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 |
|---|---|---|---|---|---|
| 101 | CATCATERPILLAR INC | 2,573 | $848.5M | 0.13% | |
| 102 | QYLDGLOBAL X FDS | 50,141 | $833.8M | 0.13% | |
| 103 | CALFPACER FDS TR | 22,016 | $825.6M | 0.12% | |
| 104 | JPIBJ P MORGAN EXCHANGE TRADED F | 16,997 | $814.0M | 0.12% | |
| 105 | PEPPEPSICO INC | 5,263 | $789.1M | 0.12% | |
| 106 | AVGOBROADCOM INC | 4,706 | $787.9M | 0.12% | |
| 107 | ORCLORACLE CORP | 5,623 | $786.1M | 0.12% | |
| 108 | OMFLINVESCO EXCH TRD SLF IDX FD | 14,242 | $759.3M | 0.11% | |
| 109 | GSGOLDMAN SACHS GROUP INC | 1,317 | $719.2M | 0.11% | |
| 110 | BUFQFIRST TR EXCHNG TRADED FD VI | 23,998 | $716.6M | 0.11% | |
| 111 | DWDMORGAN STANLEY | 6,064 | $707.5M | 0.11% | |
| 112 | IDVOAMPLIFY ETF TR | 22,359 | $703.2M | 0.11% | |
| 113 | CEGCONSTELLATION ENERGY CORP | 3,437 | $693.0M | 0.10% | |
| 114 | CIBRFIRST TR EXCHANGE TRADED FD | 10,939 | $689.2M | 0.10% | |
| 115 | SPSBSPDR SER TR | 22,651 | $681.8M | 0.10% | |
| 116 | 8CWCROWN CASTLE INC | 6,231 | $649.5M | 0.10% | |
| 117 | TRVCCITIGROUP INC | 8,893 | $631.3M | 0.10% | |
| 118 | IWFISHARES TR | 1,720 | $621.1M | 0.09% | |
| 119 | MGVVANGUARD WORLD FD | 4,787 | $616.8M | 0.09% | |
| 120 | CSCOCISCO SYS INC | 9,845 | $607.5M | 0.09% | |
| 121 | IBMINTERNATIONAL BUSINESS MACHS | 2,406 | $598.3M | 0.09% | |
| 122 | BACVERIZON COMMUNICATIONS INC | 13,095 | $594.0M | 0.09% | |
| 123 | SOSOUTHERN CO | 6,407 | $589.1M | 0.09% | |
| 124 | CLCOLGATE PALMOLIVE CO | 6,227 | $583.5M | 0.09% | |
| 125 | METMETLIFE INC | 6,996 | $561.7M | 0.09% | |
| 126 | HTDCORCEPT THERAPEUTICS INC | 4,786 | $546.7M | 0.08% | |
| 127 | QQQJINVESCO EXCH TRADED FD TR II | 18,828 | $546.2M | 0.08% | |
| 128 | NVSNNOVARTIS AG | 4,873 | $543.2M | 0.08% | |
| 129 | ARTYISHARES TR | 17,086 | $537.3M | 0.08% | |
| 130 | CPBTHE CAMPBELLS COMPANY | 13,322 | $531.8M | 0.08% | |
| 131 | TMEDT ROWE PRICE ETF INC | 13,868 | $528.2M | 0.08% | |
| 132 | MOALTRIA GROUP INC | 8,540 | $512.6M | 0.08% | |
| 133 | VVISA INC | 1,459 | $511.3M | 0.08% | |
| 134 | NWGNATWEST GROUP PLC | 42,583 | $507.6M | 0.08% | |
| 135 | GOOGALPHABET INC | 3,210 | $501.6M | 0.08% | |
| 136 | WMTWALMART INC | 5,707 | $501.0M | 0.08% | |
| 137 | DISDISNEY WALT CO | 4,953 | $488.8M | 0.07% | |
| 138 | EMREMERSON ELEC CO | 4,434 | $486.2M | 0.07% | |
| 139 | CASYCASEYS GEN STORES INC | 1,101 | $477.9M | 0.07% | |
| 140 | ETNEATON CORP PLC | 1,756 | $477.4M | 0.07% | |
| 141 | PRUPRUDENTIAL FINL INC | 4,049 | $452.2M | 0.07% | |
| 142 | VLOVALERO ENERGY CORP | 3,405 | $449.6M | 0.07% | |
| 143 | OGIGALPS ETF TR | 9,790 | $426.7M | 0.06% | |
| 144 | PFEPFIZER INC | 16,409 | $415.8M | 0.06% | |
| 145 | ISRGINTUITIVE SURGICAL INC | 837 | $414.5M | 0.06% | |
| 146 | TXNTEXAS INSTRS INC | 2,253 | $404.8M | 0.06% | |
| 147 | PEOEXELON CORP | 8,607 | $396.6M | 0.06% | |
| 148 | MMM3M CO | 2,692 | $395.4M | 0.06% | |
| 149 | SPGIS&P GLOBAL INC | 775 | $393.9M | 0.06% | |
