Goldstone Financial Group LLC Portfolio
Invests via Goldstone Financial Group LLC | Managed by Ian Meiksins, Anthony Pellegrino
Invests via Goldstone Financial Group LLC
Managed by Ian Meiksins, Anthony Pellegrino
Automatically Tracked
Company Profile
Active across U.S. capital markets, Goldstone Financial Group LLC provides institutional brokerage, fixed-income and equities execution, and capital‑markets advisory to regional banks, asset managers and corporate issuers.
The firm pairs trading and middle‑office capabilities with balance-sheet distribution to support liability management, debt placements and secondary market liquidity while offering compliance, risk and wealth-services for private clients and RIAs.
Active across U.S. capital markets, Goldstone Financial Group LLC provides institutional brokerage, fixed-income and equities execution, and capital‑markets advisory to regional banks, asset managers and corporate issuers.
The firm pairs trading and middle‑office capabilities with balance-sheet distribution to support liability management, debt placements and secondary market liquidity while offering compliance, risk and wealth-services for private clients and RIAs.
Investment Philosophy & Strategy
Operates as a capital-markets intermediary focused on liquidity provision, tailored liability management and credit distribution across regional banks, asset managers and issuers. Investment philosophy emphasizes durable income generation through disciplined fixed‑income allocation, active secondary-market trading and selective balance‑sheet support to originate and place debt. Strategy prioritizes portfolio diversification by issuer, duration and credit cycle, rigorous risk controls, and opportunistic trading to capture dislocations. Capital deployment blends principal-led placements with agency execution, favoring scalable, fee-bearing solutions and advisory mandates that strengthen long-term client relationships and repeatable revenue streams.
Operates as a capital-markets intermediary focused on liquidity provision, tailored liability management and credit distribution across regional banks, asset managers and issuers. Investment philosophy emphasizes durable income generation through disciplined fixed‑income allocation, active secondary-market trading and selective balance‑sheet support to originate and place debt. Strategy prioritizes portfolio diversification by issuer, duration and credit cycle, rigorous risk controls, and opportunistic trading to capture dislocations. Capital deployment blends principal-led placements with agency execution, favoring scalable, fee-bearing solutions and advisory mandates that strengthen long-term client relationships and repeatable revenue streams.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
81.08%
Gain -0.7%
Monthly
1.45%
Yearly
18.79%
Drawdown
21.43%
$1.1B
Equity
Holdings
$1.1B
Investment
$879.41M
$265.97M
Profit -$4.19M
Realized
$45.09M
Unrealized
$220.89M
Dividends
$50.61M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.7%
Profit
-$4.19M
Win %
73%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$9.45M
Win %
73%
This Month
Compared to last month
Gain
0.72%
Profit
$7.89M
Win %
73%
This Year
Compared to last year
Gain
0.49%
Profit
$5.69M
Win %
75%
CCI Crown Castle Inc.
+3.26%
+$35,882.28 
FAF First American Financial Corporation
+2.93%
+$8,022.18 
PM Philip Morris International Inc.
+2.42%
+$7,341.6 
MSI Motorola Solutions, Inc.
+2.25%
+$8,507.49 
PEP PepsiCo, Inc.
+2.15%
+$20,807.64 
RTX RTX Corporation
+2.14%
+$10,570.8 
LMT Lockheed Martin Corporation
+2.02%
+$20,704.5 
C Citigroup Inc.
+1.86%
+$17,921.54 
EXC Exelon Corporation
+1.84%
+$6,888.18 
JPM JPMorgan Chase & Co.
+1.82%
+$122,381.64 
KO The Coca-Cola Company
+1.74%
+$4,409.6 
SO The Southern Company
+1.71%
+$10,008.58 
ALL Allstate Corporation
+1.6%
+$4,377.68 
COF Capital One Financial Corporation
+1.59%
+$3,566.25 
MO Altria Group, Inc.
