Portfolio (Quarterly)
Guide ↗
Goldstein Advisors, LLC
· CIK 0001963807| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | OEF | ISHARES TR | — | 47,001 | $16.1M | 1.84% | SOLD |
| 2 | — | EXACT SCIENCES CORP | — | 9,200 | $934K | 0.11% | SOLD |
| 3 | SPGI | S&P GLOBAL INC | Financial Services | 534 | $279K | 0.03% | SOLD |
| 4 | — | LEIDOS HOLDINGS INC | — | 1,536 | $277K | 0.03% | SOLD |
| 5 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 4,865 | $262K | 0.03% | SOLD |
| 6 | CEG | CONSTELLATION ENERGY CORP | Utilities | 678 | $240K | 0.03% | SOLD |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 403 | $234K | 0.03% | SOLD |
| 8 | LPLA | LPL FINL HLDGS INC | Financial Services | 634 | $226K | 0.03% | SOLD |
| 9 | GD | GENERAL DYNAMICS CORP | Industrials | 655 | $221K | 0.03% | SOLD |
| 10 | BKNG | BOOKING HOLDINGS INC | Consumer Cyclical | 41 | $220K | 0.03% | SOLD |
| 11 | INTU | INTUIT | Technology | 321 | $212K | 0.02% | SOLD |
| 12 | PDEC | INNOVATOR ETFS TRUST | — | 4,679 | $203K | 0.02% | SOLD |
| 13 | — | LUMENTUM HLDGS INC | — | 10,000 | $37K | 0.00% | SOLD |
| 14 | — | TWO HARBORS INVENTMENT CORPO | — | 17,000 | $17K | 0.00% | SOLD |
| 15 | — | DUKE ENERGY CORP NEW | — | 16,000 | $17K | 0.00% | SOLD |
| 16 | — | ALLIANT ENERGY CORP | — | 12,000 | $12K | 0.00% | SOLD |
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%