Goldstone Financial Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 28, 2024
Value $
$575M
Signature - Title
Jeff Weglarz - Chief Compliance Officer
Location
Oakbrook Terrace, IL
Summary
This page shows a list of all the recent 13F filings made by Goldstone Financial Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goldstone Financial Group, LLC reported 193 stock holdings with total value $575M as of Q3 2024. Top holdings included VOO, QQQ, BUFR, JQUA, and VTV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 193 $575M $0 $0 VOO, QQQ, BUFR, JQUA, VTV 13F-HR 10/28/2024, 08:00 AM