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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HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.7K

Value:$352.6K

% of Portfolio:0.1% ($352.6K/$660.6M)

Motorola Solutions, Inc.

MSI|620076307

Shares:803

Value:$351.5K

% of Portfolio:0.1% ($351.5K/$660.6M)

Trane Technologies plc

TT|G8994E103

Shares:1.0K

Value:$348.4K

% of Portfolio:0.1% ($348.4K/$660.6M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.2K

Value:$340.4K

% of Portfolio:0.1% ($340.4K/$660.6M)

ELI LILLY & Co

LLY|532457108

Shares:397

Value:$328.0K

% of Portfolio:0.0% ($328.0K/$660.6M)

81369Y803

XLK|81369Y803

Shares:1.6K

Value:$325.2K

% of Portfolio:0.0% ($325.2K/$660.6M)

74347R206

Shares:3.6K

Value:$320.7K

% of Portfolio:0.0% ($320.7K/$660.6M)

BP PLC

BP|055622104

Shares:9.4K

Value:$316.5K

% of Portfolio:0.0% ($316.5K/$660.6M)

UNITED BANKSHARES INC/WV

UBSI|909907107

Shares:9.0K

Value:$312.5K

% of Portfolio:0.0% ($312.5K/$660.6M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:3.4K

Value:$299.7K

% of Portfolio:0.0% ($299.7K/$660.6M)

852234103

Shares:5.5K

Value:$296.8K

% of Portfolio:0.0% ($296.8K/$660.6M)

Medtronic plc

MDT|G5960L103

Shares:3.2K

Value:$287.1K

% of Portfolio:0.0% ($287.1K/$660.6M)

BOEING CO

BA|097023105

Shares:1.6K

Value:$278.0K

% of Portfolio:0.0% ($278.0K/$660.6M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:4.5K

Value:$273.6K

% of Portfolio:0.0% ($273.6K/$660.6M)

Autodesk, Inc.

ADSK|052769106

Shares:1.0K

Value:$273.3K

% of Portfolio:0.0% ($273.3K/$660.6M)

46137V464

Shares:2.4K

Value:$272.2K

% of Portfolio:0.0% ($272.2K/$660.6M)

33739Q200

Shares:5.5K

Value:$272.2K

% of Portfolio:0.0% ($272.2K/$660.6M)

46432F842

IEFA|46432F842

Shares:3.5K

Value:$267.2K

% of Portfolio:0.0% ($267.2K/$660.6M)

HESS CORP

HES|42809H107

Shares:1.6K

Value:$259.1K

% of Portfolio:0.0% ($259.1K/$660.6M)

