13F HOLDINGS REPORT

Goldstone Financial Group, LLC

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001213900-25-032437

Total Value

$660.6M

Positions

202

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (202)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	VANGUARD INDEX FDS	922908363	139,955	$71.9M	10.89%
2	FIRST TR EXCHNG TRADED FD VI	33740F755	1,041,422	$30.9M	4.68%
3	INVESCO QQQ TR	IVZ	60,211	$28.2M	4.27%
4	VANGUARD INDEX FDS	922908744	151,177	$26.1M	3.95%
5	J P MORGAN EXCHANGE TRADED F	46641Q761	456,686	$25.8M	3.90%
6	ISHARES TR	464287200	30,570	$17.2M	2.60%
7	VANGUARD INDEX FDS	922908769	59,475	$16.3M	2.47%
8	J P MORGAN EXCHANGE TRADED F	46654Q716	272,027	$14.6M	2.20%
9	ISHARES TR	464287671	102,824	$13.1M	1.98%
10	FIDELITY MERRIMACK STR TR	316188309	284,663	$13.0M	1.97%
11	SPDR SER TR	78464A409	160,134	$12.9M	1.95%
12	VANGUARD SCOTTSDALE FDS	92206C409	162,234	$12.8M	1.94%
13	SCHWAB STRATEGIC TR	808524763	442,411	$12.1M	1.83%
14	SPDR SER TR	78464A367	532,471	$12.0M	1.82%
15	INVESCO ACTIVELY MANAGED EXC	IVZ	443,928	$11.1M	1.69%
16	VANGUARD INDEX FDS	922908629	42,490	$11.0M	1.66%
17	J P MORGAN EXCHANGE TRADED F	46641Q837	210,340	$10.6M	1.61%
18	SPDR SER TR	78464A508	205,908	$10.5M	1.59%
19	ISHARES TR	464288638	198,990	$10.5M	1.58%
20	VANECK ETF TRUST	92189F643	117,569	$10.3M	1.57%
21	SSGA ACTIVE ETF TR	78467V608	248,228	$10.2M	1.55%
22	VANGUARD TAX-MANAGED FDS	921943858	196,454	$10.0M	1.51%
23	VANGUARD WHITEHALL FDS	921946810	112,303	$9.3M	1.41%
24	WISDOMTREE TR	WT	167,021	$8.3M	1.25%
25	J P MORGAN EXCHANGE TRADED F	46641Q241	174,951	$8.1M	1.22%
26	ISHARES TR	464287499	92,050	$7.8M	1.19%
27	FIDELITY COVINGTON TRUST	316092808	47,541	$7.7M	1.16%
28	VANGUARD WHITEHALL FDS	921946406	56,578	$7.3M	1.10%
29	FIRST TR EXCHNG TRADED FD VI	33740F888	293,626	$7.3M	1.10%
30	FIRST TR MORNINGSTAR DIVID L	336917109	164,988	$7.2M	1.08%
31	APPLE INC	AAPL	29,763	$6.6M	1.00%
32	VANGUARD WORLD FD	92204A876	36,437	$6.2M	0.94%
33	PROSHARES TR	74348A467	57,369	$5.9M	0.89%
34	SPDR SER TR	78464A821	73,633	$5.9M	0.89%
35	SCHWAB STRATEGIC TR	808524797	195,965	$5.5M	0.83%
36	ISHARES TR	464287655	25,728	$5.1M	0.78%
37	JPMORGAN CHASE & CO.	VYLD	18,887	$4.6M	0.70%
38	VICTORY PORTFOLIOS II	92647X830	118,943	$4.1M	0.62%
39	SPDR SER TR	78464A201	47,495	$3.9M	0.60%
40	WISDOMTREE TR	WT	86,173	$3.9M	0.59%
41	SPDR S&P 500 ETF TR	SPY	6,897	$3.9M	0.58%
42	WISDOMTREE TR	WT	73,936	$3.7M	0.56%
43	J P MORGAN EXCHANGE TRADED F	46641Q670	77,522	$3.6M	0.55%
44	J P MORGAN EXCHANGE TRADED F	46641Q332	61,363	$3.5M	0.53%
45	MICROSOFT CORP	MSFT	9,194	$3.5M	0.52%
