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 6 of 11

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CATERPILLAR INC

CAT|149123101

Shares:2.6K

Value:$848.5K

% of Portfolio:0.1% ($848.5K/$660.6M)

37954Y483

Shares:50.1K

Value:$833.8K

% of Portfolio:0.1% ($833.8K/$660.6M)

69374H857

Shares:22.0K

Value:$825.6K

% of Portfolio:0.1% ($825.6K/$660.6M)

46641Q852

Shares:17.0K

Value:$814.0K

% of Portfolio:0.1% ($814.0K/$660.6M)

PEPSICO INC

PEP|713448108

Shares:5.3K

Value:$789.1K

% of Portfolio:0.1% ($789.1K/$660.6M)

Broadcom Inc.

AVGO|11135F101

Shares:4.7K

Value:$787.9K

% of Portfolio:0.1% ($787.9K/$660.6M)

ORACLE CORP

ORCL|68389X105

Shares:5.6K

Value:$786.1K

% of Portfolio:0.1% ($786.1K/$660.6M)

46138J619

Shares:14.2K

Value:$759.3K

% of Portfolio:0.1% ($759.3K/$660.6M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.3K

Value:$719.2K

% of Portfolio:0.1% ($719.2K/$660.6M)

33740U752

Shares:24.0K

Value:$716.6K

% of Portfolio:0.1% ($716.6K/$660.6M)

MORGAN STANLEY

MS|617446448

Shares:6.1K

Value:$707.5K

% of Portfolio:0.1% ($707.5K/$660.6M)

032108722

Shares:22.4K

Value:$703.2K

% of Portfolio:0.1% ($703.2K/$660.6M)

Constellation Energy Corp

CEG|21037T109

Shares:3.4K

Value:$693.0K

% of Portfolio:0.1% ($693.0K/$660.6M)

33734X846

Shares:10.9K

Value:$689.2K

% of Portfolio:0.1% ($689.2K/$660.6M)

78464A474

Shares:22.7K

Value:$681.8K

% of Portfolio:0.1% ($681.8K/$660.6M)

CROWN CASTLE INC.

CCI|22822V101

Shares:6.2K

Value:$649.5K

% of Portfolio:0.1% ($649.5K/$660.6M)

CITIGROUP INC

C|172967424

Shares:8.9K

Value:$631.3K

% of Portfolio:0.1% ($631.3K/$660.6M)

464287614

IWF|464287614

Shares:1.7K

Value:$621.1K

% of Portfolio:0.1% ($621.1K/$660.6M)

921910840

MGV|921910840

Shares:4.8K

Value:$616.8K

% of Portfolio:0.1% ($616.8K/$660.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.8K

