Goldstone Financial Group, LLC
CIK
2040021
City
OAKBROOK TERRACE
State / Country
IL
Top Portfolio Positions
106 positions ·
$167,160,471 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 | 23.94% | |
| AAPL |
Apple Inc.
Technology
|
60,670 | $15,397,439 | 9.21% | |
| NVDA |
Nvidia Corp
Technology
|
45,458 | $7,927,875 | 4.74% | |
| AVGO |
Broadcom Inc.
Technology
|
18,828 | $5,827,454 | 3.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
19,666 | $5,784,950 | 3.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,721 | $5,671,615 | 3.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
15,449 | $4,442,514 | 2.66% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,042 | $4,174,147 | 2.50% | |
| MSFT |
Microsoft Corp
Technology
|
11,145 | $4,125,544 | 2.47% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
8,393 | $3,120,097 | 1.87% |
Portfolio Trend
Holdings in SKBL
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $94,204 | 30,487 | Shares | Sole | 2026-04-24 | |
| No 13F history on record for this holder in this stock. | ||||||