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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INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.4K

Value:$598.3K

% of Portfolio:0.1% ($598.3K/$660.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:13.1K

Value:$594.0K

% of Portfolio:0.1% ($594.0K/$660.6M)

SOUTHERN CO

SO|842587107

Shares:6.4K

Value:$589.1K

% of Portfolio:0.1% ($589.1K/$660.6M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:6.2K

Value:$583.5K

% of Portfolio:0.1% ($583.5K/$660.6M)

METLIFE INC

MET|59156R108

Shares:7.0K

Value:$561.7K

% of Portfolio:0.1% ($561.7K/$660.6M)

CORCEPT THERAPEUTICS INC

CORT|218352102

Shares:4.8K

Value:$546.7K

% of Portfolio:0.1% ($546.7K/$660.6M)

46138G631

Shares:18.8K

Value:$546.2K

% of Portfolio:0.1% ($546.2K/$660.6M)

NOVARTIS AG

NVS|66987V109

Shares:4.9K

Value:$543.2K

% of Portfolio:0.1% ($543.2K/$660.6M)

46435U556

Shares:17.1K

Value:$537.3K

% of Portfolio:0.1% ($537.3K/$660.6M)

CAMPBELL'S Co

CPB|134429109

Shares:13.3K

Value:$531.8K

% of Portfolio:0.1% ($531.8K/$660.6M)

87283Q107

Shares:13.9K

Value:$528.2K

% of Portfolio:0.1% ($528.2K/$660.6M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:8.5K

Value:$512.6K

% of Portfolio:0.1% ($512.6K/$660.6M)

VISA INC.

V|92826C839

Shares:1.5K

Value:$511.3K

% of Portfolio:0.1% ($511.3K/$660.6M)

639057207

Shares:42.6K

Value:$507.6K

% of Portfolio:0.1% ($507.6K/$660.6M)

Alphabet Inc.

GOOG|02079K107

Shares:3.2K

Value:$501.6K

% of Portfolio:0.1% ($501.6K/$660.6M)

Walmart Inc.

WMT|931142103

Shares:5.7K

Value:$501.0K

% of Portfolio:0.1% ($501.0K/$660.6M)

Walt Disney Co

DIS|254687106

Shares:5.0K

Value:$488.8K

% of Portfolio:0.1% ($488.8K/$660.6M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:4.4K

Value:$486.2K

% of Portfolio:0.1% ($486.2K/$660.6M)

CASEYS GENERAL STORES INC

CASY|147528103

Shares:1.1K

Value:$477.9K

% of Portfolio:0.1% ($477.9K/$660.6M)