Value:$607.5K

% of Portfolio:0.1% ($607.5K/$660.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CATERPILLAR INC(CATcusip149123101)	2.6K	QoQ +26.00% (+531) YoY +91.44% (+1.2K)	All Managers (Combined)	$848.5K	0.1% ($848.5K/$660.6M)	QoQ +14.55% (+$107.8K) YoY +72.34% (+$356.2K)
(cusip37954Y483)✕	50.1K	QoQ -11.70% (-6.6K) YoY +53.02% (+17.4K)	All Managers (Combined)	$833.8K	0.1% ($833.8K/$660.6M)	QoQ -19.41% (-$200.9K) YoY +42.08% (+$247.0K)
(cusip69374H857)✕	22.0K	QoQ +0.81% (-177) YoY -10.21% (-2.5K)	All Managers (Combined)	$825.6K	0.1% ($825.6K/$660.6M)	QoQ -14.09% (-$135.5K) YoY -31.50% (-$379.8K)
(cusip46641Q852)✕	17.0K	QoQ +97.89% (+8.4K) YoY NEW(+17.0K)	All Managers (Combined)	$814.0K	0.1% ($814.0K/$660.6M)	QoQ +100.53% (+$408.1K) YoY NEW(+$814.0K)
PEPSICO INC(PEPcusip713448108)	5.3K	QoQ +1.05% (-55) YoY -32.00% (-2.5K)	All Managers (Combined)	$789.1K	0.1% ($789.1K/$660.6M)	QoQ -0.37% (-$2.9K) YoY -41.74% (-$565.5K)
Broadcom Inc.(AVGOcusip11135F101)	4.7K	QoQ -17.98% (-1.0K) YoY +1070.64% (+4.3K)	All Managers (Combined)	$787.9K	0.1% ($787.9K/$660.6M)	QoQ -40.77% (-$542.4K) YoY +47.82% (+$254.9K)
ORACLE CORP(ORCLcusip68389X105)	5.6K	QoQ +2.75% (-151) YoY +13.94% (+688)	All Managers (Combined)	$786.1K	0.1% ($786.1K/$660.6M)	QoQ -13.78% (-$125.7K) YoY +26.82% (+$166.3K)
(cusip46138J619)✕	14.2K	QoQ +54.50% (+5.0K) YoY +253.13% (+10.2K)	All Managers (Combined)	$759.3K	0.1% ($759.3K/$660.6M)	QoQ +51.88% (+$259.4K) YoY +240.88% (+$536.5K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.3K	QoQ -3.86% (-53) YoY NEW(+1.3K)	All Managers (Combined)	$719.2K	0.1% ($719.2K/$660.6M)	QoQ -8.32% (-$65.3K) YoY NEW(+$719.2K)
(cusip33740U752)✕	24.0K	QoQ +22.07% (+4.3K) YoY +208.14% (+16.2K)	All Managers (Combined)	$716.6K	0.1% ($716.6K/$660.6M)	QoQ +15.97% (+$98.7K) YoY +224.78% (+$495.9K)
MORGAN STANLEY(MScusip617446448)	6.1K	QoQ +2.84% (-168) YoY +73.45% (+2.6K)	All Managers (Combined)	$707.5K	0.1% ($707.5K/$660.6M)	QoQ -4.54% (-$33.7K) YoY +114.94% (+$378.4K)
(cusip032108722)✕	22.4K	QoQ -5.63% (-1.3K) YoY NEW(+22.4K)	All Managers (Combined)	$703.2K	0.1% ($703.2K/$660.6M)	QoQ -0.53% (-$3.8K) YoY NEW(+$703.2K)
Constellation Energy Corp(CEGcusip21037T109)	3.4K	QoQ +0.85% (-29) YoY +164.18% (+2.1K)	All Managers (Combined)	$693.0K	0.1% ($693.0K/$660.6M)	QoQ -9.09% (-$69.3K) YoY +188.15% (+$452.5K)
(cusip33734X846)✕	10.9K	QoQ +28.43% (+2.4K) YoY NEW(+10.9K)	All Managers (Combined)	$689.2K	0.1% ($689.2K/$660.6M)	QoQ +27.52% (+$148.8K) YoY NEW(+$689.2K)
(cusip78464A474)✕	22.7K	QoQ +31.89% (+5.5K) YoY +44.70% (+7.0K)	All Managers (Combined)	$681.8K	0.1% ($681.8K/$660.6M)	QoQ +32.95% (+$169.0K) YoY +46.30% (+$215.8K)
CROWN CASTLE INC.(CCIcusip22822V101)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$649.5K	0.1% ($649.5K/$660.6M)	QoQ NEW(+$649.5K) YoY NEW(+$649.5K)
CITIGROUP INC(Ccusip172967424)	8.9K	QoQ +8.96% (+732) YoY +57.95% (+3.3K)	All Managers (Combined)	$631.3K	0.1% ($631.3K/$660.6M)	QoQ +9.89% (+$56.9K) YoY +77.32% (+$275.3K)
(IWFcusip464287614)	1.7K	QoQ -32.54% (-830) YoY -36.41% (-985)	All Managers (Combined)	$621.1K	0.1% ($621.1K/$660.6M)	QoQ -39.35% (-$403.1K) YoY -31.87% (-$290.6K)
(MGVcusip921910840)	4.8K	QoQ -13.16% (-726) YoY -24.13% (-1.5K)	All Managers (Combined)	$616.8K	0.1% ($616.8K/$660.6M)	QoQ -10.43% (-$71.9K) YoY -18.21% (-$137.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.8K	QoQ -6.77% (-716) YoY +35.43% (+2.6K)	All Managers (Combined)	$607.5K	0.1% ($607.5K/$660.6M)	QoQ -2.82% (-$17.7K) YoY +67.47% (+$244.8K)