Goldstone Financial Group, LLC Q2 2025 Filing
Filed July 8, 2025
Portfolio Value
$757.1B
Holdings
206
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (206 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | CIBRFIRST TR EXCHANGE TRADED FD | 12,379 | $939.9M | 0.12% | |
| 102 | ACNACCENTURE PLC IRELAND | 3,045 | $928.1M | 0.12% | |
| 103 | AGGYWISDOMTREE TR | 21,265 | $924.9M | 0.12% | |
| 104 | CALFPACER FDS TR | 22,244 | $921.1M | 0.12% | |
| 105 | 8CWCROWN CASTLE INC | 8,910 | $917.0M | 0.12% | |
| 106 | SPTSSPDR SERIES TRUST | 31,287 | $911.7M | 0.12% | |
| 107 | LMTLOCKHEED MARTIN CORP | 1,950 | $901.7M | 0.12% | |
| 108 | PDIPIMCO DYNAMIC INCOME FD | 46,345 | $885.7M | 0.12% | |
| 109 | TRVCCITIGROUP INC | 9,956 | $883.3M | 0.12% | |
| 110 | PDOPIMCO DYNAMIC INCOME OPRNTS | 64,462 | $869.6M | 0.11% | |
| 111 | OMFLINVESCO EXCH TRD SLF IDX FD | 14,823 | $861.7M | 0.11% | |
| 112 | XOMEXXON MOBIL CORP | 7,522 | $844.0M | 0.11% | |
| 113 | BABOEING CO | 3,868 | $835.2M | 0.11% | |
| 114 | ARTYISHARES TR | 20,158 | $832.5M | 0.11% | |
| 115 | DISDISNEY WALT CO | 6,565 | $814.0M | 0.11% | |
| 116 | BUFQFIRST TR EXCHNG TRADED FD VI | 24,386 | $813.0M | 0.11% | |
| 117 | AVIGAMERICAN CENTY ETF TR | 19,560 | $808.6M | 0.11% | |
| 118 | OREALTY INCOME CORP | 13,893 | $801.3M | 0.11% | |
| 119 | CSCOCISCO SYS INC | 11,250 | $780.4M | 0.10% | |
| 120 | NVSNNOVARTIS AG | 6,251 | $762.0M | 0.10% | |
| 121 | CVXCHEVRON CORP NEW | 5,122 | $759.9M | 0.10% | |
| 122 | IBMINTERNATIONAL BUSINESS MACHS | 2,600 | $759.0M | 0.10% | |
| 123 | IDVOAMPLIFY ETF TR | 21,982 | $756.8M | 0.10% | |
| 124 | QQQJINVESCO EXCH TRADED FD TR II | 22,760 | $739.5M | 0.10% | |
| 125 | EMREMERSON ELEC CO | 5,253 | $734.2M | 0.10% | |
| 126 | IWFISHARES TR | 1,713 | $733.6M | 0.10% | |
| 127 | GOOGALPHABET INC | 3,900 | $704.1M | 0.09% | |
| 128 | VVISA INC | 1,946 | $698.2M | 0.09% | |
| 129 | ETNEATON CORP PLC | 1,925 | $697.4M | 0.09% | |
| 130 | METMETLIFE INC | 8,577 | $691.7M | 0.09% | |
| 131 | MGVVANGUARD WORLD FD | 5,082 | $677.9M | 0.09% | |
| 132 | AMATAPPLIED MATLS INC | 3,529 | $674.1M | 0.09% | |
| 133 | CLCOLGATE PALMOLIVE CO | 7,165 | $664.7M | 0.09% | |
| 134 | DYNFBLACKROCK ETF TRUST | 11,878 | $654.0M | 0.09% | |
| 135 | SOSOUTHERN CO | 7,145 | $653.9M | 0.09% | |
| 136 | CRWDCROWDSTRIKE HLDGS INC | 1,267 | $651.4M | 0.09% | |
| 137 | BACVERIZON COMMUNICATIONS INC | 14,750 | $642.4M | 0.08% | |
| 138 | ISRGINTUITIVE SURGICAL INC | 1,177 | $640.8M | 0.08% | |
| 139 | PFEPFIZER INC | 25,241 | $640.6M | 0.08% | |
| 140 | MUMICRON TECHNOLOGY INC | 5,180 | $633.4M | 0.08% | |
| 141 | TMEDT ROWE PRICE ETF INC | 13,736 | $626.6M | 0.08% | |
| 142 | MOALTRIA GROUP INC | 10,185 | $607.5M | 0.08% | |
| 143 | WMTWALMART INC | 6,150 | $604.9M | 0.08% | |
| 144 | NWGNATWEST GROUP PLC | 44,266 | $594.9M | 0.08% | |
| 145 | TTTRANE TECHNOLOGIES PLC | 1,345 | $588.3M | 0.08% | |
| 146 | TXNTEXAS INSTRS INC | 2,698 | $582.9M | 0.08% | |
| 147 | UBERUBER TECHNOLOGIES INC | 6,186 | $579.2M | 0.08% | |
| 148 | SPGIS&P GLOBAL INC | 1,085 | $574.6M | 0.08% | |