Eaton Corp plc

ETN|G29183103

Shares:1.8K

Value:$477.4K

% of Portfolio:0.1% ($477.4K/$660.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.4K	QoQ -3.91% (-98) YoY +124.44% (+1.3K)	All Managers (Combined)	$598.3K	0.1% ($598.3K/$660.6M)	QoQ +8.68% (-$47.8K) YoY +192.28% (+$393.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	13.1K	QoQ +10.27% (+1.2K) YoY +66.56% (+5.2K)	All Managers (Combined)	$594.0K	0.1% ($594.0K/$660.6M)	QoQ +25.08% (+$119.1K) YoY +80.06% (+$264.1K)
SOUTHERN CO(SOcusip842587107)	6.4K	QoQ -0.62% (-40) YoY +49.34% (+2.1K)	All Managers (Combined)	$589.1K	0.1% ($589.1K/$660.6M)	QoQ +10.99% (-$58.4K) YoY +91.40% (+$281.3K)
COLGATE PALMOLIVE CO(CLcusip194162103)	6.2K	QoQ +0.27% (+17) YoY +39.33% (+1.8K)	All Managers (Combined)	$583.5K	0.1% ($583.5K/$660.6M)	QoQ +3.35% (+$18.9K) YoY +44.99% (+$181.1K)
METLIFE INC(METcusip59156R108)	7.0K	QoQ +2.89% (+197) YoY +61.86% (+2.7K)	All Managers (Combined)	$561.7K	0.1% ($561.7K/$660.6M)	QoQ +0.90% (+$5.0K) YoY +75.34% (+$241.4K)
CORCEPT THERAPEUTICS INC(CORTcusip218352102)	4.8K	QoQ NEW(+4.8K) YoY NEW(+4.8K)	All Managers (Combined)	$546.7K	0.1% ($546.7K/$660.6M)	QoQ NEW(+$546.7K) YoY NEW(+$546.7K)
(cusip46138G631)✕	18.8K	QoQ +76.35% (+8.2K) YoY NEW(+18.8K)	All Managers (Combined)	$546.2K	0.1% ($546.2K/$660.6M)	QoQ +65.67% (+$216.5K) YoY NEW(+$546.2K)
NOVARTIS AG(NVScusip66987V109)	4.9K	QoQ -5.30% (-273) YoY +49.34% (+1.6K)	All Managers (Combined)	$543.2K	0.1% ($543.2K/$660.6M)	QoQ +8.48% (-$42.5K) YoY +72.11% (+$227.6K)
(cusip46435U556)✕	17.1K	QoQ +71.90% (+7.1K) YoY NEW(+17.1K)	All Managers (Combined)	$537.3K	0.1% ($537.3K/$660.6M)	QoQ +45.84% (+$168.9K) YoY NEW(+$537.3K)
CAMPBELL'S Co(CPBcusip134429109)	13.3K	QoQ +38.61% (+3.7K) YoY +158.83% (+8.2K)	All Managers (Combined)	$531.8K	0.1% ($531.8K/$660.6M)	QoQ +32.12% (+$129.3K) YoY +132.44% (+$303.0K)
(cusip87283Q107)✕	13.9K	QoQ -52.51% (-15.3K) YoY -67.04% (-28.2K)	All Managers (Combined)	$528.2K	0.1% ($528.2K/$660.6M)	QoQ -57.04% (-$701.5K) YoY -64.44% (-$957.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	8.5K	QoQ +37.38% (+2.3K) YoY NEW(+8.5K)	All Managers (Combined)	$512.6K	0.1% ($512.6K/$660.6M)	QoQ +57.69% (+$187.5K) YoY NEW(+$512.6K)
VISA INC.(Vcusip92826C839)	1.5K	QoQ +7.67% (+104) YoY +54.39% (+514)	All Managers (Combined)	$511.3K	0.1% ($511.3K/$660.6M)	QoQ +19.35% (+$82.9K) YoY +93.88% (+$247.6K)
(cusip639057207)✕	42.6K	QoQ -0.09% (-40) YoY +44.20% (+13.1K)	All Managers (Combined)	$507.6K	0.1% ($507.6K/$660.6M)	QoQ +17.09% (-$74.1K) YoY +152.78% (+$306.8K)
Alphabet Inc.(GOOGcusip02079K107)	3.2K	QoQ +15.05% (-420) YoY +27.17% (+686)	All Managers (Combined)	$501.6K	0.1% ($501.6K/$660.6M)	QoQ -5.59% (-$29.7K) YoY +30.51% (+$117.3K)
Walmart Inc.(WMTcusip931142103)	5.7K	QoQ +6.13% (+330) YoY +49.12% (+1.9K)	All Managers (Combined)	$501.0K	0.1% ($501.0K/$660.6M)	QoQ +3.13% (+$15.2K) YoY +117.58% (+$270.7K)
Walt Disney Co(DIScusip254687106)	5.0K	QoQ +33.18% (+1.2K) YoY +40.83% (+1.4K)	All Managers (Combined)	$488.8K	0.1% ($488.8K/$660.6M)	QoQ +18.02% (+$74.7K) YoY +13.57% (+$58.4K)
EMERSON ELECTRIC CO(EMRcusip291011104)	4.4K	QoQ +6.53% (-272) YoY +75.18% (+1.9K)	All Managers (Combined)	$486.2K	0.1% ($486.2K/$660.6M)	QoQ -5.73% (-$29.6K) YoY +69.34% (+$199.1K)
CASEYS GENERAL STORES INC(CASYcusip147528103)	1.1K	QoQ 0.00% (+0) YoY +69.38% (+451)	All Managers (Combined)	$477.9K	0.1% ($477.9K/$660.6M)	QoQ +9.54% (+$41.6K) YoY +130.86% (+$270.9K)
Eaton Corp plc(ETNcusipG29183103)	1.8K	QoQ +24.89% (+350) YoY +85.42% (+809)	All Managers (Combined)	$477.4K	0.1% ($477.4K/$660.6M)	QoQ +2.31% (+$10.8K) YoY +61.22% (+$181.3K)