)	0.0	$386k	+7%	11k	34.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$384k	+49%	1.7k	219.84	View chart
Exelon Corporation (EXC)	0.0	$381k		8.7k	43.59	View chart
Capital One Financial (COF)	0.0	$379k	NEW	1.6k	242.33	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$377k	-9%	13k	29.36	View chart
The Trade Desk Com Cl A (TTD)	0.0	$364k	+11%	9.6k	37.96	View chart
First American Financial (FAF)	0.0	$350k	+8%	5.7k	61.44	View chart
Advanced Micro Devices (AMD)	0.0	$331k		1.5k	214.15	View chart
Honeywell International (HON)	0.0	$328k		1.7k	195.13	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.0	$322k		2.3k	138.46	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$309k	+100%	7.2k	42.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$306k	+18%	637.00	480.54	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.0	$303k	-68%	2.5k	119.32	View chart
Motorola Solutions Com New (MSI)	0.0	$303k		789.00	383.52	View chart
Cardinal Health (CAH)	0.0	$302k		1.5k	205.57	View chart
American Express Company (AXP)	0.0	$301k	NEW	813.00	369.97	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$298k	+14%	6.7k	44.32	View chart
Amgen (AMGN)	0.0	$291k	+13%	889.00	327.46	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$290k		5.5k	52.88	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$287k	NEW	4.4k	65.51	View chart
Ge Aerospace Com New (GE)	0.0	$285k	+36%	926.00	307.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$280k		750.00	373.44	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.0	$279k		6.3k	44.47	View chart
Autodesk (ADSK)	0.0	$262k		885.00	296.01	View chart
Alps Etf Tr Oshs Gbl Inter (OGIG)	0.0	$262k	-45%	5.0k	52.57	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.0	$261k	NEW	10k	25.55	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$260k	-8%	5.2k	50.32	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$253k	NEW	5.0k	50.58	View chart
RBB Motley Fol Etf (TMFC)	0.0	$246k	-5%	3.4k	71.78	View chart
Johnson & Johnson (JNJ)	0.0	$241k	NEW	1.2k	206.90	View chart
Allstate Corporation (ALL)	0.0	$236k		1.1k	208.17	View chart
Shell Spon Ads (SHEL)	0.0	$235k	+2%	3.2k	73.48	View chart
Palantir Technologies Cl A (PLTR)	0.0	$221k	NEW	1.2k	177.75	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$220k		2.0k	109.90	View chart
Lowe's Companies (LOW)	0.0	$217k		898.00	241.05	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$213k		2.0k	106.70	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$213k	NEW	199.00	1070.61	View chart
Achieve Life Sciences (ACHV)	0.0	$120k	NEW	24k	4.97	View chart
Medical Properties Trust (MPT)	0.0	$56k	+11%	11k	5.00	View chart

Past Filings by Goldstone Financial Group

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

Goldstone Financial Group 2025 Q4 filed Feb. 13, 2026
Goldstone Financial Group 2025 Q3 filed Oct. 17, 2025
Goldstone Financial Group 2025 Q2 filed July 8, 2025
Goldstone Financial Group 2025 Q1 filed April 16, 2025
Goldstone Financial Group 2024 Q4 filed Jan. 15, 2025
Goldstone Financial Group 2023 Q1 filed Jan. 15, 2025
Goldstone Financial Group 2023 Q2 filed Jan. 15, 2025
Goldstone Financial Group 2023 Q3 filed Jan. 15, 2025
Goldstone Financial Group 2023 Q4 filed Jan. 15, 2025
Goldstone Financial Group 2024 Q1 filed Jan. 15, 2025
Goldstone Financial Group 2024 Q2 filed Jan. 15, 2025
Goldstone Financial Group 2024 Q3 filed Oct. 28, 2024

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