| 150 | ADPAUTOMATIC DATA PROCESSING IN | 1,272 | $388.8M | 0.06% | |
| 151 | ITWILLINOIS TOOL WKS INC | 1,556 | $385.8M | 0.06% | |
| 152 | ANGLVANECK ETF TRUST | 13,287 | $383.5M | 0.06% | |
| 153 | MRKMERCK & CO INC | 4,212 | $378.1M | 0.06% | |
| 154 | RTXRTX CORPORATION | 2,829 | $374.8M | 0.06% | |
| 155 | AMATAPPLIED MATLS INC | 2,574 | $373.6M | 0.06% | |
| 156 | FISVFISERV INC | 1,650 | $364.4M | 0.06% | |
| 157 | KMBKIMBERLY-CLARK CORP | 2,554 | $363.3M | 0.05% | |
| 158 | UBERUBER TECHNOLOGIES INC | 4,972 | $362.3M | 0.05% | |
| 159 | CRWDCROWDSTRIKE HLDGS INC | 1,022 | $360.3M | 0.05% | |
| 160 | VUGVANGUARD INDEX FDS | 960 | $356.1M | 0.05% | |
| 161 | HONHONEYWELL INTL INC | 1,665 | $352.6M | 0.05% | |
| 162 | MSIMOTOROLA SOLUTIONS INC | 803 | $351.5M | 0.05% | |
| 163 | TTTRANE TECHNOLOGIES PLC | 1,034 | $348.4M | 0.05% | |
| 164 | GDGENERAL DYNAMICS CORP | 1,249 | $340.4M | 0.05% | |
| 165 | LLYELI LILLY & CO | 397 | $328.0M | 0.05% | |
| 166 | XLKSELECT SECTOR SPDR TR | 1,575 | $325.2M | 0.05% | |
| 167 | QLDPROSHARES TR | 3,608 | $320.7M | 0.05% | |
| 168 | BPBP PLC | 9,367 | $316.5M | 0.05% | |
| 169 | UBSIUNITED BANKSHARES INC WEST V | 9,012 | $312.5M | 0.05% | |
| 170 | MUMICRON TECHNOLOGY INC | 3,449 | $299.7M | 0.05% | |
| 171 | XYZBLOCK INC | 5,463 | $296.8M | 0.04% | |
| 172 | MDTMEDTRONIC PLC | 3,195 | $287.1M | 0.04% | |
| 173 | BABOEING CO | 1,630 | $278.0M | 0.04% | |
| 174 | BMYBRISTOL-MYERS SQUIBB CO | 4,486 | $273.6M | 0.04% | |
| 175 | ADSKAUTODESK INC | 1,044 | $273.3M | 0.04% | |
| 176 | XMMOINVESCO EXCHANGE TRADED FD T | 2,393 | $272.2M | 0.04% | |
| 177 | LMBSFIRST TR EXCHANGE-TRADED FD | 5,537 | $272.2M | 0.04% | |
| 178 | AQLTISHARES TR | 3,531 | $267.2M | 0.04% | |
| 179 | HESHESS CORP | 1,622 | $259.1M | 0.04% | |
| 180 | SHELSHELL PLC | 3,303 | $242.0M | 0.04% | |
| 181 | AMGNAMGEN INC | 769 | $239.4M | 0.04% | |
| 182 | IEIISHARES TR | 2,022 | $238.9M | 0.04% | |
| 183 | KLMNINVESCO EXCH TRADED FD TR II | 2,576 | $238.4M | 0.04% | |
| 184 | FAFFIRST AMERN FINL CORP | 3,557 | $233.4M | 0.04% | |
| 185 | WFCWELLS FARGO CO NEW | 3,224 | $231.4M | 0.04% | |
| 186 | COCOVITA COCO CO INC | 7,549 | $231.4M | 0.04% | |
| 187 | ALSALLSTATE CORP | 1,116 | $231.1M | 0.03% | |
| 188 | DOCHEALTHPEAK PROPERTIES INC | 11,376 | $230.0M | 0.03% | |
| 189 | TIPISHARES TR | 2,056 | $228.4M | 0.03% | |
| 190 | VIGVANGUARD SPECIALIZED FUNDS | 1,157 | $224.5M | 0.03% | |
| 191 | DONSPDR DOW JONES INDL AVERAGE | 532 | $223.2M | 0.03% | |
| 192 | SBUXSTARBUCKS CORP | 2,211 | $216.8M | 0.03% | |
| 193 | OREALTY INCOME CORP | 3,735 | $216.7M | 0.03% | |
| 194 | ICEINTERCONTINENTAL EXCHANGE IN | 1,254 | $216.4M | 0.03% | |
| 195 | CGGRCAPITAL GROUP GROWTH ETF | 6,184 | $211.8M | 0.03% | |
| 196 | SUBISHARES TR | 1,998 | $211.0M | 0.03% | |
| 197 | LOWLOWES COS INC | 882 | $205.8M | 0.03% | |
| 198 | KOCOCA COLA CO | 2,870 | $205.6M | 0.03% | |
| 199 | TMFCRBB FD INC | 3,664 | $203.8M | 0.03% | |
| 200 | CAHCARDINAL HEALTH INC | 1,453 | $200.2M | 0.03% |