+1.46%
+$9,281.52 
MET MetLife Inc.
+1.45%
+$12,550.83 
CVX Chevron Corporation
+1.43%
+$5,781.09 
VDE Vanguard Energy ETF
+1.37%
+$18,745.2 
GD General Dynamics Corporation
+1.27%
+$16,109.92 
CASY Casey's General Stores Inc.
+1.26%
+$9,347.49 
VPU Vanguard Utilities ETF
+1.25%
+$94,292.87 
PG Procter & Gamble Co
+1.21%
+$15,981.05 
JNJ Johnson & Johnson
+1.2%
+$3,902.64 
COST Costco Wholesale Corporation
+1.19%
+$18,740.24 
HDV iShares Core High Dividend ETF
+1.18%
+$32,517.45 
MRK Merck & Co., Inc.
+1.13%
+$7,201.24 
HD The Home Depot, Inc.
+1.11%
+$14,441.35 
DIS The Walt Disney Company
+1.09%
+$9,820.36 
O Realty Income Corporation
+1.05%
+$10,668.06 
NWG NatWest Group plc Sponsored ADR
+1.03%
+$7,742.52 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.02%
+$115,116.75 
CL Colgate-Palmolive Company
+1.01%
+$6,939.08 
KMB Kimberly-Clark Corporation
+0.95%
+$3,259.08 
XOM Exxon Mobil Corporation
+0.93%
+$8,174.45 
AAPL Apple Inc.
+0.93%
+$193,470.12 
DTH WisdomTree International High Dividend Fund
+0.92%
+$14,970.12 
AXP American Express Company
+0.87%
+$2,172.82 
BAC Bank of America Corporation
+0.83%
+$17,276.11 
LLY Eli Lilly and Company
+0.79%
+$4,644.88 
VZ Verizon Communications Inc.
+0.78%
+$4,562.62 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$46,228.1 
V Visa Inc. Class A
+0.7%
+$4,935.99 
ACN Accenture plc Class A
+0.69%
+$3,382.1 
TT Trane Technologies plc
+0.67%
+$6,924.8 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$15,175.96 
T AT&T Inc.
+0.66%
+$7,823.31 
ITW Illinois Tool Works Inc.
+0.62%
+$3,374.93 
TXN Texas Instruments Inc
+0.62%
+$4,229.48 
NVS Novartis AG Sponsored ADR
+0.58%
+$4,776.77 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.58%
+$59,085.3 
WMT Walmart Inc.
+0.56%
+$5,189.58 
DGRO iShares Core Dividend Growth ETF
+0.43%
+$20,183.76 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.42%
+$15,815.28 
SPGI S&P Global Inc.
+0.42%
+$3,428.49 
ABBV AbbVie Inc.
+0.42%
+$16,300.52 
ASML ASML Holding N.V. New York Registry Shares
+0.41%
+$1,335.32 
CAT Caterpillar Inc.
+0.41%
+$11,748.56 
MCD McDonald's Corporation
+0.39%
+$4,017.55 
MS Morgan Stanley
+0.39%
+$4,252.9 
IEFA iShares Core MSCI EAFE ETF
+0.39%
+$1,905.37 
DON WisdomTree U.S. MidCap Dividend Fund
+0.39%
+$30,038.94 
ICE Intercontinental Exchange, Inc.
+0.39%
+$2,299.7 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$38,758.72 
CAH Cardinal Health Inc.
+0.37%
+$1,378.18 
UBSI United Bankshares, Inc.
+0.36%
+$1,573.52 
MGV Vanguard Mega Cap Value ETF
+0.35%
+$2,093.76 
AMGN Amgen Inc.
+0.31%
+$1,276.8 
VTV Vanguard Value ETF
+0.3%
+$118,845.54 
FPAG FPA Global Equity ETF
+0.29%
+$59,215.92 
CME CME Group Inc.
