Goldstone-Financial-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  null,
  "FNDA",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  null,
  "ALL",
  "GOOGL",
  "VDE",
  null,
  null,
  "T",
  "CAT",
  "AVGO",
  "LOW",
  null,
  null,
  "CCI",
  null,
  null,
  "PDI",
  null,
  null,
  null,
  "GD",
  null,
  "HON",
  "HD",
  null,
  "MCD",
  null,
  null,
  null,
  "ISRG",
  "HGTY",
  "ITW",
  "AMAT",
  "EMR",
  "ICE",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MA",
  "MDT",
  "MSFT",
  "MS",
  null,
  "EXC",
  "HES",
  "NVS",
  null,
  null,
  "IJR",
  "ORCL",
  null,
  null,
  "DOC",
  null,
  "IWF",
  "PEP",
  null,
  null,
  "IVV",
  null,
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PDO",
  null,
  null,
  "IEFA",
  "SPGI",
  "O",
  "SHEL",
  "RTX",
  "SPYG",
  "BP",
  null,
  null,
  "IBM",
  "SBUX",
  "TXN",
  "UBER",
  "UPS",
  "VO",
  "MET",
  null,
  null,
  "VIG",
  null,
  null,
  "VYM",
  null,
  null,
  "TT",
  "ADSK",
  "UBSI",
  "FI",
  "IWR",
  null,
  "GSLC",
  "CAH",
  null,
  "VIGI",
  "AMZN",
  "MSI",
  null,
  null,
  null,
  null,
  "FAF",
  null,
  "VEU",
  "VGT",
  "VUG",
  "VLO",
  "VEA",
  null,
  "MGV",
  "VOO",
  null,
  "VTV",
  "V",
  "COCO",
  "WMT",
  "WBA",
  "WFC",
  null,
  null,
  null,
  "IUSG",
  null,
  null,
  "SCHD",
  null,
  null,
  "SO",
  null,
  null,
  null,
  "DIA",
  null,
  null,
  "IXUS",
  "DGRO",
  null,
  "SPYV",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "BA",
  null,
  "BMY",
  "CPB",
  "CASY",
  "CVX",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CL",
  "CEG",
  "CORT",
  "COST",
  "CRWD",
  "USMV",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 202
Total Value: 660644898
Accession Number: 0001213900-25-032437
Form Type: 13F-HR
CIK: goldstone-financial-group
Manager Name: Goldstone-Financial-Group

Data Enrichment

64% identified

130 identified72 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

202 positions • $660.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 10 of 11

Sort by:

AMGEN INC

AMGN|031162100

Shares:769

Value:$239.4K

% of Portfolio:0.0% ($239.4K/$660.6M)

464288661

Shares:2.0K

Value:$238.9K

% of Portfolio:0.0% ($238.9K/$660.6M)

46138E339

Shares:2.6K

Value:$238.4K

% of Portfolio:0.0% ($238.4K/$660.6M)

First American Financial Corp

FAF|31847R102

Shares:3.6K

Value:$233.4K

% of Portfolio:0.0% ($233.4K/$660.6M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.2K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$660.6M)

Vita Coco Company, Inc.

COCO|92846Q107

Shares:7.5K

Value:$231.4K

% of Portfolio:0.0% ($231.4K/$660.6M)

ALLSTATE CORP

ALL|020002101

Shares:1.1K

Value:$231.1K

% of Portfolio:0.0% ($231.1K/$660.6M)

HEALTHPEAK PROPERTIES, INC.

DOC|42250P103

Shares:11.4K

Value:$230.0K

% of Portfolio:0.0% ($230.0K/$660.6M)

464287176

Shares:2.1K

Value:$228.4K

% of Portfolio:0.0% ($228.4K/$660.6M)

921908844

VIG|921908844

Shares:1.2K

Value:$224.5K

% of Portfolio:0.0% ($224.5K/$660.6M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:532

Value:$223.2K

% of Portfolio:0.0% ($223.2K/$660.6M)

STARBUCKS CORP

SBUX|855244109

Shares:2.2K

Value:$216.8K

% of Portfolio:0.0% ($216.8K/$660.6M)

REALTY INCOME CORP

O|756109104

Shares:3.7K

Value:$216.7K

% of Portfolio:0.0% ($216.7K/$660.6M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.3K

Value:$216.4K

% of Portfolio:0.0% ($216.4K/$660.6M)

14020G101

Shares:6.2K

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$660.6M)

464288158

Shares:2.0K

Value:$211.0K

% of Portfolio:0.0% ($211.0K/$660.6M)

LOWES COMPANIES INC

LOW|548661107

Shares:882

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$660.6M)

COCA COLA CO

KO|191216100

Shares:2.9K

Value:$205.6K

% of Portfolio:0.0% ($205.6K/$660.6M)

74933W601

Shares:3.7K

Value:$203.8K

% of Portfolio:0.0% ($203.8K/$660.6M)

