• 13F History

Goldstein Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$689M
Signature - Title
Andy Peters - Principal
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Goldstein Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goldstein Advisors, LLC reported 202 stock holdings with total value $689M as of Q4 2024. Top holdings included ITOT, GSLC, JGRO, QUAL, and SPDW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 202 $689M +$58.4M -$22.4M +$36M ITOT, GSLC, JGRO, QUAL, SPDW 13F-HR 1/17/2025, 04:12 PM
Q3 2024 205 $658M +$148M -$116M +$31.9M ITOT, GSLC, JGRO, QUAL, UBND 13F-HR 10/24/2024, 01:12 PM
Q2 2024 185 $598M +$22.4M -$11.3M +$11.1M ITOT, GSLC, DBMF, UBND, COWZ 13F-HR 7/24/2024, 04:32 PM
Q1 2024 178 $586M +$65.5M -$44.6M +$20.9M ITOT, GSLC, UBND, GBIL, COWZ 13F-HR 5/13/2024, 09:43 AM
Q4 2023 174 $593M +$72.2M -$52.4M +$19.9M ITOT, GSLC, UITB, GBIL, DBMF 13F-HR 2/12/2024, 03:04 PM
Q3 2023 167 $479M +$25.5M -$2.55M +$23M ITOT, GSLC, UITB, DBMF, RDVY 13F-HR 10/18/2023, 04:58 PM
Q2 2023 174 $477M +$30.4M -$9.67M +$20.7M ITOT, GSLC, UITB, DBMF, RDVY 13F-HR 7/21/2023, 02:01 PM
Q1 2023 160 $455M +$78.4M -$54.5M +$23.8M ITOT, GSLC, UITB, RDVY, JPME 13F-HR 5/9/2023, 12:34 PM
Q4 2022 159 $413M ITOT, GSLC, QQQM, UITB, RODM 13F-HR 2/3/2023, 03:56 PM