+0.27%
+$3,262 
SCHP Schwab U.S. TIPS ETF
+0.26%
+$8,500.83 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.25%
+$5,448.62 
MA Mastercard Incorporated
+0.24%
+$6,470.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.24%
+$37,351.71 
VLO Valero Energy Corporation
+0.23%
+$3,583.18 
IDVO Amplify CWP International Enhanced Dividend Income ETF
+0.22%
+$1,733.04 
ADP Automatic Data Processing Inc.
+0.21%
+$2,260.33 
TIP iShares TIPS Bond ETF
+0.17%
+$349.12 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.17%
+$14,062.58 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.15%
+$12,102.52 
NVDA NVIDIA Corporation
+0.12%
+$10,284.03 
BA Boeing Company
+0.12%
+$1,240.58 
VIG Vanguard Dividend Appreciation ETF
+0.12%
+$482.72 
LMBS First Trust Low Duration Opportunities ETF
+0.1%
+$506.1 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$2,182.44 
AVUV Avantis U.S. Small Cap Value ETF
+0.08%
+$1,474.87 
JEPI JPMorgan Equity Premium Income Fund
+0.08%
+$2,192.99 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.07%
+$185.07 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$421.5 
MBS Angel Oak Mortgage-Backed Securities ETF
+0.06%
+$3,989.7 
JCPB JPMorgan Core Plus Bond ETF
+0.06%
+$667.73 
JPIB JPMorgan International Bond ETF
+0.05%
+$14,159.12 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.05%
+$928.95 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$3,265.68 
IEI iShares 3-7 Year Treasury Bond ETF
+0.04%
+$166.31 
GS The Goldman Sachs Group, Inc.
+0.04%
+$461.28 
BND Vanguard Total Bond Market Index Fund
+0.04%
+$88.59 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.04%
+$2,651.49 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$2,997.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.03%
+$133.94 
IWD iShares Russell 1000 Value ETF
+0.03%
+$67.37 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$88.95 
CLOA iShares AAA CLO ETF
+0.03%
+$5,494.68 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$64.84 
AVIG Avantis Core Fixed Income ETF
+0.03%
+$168.3 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.02%
+$43.96 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.02%
+$415.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
0%
$0 
UCON First Trust TCW Unconstrained Plus Bond ETF
0%
$0 
DBGI Digital Brands Group Inc
-11.77%
-$1,196.22 
CRWD CrowdStrike Holdings, Inc.
-7.7%
-$156,356.56 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.9%
-$105,417.9 
SNDK SanDisk Corporation
-4.36%
-$6,324.24 
INTC Intel Corporation
-4.23%
-$11,904.62 
MU Micron Technology, Inc.
-3.91%
-$158,027.61 
ORCL Oracle Corporation
-3.62%
-$29,887.19 
AMD Advanced Micro Devices, Inc.
-3.6%
-$26,582.22 
ARTY iShares Future AI & Tech ETF
-3.54%
-$71,388.6 
STRL Sterling Infrastructure, Inc.
-3.48%
-$4,050.72 
CORT Corcept Therapeutics Incorporated
-3.29%
-$54,422.68 
LRCX Lam Research Corporation
-3.16%
-$5,733.34 
AMAT Applied Materials, Inc.
-3.07%
-$61,756.75 
CLS Celestica Inc.
-2.92%
-$6,269.6 
AVGO Broadcom Inc.
-2.73%
-$150,268.24 
SRAD Sportradar Group AG
-2.55%
-$8,619.55 
NFLX Netflix, Inc.
-2.52%
-$32,760.66 
META Meta Platforms Inc Class A
-2.3%
-$69,952.53 
AXSM Axsome Therapeutics, Inc.
-2.19%
-$3,538.53 
SPHB Invesco S&P 500 High Beta ETF
-2.14%
-$9,405.96 
MSFT Microsoft Corp.
