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Portfolio (Quarterly) Guide ↗

Goldstein Advisors, LLC

· CIK 0001963807
13F Portfolio $900M AUM 228 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 102 Added 48 Reduced 16 Exited
Page 7 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHM SCHWAB STRATEGIC TR 13,043.0 $404K 0.04% $30.96 +10.0%
122 CI THE CIGNA GROUP Healthcare 1,466.0 $391K 0.04% +191.0 +15.0% $266.66 +6.9%
123 KLAC KLA CORP Technology 260.0 $383K 0.04% +16.0 +6.6% $1472.41 +23.3%
124 MA MASTERCARD INCORPORATED Financial Services 762.0 $381K 0.04% +45.0 +6.3% $499.66 -1.2%
125 TLN TALEN ENERGY CORP Utilities 1,179.0 $376K 0.04% -288.0 -19.6% $319.23 +6.1%
126 DFIV DIMENSIONAL ETF TRUST 7,116.0 $376K 0.04% $52.78 +5.3%
127 UITB VICTORY PORTFOLIOS II 7,910.0 $372K 0.04% -42.0 -0.5% $47.02 -1.3%
128 SDY SPDR SERIES TRUST 2,534.0 $370K 0.04% +674.0 +36.2% $145.94 +1.4%
129 PNOV INNOVATOR ETFS TRUST 8,887.0 $363K 0.04% $40.86 +7.4%
130 GILD GILEAD SCIENCES INC Healthcare 2,553.0 $356K 0.04% +173.0 +7.3% $139.37 -6.6%
131 ETN EATON CORP PLC Industrials 991.0 $354K 0.04% +163.0 +19.7% $357.67 +6.4%
132 SU SUNCOR ENERGY INC NEW Energy 5,351.0 $354K 0.04% $66.11 +3.1%
133 MUSI AMERICAN CENTY ETF TR 8,053.0 $352K 0.04% +88.0 +1.1% $43.74 -0.9%
134 QXO QXO INC Industrials 18,082.0 $351K 0.04% +5K +33.7% $19.42 -13.2%
135 AVDE AMERICAN CENTY ETF TR 4,125.0 $350K 0.04% -149K -97.3% $84.84 +6.5%
136 APH AMPHENOL CORP Technology 2,761.0 $349K 0.04% +139.0 +5.3% $126.35 -4.0%
137 DSI ISHARES TR 2,871.0 $348K 0.04% -92.0 -3.1% $121.19 +16.0%
138 VOO VANGUARD INDEX FDS 581.0 $347K 0.04% +253.0 +77.1% $597.56 +13.7%
139 HD HOME DEPOT INC Consumer Cyclical 1,038.0 $341K 0.04% -23.0 -2.2% $328.89 -6.5%
140 RDVY FIRST TR EXCHANGE TRADED FD 4,869.0 $332K 0.04% $68.28 +8.9%
Page 7 of 12  ·  228 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.8%
Financial Services 18.4%
Communication Services 11.1%
Consumer Cyclical 8.4%
Industrials 8.0%
Healthcare 7.0%
Utilities 5.8%
Consumer Defensive 3.6%
Energy 2.5%
Real Estate 0.4%