Goldstein-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "SE",
  "GFL.TO",
  "MTW",
  "MGEE",
  "EXAS",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "GOOGL",
  "ASML",
  null,
  "AVGO",
  "APP",
  "LOW",
  null,
  null,
  null,
  "DBEF",
  null,
  null,
  "DUK",
  "EOG",
  null,
  "NVRI",
  "GILD",
  null,
  null,
  null,
  "HD",
  "MCD",
  "INTU",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "BKNG",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MMC",
  null,
  "PWR",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "HIG",
  null,
  "IJR",
  "EFG",
  "ORCL",
  null,
  null,
  "VHT",
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "NVDA",
  "PFE",
  "LMT",
  "MRK",
  null,
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  "RTX",
  "SPDW",
  null,
  "IBM",
  "SBUX",
  "CI",
  "TMO",
  "TJX",
  "VV",
  "TLN",
  "VWO",
  null,
  null,
  null,
  null,
  null,
  null,
  "SU",
  "TSM",
  null,
  "ADSK",
  "APH",
  "SDY",
  "FI",
  "NTRA",
  "IWR",
  "GSLC",
  "IDXX",
  "AMZN",
  "MSI",
  "SCHB",
  "PFG",
  null,
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VXUS",
  "VTV",
  "V",
  null,
  "WMT",
  null,
  "XERS",
  "IUSG",
  "LNT",
  null,
  "SCHG",
  null,
  "SCHF",
  "JCI",
  null,
  null,
  null,
  "IXUS",
  "MTUM",
  null,
  null,
  "MELI",
  "MCK",
  null,
  "SPYV",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  null,
  null,
  "CVX",
  "CB",
  "C",
  "COST",
  "CRWD",
  "FANG",
  null,
  null,
  "IJJ",
  "USMV",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 202
Total Value: 684027973
Accession Number: 0001172661-25-001539
Form Type: 13F-HR
CIK: goldstein-advisors
Manager Name: Goldstein-Advisors

Data Enrichment

61% identified

123 identified79 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

202 positions • $684.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 11

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CHEVRON CORP

CVX|166764100

Shares:1.2K

Value:$201.8K

% of Portfolio:0.0% ($201.8K/$684.0M)

MANITOWOC CO INC

MTW|563571405

Shares:16.3K

Value:$140.0K

% of Portfolio:0.0% ($140.0K/$684.0M)

ENVIRI Corp

NVRI|415864107

Shares:12.5K

Value:$83.0K

% of Portfolio:0.0% ($83.0K/$684.0M)

629377CG5

Shares:—

Value:$30.5K

% of Portfolio:0.0% ($30.5K/$684.0M)

92277GAZ0

Shares:—

Value:$19.3K

% of Portfolio:0.0% ($19.3K/$684.0M)

09257WAE0

Shares:—

Value:$17.5K

% of Portfolio:0.0% ($17.5K/$684.0M)

26441CBY0

Shares:—

Value:$17.3K

% of Portfolio:0.0% ($17.3K/$684.0M)

038923BA5

Shares:—

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$684.0M)

90187BAB7

Shares:—

Value:$16.9K

% of Portfolio:0.0% ($16.9K/$684.0M)

69352PAS2

Shares:—

Value:$16.8K

% of Portfolio:0.0% ($16.8K/$684.0M)

842587DP9

Shares:—

Value:$15.7K

% of Portfolio:0.0% ($15.7K/$684.0M)

516544AB9

Shares:—

Value:$15.5K

% of Portfolio:0.0% ($15.5K/$684.0M)

472145AF8

Shares:—

Value:$15.4K

% of Portfolio:0.0% ($15.4K/$684.0M)

647551AE0

Shares:—

Value:$15.1K

% of Portfolio:0.0% ($15.1K/$684.0M)

40637HAD1

Shares:—

Value:$14.7K

% of Portfolio:0.0% ($14.7K/$684.0M)

55024UAD1

Shares:—

Value:$14.4K

% of Portfolio:0.0% ($14.4K/$684.0M)

85571BBA2

Shares:—

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$684.0M)

682189AU9

Shares:—

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$684.0M)

03040WBE4

Shares:—

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$684.0M)

