Goldstone Financial Group, LLC Q1 2025 Filing

Filed April 16, 2025

Portfolio Value

$660.6M

Holdings

202

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (202 positions)

#	Stock	Shares	Value	% Portfolio
1	VOOVANGUARD INDEX FDS	139,955	$71.9M	10.89%
2	BUFRFIRST TR EXCHNG TRADED FD VI	1,041,422	$30.9M	4.68%
3	NDQINVESCO QQQ TR	60,211	$28.2M	4.27%
4	VTVVANGUARD INDEX FDS	151,177	$26.1M	3.95%
5	JQUAJ P MORGAN EXCHANGE TRADED F	456,686	$25.8M	3.90%
6	IVVISHARES TR	30,570	$17.2M	2.60%
7	VTIVANGUARD INDEX FDS	59,475	$16.3M	2.47%
8	JBNDJ P MORGAN EXCHANGE TRADED F	272,027	$14.6M	2.20%
9	IUSGISHARES TR	102,824	$13.1M	1.98%
10	FBNDFIDELITY MERRIMACK STR TR	284,663	$13.0M	1.97%
11	SPYGSPDR SER TR	160,134	$12.9M	1.95%
12	VCSHVANGUARD SCOTTSDALE FDS	162,234	$12.8M	1.94%
13	FNDASCHWAB STRATEGIC TR	442,411	$12.1M	1.83%
14	SPLBSPDR SER TR	532,471	$12.0M	1.82%
15	VRIGINVESCO ACTIVELY MANAGED EXC	443,928	$11.1M	1.69%
16	VOVANGUARD INDEX FDS	42,490	$11.0M	1.66%
17	JPSTJ P MORGAN EXCHANGE TRADED F	210,340	$10.6M	1.61%
18	SPYVSPDR SER TR	205,908	$10.5M	1.59%
19	IGIBISHARES TR	198,990	$10.5M	1.58%
20	MOATVANECK ETF TRUST	117,569	$10.3M	1.57%
21	SRLNSSGA ACTIVE ETF TR	248,228	$10.2M	1.55%
22	VEAVANGUARD TAX-MANAGED FDS	196,454	$10.0M	1.51%
23	VIGIVANGUARD WHITEHALL FDS	112,303	$9.3M	1.41%
24	DONWISDOMTREE TR	167,021	$8.3M	1.25%
25	BBAGJ P MORGAN EXCHANGE TRADED F	174,951	$8.1M	1.22%
26	IWRISHARES TR	92,050	$7.8M	1.19%
27	FTECFIDELITY COVINGTON TRUST	47,541	$7.7M	1.16%
28	VYMVANGUARD WHITEHALL FDS	56,578	$7.3M	1.10%
29	UCONFIRST TR EXCHNG TRADED FD VI	293,626	$7.3M	1.10%
30	FDLFIRST TR MORNINGSTAR DIVID L	164,988	$7.2M	1.08%
31	AAPLAPPLE INC	29,763	$6.6M	1.00%
32	VPUVANGUARD WORLD FD	36,437	$6.2M	0.94%
33	NOBLPROSHARES TR	57,369	$5.9M	0.89%
34	MDYGSPDR SER TR	73,633	$5.9M	0.89%
35	SCHDSCHWAB STRATEGIC TR	195,965	$5.5M	0.83%
36	IWMISHARES TR	25,728	$5.1M	0.78%
37	JPMJPMORGAN CHASE & CO.	18,887	$4.6M	0.70%
38	VFLOVICTORY PORTFOLIOS II	118,943	$4.1M	0.62%
39	SLYGSPDR SER TR	47,495	$3.9M	0.60%
40	QHYWISDOMTREE TR	86,173	$3.9M	0.59%
41	SPYSPDR S&P 500 ETF TR	6,897	$3.9M	0.58%
42	USFRWISDOMTREE TR	73,936	$3.7M	0.56%
43	JCPBJ P MORGAN EXCHANGE TRADED F	77,522	$3.6M	0.55%
44	JEPIJ P MORGAN EXCHANGE TRADED F	61,363	$3.5M	0.53%
45	MSFTMICROSOFT CORP	9,194	$3.5M	0.52%
46	RDVYFIRST TR EXCHANGE TRADED FD	58,684	$3.4M	0.52%
