StockDriftsStockDriftsTop 50 Goldstein Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 12.23% | 772.9K | $110.1M | +21.39%(+136.19K) | $104.90(+54.42%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 8.31% | 598.0K | $74.8M | -11.45%(-77.31K) | $87.07(+61.42%) | 2026-03-31 | |
| VFLO | VICTORY PORTFOLIOS II | 6.76% | 1.54M | $60.8M | -26.09%(-543.82K) | $35.28(+21.13%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 6.37% | 678.4K | $57.3M | +5.21%(+33.59K) | $66.05(+48.00%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 6.18% | 1.73M | $55.6M | new | $31.61(+13.43%) | 2026-03-31 | |
| UBND | VICTORY PORTFOLIOS II | 4.1% | 1.69M | $36.9M | +19.77%(+279.50K) | $21.71(-0.37%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 3.61% | 897.3K | $32.5M | +9.10%(+74.87K) | $34.96(+21.78%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 3.56% | 1.06M | $32.0M | +1.13%(+11.89K) | $29.06(+7.10%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 2.89% | 281.5K | $26.0M | +4.64%(+12.49K) | $91.29(+0.54%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.78% | 130.3K | $25.0M | -22.96%(-38.85K) | $174.65(+20.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.92% | +32.82% |
| Top 20 Holdings Unweighted | +8.29% | +27.00% |
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