Goldstone Financial Group, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$660.6B
Holdings
202
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (202 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 139,955 | $71.9B | 10.89% | |
| 2 | BUFRFIRST TR EXCHNG TRADED FD VI | 1,041,422 | $30.9B | 4.68% | |
| 3 | NDQINVESCO QQQ TR | 60,211 | $28.2B | 4.27% | |
| 4 | VTVVANGUARD INDEX FDS | 151,177 | $26.1B | 3.95% | |
| 5 | JQUAJ P MORGAN EXCHANGE TRADED F | 456,686 | $25.8B | 3.90% | |
| 6 | IVVISHARES TR | 30,570 | $17.2B | 2.60% | |
| 7 | VTIVANGUARD INDEX FDS | 59,475 | $16.3B | 2.47% | |
| 8 | JBNDJ P MORGAN EXCHANGE TRADED F | 272,027 | $14.6B | 2.20% | |
| 9 | IUSGISHARES TR | 102,824 | $13.1B | 1.98% | |
| 10 | FBNDFIDELITY MERRIMACK STR TR | 284,663 | $13.0B | 1.97% | |
| 11 | SPYGSPDR SER TR | 160,134 | $12.9B | 1.95% | |
| 12 | VCSHVANGUARD SCOTTSDALE FDS | 162,234 | $12.8B | 1.94% | |
| 13 | FNDASCHWAB STRATEGIC TR | 442,411 | $12.1B | 1.83% | |
| 14 | SPLBSPDR SER TR | 532,471 | $12.0B | 1.82% | |
| 15 | VRIGINVESCO ACTIVELY MANAGED EXC | 443,928 | $11.1B | 1.69% | |
| 16 | VOVANGUARD INDEX FDS | 42,490 | $11.0B | 1.66% | |
| 17 | JPSTJ P MORGAN EXCHANGE TRADED F | 210,340 | $10.6B | 1.61% | |
| 18 | SPYVSPDR SER TR | 205,908 | $10.5B | 1.59% | |
| 19 | IGIBISHARES TR | 198,990 | $10.5B | 1.58% | |
| 20 | MOATVANECK ETF TRUST | 117,569 | $10.3B | 1.57% | |
| 21 | SRLNSSGA ACTIVE ETF TR | 248,228 | $10.2B | 1.55% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 196,454 | $10.0B | 1.51% | |
| 23 | VIGIVANGUARD WHITEHALL FDS | 112,303 | $9.3B | 1.41% | |
| 24 | DONWISDOMTREE TR | 167,021 | $8.3B | 1.25% | |
| 25 | BBAGJ P MORGAN EXCHANGE TRADED F | 174,951 | $8.1B | 1.22% | |
| 26 | IWRISHARES TR | 92,050 | $7.8B | 1.19% | |
| 27 | FTECFIDELITY COVINGTON TRUST | 47,541 | $7.7B | 1.16% | |
| 28 | VYMVANGUARD WHITEHALL FDS | 56,578 | $7.3B | 1.10% | |
| 29 | UCONFIRST TR EXCHNG TRADED FD VI | 293,626 | $7.3B | 1.10% | |
| 30 | FDLFIRST TR MORNINGSTAR DIVID L | 164,988 | $7.2B | 1.08% | |
| 31 | AAPLAPPLE INC | 29,763 | $6.6B | 1.00% | |
| 32 | VPUVANGUARD WORLD FD | 36,437 | $6.2B | 0.94% | |
| 33 | NOBLPROSHARES TR | 57,369 | $5.9B | 0.89% | |
| 34 | MDYGSPDR SER TR | 73,633 | $5.9B | 0.89% | |
| 35 | SCHDSCHWAB STRATEGIC TR | 195,965 | $5.5B | 0.83% | |
| 36 | IWMISHARES TR | 25,728 | $5.1B | 0.78% | |
| 37 | JPMJPMORGAN CHASE & CO. | 18,887 | $4.6B | 0.70% | |
| 38 | VFLOVICTORY PORTFOLIOS II | 118,943 | $4.1B | 0.62% | |
| 39 | SLYGSPDR SER TR | 47,495 | $3.9B | 0.60% | |
| 40 | QHYWISDOMTREE TR | 86,173 | $3.9B | 0.59% | |
| 41 | SPYSPDR S&P 500 ETF TR | 6,897 | $3.9B | 0.58% | |
| 42 | USFRWISDOMTREE TR | 73,936 | $3.7B | 0.56% | |
| 43 | JCPBJ P MORGAN EXCHANGE TRADED F | 77,522 | $3.6B | 0.55% | |
| 44 | JEPIJ P MORGAN EXCHANGE TRADED F | 61,363 | $3.5B | 0.53% | |
| 45 | MSFTMICROSOFT CORP | 9,194 | $3.5B | 0.52% | |
| 46 | RDVYFIRST TR EXCHANGE TRADED FD | 58,684 | $3.4B | 0.52% | |
| 47 | NVDANVIDIA CORPORATION | 29,725 | $3.2B | 0.49% | |
| 48 | AMZNAMAZON COM INC | 16,235 | $3.1B | 0.47% | |
