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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PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:4.0K

Value:$452.2K

% of Portfolio:0.1% ($452.2K/$660.6M)

VALERO ENERGY CORP/TX

VLO|91913Y100

Shares:3.4K

Value:$449.6K

% of Portfolio:0.1% ($449.6K/$660.6M)

00162Q361

Shares:9.8K

Value:$426.7K

% of Portfolio:0.1% ($426.7K/$660.6M)

PFIZER INC

PFE|717081103

Shares:16.4K

Value:$415.8K

% of Portfolio:0.1% ($415.8K/$660.6M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:837

Value:$414.5K

% of Portfolio:0.1% ($414.5K/$660.6M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:2.3K

Value:$404.8K

% of Portfolio:0.1% ($404.8K/$660.6M)

EXELON CORP

EXC|30161N101

Shares:8.6K

Value:$396.6K

% of Portfolio:0.1% ($396.6K/$660.6M)

3M CO

MMM|88579Y101

Shares:2.7K

Value:$395.4K

% of Portfolio:0.1% ($395.4K/$660.6M)

S&P Global Inc.

SPGI|78409V104

Shares:775

Value:$393.9K

% of Portfolio:0.1% ($393.9K/$660.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.3K

Value:$388.8K

% of Portfolio:0.1% ($388.8K/$660.6M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.6K

Value:$385.8K

% of Portfolio:0.1% ($385.8K/$660.6M)

92189F437

Shares:13.3K

Value:$383.5K

% of Portfolio:0.1% ($383.5K/$660.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:4.2K

Value:$378.1K

% of Portfolio:0.1% ($378.1K/$660.6M)

RTX Corp

RTX|75513E101

Shares:2.8K

Value:$374.8K

% of Portfolio:0.1% ($374.8K/$660.6M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.6K

Value:$373.6K

% of Portfolio:0.1% ($373.6K/$660.6M)

FISERV INC

FI|337738108

Shares:1.6K

Value:$364.4K

% of Portfolio:0.1% ($364.4K/$660.6M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.6K

Value:$363.3K

% of Portfolio:0.1% ($363.3K/$660.6M)

Uber Technologies, Inc

UBER|90353T100

Shares:5.0K

Value:$362.3K

% of Portfolio:0.1% ($362.3K/$660.6M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.0K

Value:$360.3K

% of Portfolio:0.1% ($360.3K/$660.6M)

