Goldstein Advisors, LLC
Top Portfolio Positions
92 positions ·
$64,267,729 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
22,673 | $5,754,180 | 8.95% |
| NVDA |
Nvidia Corp
Technology
|
32,580 | $5,681,952 | 8.84% |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,387 | $4,840,808 | 7.53% |
| MSFT |
Microsoft Corp
Technology
|
10,766 | $3,985,250 | 6.20% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
12,274 | $2,556,305 | 3.98% |
| SPY |
Spdr S&P 500 Etf Trust
|
3,832 | $2,492,102 | 3.88% |
| GOOGL |
Alphabet Inc.
Communication Services
|
7,696 | $2,213,061 | 3.44% |
| AVGO |
Broadcom Inc.
Technology
|
6,141 | $1,900,700 | 2.96% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,652 | $1,517,288 | 2.36% |
| LNT |
Alliant Energy Corp
Utilities
|
19,967 | $1,432,831 | 2.23% |
Holdings in MTW
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,845 | 19,300 | Shares | Sole | 2026-04-28 | |
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