Shell plc

SHEL|780259305

Shares:3.3K

Value:$242.0K

% of Portfolio:0.0% ($242.0K/$660.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.7K	QoQ -0.71% (-12) YoY -28.81% (-674)	All Managers (Combined)	$352.6K	0.1% ($352.6K/$660.6M)	QoQ -6.91% (-$26.2K) YoY -26.54% (-$127.5K)
Motorola Solutions, Inc.(MSIcusip620076307)	803	QoQ 0.00% (-0) YoY -2.54% (-21)	All Managers (Combined)	$351.5K	0.1% ($351.5K/$660.6M)	QoQ -5.27% (-$19.6K) YoY +20.15% (-$59.0K)
Trane Technologies plc(TTcusipG8994E103)	1.0K	QoQ +19.67% (+170) YoY NEW(+1.0K)	All Managers (Combined)	$348.4K	0.1% ($348.4K/$660.6M)	QoQ +9.16% (+$29.3K) YoY NEW(+$348.4K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.2K	QoQ +58.30% (+460) YoY NEW(+1.2K)	All Managers (Combined)	$340.4K	0.1% ($340.4K/$660.6M)	QoQ +63.61% (+$132.3K) YoY NEW(+$340.4K)
ELI LILLY & Co(LLYcusip532457108)	397	QoQ -5.47% (-23) YoY +9.36% (+34)	All Managers (Combined)	$328.0K	0.0% ($328.0K/$660.6M)	QoQ +1.15% (-$3.7K) YoY +16.12% (+$45.6K)
(XLKcusip81369Y803)	1.6K	QoQ -0.06% (-1) YoY +11.46% (+162)	All Managers (Combined)	$325.2K	0.0% ($325.2K/$660.6M)	QoQ -11.24% (-$41.2K) YoY +10.50% (+$30.9K)
(cusip74347R206)✕	3.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$320.7K	0.0% ($320.7K/$660.6M)	QoQ -17.88% (-$69.9K) YoY +1.60% (+$5.1K)
BP PLC(BPcusip055622104)	9.4K	QoQ +6.91% (+606) YoY NEW(+9.4K)	All Managers (Combined)	$316.5K	0.0% ($316.5K/$660.6M)	QoQ +22.21% (+$57.5K) YoY NEW(+$316.5K)
UNITED BANKSHARES INC/WV(UBSIcusip909907107)	9.0K	QoQ +14.45% (+1.1K) YoY NEW(+9.0K)	All Managers (Combined)	$312.5K	0.0% ($312.5K/$660.6M)	QoQ +5.67% (+$16.8K) YoY NEW(+$312.5K)
MICRON TECHNOLOGY INC(MUcusip595112103)	3.4K	QoQ +21.87% (+619) YoY NEW(+3.4K)	All Managers (Combined)	$299.7K	0.0% ($299.7K/$660.6M)	QoQ +25.83% (+$61.5K) YoY NEW(+$299.7K)
(cusip852234103)✕	5.5K	QoQ +101.95% (+2.8K) YoY NEW(+5.5K)	All Managers (Combined)	$296.8K	0.0% ($296.8K/$660.6M)	QoQ +29.10% (+$66.9K) YoY NEW(+$296.8K)
Medtronic plc(MDTcusipG5960L103)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$287.1K	0.0% ($287.1K/$660.6M)	QoQ NEW(+$287.1K) YoY NEW(+$287.1K)
BOEING CO(BAcusip097023105)	1.6K	QoQ NEW(+1.6K) YoY +46.97% (+521)	All Managers (Combined)	$278.0K	0.0% ($278.0K/$660.6M)	QoQ NEW(+$278.0K) YoY +29.88% (+$64.0K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	4.5K	QoQ -7.00% (-338) YoY NEW(+4.5K)	All Managers (Combined)	$273.6K	0.0% ($273.6K/$660.6M)	QoQ +0.28% (-$764) YoY NEW(+$273.6K)
Autodesk, Inc.(ADSKcusip052769106)	1.0K	QoQ 0.00% (-0) YoY -38.80% (-662)	All Managers (Combined)	$273.3K	0.0% ($273.3K/$660.6M)	QoQ -11.42% (-$35.3K) YoY -38.48% (-$171.0K)
(cusip46137V464)✕	2.4K	QoQ -1.03% (-25) YoY -70.44% (-5.7K)	All Managers (Combined)	$272.2K	0.0% ($272.2K/$660.6M)	QoQ -8.86% (-$26.5K) YoY -70.72% (-$657.7K)
(cusip33739Q200)✕	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$272.2K	0.0% ($272.2K/$660.6M)	QoQ NEW(+$272.2K) YoY NEW(+$272.2K)
(IEFAcusip46432F842)	3.5K	QoQ -18.20% (-786) YoY NEW(+3.5K)	All Managers (Combined)	$267.2K	0.0% ($267.2K/$660.6M)	QoQ -11.95% (-$36.3K) YoY NEW(+$267.2K)
HESS CORP(HEScusip42809H107)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$259.1K	0.0% ($259.1K/$660.6M)	QoQ NEW(+$259.1K) YoY NEW(+$259.1K)
Shell plc(SHELcusip780259305)	3.3K	QoQ NEW(+3.3K) YoY +1.59% (+52)	All Managers (Combined)	$242.0K	0.0% ($242.0K/$660.6M)	QoQ NEW(+$242.0K) YoY +11.06% (+$24.1K)