46	FIRST TR EXCHANGE TRADED FD	33738R506	58,684	$3.4M	0.52%
47	NVIDIA CORPORATION	NVDA	29,725	$3.2M	0.49%
48	AMAZON COM INC	AMZN	16,235	$3.1M	0.47%
49	MASTERCARD INCORPORATED	MA	5,452	$3.0M	0.45%
50	ISHARES TR	46434V407	69,946	$3.0M	0.45%
51	VANGUARD INTL EQUITY INDEX F	922042775	49,002	$3.0M	0.45%
52	ISHARES TR	46432F859	61,294	$3.0M	0.45%
53	FIRST TR EXCHANGE-TRADED FD	33739Q705	56,802	$2.9M	0.43%
54	ISHARES TR	46435U853	76,004	$2.8M	0.42%
55	ISHARES TR	46434V621	45,073	$2.8M	0.42%
56	ABBVIE INC	ABBV	13,133	$2.8M	0.42%
57	ISHARES TR	464287804	23,686	$2.5M	0.37%
58	ISHARES TR	46429B663	20,264	$2.5M	0.37%
59	ISHARES TR	46432F834	33,335	$2.3M	0.35%
60	J P MORGAN EXCHANGE TRADED F	46654Q203	44,870	$2.3M	0.35%
61	WISDOMTREE TR	WT	52,374	$2.3M	0.34%
62	AMERICAN CENTY ETF TR	025072877	25,943	$2.3M	0.34%
63	SPDR SER TR	78468R101	66,010	$1.9M	0.29%
64	ABBOTT LABS	ABLZF	13,901	$1.8M	0.28%
65	TESLA INC	TSLA	7,086	$1.8M	0.28%
66	ALPHABET INC	GOOG	11,368	$1.8M	0.27%
67	VANGUARD WORLD FD	92204A702	3,102	$1.7M	0.25%
68	INVESCO EXCH TRADED FD TR II	IVZ	67,733	$1.6M	0.25%
69	ISHARES TR	464289479	32,434	$1.6M	0.25%
70	SCHWAB STRATEGIC TR	808524730	52,344	$1.6M	0.24%
71	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,786	$1.5M	0.22%
72	CHEVRON CORP NEW	CVX	8,444	$1.4M	0.21%
73	NEOS ETF TRUST	78433H576	27,631	$1.3M	0.20%
74	ISHARES TR	46429B697	14,285	$1.3M	0.20%
75	PROCTER AND GAMBLE CO	742718109	7,814	$1.3M	0.20%
76	VANGUARD WORLD FD	92204A306	10,218	$1.3M	0.20%
77	META PLATFORMS INC	META	2,208	$1.3M	0.19%
78	MCDONALDS CORP	MCD	3,853	$1.2M	0.18%
79	GOLDMAN SACHS ETF TR	NVGLF	10,495	$1.2M	0.17%
80	ISHARES TR	464288281	12,484	$1.1M	0.17%
81	CME GROUP INC	CME	4,255	$1.1M	0.17%
82	SCHWAB STRATEGIC TR	808524706	38,867	$1.1M	0.16%
83	UNITED PARCEL SERVICE INC	UPS	9,654	$1.1M	0.16%
84	ISHARES TR	46429B366	21,420	$1.0M	0.16%
85	INVESCO EXCH TRADED FD TR II	IVZ	54,322	$1.0M	0.15%
86	BANK AMERICA CORP	060505104	24,093	$1.0M	0.15%
87	STARBOARD INVT TR	STHO	39,521	$966,915	0.15%
88	NUSHARES ETF TR	NU	31,598	$965,003	0.15%
89	ACCENTURE PLC IRELAND	ACN	3,045	$950,218	0.14%
90	AT&T INC	T-PC	33,544	$948,630	0.14%
91	GLOBAL X FDS	37960A669	45,057	$944,850	0.14%
92	EXXON MOBIL CORP	XOM	7,901	$939,706	0.14%
93	HOME DEPOT INC	HD	2,484	$910,509	0.14%
94	PIMCO DYNAMIC INCOME FD	72201Y101	45,725	$905,346	0.14%
95	PIMCO DYNAMIC INCOME OPRNTS	69355M107	64,969	$901,769	0.14%
96	LOCKHEED MARTIN CORP	LMT	1,941	$866,843	0.13%
97	CAPITAL GROUP DIVIDEND VALUE	14020W106	24,210	$862,852	0.13%
98	COSTCO WHSL CORP NEW	22160K105	911	$861,791	0.13%
