Goldstone Financial Group, LLC - Q12026 Holdings
Goldstone Financial Group, LLC holds 225 stocks with a total portfolio value of $ 922.27M as of Q12026. In Q12026, Goldstone Financial Group, LLC added 22 new positions, increased stakes in 58 stocks, reduced 138 holdings, and fully exited 12 positions. The largest holding is Vanguard Index Fds (VOO), representing 13.04% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options