337932AR8

Shares:—

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$684.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	1.2K	QoQ NEW(+1.2K) YoY -12.41% (-171)	All Managers (Combined)	$201.8K	0.0% ($201.8K/$684.0M)	QoQ NEW(+$201.8K) YoY -7.09% (-$15.4K)
MANITOWOC CO INC(MTWcusip563571405)	16.3K	QoQ 0.00% (-0) YoY +13.98% (-2.0K)	All Managers (Combined)	$140.0K	0.0% ($140.0K/$684.0M)	QoQ -5.91% (-$8.8K) YoY -30.75% (-$62.2K)
ENVIRI Corp(NVRIcusip415864107)	12.5K	QoQ 0.00% (-0) YoY -19.37% (-3.0K)	All Managers (Combined)	$83.0K	0.0% ($83.0K/$684.0M)	QoQ -13.63% (-$13.1K) YoY -41.40% (-$58.7K)
(cusip629377CG5)✕	—	QoQ - YoY -	All Managers (Combined)	$30.5K	0.0% ($30.5K/$684.0M)	QoQ +6.73% (+$1.9K) YoY -12.18% (-$4.2K)
(cusip92277GAZ0)✕	—	QoQ - YoY NEW	All Managers (Combined)	$19.3K	0.0% ($19.3K/$684.0M)	QoQ +12.98% (+$2.2K) YoY NEW(+$19.3K)
(cusip09257WAE0)✕	—	QoQ - YoY -	All Managers (Combined)	$17.5K	0.0% ($17.5K/$684.0M)	QoQ +1.12% (+$194) YoY -26.03% (-$6.1K)
(cusip26441CBY0)✕	—	QoQ - YoY NEW	All Managers (Combined)	$17.3K	0.0% ($17.3K/$684.0M)	QoQ +5.87% (+$962) YoY NEW(+$17.3K)
(cusip038923BA5)✕	—	QoQ - YoY -	All Managers (Combined)	$16.9K	0.0% ($16.9K/$684.0M)	QoQ +0.66% (+$112) YoY -31.07% (-$7.6K)
(cusip90187BAB7)✕	—	QoQ - YoY -	All Managers (Combined)	$16.9K	0.0% ($16.9K/$684.0M)	QoQ +0.76% (+$128) YoY -28.80% (-$6.8K)
(cusip69352PAS2)✕	—	QoQ - YoY NEW	All Managers (Combined)	$16.8K	0.0% ($16.8K/$684.0M)	QoQ +7.78% (+$1.2K) YoY NEW(+$16.8K)
(cusip842587DP9)✕	—	QoQ - YoY NEW	All Managers (Combined)	$15.7K	0.0% ($15.7K/$684.0M)	QoQ +6.49% (+$957) YoY NEW(+$15.7K)
(cusip516544AB9)✕	—	QoQ - YoY NEW	All Managers (Combined)	$15.5K	0.0% ($15.5K/$684.0M)	QoQ +5.63% (+$826) YoY NEW(+$15.5K)
(cusip472145AF8)✕	—	QoQ - YoY NEW	All Managers (Combined)	$15.4K	0.0% ($15.4K/$684.0M)	QoQ +1.70% (+$259) YoY NEW(+$15.4K)
(cusip647551AE0)✕	—	QoQ - YoY -	All Managers (Combined)	$15.1K	0.0% ($15.1K/$684.0M)	QoQ -0.01% (-$3) YoY -27.08% (-$5.6K)
(cusip40637HAD1)✕	—	QoQ - YoY -	All Managers (Combined)	$14.7K	0.0% ($14.7K/$684.0M)	QoQ +10.43% (+$1.4K) YoY -12.36% (-$2.1K)
(cusip55024UAD1)✕	—	QoQ - YoY -	All Managers (Combined)	$14.4K	0.0% ($14.4K/$684.0M)	QoQ -6.34% (-$975) YoY -17.98% (-$3.2K)
(cusip85571BBA2)✕	—	QoQ - YoY -	All Managers (Combined)	$13.8K	0.0% ($13.8K/$684.0M)	QoQ +2.56% (+$346) YoY -27.25% (-$5.2K)
(cusip682189AU9)✕	—	QoQ - YoY NEW	All Managers (Combined)	$13.7K	0.0% ($13.7K/$684.0M)	QoQ -9.20% (-$1.4K) YoY NEW(+$13.7K)
(cusip03040WBE4)✕	—	QoQ - YoY NEW	All Managers (Combined)	$13.2K	0.0% ($13.2K/$684.0M)	QoQ +3.06% (+$393) YoY NEW(+$13.2K)
(cusip337932AR8)✕	—	QoQ - YoY NEW	All Managers (Combined)	$13.1K	0.0% ($13.1K/$684.0M)	QoQ +0.62% (+$81) YoY NEW(+$13.1K)