$479 Million is the total value of Goldstein Advisors, LLC's 167 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BMO | New | BANK MONTREAL QUE | $446,233 | – | 5,289 | +100.0% | 0.09% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $231,883 | – | 1,312 | +100.0% | 0.05% | – |
| XOM | New | EXXON MOBIL CORP | $224,343 | – | 1,908 | +100.0% | 0.05% | – |
| COP | New | CONOCOPHILLIPS | $205,697 | – | 1,717 | +100.0% | 0.04% | – |
| MKL | New | MARKEL GROUP INC | $200,259 | – | 136 | +100.0% | 0.04% | – |
| APLE | New | APPLE HOSPITALITY REIT INC | $156,974 | – | 10,233 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 4 | Q3 2023 | 15.9% |
| GOLDMAN SACHS ETF TR | 4 | Q3 2023 | 10.8% |
| VICTORY PORTFOLIOS II | 4 | Q3 2023 | 6.3% |
| LITMAN GREGORY FDS TR | 4 | Q3 2023 | 4.9% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 4.4% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 4.0% |
| PIMCO ETF TR | 4 | Q3 2023 | 3.9% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.3% |
| HARTFORD FDS EXCHANGE TRADED | 4 | Q3 2023 | 3.1% |
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 3.8% |
View Goldstein Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-03 |
View Goldstein Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.