-2.04%
-$123,201.9 
VGT Vanguard Information Technology ETF
-2.03%
-$69,405.28 
XLK State Street Technology Select Sector SPDR ETF
-2.01%
-$11,890.2 
SPCX Space Exploration Technologies Corp. Class A
-1.91%
-$3,919.2 
MTUM iShares MSCI USA Momentum Factor ETF
-1.9%
-$3,449.17 
SMH VanEck Semiconductor ETF
-1.81%
-$4,413.71 
TTD The Trade Desk, Inc. Class A
-1.79%
-$3,120.8 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-1.74%
-$27,676.88 
FTEC Fidelity MSCI Information Technology Index ETF
-1.69%
-$141,738.48 
CSCO Cisco Systems, Inc.
-1.66%
-$21,405.5 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$767,804.8 
HIMS Hims & Hers Health, Inc.
-1.53%
-$8,810.1 
ETN Eaton Corporation plc
-1.47%
-$9,762.08 
CGGR Capital Group Growth ETF
-1.47%
-$4,391.8 
FDX FedEx Corporation
-1.46%
-$3,140.65 
IBM International Business Machines Corporation
-1.43%
-$10,350.17 
GOOGL Alphabet Inc
-1.42%
-$78,150.8 
SPMO Invesco S&P 500 Momentum ETF
-1.3%
-$4,769.53 
GOOG Alphabet Inc
-1.28%
-$23,903.85 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$9,342.84 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.25%
-$6,476.16 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.25%
-$34,560.75 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-1.24%
-$16,395.93 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.23%
-$58,287.36 
FRDM Freedom 100 Emerging Markets ETF
-1.22%
-$2,597.26 
TSLA Tesla, Inc.
-1.18%
-$28,545.66 
VUG Vanguard Growth ETF
-1.18%
-$7,625.54 
IEMG iShares Core MSCI Emerging Markets ETF
-1.15%
-$2,402.1 
JQUA JPMorgan U.S. Quality Factor ETF
-1.1%
-$464,583.98 
FIX Comfort Systems USA, Inc.
-1.07%
-$1,638.73 
UBER Uber Technologies, Inc.
-1.07%
-$8,444.36 
IWM iShares Russell 2000 ETF
-1.05%
-$38,619.13 
UPS United Parcel Service, Inc.
-1.05%
-$8,682.9 
AGOX Adaptive Alpha Opportunities ETF
-1.05%
-$10,174.74 
VOOG Vanguard S&P 500 Growth ETF
-1.04%
-$2,233.01 
SCHE Schwab Emerging Markets Equity ETF
-1.04%
-$26,108.62 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.03%
-$106,328.21 
XMMO Invesco S&P MidCap Momentum ETF
-1.02%
-$3,366.87 
PFXF VanEck Preferred Securities ex Financials ETF
-1.01%
-$83,930.35 
VWO Vanguard FTSE Emerging Markets ETF
-1%
-$27,371.87 
CRTC Xtrackers US National Critical Technologies ETF
-0.98%
-$8,039.27 
IUSG iShares Core S&P U.S. Growth ETF
-0.97%
-$276,631.41 
BUFQ FT Nasdaq Buffer ETF July.
-0.96%
-$7,281.69 
MPT Medical Properties Trust, Inc.
-0.96%
-$350.13 
VB Vanguard Small-Cap ETF
-0.94%
-$94,218.08 
BLCR iShares Large Cap Core ACT ETF
-0.93%
-$7,475.82 
VLUE iShares MSCI USA Value Factor ETF
-0.92%
-$3,690 
KAZR Kaz Resources Inc.