| 149 | ADPAUTOMATIC DATA PROCESSING IN | 1,843 | $569.9M | 0.08% | |
| 150 | CASYCASEYS GEN STORES INC | 1,101 | $569.5M | 0.08% | |
| 151 | PRUPRUDENTIAL FINL INC | 5,061 | $552.1M | 0.07% | |
| 152 | GDGENERAL DYNAMICS CORP | 1,826 | $538.2M | 0.07% | |
| 153 | VLOVALERO ENERGY CORP | 3,433 | $496.4M | 0.07% | |
| 154 | ITWILLINOIS TOOL WKS INC | 1,916 | $495.2M | 0.07% | |
| 155 | OGIGALPS ETF TR | 9,129 | $490.0M | 0.06% | |
| 156 | ALSALLSTATE CORP | 2,436 | $482.4M | 0.06% | |
| 157 | BMYBRISTOL-MYERS SQUIBB CO | 10,267 | $481.7M | 0.06% | |
| 158 | VUGVANGUARD INDEX FDS | 1,055 | $466.5M | 0.06% | |
| 159 | MDTMEDTRONIC PLC | 5,252 | $464.2M | 0.06% | |
| 160 | HTDCORCEPT THERAPEUTICS INC | 6,384 | $461.4M | 0.06% | |
| 161 | QLDPROSHARES TR | 3,608 | $431.1M | 0.06% | |
| 162 | PIIPOLARIS INC | 9,254 | $429.8M | 0.06% | |
| 163 | COCOVITA COCO CO INC | 11,411 | $428.6M | 0.06% | |
| 164 | ANGLVANECK ETF TRUST | 14,593 | $425.8M | 0.06% | |
| 165 | LMBSFIRST TR EXCHANGE-TRADED FD | 8,569 | $421.6M | 0.06% | |
| 166 | XLKSELECT SECTOR SPDR TR | 1,617 | $415.5M | 0.05% | |
| 167 | UBSIUNITED BANKSHARES INC WEST V | 10,788 | $414.4M | 0.05% | |
| 168 | MMM3M CO | 2,693 | $411.8M | 0.05% | |
| 169 | RTXRTX CORPORATION | 2,822 | $411.3M | 0.05% | |
| 170 | KMBKIMBERLY-CLARK CORP | 3,078 | $406.7M | 0.05% | |
| 171 | HONHONEYWELL INTL INC | 1,632 | $392.3M | 0.05% | |
| 172 | PEOEXELON CORP | 8,649 | $373.1M | 0.05% | |
| 173 | ICEINTERCONTINENTAL EXCHANGE IN | 1,861 | $340.7M | 0.04% | |
| 174 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,449 | $340.2M | 0.04% | |
| 175 | MRKMERCK & CO INC | 4,197 | $339.6M | 0.04% | |
| 176 | AQLTISHARES TR | 4,041 | $337.7M | 0.04% | |
| 177 | MSIMOTOROLA SOLUTIONS INC | 786 | $334.0M | 0.04% | |
| 178 | XMMOINVESCO EXCHANGE TRADED FD T | 2,407 | $314.4M | 0.04% | |
| 179 | FAFFIRST AMERN FINL CORP | 4,936 | $312.2M | 0.04% | |
| 180 | TQQQPROSHARES TR | 3,527 | $299.1M | 0.04% | |
| 181 | FISVFISERV INC | 1,650 | $289.7M | 0.04% | |
| 182 | ADSKAUTODESK INC | 885 | $280.2M | 0.04% | |
| 183 | IEIISHARES TR | 2,340 | $276.3M | 0.04% | |
| 184 | IWBISHARES TR | 750 | $257.8M | 0.03% | |
| 185 | CGGRCAPITAL GROUP GROWTH ETF | 6,184 | $252.5M | 0.03% | |
| 186 | LLYELI LILLY & CO | 317 | $247.8M | 0.03% | |
| 187 | VIGVANGUARD SPECIALIZED FUNDS | 1,171 | $243.4M | 0.03% | |
| 188 | WFCWELLS FARGO CO NEW | 2,902 | $242.6M | 0.03% | |
| 189 | DONSPDR DOW JONES INDL AVERAGE | 539 | $241.3M | 0.03% | |
| 190 | CAHCARDINAL HEALTH INC | 1,458 | $240.5M | 0.03% | |
| 191 | TMFCRBB FD INC | 3,569 | $231.7M | 0.03% | |
| 192 | AMGNAMGEN INC | 764 | $227.8M | 0.03% | |
| 193 | SHELSHELL PLC | 3,140 | $225.9M | 0.03% | |
| 194 | TIPISHARES TR | 2,054 | $224.6M | 0.03% | |
| 195 | GQ9SPDR GOLD TR | 728 | $223.6M | 0.03% | |
| 196 | PULSPGIM ETF TR | 4,410 | $218.7M | 0.03% | |
| 197 | CLOIVANECK ETF TRUST | 4,061 | $214.9M | 0.03% | |
| 198 | AMDADVANCED MICRO DEVICES INC | 1,556 | $214.6M | 0.03% | |
| 199 | SUBISHARES TR | 1,998 | $212.3M | 0.03% | |
| 200 | AXPAMERICAN EXPRESS CO | 639 | $209.8M | 0.03% |