47	NVDANVIDIA CORPORATION	29,725	$3.2M	0.49%
48	AMZNAMAZON COM INC	16,235	$3.1M	0.47%
49	MAMASTERCARD INCORPORATED	5,452	$3.0M	0.45%
50	SHYGISHARES TR	69,946	$3.0M	0.45%
51	VEUVANGUARD INTL EQUITY INDEX F	49,002	$3.0M	0.45%
52	ISTBISHARES TR	61,294	$3.0M	0.45%
53	KNGFIRST TR EXCHANGE-TRADED FD	56,802	$2.9M	0.43%
54	USHYISHARES TR	76,004	$2.8M	0.42%
55	DGROISHARES TR	45,073	$2.8M	0.42%
56	ABBVABBVIE INC	13,133	$2.8M	0.42%
57	IJRISHARES TR	23,686	$2.5M	0.37%
58	HDVISHARES TR	20,264	$2.5M	0.37%
59	IXUSISHARES TR	33,335	$2.3M	0.35%
60	JEPQJ P MORGAN EXCHANGE TRADED F	44,870	$2.3M	0.35%
61	AGGYWISDOMTREE TR	52,374	$2.3M	0.34%
62	AVUVAMERICAN CENTY ETF TR	25,943	$2.3M	0.34%
63	SPTSSPDR SER TR	66,010	$1.9M	0.29%
64	ABTABBOTT LABS	13,901	$1.8M	0.28%
65	TSLATESLA INC	7,086	$1.8M	0.28%
66	GOOGLALPHABET INC	11,368	$1.8M	0.27%
67	VGTVANGUARD WORLD FD	3,102	$1.7M	0.25%
68	VRPINVESCO EXCH TRADED FD TR II	67,733	$1.6M	0.25%
69	ILTBISHARES TR	32,434	$1.6M	0.25%
70	FNDESCHWAB STRATEGIC TR	52,344	$1.6M	0.24%
71	BRK/BBERKSHIRE HATHAWAY INC DEL	2,786	$1.5M	0.22%
72	CVXCHEVRON CORP NEW	8,444	$1.4M	0.21%
73	QQQHNEOS ETF TRUST	27,631	$1.3M	0.20%
74	USMVISHARES TR	14,285	$1.3M	0.20%
75	PGPROCTER AND GAMBLE CO	7,814	$1.3M	0.20%
76	VDEVANGUARD WORLD FD	10,218	$1.3M	0.20%
77	METAMETA PLATFORMS INC	2,208	$1.3M	0.19%
78	MCDMCDONALDS CORP	3,853	$1.2M	0.18%
79	GSLCGOLDMAN SACHS ETF TR	10,495	$1.2M	0.17%
80	EMBISHARES TR	12,484	$1.1M	0.17%
81	CMECME GROUP INC	4,255	$1.1M	0.17%
82	SCHESCHWAB STRATEGIC TR	38,867	$1.1M	0.16%
83	UPSUNITED PARCEL SERVICE INC	9,654	$1.1M	0.16%
84	CMBSISHARES TR	21,420	$1.0M	0.16%
85	PCEFINVESCO EXCH TRADED FD TR II	54,322	$1.0M	0.15%
86	BACBANK AMERICA CORP	24,093	$1.0M	0.15%
87	AGOXSTARBOARD INVT TR	39,521	$967K	0.15%
88	NUGONUSHARES ETF TR	31,598	$965K	0.15%
89	ACNACCENTURE PLC IRELAND	3,045	$950K	0.14%
90	TAT&T INC	33,544	$949K	0.14%
91	SDIVGLOBAL X FDS	45,057	$945K	0.14%
92	XOMEXXON MOBIL CORP	7,901	$940K	0.14%
93	HDHOME DEPOT INC	2,484	$911K	0.14%
94	PDIPIMCO DYNAMIC INCOME FD	45,725	$905K	0.14%
95	PDOPIMCO DYNAMIC INCOME OPRNTS	64,969	$902K	0.14%
96	LMTLOCKHEED MARTIN CORP	1,941	$867K	0.13%
97	CGDGCAPITAL GROUP DIVIDEND VALUE	24,210	$863K	0.13%
98	COSTCOSTCO WHSL CORP NEW	911	$862K	0.13%
99	AVIGAMERICAN CENTY ETF TR	20,596	$852K	0.13%
100	NFLXNETFLIX INC	910	$849K	0.13%

Page 1 of 3Next