Holdings of Goldstone Financial Group, LLC
204 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 42.7 % of the equity sleeve
Sector breakdown
- Funds 19.5 %
- Technology 5.4 %
- Financials 2.5 %
- Communication 1.6 %
- Consumer discretionary 1.4 %
- Industrials 1.4 %
- Consumer staples 0.9 %
- Health care 0.8 %
- Real estate 0.3 %
- Utilities 0.3 %
- Energy 0.2 %
- Unattributed 65.8 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.8 %
- GB 0.1 %
- TW 0.1 %
- NL 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 200 | 789.4M $ | 99.78 % |
| 2 | GB | 2 | 902.6K $ | 0.11 % |
| 3 | TW | 1 | 566.2K $ | 0.07 % |
| 4 | NL | 1 | 251.1K $ | 0.03 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Capital One Financial Corp | 1,129 | 206K $ | |
| 202 | BP PLC | 4,376 | 205.7K $ | |
| 203 | ACHIEVE LIFE SCIENCES INC | 24,163 | 71K $ | |
| 204 | Medical Properties Trust Inc | 11,459 | 53.1K $ |