99	AMERICAN CENTY ETF TR	025072562	20,596	$852,471	0.13%
100	NETFLIX INC	NFLX	910	$848,821	0.13%
101	CATERPILLAR INC	CAT	2,573	$848,488	0.13%
102	GLOBAL X FDS	37954Y483	50,141	$833,842	0.13%
103	PACER FDS TR	69374H857	22,016	$825,607	0.12%
104	J P MORGAN EXCHANGE TRADED F	46641Q852	16,997	$813,988	0.12%
105	PEPSICO INC	PEP	5,263	$789,068	0.12%
106	BROADCOM INC	AVGO	4,706	$787,948	0.12%
107	ORACLE CORP	ORCL-PD	5,623	$786,111	0.12%
108	INVESCO EXCH TRD SLF IDX FD	IVZ	14,242	$759,259	0.11%
109	GOLDMAN SACHS GROUP INC	GSCE	1,317	$719,223	0.11%
110	FIRST TR EXCHNG TRADED FD VI	33740U752	23,998	$716,580	0.11%
111	MORGAN STANLEY	MS-PQ	6,064	$707,519	0.11%
112	AMPLIFY ETF TR	032108722	22,359	$703,204	0.11%
113	CONSTELLATION ENERGY CORP	CEG	3,437	$693,001	0.10%
114	FIRST TR EXCHANGE TRADED FD	33734X846	10,939	$689,185	0.10%
115	SPDR SER TR	78464A474	22,651	$681,792	0.10%
116	CROWN CASTLE INC	CCI	6,231	$649,457	0.10%
117	CITIGROUP INC	C-PR	8,893	$631,340	0.10%
118	ISHARES TR	464287614	1,720	$621,078	0.09%
119	VANGUARD WORLD FD	921910840	4,787	$616,807	0.09%
120	CISCO SYS INC	CSCO	9,845	$607,543	0.09%
121	INTERNATIONAL BUSINESS MACHS	INTR	2,406	$598,341	0.09%
122	VERIZON COMMUNICATIONS INC	VZ	13,095	$593,991	0.09%
123	SOUTHERN CO	SOMN	6,407	$589,081	0.09%
124	COLGATE PALMOLIVE CO	CL	6,227	$583,516	0.09%
125	METLIFE INC	MET-PF	6,996	$561,695	0.09%
126	CORCEPT THERAPEUTICS INC	CORT	4,786	$546,657	0.08%
127	INVESCO EXCH TRADED FD TR II	IVZ	18,828	$546,189	0.08%
128	NOVARTIS AG	NVSEF	4,873	$543,242	0.08%
129	ISHARES TR	46435U556	17,086	$537,346	0.08%
130	THE CAMPBELLS COMPANY	CPB	13,322	$531,829	0.08%
131	T ROWE PRICE ETF INC	87283Q107	13,868	$528,232	0.08%
132	ALTRIA GROUP INC	MO	8,540	$512,554	0.08%
133	VISA INC	V	1,459	$511,318	0.08%
134	NATWEST GROUP PLC	RBSPF	42,583	$507,595	0.08%
135	ALPHABET INC	GOOG	3,210	$501,564	0.08%
136	WALMART INC	WMT	5,707	$501,008	0.08%
137	DISNEY WALT CO	254687106	4,953	$488,826	0.07%
138	EMERSON ELEC CO	EMR	4,434	$486,191	0.07%
139	CASEYS GEN STORES INC	147528103	1,101	$477,878	0.07%
140	EATON CORP PLC	ETN	1,756	$477,388	0.07%
141	PRUDENTIAL FINL INC	PUKPF	4,049	$452,162	0.07%
142	VALERO ENERGY CORP	VLO	3,405	$449,643	0.07%
143	ALPS ETF TR	00162Q361	9,790	$426,697	0.06%
144	PFIZER INC	PFE	16,409	$415,810	0.06%
145	INTUITIVE SURGICAL INC	ISRG	837	$414,541	0.06%
146	TEXAS INSTRS INC	882508104	2,253	$404,803	0.06%
147	EXELON CORP	EXC	8,607	$396,630	0.06%
148	3M CO	MMM	2,692	$395,415	0.06%
149	S&P GLOBAL INC	SPGI	775	$393,879	0.06%
150	AUTOMATIC DATA PROCESSING IN	ADP	1,272	$388,784	0.06%