-0.91%
-$560.96 
BIBL Inspire 100 ETF
-0.86%
-$6,038.88 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.85%
-$42,253.92 
NUGO Nuveen Growth Opportunities ETF
-0.82%
-$16,838.4 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.8%
-$22,881.16 
IWR iShares Russell Mid-Cap ETF
-0.74%
-$45,680.76 
MDT Medtronic plc
-0.66%
-$2,887.29 
AMZN Amazon.com Inc
-0.66%
-$34,989.63 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.65%
-$7,746.96 
PDO PIMCO Dynamic Income Opportunities Fund
-0.63%
-$4,705.65 
FSMD Fidelity Small-Mid Multifactor ETF
-0.61%
-$107,795.54 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.59%
-$113,940.35 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$37,097.59 
VOO Vanguard S&P 500 ETF
-0.54%
-$886,046.7 
PCEF Invesco CEF Income Composite ETF
-0.54%
-$5,406.03 
IWB iShares Russell 1000 ETF
-0.54%
-$1,226.64 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.52%
-$66,529.33 
IVV iShares Core S&P 500 ETF
-0.49%
-$79,871.75 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.49%
-$3,737.28 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.48%
-$6,295.35 
EMR Emerson Electric Co.
-0.47%
-$3,562.74 
VT Vanguard Total World Stock ETF
-0.47%
-$97,470.75 
PII Polaris Inc.
-0.45%
-$1,585.2 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$7,180.12 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.44%
-$91,460.07 
SLV iShares Silver Trust
-0.43%
-$2,121.53 
MMM 3M Company
-0.43%
-$1,866.13 
PRU Prudential Financial, Inc.
-0.42%
-$2,290.26 
CGDV Capital Group Dividend Value ETF
-0.41%
-$7,538.87 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.41%
-$4,242.12 
CEG Constellation Energy Corporation
-0.39%
-$3,261.36 
VO Vanguard Mid-Cap ETF
-0.39%
-$77,607.81 
SDIV Global X SuperDividend ETF
-0.38%
-$3,581.1 
ABT Abbott Laboratories
-0.35%
-$4,038.18 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.35%
-$69,087.3 
VFLO VictoryShares Free Cash Flow ETF
-0.33%
-$13,892.61 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.33%
-$7,021.56 
BUFR FT Vestladder Buffer ETF-USD I
-0.3%
-$87,442.21 
USMV iShares MSCI USA Min Vol Factor ETF
-0.28%
-$3,828.87 
IOO iShares Global 100 ETF
-0.26%
-$54,430.06 
MOAT VanEck Morningstar Wide Moat Fund
-0.26%
-$29,609.51 
RSP Invesco S&P 500 Equal Weight ETF
-0.23%
-$827.5 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.2%
-$5,759.81 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$3,315.99 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.19%
-$4,957.97 
GLD SPDR Gold Shares
-0.17%
-$919.91 
VEU Vanguard FTSE All-World ex-US ETF
-0.15%
-$12,218.87 
GWW W.W. Grainger, Inc.
-0.14%
-$970.92 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.13%
-$787.57 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$351.12 
IXUS iShares Core International Stock ETF
-0.11%
-$2,860.6 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.1%
-$248.72 
PDI Pimco Dynamic Income Fund
-0.1%
-$707.62 
RDVY First Trust Rising Dividend Achievers ETF
-0.1%
-$4,988.8 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.07%
-$5,566.8 
SRLN SPDR Blackstone Senior Loan ETF
-0.06%
-$6,376.45 
ILTB iShares Core 10+ Year USD Bond ETF
-0.04%
-$593.42 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.02%
-$2,086.07 
VRIG Invesco Variable Rate Investment Grade ETF
-0.02%
-$578.22 
FBND Fidelity Total Bond ETF
-0.01%
-$2,045.38 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.01%
-$652.41 
JBND JPMorgan Active Bond ETF
-0.01%
-$685.96 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$9.99 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2580 | Longs Won 1855/2580 71% | Profit Factor 15.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $859,831.29 |
