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 2 of 11

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78467V608

Shares:248.2K

Value:$10.2M

% of Portfolio:1.5% ($10.2M/$660.6M)

921943858

VEA|921943858

Shares:196.5K

Value:$10.0M

% of Portfolio:1.5% ($10.0M/$660.6M)

921946810

VIGI|921946810

Shares:112.3K

Value:$9.3M

% of Portfolio:1.4% ($9.3M/$660.6M)

97717W505

Shares:167.0K

Value:$8.3M

% of Portfolio:1.3% ($8.3M/$660.6M)

46641Q241

Shares:175.0K

Value:$8.1M

% of Portfolio:1.2% ($8.1M/$660.6M)

464287499

IWR|464287499

Shares:92.0K

Value:$7.8M

% of Portfolio:1.2% ($7.8M/$660.6M)

316092808

Shares:47.5K

Value:$7.7M

% of Portfolio:1.2% ($7.7M/$660.6M)

921946406

VYM|921946406

Shares:56.6K

Value:$7.3M

% of Portfolio:1.1% ($7.3M/$660.6M)

33740F888

Shares:293.6K

Value:$7.3M

% of Portfolio:1.1% ($7.3M/$660.6M)

336917109

Shares:165.0K

Value:$7.2M

% of Portfolio:1.1% ($7.2M/$660.6M)

Apple Inc.

AAPL|037833100

Shares:29.8K

Value:$6.6M

% of Portfolio:1.0% ($6.6M/$660.6M)

92204A876

Shares:36.4K

Value:$6.2M

% of Portfolio:0.9% ($6.2M/$660.6M)

74348A467

Shares:57.4K

Value:$5.9M

% of Portfolio:0.9% ($5.9M/$660.6M)

78464A821

Shares:73.6K

Value:$5.9M

% of Portfolio:0.9% ($5.9M/$660.6M)

808524797

SCHD|808524797

Shares:196.0K

Value:$5.5M

% of Portfolio:0.8% ($5.5M/$660.6M)

464287655

IWM|464287655

Shares:25.7K

Value:$5.1M

% of Portfolio:0.8% ($5.1M/$660.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:18.9K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$660.6M)

92647X830

Shares:118.9K

Value:$4.1M

% of Portfolio:0.6% ($4.1M/$660.6M)

78464A201

Shares:47.5K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$660.6M)

