• 13F History

Goldstone Financial Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$661M
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 202 stock holdings with total value $661M as of Q1 2025. Top holdings included VOO, BUFR, QQQ, VTV, and JQUA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 202 $661M +$65.9M -$26.1M +$39.8M VOO, BUFR, QQQ, VTV, JQUA 13F-HR 4/16/2025, 12:14 PM
Q4 2024 199 $638M +$101M -$27.6M +$73.1M VOO, BUFR, QQQ, JQUA, VTV 13F-HR 1/14/2025, 06:02 PM
Q3 2024 193 $575M +$84.2M -$33.1M +$51.1M VOO, QQQ, BUFR, JQUA, VTV 13F-HR 10/28/2024, 08:00 AM
Q2 2024 179 $499M +$73.9M -$15.2M +$58.7M VOO, QQQ, BUFR, JQUA, JPST 13F-HR 1/15/2025, 09:03 AM
Q1 2024 166 $436M +$33.5M -$8.01M +$25.5M VOO, QQQ, JQUA, BUFR, VTV 13F-HR 1/15/2025, 08:58 AM
Q4 2023 161 $387M +$72.5M -$50.9M +$21.6M VOO, QQQ, JQUA, BUFR, JPST 13F-HR 1/15/2025, 08:57 AM
Q3 2023 151 $337M +$20.8M -$12.7M +$8.12M VOO, QQQ, JQUA, JPST, VCSH 13F-HR 1/15/2025, 08:54 AM
Q2 2023 162 $340M +$90.5M -$66M +$24.4M VOO, QQQ, JQUA, VCSH, JPST 13F-HR 1/15/2025, 08:52 AM
Q1 2023 152 $303M $0 $0 VOO, QQQ, VCSH, AGG, VTI 13F-HR 1/15/2025, 08:51 AM