| 49 | MAMASTERCARD INCORPORATED | 5,452 | $3.0B | 0.45% | |
| 50 | SHYGISHARES TR | 69,946 | $3.0B | 0.45% | |
| 51 | VEUVANGUARD INTL EQUITY INDEX F | 49,002 | $3.0B | 0.45% | |
| 52 | ISTBISHARES TR | 61,294 | $3.0B | 0.45% | |
| 53 | KNGFIRST TR EXCHANGE-TRADED FD | 56,802 | $2.9B | 0.43% | |
| 54 | USHYISHARES TR | 76,004 | $2.8B | 0.42% | |
| 55 | DGROISHARES TR | 45,073 | $2.8B | 0.42% | |
| 56 | ABBVABBVIE INC | 13,133 | $2.8B | 0.42% | |
| 57 | IJRISHARES TR | 23,686 | $2.5B | 0.37% | |
| 58 | HDVISHARES TR | 20,264 | $2.5B | 0.37% | |
| 59 | IXUSISHARES TR | 33,335 | $2.3B | 0.35% | |
| 60 | JEPQJ P MORGAN EXCHANGE TRADED F | 44,870 | $2.3B | 0.35% | |
| 61 | AGGYWISDOMTREE TR | 52,374 | $2.3B | 0.34% | |
| 62 | AVUVAMERICAN CENTY ETF TR | 25,943 | $2.3B | 0.34% | |
| 63 | SPTSSPDR SER TR | 66,010 | $1.9B | 0.29% | |
| 64 | ABTABBOTT LABS | 13,901 | $1.8B | 0.28% | |
| 65 | TSLATESLA INC | 7,086 | $1.8B | 0.28% | |
| 66 | GOOGLALPHABET INC | 11,368 | $1.8B | 0.27% | |
| 67 | VGTVANGUARD WORLD FD | 3,102 | $1.7B | 0.25% | |
| 68 | VRPINVESCO EXCH TRADED FD TR II | 67,733 | $1.6B | 0.25% | |
| 69 | ILTBISHARES TR | 32,434 | $1.6B | 0.25% | |
| 70 | FNDESCHWAB STRATEGIC TR | 52,344 | $1.6B | 0.24% | |
| 71 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,786 | $1.5B | 0.22% | |
| 72 | CVXCHEVRON CORP NEW | 8,444 | $1.4B | 0.21% | |
| 73 | QQQHNEOS ETF TRUST | 27,631 | $1.3B | 0.20% | |
| 74 | USMVISHARES TR | 14,285 | $1.3B | 0.20% | |
| 75 | PGPROCTER AND GAMBLE CO | 7,814 | $1.3B | 0.20% | |
| 76 | VDEVANGUARD WORLD FD | 10,218 | $1.3B | 0.20% | |
| 77 | METAMETA PLATFORMS INC | 2,208 | $1.3B | 0.19% | |
| 78 | MCDMCDONALDS CORP | 3,853 | $1.2B | 0.18% | |
| 79 | GSLCGOLDMAN SACHS ETF TR | 10,495 | $1.2B | 0.17% | |
| 80 | EMBISHARES TR | 12,484 | $1.1B | 0.17% | |
| 81 | CMECME GROUP INC | 4,255 | $1.1B | 0.17% | |
| 82 | SCHESCHWAB STRATEGIC TR | 38,867 | $1.1B | 0.16% | |
| 83 | UPSUNITED PARCEL SERVICE INC | 9,654 | $1.1B | 0.16% | |
| 84 | CMBSISHARES TR | 21,420 | $1.0B | 0.16% | |
| 85 | PCEFINVESCO EXCH TRADED FD TR II | 54,322 | $1.0B | 0.15% | |
| 86 | BACBANK AMERICA CORP | 24,093 | $1.0B | 0.15% | |
| 87 | AGOXSTARBOARD INVT TR | 39,521 | $966.9M | 0.15% | |
| 88 | NUGONUSHARES ETF TR | 31,598 | $965.0M | 0.15% | |
| 89 | ACNACCENTURE PLC IRELAND | 3,045 | $950.2M | 0.14% | |
| 90 | TAT&T INC | 33,544 | $948.6M | 0.14% | |
| 91 | SDIVGLOBAL X FDS | 45,057 | $944.9M | 0.14% | |
| 92 | XOMEXXON MOBIL CORP | 7,901 | $939.7M | 0.14% | |
| 93 | HDHOME DEPOT INC | 2,484 | $910.5M | 0.14% | |
| 94 | PDIPIMCO DYNAMIC INCOME FD | 45,725 | $905.3M | 0.14% | |
| 95 | PDOPIMCO DYNAMIC INCOME OPRNTS | 64,969 | $901.8M | 0.14% | |
| 96 | LMTLOCKHEED MARTIN CORP | 1,941 | $866.8M | 0.13% | |
| 97 | CGDGCAPITAL GROUP DIVIDEND VALUE | 24,210 | $862.9M | 0.13% | |
| 98 | COSTCOSTCO WHSL CORP NEW | 911 | $861.8M | 0.13% | |
| 99 | AVIGAMERICAN CENTY ETF TR | 20,596 | $852.5M | 0.13% | |
| 100 | NFLXNETFLIX INC | 910 | $848.8M | 0.13% |
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