Goldstone Financial Group, LLC
Top Portfolio Positions
107 positions ·
$168,420,201 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
69,328 | $40,014,735 | 23.76% | |
| AAPL |
Apple Inc.
Technology
|
60,670 | $15,397,439 | 9.14% | |
| NVDA |
Nvidia Corp
Technology
|
45,458 | $7,927,875 | 4.71% | |
| AVGO |
Broadcom Inc.
Technology
|
18,828 | $5,827,454 | 3.46% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,666 | $5,784,950 | 3.43% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,721 | $5,671,615 | 3.37% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,449 | $4,442,514 | 2.64% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,042 | $4,174,147 | 2.48% | |
| MSFT |
Microsoft Corp
Technology
|
11,145 | $4,125,544 | 2.45% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,393 | $3,120,097 | 1.85% |
Portfolio Trend
13 quarters · across all stocks
Holdings in DBGI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $207,666 | 115,370 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $567,924 | 44,789 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $347,589 | 42,389 | Shares | Sole | 2025-10-17 | |
| No 13F history on record for this holder in this stock. | ||||||