922908736

VUG|922908736

Shares:960

Value:$356.1K

% of Portfolio:0.1% ($356.1K/$660.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	4.0K	QoQ +7.85% (+295) YoY +31.16% (+962)	All Managers (Combined)	$452.2K	0.1% ($452.2K/$660.6M)	QoQ +1.61% (+$7.2K) YoY +24.75% (+$89.7K)
VALERO ENERGY CORP/TX(VLOcusip91913Y100)	3.4K	QoQ -0.98% (-34) YoY -0.87% (-30)	All Managers (Combined)	$449.6K	0.1% ($449.6K/$660.6M)	QoQ +6.65% (-$28.1K) YoY -23.32% (-$136.8K)
(cusip00162Q361)✕	9.8K	QoQ +3.86% (-364) YoY -56.16% (-12.5K)	All Managers (Combined)	$426.7K	0.1% ($426.7K/$660.6M)	QoQ -1.56% (-$6.8K) YoY -50.15% (-$429.4K)
PFIZER INC(PFEcusip717081103)	16.4K	QoQ NEW(+16.4K) YoY +94.30% (+8.0K)	All Managers (Combined)	$415.8K	0.1% ($415.8K/$660.6M)	QoQ NEW(+$415.8K) YoY +77.43% (+$181.5K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	837	QoQ +63.15% (+324) YoY NEW(+837)	All Managers (Combined)	$414.5K	0.1% ($414.5K/$660.6M)	QoQ +54.81% (+$146.8K) YoY NEW(+$414.5K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	2.3K	QoQ +2.82% (-62) YoY +50.50% (+756)	All Managers (Combined)	$404.8K	0.1% ($404.8K/$660.6M)	QoQ -1.45% (-$6.0K) YoY +55.21% (+$144.0K)
EXELON CORP(EXCcusip30161N101)	8.6K	QoQ -2.05% (-181) YoY NEW(+8.6K)	All Managers (Combined)	$396.6K	0.1% ($396.6K/$660.6M)	QoQ +19.90% (-$65.8K) YoY NEW(+$396.6K)
3M CO(MMMcusip88579Y101)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$395.4K	0.1% ($395.4K/$660.6M)	QoQ NEW(+$395.4K) YoY NEW(+$395.4K)
S&P Global Inc.(SPGIcusip78409V104)	775	QoQ +38.14% (+214) YoY NEW(+775)	All Managers (Combined)	$393.9K	0.1% ($393.9K/$660.6M)	QoQ +40.93% (+$114.4K) YoY NEW(+$393.9K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.3K	QoQ +43.56% (+386) YoY NEW(+1.3K)	All Managers (Combined)	$388.8K	0.1% ($388.8K/$660.6M)	QoQ +49.83% (+$129.3K) YoY NEW(+$388.8K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.6K	QoQ +2.63% (+40) YoY +41.19% (+454)	All Managers (Combined)	$385.8K	0.1% ($385.8K/$660.6M)	QoQ +0.36% (+$1.4K) YoY +30.52% (+$90.2K)
(cusip92189F437)✕	13.3K	QoQ -6.40% (-909) YoY -49.93% (-13.3K)	All Managers (Combined)	$383.5K	0.1% ($383.5K/$660.6M)	QoQ -5.78% (-$23.5K) YoY -50.20% (-$386.7K)
Merck & Co., Inc.(MRKcusip58933Y105)	4.2K	QoQ +2.01% (-83) YoY +7.80% (-305)	All Managers (Combined)	$378.1K	0.1% ($378.1K/$660.6M)	QoQ -7.96% (-$32.7K) YoY -26.66% (-$137.5K)
RTX Corp(RTXcusip75513E101)	2.8K	QoQ +8.80% (+229) YoY NEW(+2.8K)	All Managers (Combined)	$374.8K	0.1% ($374.8K/$660.6M)	QoQ +24.56% (+$73.9K) YoY NEW(+$374.8K)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	2.6K	QoQ +42.28% (+765) YoY +136.36% (+1.5K)	All Managers (Combined)	$373.6K	0.1% ($373.6K/$660.6M)	QoQ +26.96% (+$79.3K) YoY +66.33% (+$149.0K)
FISERV INC(FIcusip337738108)	1.6K	QoQ 0.00% (+0) YoY NEW(+1.6K)	All Managers (Combined)	$364.4K	0.1% ($364.4K/$660.6M)	QoQ +7.50% (+$25.4K) YoY NEW(+$364.4K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.6K	QoQ +0.90% (+23) YoY NEW(+2.6K)	All Managers (Combined)	$363.3K	0.1% ($363.3K/$660.6M)	QoQ +9.53% (+$31.6K) YoY NEW(+$363.3K)
Uber Technologies, Inc(UBERcusip90353T100)	5.0K	QoQ +35.69% (+1.3K) YoY NEW(+5.0K)	All Managers (Combined)	$362.3K	0.1% ($362.3K/$660.6M)	QoQ +63.90% (+$141.2K) YoY NEW(+$362.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.0K	QoQ +42.73% (+306) YoY NEW(+1.0K)	All Managers (Combined)	$360.3K	0.1% ($360.3K/$660.6M)	QoQ +47.08% (+$115.3K) YoY NEW(+$360.3K)
(VUGcusip922908736)	960	QoQ -26.26% (-342) YoY NEW(+960)	All Managers (Combined)	$356.1K	0.1% ($356.1K/$660.6M)	QoQ -33.33% (-$178.1K) YoY NEW(+$356.1K)