Goldstone Financial Group, LLC

Q2 2023 13F Holdings Report, Stock Holdings

Signature - Title
Jeff Weglarz - Chief Compliance Officer
Location
Oakbrook Terrace, IL
Holdings as of
30 Jun 2023
Value $
$339,765,440
Num holdings
162
Filing time
15 Jan 2025, 08:52:02 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VOO, QQQ, JQUA, VCSH, and JPST.
Previous filing
Q1 2023 - 15 Jan 2025
Next filing
Q3 2023 - 15 Jan 2025
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q2 compared to 2023 Q1 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jeff Weglarz Chief Compliance Officer Oakbrook Terrace, Illinois 14 Jan 2025