Goldstone-Financial-Group

Filing Details

13F-HR2025-03-31
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
Manager Name
Goldstone-Financial-Group
Data Enrichment
64% identified
130 identified72 unidentified

Holdings

202 positions • $660.6M total value
Manager:
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Page 11 of 11
Hagerty, Inc.
Shares:18.7K
Value:$169.3K
% of Portfolio:0.0% ($169.3K/$660.6M)
Walgreens Boots Alliance, Inc.
Shares:13.8K
Value:$154.2K
% of Portfolio:0.0% ($154.2K/$660.6M)