Goldstein Advisors, LLC
- SEC CIK
- 0001963807
- Latest filing
- Jul 20, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 3, 2023. Long positions only.
- Positions
- 159
- No filing for Q3 2022
- Portfolio value
- $413.2M
- No filing for Q3 2022
Goldstein Advisors, LLC did not file a 13F for Q3 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 642,503 | $54.5M | 13.2% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 586,574 | $44.7M | 10.8% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 185,310 | $20.3M | 4.9% | – | – | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 437,137 | $19.9M | 4.8% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 764,738 | $19.0M | 4.6% | – | – | – |
| Litman Gregory FDS Tr53700T827 | IMGP DBI MAN ETF | 584,535 | $17.0M | 4.1% | – | – | – |
| American Centy ETF Tr025072398 | MULTISECTOR | 318,739 | $13.6M | 3.3% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 150,564 | $13.6M | 3.3% | – | – | – |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 276,022 | $13.5M | 3.3% | – | – | – |
| Hartford FDS Exchange Traded41653L503 | MUN OPORTUNITE | 335,807 | $12.6M | 3.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 314,591 | $12.2M | 2.9% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 275,867 | $12.1M | 2.9% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 403,234 | $12.0M | 2.9% | – | – | – |
| J P Morgan Exchange Traded F46654Q609 | ACTIVE GROWTH | 232,310 | $10.3M | 2.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 493,929 | $8.70M | 2.1% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 582,427 | $8.61M | 2.1% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 142,187 | $8.23M | 2.0% | – | – | – |
| Principal Exchange Traded FD74255Y888 | SPECTRUM PFD | 418,183 | $7.16M | 1.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 231,099 | $5.53M | 1.3% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 97,621 | $5.40M | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 32,070 | $4.17M | 1.0% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 95,662 | $3.82M | 0.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,024 | $3.63M | 0.9% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 30,409 | $3.03M | 0.7% | – | – | – |
| CHDChurch & Dwight Co Inc | COM | 37,546 | $3.03M | 0.7% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,141 | $2.97M | 0.7% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 90,561 | $2.92M | 0.7% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 50,634 | $2.86M | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,183 | $2.68M | 0.6% | – | – | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 89,657 | $2.39M | 0.6% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $2.34M | 0.6% | – | – | History |
| iShares Tr464288208 | MRGSTR MD CP ETF | 39,933 | $2.34M | 0.6% | – | – | – |
| Flexshares Tr33939L100 | MORNSTAR USMKT | 15,229 | $2.26M | 0.5% | – | – | – |
| iShares Tr464288505 | MRGSTR SM CP ETF | 40,759 | $1.86M | 0.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 11,713 | $1.71M | 0.4% | – | – | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 15,122 | $1.67M | 0.4% | – | – | – |
| DBX ETF Tr233051481 | XTRA RU 1000 ETF | 37,309 | $1.57M | 0.4% | – | – | – |
| MGEEMge Energy Inc | COM | 20,206 | $1.42M | 0.3% | – | – | History |
| HDHome Depot, Inc. | Stock | 4,128 | $1.30M | 0.3% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,297 | $1.26M | 0.3% | – | – | – |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 39,455 | $1.17M | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,021 | $1.16M | 0.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 4,590 | $1.14M | 0.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 5,472 | $1.09M | 0.3% | – | – | History |
| LNTAlliant Energy Corp | Stock | 19,051 | $1.05M | 0.3% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 16,667 | $1.03M | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 10,492 | $926.0K | 0.2% | – | – | History |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 19,588 | $926.0K | 0.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 12,384 | $893.0K | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 6,079 | $862.0K | 0.2% | – | – | History |
| ABBVAbbVie Inc. | Stock | 5,270 | $852.0K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 8,282 | $836.0K | 0.2% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,692 | $823.0K | 0.2% | – | – | History |
| JCIJohnson Controls International plc | Stock | 12,593 | $806.0K | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 5,165 | $783.0K | 0.2% | – | – | History |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 3,221 | $783.0K | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,641 | $776.0K | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 5,226 | $764.0K | 0.2% | – | – | History |
| EOGEOG Resources Inc | Stock | 5,536 | $717.0K | 0.2% | – | – | History |
| GISGeneral Mills Inc | Stock | 8,370 | $702.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 9,106 | $655.0K | 0.2% | – | – | History |
| DISWalt Disney Co | Stock | 7,421 | $645.0K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 3,548 | $627.0K | 0.2% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,805 | $601.0K | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 7,017 | $589.0K | 0.1% | – | – | History |
| SYYSysco Corp | Stock | 7,558 | $578.0K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,080 | $572.0K | 0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 6,561 | $552.0K | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,170 | $547.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 2,533 | $543.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 10,497 | $538.0K | 0.1% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 3,871 | $519.0K | 0.1% | – | – | History |
| iShares Tr46432F388 | MSCI USA VALUE | 5,628 | $513.0K | 0.1% | – | – | – |
| CBChubb Ltd | Stock | 2,287 | $505.0K | 0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 1,454 | $489.0K | 0.1% | – | – | History |
| iShares Tr464287119 | MORNINGSTAR GRWT | 9,725 | $473.0K | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 1,355 | $471.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 2,230 | $463.0K | 0.1% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,742 | $459.0K | 0.1% | – | – | History |
| iShares Tr46436E619 | ESG ADVAN ETF | 10,728 | $453.0K | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,331 | $436.0K | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,842 | $426.0K | 0.1% | – | – | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,345 | $408.0K | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 730 | $402.0K | 0.1% | – | – | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 6,228 | $396.0K | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,137 | $386.0K | 0.1% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,922 | $385.0K | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,612 | $367.0K | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,357 | $362.0K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 791 | $361.0K | 0.1% | – | – | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 5,392 | $356.0K | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,771 | $338.0K | 0.1% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 820 | $335.0K | 0.1% | – | – | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,847 | $324.0K | 0.1% | – | – | – |
| ZTSZoetis Inc. | Stock | 2,206 | $323.0K | 0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 1,849 | $321.0K | 0.1% | – | – | History |
| APHAmphenol Corp | CL A | 4,198 | $320.0K | 0.1% | – | – | History |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 7,449 | $317.0K | 0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 9,429 | $304.0K | 0.1% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 6,459 | $299.0K | 0.1% | – | – | – |