| Average Win $153,016.05 | Best Trade (Oct 15) $35.72M | Sharpe Ratio -10.55 |
| Average Loss -$24,651.49 | Worst Trade (Oct 15) -$778,833.27 | Z-Score 15.74 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 2d | Expectancy $103,090.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,128 | $13.43M | $21.1M | - | $7.67M | 57.07% | +0.925% |
| ABBV AbbVie Inc. | 13,814 | $2.86M | $3.93M | - | $1.07M | 37.51% | +0.416% |
| ABT Abbott Laboratories | 10,914 | $1.24M | $1.14M | - | -$97,370.77 | -7.88% | -0.353% |
| ACN Accenture plc Class A | 2,182 | $565,176.65 | $494,157.54 | - | -$71,019.11 | -12.57% | +0.689% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 338,741 | $18.88M | $20.52M | - | $1.65M | 8.72% | -0.444% |
| ADP Automatic Data Processing Inc. | 3,831 | $1.06M | $1.1M | - | $39,794.32 | 3.77% | +0.207% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 19,900 | $868,060.98 | $830,427 | - | -$37,633.98 | -4.34% | 0.0 |
| AGOX Adaptive Alpha Opportunities ETF | 29,492 | $691,021.1 | $958,195.08 | - | $267,173.98 | 38.66% | -1.051% |
| ALL Allstate Corporation | 1,143 | $226,659.55 | $278,240.49 | - | $51,580.94 | 22.76% | +1.598% |
| AMAT Applied Materials, Inc. | 4,675 | $872,211.48 | $1.95M | - | $1.08M | 123.4% | -3.072% |
| AMD Advanced Micro Devices, Inc. | 1,314 | $181,428.6 | $712,188 | - | $530,759.4 | 292.54% | -3.598% |
| AMGN Amgen Inc. | 960 | $303,149.31 | $417,945.6 | - | $114,796.29 | 37.87% | +0.306% |
| AMZN Amazon.com Inc | 20,952 | $3.5M | $5.3M | - | $1.8M | 51.46% | -0.656% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 22,502 | $642,078.27 | $617,342.37 | - | -$24,735.9 | -3.85% | -0.127% |
| ARTY iShares Future AI & Tech ETF | 27,670 | $1.12M | $1.94M | - | $821,835.14 | 73.19% | -3.541% |
| ASML ASML Holding N.V. New York Registry Shares | 195 | $213,370.58 | $324,536.12 | - | $111,165.54 | 52.1% | +0.413% |
| AVGO Broadcom Inc. | 15,986 | $4.73M | $5.35M | - | $621,346.91 | 13.13% | -2.73% |
| AVIG Avantis Core Fixed Income ETF | 16,830 | $701,884 | $669,160.8 | - | -$32,723.2 | -4.66% | +0.025% |
| AVUV Avantis U.S. Small Cap Value ETF | 15,525 | $1.47M | $1.87M | - | $404,371.13 | 27.57% | +0.079% |
| AXP American Express Company | 793 | $292,689.6 | $251,071.73 | - | -$41,617.87 | -14.22% | +0.873% |
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FAQ
Which stocks have generated the highest profits for Goldstone Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $4.17M, FT Vestladder Buffer ETF-USD I - $3.63M, SPDR Portfolio S&P 500 Growth ETF - $3.5M, iShares Core S&P 500 ETF - $3.42M, and Vanguard Value ETF - $2.7M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Utilities Select Sector SPDR Fund - $335,000.17, Walgreens Boots Alliance Inc - $300,599.07, Bloomin' Brands Inc - $114,714.12, ProShares UltraPro QQQ - $93,745.91, and Ford Motor Company - $79,500.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Goldstone Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $50.61M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $3.49M, SPDR Blackstone Senior Loan ETF - $2.62M, Vanguard Value ETF - $1.7M, JPMorgan Ultra-Short Income ETF - $1.66M, and Vanguard Short-Term Corporate Bond ETF - $1.57M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Goldstone Financial Group LLC's monthly returns?
Goldstone Financial Group LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Goldstone Financial Group LLC's strategy be considered aggressive or moderate?
Goldstone Financial Group LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Goldstone Financial Group LLC's strategy?
Goldstone Financial Group LLC's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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