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

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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:6.9K

Value:$3.9M

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

97717Y527

Shares:73.9K

Value:$3.7M

% of Portfolio:0.6% ($3.7M/$660.6M)

46641Q670

Shares:77.5K

Value:$3.6M

% of Portfolio:0.6% ($3.6M/$660.6M)

46641Q332

Shares:61.4K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$660.6M)

MICROSOFT CORP

MSFT|594918104

Shares:9.2K

Value:$3.5M

% of Portfolio:0.5% ($3.5M/$660.6M)

33738R506

Shares:58.7K

Value:$3.4M

% of Portfolio:0.5% ($3.4M/$660.6M)

NVIDIA CORP

NVDA|67066G104

Shares:29.7K

Value:$3.2M

% of Portfolio:0.5% ($3.2M/$660.6M)

AMAZON COM INC

AMZN|023135106

Shares:16.2K

Value:$3.1M

% of Portfolio:0.5% ($3.1M/$660.6M)

Mastercard Inc

MA|57636Q104

Shares:5.5K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$660.6M)

46434V407

Shares:69.9K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$660.6M)

922042775

VEU|922042775

Shares:49.0K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$660.6M)

46432F859

Shares:61.3K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$660.6M)

33739Q705

Shares:56.8K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$660.6M)

46435U853

Shares:76.0K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$660.6M)

46434V621

DGRO|46434V621

Shares:45.1K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$660.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:13.1K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$660.6M)

464287804

IJR|464287804

Shares:23.7K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$660.6M)

46429B663

Shares:20.3K

Value:$2.5M

% of Portfolio:0.4% ($2.5M/$660.6M)

46432F834

IXUS|46432F834

Shares:33.3K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$660.6M)

46654Q203

Shares:44.9K

Value:$2.3M

% of Portfolio:0.4% ($2.3M/$660.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	6.9K	QoQ -7.92% (-594) YoY -13.37% (-1.1K)	All Managers (Combined)	$3.9M	0.6% ($3.9M/$660.6M)	QoQ -12.11% (-$531.8K) YoY -7.35% (-$306.4K)
(cusip97717Y527)✕	73.9K	QoQ +1.54% (+1.1K) YoY +39.26% (+20.8K)	All Managers (Combined)	$3.7M	0.6% ($3.7M/$660.6M)	QoQ +1.56% (+$57.4K) YoY +39.37% (+$1.1M)
(cusip46641Q670)✕	77.5K	QoQ +1.26% (+965) YoY NEW(+77.5K)	All Managers (Combined)	$3.6M	0.6% ($3.6M/$660.6M)	QoQ +3.39% (+$119.7K) YoY NEW(+$3.6M)
(cusip46641Q332)✕	61.4K	QoQ -10.27% (-7.0K) YoY +28.15% (+13.5K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$660.6M)	QoQ -10.88% (-$428.1K) YoY +26.56% (+$735.9K)
MICROSOFT CORP(MSFTcusip594918104)	9.2K	QoQ +18.05% (+1.4K) YoY +66.98% (+3.7K)	All Managers (Combined)	$3.5M	0.5% ($3.5M/$660.6M)	QoQ +5.13% (+$168.7K) YoY +48.97% (+$1.1M)
(cusip33738R506)✕	58.7K	QoQ +12.83% (+6.7K) YoY +47.57% (+18.9K)	All Managers (Combined)	$3.4M	0.5% ($3.4M/$660.6M)	QoQ +11.69% (+$359.7K) YoY +53.79% (+$1.2M)
NVIDIA CORP(NVDAcusip67066G104)	29.7K	QoQ +17.89% (-4.5K) YoY +1597.60% (+28.0K)	All Managers (Combined)	$3.2M	0.5% ($3.2M/$660.6M)	QoQ -4.85% (-$164.4K) YoY +103.62% (+$1.6M)
AMAZON COM INC(AMZNcusip023135106)	16.2K	QoQ +11.84% (-1.7K) YoY +47.49% (+5.2K)	All Managers (Combined)	$3.1M	0.5% ($3.1M/$660.6M)	QoQ -3.00% (-$95.6K) YoY +55.57% (+$1.1M)
Mastercard Inc(MAcusip57636Q104)	5.5K	QoQ +2.77% (+147) YoY +80.11% (+2.4K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$660.6M)	QoQ +6.96% (+$194.6K) YoY +104.97% (+$1.5M)
(cusip46434V407)✕	69.9K	QoQ +5.08% (+3.4K) YoY -9.68% (-7.5K)	All Managers (Combined)	$3.0M	0.5% ($3.0M/$660.6M)	QoQ +4.86% (+$138.0K) YoY -9.75% (-$321.3K)
(VEUcusip922042775)	49.0K	QoQ NEW(+49.0K) YoY NEW(+49.0K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$660.6M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip46432F859)✕	61.3K	QoQ +3.97% (+2.3K) YoY -4.28% (-2.7K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$660.6M)	QoQ +5.23% (+$147.5K) YoY -2.45% (-$74.5K)
(cusip33739Q705)✕	56.8K	QoQ +51.73% (+19.4K) YoY +307.24% (+42.9K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$660.6M)	QoQ +52.67% (+$990.0K) YoY +283.06% (+$2.1M)
(cusip46435U853)✕	76.0K	QoQ +11.93% (+8.1K) YoY +216.47% (+52.0K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$660.6M)	QoQ +11.99% (+$299.7K) YoY +218.37% (+$1.9M)
(DGROcusip46434V621)	45.1K	QoQ -2.23% (-1.0K) YoY +84.49% (+20.6K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$660.6M)	QoQ -1.53% (-$43.4K) YoY +96.31% (+$1.4M)
AbbVie Inc.(ABBVcusip00287Y109)	13.1K	QoQ +49.47% (+4.3K) YoY +66.15% (+5.2K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$660.6M)	QoQ +76.22% (+$1.2M) YoY +91.16% (+$1.3M)
(IJRcusip464287804)	23.7K	QoQ -57.95% (-32.6K) YoY -29.17% (-9.8K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$660.6M)	QoQ -61.83% (-$4.0M) YoY -32.99% (-$1.2M)
(cusip46429B663)✕	20.3K	QoQ -9.37% (-2.1K) YoY +40.94% (+5.9K)	All Managers (Combined)	$2.5M	0.4% ($2.5M/$660.6M)	QoQ -2.22% (-$55.8K) YoY +54.89% (+$869.8K)
(IXUScusip46432F834)	33.3K	QoQ +10.94% (+3.3K) YoY +159.35% (+20.5K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$660.6M)	QoQ +17.09% (+$339.8K) YoY +166.80% (+$1.5M)
(cusip46654Q203)✕	44.9K	QoQ -9.89% (-4.9K) YoY NEW(+44.9K)	All Managers (Combined)	$2.3M	0.4% ($2.3M/$660.6M)	QoQ -17.25% (-$484.3K) YoY NEW(+$2.3M)