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Portfolio (Quarterly) Guide ↗

Goldstein Advisors, LLC

· CIK 0001963807
13F Portfolio $900.2B AUM 228 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 102 Added 48 Reduced 16 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GEV GE VERNOVA INC Utilities 518.0 $452K 0.05% +12.0 +2.4% $872.90 +13.9%
62 RTX RTX CORPORATION Industrials 2,202.0 $425K 0.05% +80.0 +3.8% $192.90 -8.7%
63 MCK MCKESSON CORP Healthcare 482.0 $417K 0.05% +46.0 +10.6% $865.36 -10.4%
64 CI THE CIGNA GROUP Healthcare 1,466.0 $391K 0.04% +191.0 +15.0% $266.66 +6.2%
65 KLAC KLA CORP Technology 260.0 $383K 0.04% +16.0 +6.6% $1472.41 +17.4%
66 MA MASTERCARD INCORPORATED Financial Services 762.0 $381K 0.04% +45.0 +6.3% $499.66 +1.8%
67 SDY SPDR SERIES TRUST 2,534.0 $370K 0.04% +674.0 +36.2% $145.94 +0.6%
68 GILD GILEAD SCIENCES INC Healthcare 2,553.0 $356K 0.04% +173.0 +7.3% $139.37 -7.6%
69 ETN EATON CORP PLC Industrials 991.0 $354K 0.04% +163.0 +19.7% $357.67 +4.4%
70 MUSI AMERICAN CENTY ETF TR 8,053.0 $352K 0.04% +88.0 +1.1% $43.74 -1.2%
71 QXO QXO INC Industrials 18,082.0 $351K 0.04% +5K +33.7% $19.42 -19.0%
72 APH AMPHENOL CORP Technology 2,761.0 $349K 0.04% +139.0 +5.3% $126.35 -6.1%
73 VOO VANGUARD INDEX FDS 581.0 $347K 0.04% +253.0 +77.1% $597.56 +13.0%
74 EMQQ EXCHANGE TRADED CONCEPTS TRU 9,701.0 $321K 0.04% +451.0 +4.9% $33.08 -1.3%
75 NTRA NATERA INC Healthcare 1,596.0 $319K 0.04% +241.0 +17.8% $199.99 -4.3%
76 C CITIGROUP INC Financial Services 2,813.0 $319K 0.04% +178.0 +6.8% $113.41 +6.3%
77 PGR PROGRESSIVE CORP Financial Services 1,599.0 $317K 0.04% +340.0 +27.0% $198.24 +2.8%
78 MELI MERCADOLIBRE INC Consumer Cyclical 183.0 $316K 0.04% +33.0 +22.0% $1729.02 -8.6%
79 SCHB SCHWAB STRATEGIC TR 12,230.0 $307K 0.03% +1K +11.6% $25.10 +12.4%
80 SHOP SHOPIFY INC Technology 2,550.0 $302K 0.03% +240.0 +10.4% $118.62 -13.4%
Page 4 of 6  ·  102 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%