Goldstein Advisors, LLC Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$877.7M
Holdings
225
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (225 positions)
| Stock | Value |
|---|---|
INTUINTUIT | $212K |
BABOEING CO | $211K |
MSIMOTOROLA SOLUTIONS INC | $211K |
MUNIPIMCO ETF TR | $210K |
EMXCISHARES INC | $208K |
VOOVANGUARD INDEX FDS | $205K |
PJANINNOVATOR ETFS TRUST | $205K |
PDECINNOVATOR ETFS TRUST | $202K |
LITE 0.5 12/15/26LUMENTUM HLDGS INC | $37K |
VTR 3.75 06/01/26VENTAS RLTY LTD PARTNERSHIP | $21K |
BXMT 5.5 03/15/27BLACKSTONE MORTGAGE TRUST IN | $17K |
JAZZ 2 06/15/26JAZZ INVESTMENTS I LTD | $17K |
TWO 6.25 01/15/26TWO HARBORS INVENTMENT CORPO | $16K |
PPL 2.875 03/15/28PPL CAP FDG INC | $16K |
DUK 4.125 04/15/26DUKE ENERGY CORP NEW | $16K |
HALO 0.25 03/01/27HALOZYME THERAPEUTICS INC | $15K |
ON 0.5 03/01/29ON SEMICONDUCTOR CORP | $15K |
CSWC 5.125 11/15/29CAPITAL SOUTHWEST CORP | $13K |
FE 4 05/01/26FIRSTENERGY CORP | $13K |
AWK 3.625 06/15/26AMERICAN WTR CAP CORP | $13K |
STWD 6.75 07/15/27STARWOOD PPTY TR INC | $13K |
LNTH 2.625 12/15/27LANTHEUS HLDGS INC | $12K |
LNT 3.875 03/15/26ALLIANT ENERGY CORP | $12K |
SO 4.5 06/15/27SOUTHERN CO | $10K |
GPN 1.5 03/01/31GLOBAL PMTS INC | $9K |
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