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Goldstein Advisors, LLC

All holdings · as of Dec 31, 2025

225 positions

CompanyClassValueShares% of portfolio
GLOBAL PMTS INC$9.8K11,0000.0%
SOUTHERN CO$10.7K10,0000.0%
ALLIANT ENERGY CORP$12.4K12,0000.0%
LANTHEUS HLDGS INC$12.5K11,0000.0%
FIRSTENERGY CORP$13.2K13,0000.0%
STARWOOD PPTY TR INC$13.5K13,0000.0%
CAPITAL SOUTHWEST CORP$13.9K14,0000.0%
AMERICAN WTR CAP CORP$13.9K14,0000.0%
ON SEMICONDUCTOR CORP$15.1K16,0000.0%
HALOZYME THERAPEUTICS INC$15.1K14,0000.0%
PPL CAP FDG INC$16.4K15,0000.0%
DUKE ENERGY CORP NEW$16.5K16,0000.0%
TWO HARBORS INVENTMENT CORPO$17.0K17,0000.0%
JAZZ INVESTMENTS I LTD$17.4K15,0000.0%
BLACKSTONE MORTGAGE TRUST IN$17.6K18,0000.0%
VENTAS RLTY LTD PARTNERSHIP$21.4K15,0000.0%
LUMENTUM HLDGS INC$37.1K10,0000.0%
INNOVATOR ETFS TRUST$203.0K4,6790.0%
INNOVATOR ETFS TRUST$205.2K4,3640.0%
VANGUARD INDEX FDS$205.7K3280.0%
ISHARES INC$208.9K2,8740.0%
PIMCO ETF TR$210.7K4,0210.0%
The Boeing Company$211.3K9730.0%
Motorola Solutions, Inc.$211.6K5520.0%
INTUIT INC.$212.3K3210.0%
LOCKHEED MARTIN CORP$214.7K4440.0%
TELEDYNE TECHNOLOGIES INC$216.0K4230.0%
Interactive Brokers Group Inc$216.4K3,3650.0%
ABRDN SILVER ETF TRUST$217.3K3,2120.0%
INNOVATOR ETFS TRUST$218.3K8,4690.0%
Booking Holdings Inc.$219.6K410.0%
GENERAL DYNAMICS CORP$220.5K6550.0%
ISHARES TR$220.6K2,2400.0%
EQUIFAX INC$226.1K1,0420.0%
LPL Financial Holdings Inc.$226.4K6340.0%
DIMENSIONAL ETF TRUST$228.7K3,2820.0%
MANITOWOC CO INC$231.4K19,3000.0%
INVESCO EXCH TRADED FD TR II$233.1K3,2640.0%
SPOTIFY TECHNOLOGY S A$234.0K4030.0%
MARSH & MCLENNAN COMPANIES, INC.$234.7K1,2650.0%
SUNCOR ENERGY INC NEW$238.4K5,3740.0%
Constellation Energy Corp$239.5K6780.0%
Duke Energy Corp$241.7K2,0620.0%
CATERPILLAR INC$243.5K4250.0%
ISHARES TR$243.9K3,5140.0%
Prologis, Inc.$244.0K1,9110.0%
INNOVATOR ETFS TRUST$248.7K5,3570.0%
GENERAL ELECTRIC CO$251.7K8170.0%
SPDR SERIES TRUST$252.7K4,4480.0%
PIMCO ETF TR$254.4K9,5340.0%
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