97717X172

Shares:86.2K

Value:$3.9M

% of Portfolio:0.6% ($3.9M/$660.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78467V608)✕	248.2K	QoQ +5.75% (+13.5K) YoY +7.16% (+16.6K)	All Managers (Combined)	$10.2M	1.5% ($10.2M/$660.6M)	QoQ +4.23% (+$414.5K) YoY +4.66% (+$455.2K)
(VEAcusip921943858)	196.5K	QoQ +1.61% (+3.1K) YoY +40.94% (+57.1K)	All Managers (Combined)	$10.0M	1.5% ($10.0M/$660.6M)	QoQ +8.01% (+$740.8K) YoY +42.79% (+$3.0M)
(VIGIcusip921946810)	112.3K	QoQ +40.39% (+32.3K) YoY +98.36% (+55.7K)	All Managers (Combined)	$9.3M	1.4% ($9.3M/$660.6M)	QoQ +45.57% (+$2.9M) YoY +101.79% (+$4.7M)
(cusip97717W505)✕	167.0K	QoQ +4.16% (+6.7K) YoY +58.21% (+61.5K)	All Managers (Combined)	$8.3M	1.3% ($8.3M/$660.6M)	QoQ +1.20% (+$98.4K) YoY +60.64% (+$3.1M)
(cusip46641Q241)✕	175.0K	QoQ +5.36% (+8.9K) YoY NEW(+175.0K)	All Managers (Combined)	$8.1M	1.2% ($8.1M/$660.6M)	QoQ +7.53% (+$565.5K) YoY NEW(+$8.1M)
(IWRcusip464287499)	92.0K	QoQ -6.16% (-6.0K) YoY +57.08% (+33.5K)	All Managers (Combined)	$7.8M	1.2% ($7.8M/$660.6M)	QoQ -9.69% (-$841.1K) YoY +58.91% (+$2.9M)
(cusip316092808)✕	47.5K	QoQ +14.67% (+6.1K) YoY NEW(+47.5K)	All Managers (Combined)	$7.7M	1.2% ($7.7M/$660.6M)	QoQ +0.03% (+$2.5K) YoY NEW(+$7.7M)
(VYMcusip921946406)	56.6K	QoQ +7.19% (+3.8K) YoY +30.82% (+13.3K)	All Managers (Combined)	$7.3M	1.1% ($7.3M/$660.6M)	QoQ +8.35% (+$562.3K) YoY +39.44% (+$2.1M)
(cusip33740F888)✕	293.6K	QoQ +1.07% (+3.1K) YoY +79.63% (+130.2K)	All Managers (Combined)	$7.3M	1.1% ($7.3M/$660.6M)	QoQ +1.48% (+$106.1K) YoY +80.72% (+$3.2M)
(cusip336917109)✕	165.0K	QoQ NEW(+165.0K) YoY NEW(+165.0K)	All Managers (Combined)	$7.2M	1.1% ($7.2M/$660.6M)	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
Apple Inc.(AAPLcusip037833100)	29.8K	QoQ +25.12% (+6.0K) YoY +62.10% (+11.4K)	All Managers (Combined)	$6.6M	1.0% ($6.6M/$660.6M)	QoQ +10.98% (+$654.6K) YoY +109.98% (+$3.5M)
(cusip92204A876)✕	36.4K	QoQ +17.94% (+5.5K) YoY NEW(+36.4K)	All Managers (Combined)	$6.2M	0.9% ($6.2M/$660.6M)	QoQ +23.28% (+$1.2M) YoY NEW(+$6.2M)
(cusip74348A467)✕	57.4K	QoQ +1.52% (+860) YoY +46.52% (+18.2K)	All Managers (Combined)	$5.9M	0.9% ($5.9M/$660.6M)	QoQ +4.20% (+$236.5K) YoY +47.64% (+$1.9M)
(cusip78464A821)✕	73.6K	QoQ +3.84% (-2.7K) YoY +83.23% (+33.4K)	All Managers (Combined)	$5.9M	0.9% ($5.9M/$660.6M)	QoQ -5.03% (-$310.5K) YoY +66.80% (+$2.3M)
(SCHDcusip808524797)	196.0K	QoQ -1.36% (-2.7K) YoY +247.41% (+139.6K)	All Managers (Combined)	$5.5M	0.8% ($5.5M/$660.6M)	QoQ +0.94% (-$51.1K) YoY +20.47% (+$931.1K)
(IWMcusip464287655)	25.7K	QoQ -44.88% (-21.0K) YoY +40.06% (+7.4K)	All Managers (Combined)	$5.1M	0.8% ($5.1M/$660.6M)	QoQ -50.24% (-$5.2M) YoY +32.86% (+$1.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	18.9K	QoQ +3.73% (+680) YoY +3.78% (+688)	All Managers (Combined)	$4.6M	0.7% ($4.6M/$660.6M)	QoQ +6.15% (+$268.7K) YoY +27.09% (+$987.8K)
(cusip92647X830)✕	118.9K	QoQ +13.38% (+14.0K) YoY NEW(+118.9K)	All Managers (Combined)	$4.1M	0.6% ($4.1M/$660.6M)	QoQ +14.01% (+$501.2K) YoY NEW(+$4.1M)
(cusip78464A201)✕	47.5K	QoQ -4.25% (-2.1K) YoY +89.86% (+22.5K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$660.6M)	QoQ -12.04% (-$539.9K) YoY +80.65% (+$1.8M)
(cusip97717X172)✕	86.2K	QoQ +1.18% (+1.0K) YoY +106.29% (+44.4K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$660.6M)	QoQ +1.09% (+$42.0K) YoY +105.32% (+$2.0M)