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 | Value |
|---|---|
CATCATERPILLAR INC | $848K |
QYLDGLOBAL X FDS | $834K |
CALFPACER FDS TR | $826K |
JPIBJ P MORGAN EXCHANGE TRADED F | $814K |
PEPPEPSICO INC | $789K |
AVGOBROADCOM INC | $788K |
ORCLORACLE CORP | $786K |
OMFLINVESCO EXCH TRD SLF IDX FD | $759K |
GSGOLDMAN SACHS GROUP INC | $719K |
BUFQFIRST TR EXCHNG TRADED FD VI | $717K |
DWDMORGAN STANLEY | $708K |
IDVOAMPLIFY ETF TR | $703K |
CEGCONSTELLATION ENERGY CORP | $693K |
CIBRFIRST TR EXCHANGE TRADED FD | $689K |
SPSBSPDR SER TR | $682K |
8CWCROWN CASTLE INC | $649K |
TRVCCITIGROUP INC | $631K |
IWFISHARES TR | $621K |
MGVVANGUARD WORLD FD | $617K |
CSCOCISCO SYS INC | $608K |
IBMINTERNATIONAL BUSINESS MACHS | $598K |
BACVERIZON COMMUNICATIONS INC | $594K |
SOSOUTHERN CO | $589K |
CLCOLGATE PALMOLIVE CO | $584K |
METMETLIFE INC | $562K |
HTDCORCEPT THERAPEUTICS INC | $547K |
QQQJINVESCO EXCH TRADED FD TR II | $546K |
NVSNNOVARTIS AG | $543K |
ARTYISHARES TR | $537K |
CPBTHE CAMPBELLS COMPANY | $532K |
TMEDT ROWE PRICE ETF INC | $528K |
MOALTRIA GROUP INC | $513K |
VVISA INC | $511K |
NWGNATWEST GROUP PLC | $508K |
GOOGALPHABET INC | $502K |
WMTWALMART INC | $501K |
DISDISNEY WALT CO | $489K |
EMREMERSON ELEC CO | $486K |
CASYCASEYS GEN STORES INC | $478K |
ETNEATON CORP PLC | $477K |
PRUPRUDENTIAL FINL INC | $452K |
VLOVALERO ENERGY CORP | $450K |
OGIGALPS ETF TR | $427K |
PFEPFIZER INC | $416K |
ISRGINTUITIVE SURGICAL INC | $415K |
TXNTEXAS INSTRS INC | $405K |
PEOEXELON CORP | $397K |
MMM3M CO | $395K |
SPGIS&P GLOBAL INC | $394K |
ADPAUTOMATIC DATA PROCESSING IN | $389K |
ITWILLINOIS TOOL WKS INC | $386K |
ANGLVANECK ETF TRUST | $383K |
MRKMERCK & CO INC | $378K |
RTXRTX CORPORATION | $375K |
AMATAPPLIED MATLS INC | $374K |
FISVFISERV INC | $364K |
KMBKIMBERLY-CLARK CORP | $363K |
UBERUBER TECHNOLOGIES INC | $362K |
CRWDCROWDSTRIKE HLDGS INC | $360K |
VUGVANGUARD INDEX FDS | $356K |
HONHONEYWELL INTL INC | $353K |
MSIMOTOROLA SOLUTIONS INC | $351K |
TTTRANE TECHNOLOGIES PLC | $348K |
GDGENERAL DYNAMICS CORP | $340K |
LLYELI LILLY & CO | $328K |
XLKSELECT SECTOR SPDR TR | $325K |
QLDPROSHARES TR | $321K |
BPBP PLC | $317K |
UBSIUNITED BANKSHARES INC WEST V | $312K |
MUMICRON TECHNOLOGY INC | $300K |
XYZBLOCK INC | $297K |
MDTMEDTRONIC PLC | $287K |
BABOEING CO | $278K |
BMYBRISTOL-MYERS SQUIBB CO | $274K |
ADSKAUTODESK INC | $273K |
XMMOINVESCO EXCHANGE TRADED FD T | $272K |
LMBSFIRST TR EXCHANGE-TRADED FD | $272K |
AQLTISHARES TR | $267K |
HESHESS CORP | $259K |
SHELSHELL PLC | $242K |
AMGNAMGEN INC | $239K |
IEIISHARES TR | $239K |
KLMNINVESCO EXCH TRADED FD TR II | $238K |
FAFFIRST AMERN FINL CORP | $233K |
WFCWELLS FARGO CO NEW | $231K |
COCOVITA COCO CO INC | $231K |
ALSALLSTATE CORP | $231K |
DOCHEALTHPEAK PROPERTIES INC | $230K |
TIPISHARES TR | $228K |
VIGVANGUARD SPECIALIZED FUNDS | $224K |
DONSPDR DOW JONES INDL AVERAGE | $223K |
SBUXSTARBUCKS CORP | $217K |
OREALTY INCOME CORP | $217K |
ICEINTERCONTINENTAL EXCHANGE IN | $216K |
CGGRCAPITAL GROUP GROWTH ETF | $212K |
SUBISHARES TR | $211K |
LOWLOWES COS INC | $206K |
KOCOCA COLA CO | $206K |
TMFCRBB FD INC | $204K |
CAHCARDINAL HEALTH INC | $200K |