CARDINAL HEALTH INC

CAH|14149Y108

Shares:1.5K

Value:$200.2K

% of Portfolio:0.0% ($200.2K/$660.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMGEN INC(AMGNcusip031162100)	769	QoQ NEW(+769) YoY NEW(+769)	All Managers (Combined)	$239.4K	0.0% ($239.4K/$660.6M)	QoQ NEW(+$239.4K) YoY NEW(+$239.4K)
(cusip464288661)✕	2.0K	QoQ -20.67% (-527) YoY -89.54% (-17.3K)	All Managers (Combined)	$238.9K	0.0% ($238.9K/$660.6M)	QoQ -18.90% (-$55.7K) YoY -89.32% (-$2.0M)
(cusip46138E339)✕	2.6K	QoQ -9.13% (-259) YoY -72.20% (-6.7K)	All Managers (Combined)	$238.4K	0.0% ($238.4K/$660.6M)	QoQ -11.50% (-$31.0K) YoY -67.94% (-$505.1K)
First American Financial Corp(FAFcusip31847R102)	3.6K	QoQ +8.97% (+293) YoY NEW(+3.6K)	All Managers (Combined)	$233.4K	0.0% ($233.4K/$660.6M)	QoQ +14.54% (+$29.6K) YoY NEW(+$233.4K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.2K	QoQ +0.03% (+1) YoY -7.03% (-244)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$660.6M)	QoQ +2.23% (+$5.1K) YoY +15.13% (-$30.4K)
Vita Coco Company, Inc.(COCOcusip92846Q107)	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$231.4K	0.0% ($231.4K/$660.6M)	QoQ NEW(+$231.4K) YoY NEW(+$231.4K)
ALLSTATE CORP(ALLcusip020002101)	1.1K	QoQ +0.45% (+5) YoY NEW(+1.1K)	All Managers (Combined)	$231.1K	0.0% ($231.1K/$660.6M)	QoQ +7.88% (+$16.9K) YoY NEW(+$231.1K)
HEALTHPEAK PROPERTIES, INC.(DOCcusip42250P103)	11.4K	QoQ +2.69% (+298) YoY NEW(+11.4K)	All Managers (Combined)	$230.0K	0.0% ($230.0K/$660.6M)	QoQ +2.43% (+$5.5K) YoY NEW(+$230.0K)
(cusip464287176)✕	2.1K	QoQ -0.58% (-12) YoY -12.62% (-297)	All Managers (Combined)	$228.4K	0.0% ($228.4K/$660.6M)	QoQ +3.65% (-$8.1K) YoY -9.62% (-$24.3K)
(VIGcusip921908844)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$224.5K	0.0% ($224.5K/$660.6M)	QoQ NEW(+$224.5K) YoY NEW(+$224.5K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	532	QoQ -0.56% (-3) YoY NEW(+532)	All Managers (Combined)	$223.2K	0.0% ($223.2K/$660.6M)	QoQ -2.05% (-$4.7K) YoY NEW(+$223.2K)
STARBUCKS CORP(SBUXcusip855244109)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$216.8K	0.0% ($216.8K/$660.6M)	QoQ NEW(+$216.8K) YoY NEW(+$216.8K)
REALTY INCOME CORP(Ocusip756109104)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$216.7K	0.0% ($216.7K/$660.6M)	QoQ NEW(+$216.7K) YoY NEW(+$216.7K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$216.4K	0.0% ($216.4K/$660.6M)	QoQ NEW(+$216.4K) YoY NEW(+$216.4K)
(cusip14020G101)✕	6.2K	QoQ -24.29% (-2.0K) YoY -72.34% (-16.2K)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$660.6M)	QoQ -30.24% (-$91.8K) YoY -70.39% (-$503.6K)
(cusip464288158)✕	2.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$211.0K	0.0% ($211.0K/$660.6M)	QoQ +0.11% (+$240) YoY +0.83% (+$1.7K)
LOWES COMPANIES INC(LOWcusip548661107)	882	QoQ NEW(+882) YoY NEW(+882)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$660.6M)	QoQ NEW(+$205.8K) YoY NEW(+$205.8K)
COCA COLA CO(KOcusip191216100)	2.9K	QoQ NEW(+2.9K) YoY -25.39% (-977)	All Managers (Combined)	$205.6K	0.0% ($205.6K/$660.6M)	QoQ NEW(+$205.6K) YoY -12.66% (-$29.8K)
(cusip74933W601)✕	3.7K	QoQ +7.10% (-243) YoY -44.78% (-3.0K)	All Managers (Combined)	$203.8K	0.0% ($203.8K/$660.6M)	QoQ -0.91% (-$1.9K) YoY -38.09% (-$125.4K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$200.2K	0.0% ($200.2K/$660.6M)	QoQ NEW(+$200.2K) YoY NEW(+$200.2K)