151	ILLINOIS TOOL WKS INC	452308109	1,556	$385,842	0.06%
152	VANECK ETF TRUST	92189F437	13,287	$383,475	0.06%
153	MERCK & CO INC	MRK	4,212	$378,071	0.06%
154	RTX CORPORATION	RTX	2,829	$374,750	0.06%
155	APPLIED MATLS INC	038222105	2,574	$373,567	0.06%
156	FISERV INC	FISV	1,650	$364,370	0.06%
157	KIMBERLY-CLARK CORP	KMB	2,554	$363,274	0.05%
158	UBER TECHNOLOGIES INC	UBER	4,972	$362,260	0.05%
159	CROWDSTRIKE HLDGS INC	CRWD	1,022	$360,337	0.05%
160	VANGUARD INDEX FDS	922908736	960	$356,145	0.05%
161	HONEYWELL INTL INC	438516106	1,665	$352,649	0.05%
162	MOTOROLA SOLUTIONS INC	MSI	803	$351,454	0.05%
163	TRANE TECHNOLOGIES PLC	TT	1,034	$348,375	0.05%
164	GENERAL DYNAMICS CORP	GD	1,249	$340,352	0.05%
165	ELI LILLY & CO	LLY	397	$328,049	0.05%
166	SELECT SECTOR SPDR TR	81369Y803	1,575	$325,206	0.05%
167	PROSHARES TR	74347R206	3,608	$320,679	0.05%
168	BP PLC	BPPFF	9,367	$316,508	0.05%
169	UNITED BANKSHARES INC WEST V	UNTCW	9,012	$312,458	0.05%
170	MICRON TECHNOLOGY INC	MU	3,449	$299,665	0.05%
171	BLOCK INC	BSQKZ	5,463	$296,790	0.04%
172	MEDTRONIC PLC	MDT	3,195	$287,103	0.04%
173	BOEING CO	BA-PA	1,630	$277,997	0.04%
174	BRISTOL-MYERS SQUIBB CO	CELG-RI	4,486	$273,592	0.04%
175	AUTODESK INC	ADSK	1,044	$273,319	0.04%
176	INVESCO EXCHANGE TRADED FD T	IVZ	2,393	$272,228	0.04%
177	FIRST TR EXCHANGE-TRADED FD	33739Q200	5,537	$272,198	0.04%
178	ISHARES TR	46432F842	3,531	$267,157	0.04%
179	HESS CORP	HESM	1,622	$259,087	0.04%
180	SHELL PLC	RYDAF	3,303	$242,036	0.04%
181	AMGEN INC	AMGN	769	$239,440	0.04%
182	ISHARES TR	464288661	2,022	$238,870	0.04%
183	INVESCO EXCH TRADED FD TR II	IVZ	2,576	$238,357	0.04%
184	FIRST AMERN FINL CORP	31847R102	3,557	$233,431	0.04%
185	WELLS FARGO CO NEW	949746101	3,224	$231,432	0.04%
186	VITA COCO CO INC	COCO	7,549	$231,377	0.04%
187	ALLSTATE CORP	ALL-PJ	1,116	$231,083	0.03%
188	HEALTHPEAK PROPERTIES INC	DOC	11,376	$230,020	0.03%
189	ISHARES TR	464287176	2,056	$228,409	0.03%
190	VANGUARD SPECIALIZED FUNDS	921908844	1,157	$224,458	0.03%
191	SPDR DOW JONES INDL AVERAGE	78467X109	532	$223,168	0.03%
192	STARBUCKS CORP	SBUX	2,211	$216,832	0.03%
193	REALTY INCOME CORP	O	3,735	$216,667	0.03%
194	INTERCONTINENTAL EXCHANGE IN	45866F104	1,254	$216,355	0.03%
195	CAPITAL GROUP GROWTH ETF	14020G101	6,184	$211,802	0.03%
196	ISHARES TR	464288158	1,998	$210,989	0.03%
197	LOWES COS INC	548661107	882	$205,751	0.03%
198	COCA COLA CO	KO	2,870	$205,562	0.03%
199	RBB FD INC	74933W601	3,664	$203,792	0.03%
200	CARDINAL HEALTH INC	CAH	1,453	$200,199	0.03%
201	HAGERTY INC	HGTY	18,732	$169,337	0.03%
202	WALGREENS BOOTS ALLIANCE INC	931427108	13,808	$154,233	0.02%