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
Filing Details
13F-HR • 2025-03-31- 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% identified130 identified72 unidentified
Holdings
202 positions • $660.6M total value
Manager:
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97717X511
Shares:52.4K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$660.6M)
025072877
Shares:25.9K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$660.6M)
78468R101
Shares:66.0K
Value:$1.9M
% of Portfolio:0.3% ($1.9M/$660.6M)
46138G870
Shares:67.7K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$660.6M)
464289479
Shares:32.4K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$660.6M)
808524730
Shares:52.3K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$660.6M)
78433H576
Shares:27.6K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$660.6M)
464288281
Shares:12.5K
Value:$1.1M
% of Portfolio:0.2% ($1.1M/$660.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip97717X511)✕ | 52.4K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$660.6M) | ||
(cusip025072877)✕ | 25.9K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$660.6M) | ||
(cusip78468R101)✕ | 66.0K | All Managers (Combined) | $1.9M | 0.3% ($1.9M/$660.6M) | ||
| 13.9K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$660.6M) | |||
Tesla, Inc.(TSLAcusip88160R101) | 7.1K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$660.6M) | ||
Alphabet Inc.(GOOGLcusip02079K305) | 11.4K | All Managers (Combined) | $1.8M | 0.3% ($1.8M/$660.6M) | ||
| 3.1K | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$660.6M) | |||
(cusip46138G870)✕ | 67.7K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$660.6M) | ||
(cusip464289479)✕ | 32.4K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$660.6M) | ||
(cusip808524730)✕ | 52.3K | All Managers (Combined) | $1.6M | 0.2% ($1.6M/$660.6M) | ||
| 2.8K | All Managers (Combined) | $1.5M | 0.2% ($1.5M/$660.6M) | |||
CHEVRON CORP(CVXcusip166764100) | 8.4K | All Managers (Combined) | $1.4M | 0.2% ($1.4M/$660.6M) | ||
(cusip78433H576)✕ | 27.6K | QoQ NEW(+27.6K) YoY NEW(+27.6K) | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$660.6M) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
| 14.3K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$660.6M) | |||
| 7.8K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$660.6M) | |||
| 10.2K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$660.6M) | |||
| 2.2K | All Managers (Combined) | $1.3M | 0.2% ($1.3M/$660.6M) | |||
MCDONALDS CORP(MCDcusip580135101) | 3.9K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$660.6M) | ||
| 10.5K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$660.6M) | |||
(cusip464288281)✕ | 12.5K | All Managers (Combined) | $1.1M | 0.2% ($1.1M/$660.6M) |