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Goldstein Advisors, LLC

All holdings · as of Dec 31, 2025

225 positions

CompanyClassValueShares% of portfolio
LOWES COMPANIES INC—$290.6K1,2050.0%
SCHWAB STRATEGIC TR—$287.6K10,9640.0%
PROGRESSIVE CORP/OH—$286.7K1,2590.0%
WELLS FARGO & COMPANY/MN—$283.4K3,0410.0%
SPDR SERIES TRUST—$282.8K3,0600.0%
ISHARES TR—$280.5K1,0130.0%
S&P Global Inc.—$279.1K5340.0%
Chubb Ltd—$278.7K8930.0%
SELECT SECTOR SPDR TR—$278.4K6,5220.0%
Leidos Holdings, Inc.—$277.1K1,5360.0%
SPDR SERIES TRUST—$275.1K3,2500.0%
THERMO FISHER SCIENTIFIC INC.—$270.6K4670.0%
ISHARES TR—$270.2K2,3720.0%
Astera Labs Inc—$268.0K1,6110.0%
ISHARES TR—$266.1K1,9100.0%
PGIM ETF TR—$264.1K5,2400.0%
Eaton Corp plc—$263.7K8280.0%
ROKU, INC—$263.6K2,4300.0%
Sea Ltd—$263.6K2,0660.0%
Mondelez International, Inc.—$261.9K4,8650.0%
QXO, Inc.—$260.9K13,5240.0%
SPDR SERIES TRUST—$258.8K1,8600.0%
ABBOTT LABORATORIES—$258.2K2,0610.0%
BLACKROCK ETF TRUST—$257.7K3,4780.0%
Morgan Stanley—$254.6K1,4340.0%
PIMCO ETF TR—$254.4K9,5340.0%
SPDR SERIES TRUST—$252.7K4,4480.0%
GENERAL ELECTRIC CO—$251.7K8170.0%
INNOVATOR ETFS TRUST—$248.7K5,3570.0%
Prologis, Inc.—$244.0K1,9110.0%
ISHARES TR—$243.9K3,5140.0%
CATERPILLAR INC—$243.5K4250.0%
Duke Energy Corp—$241.7K2,0620.0%
Constellation Energy Corp—$239.5K6780.0%
SUNCOR ENERGY INC NEW—$238.4K5,3740.0%
MARSH & MCLENNAN COMPANIES, INC.—$234.7K1,2650.0%
SPOTIFY TECHNOLOGY S A—$234.0K4030.0%
INVESCO EXCH TRADED FD TR II—$233.1K3,2640.0%
MANITOWOC CO INC—$231.4K19,3000.0%
DIMENSIONAL ETF TRUST—$228.7K3,2820.0%
LPL Financial Holdings Inc.—$226.4K6340.0%
EQUIFAX INC—$226.1K1,0420.0%
ISHARES TR—$220.6K2,2400.0%
GENERAL DYNAMICS CORP—$220.5K6550.0%
Booking Holdings Inc.—$219.6K410.0%
INNOVATOR ETFS TRUST—$218.3K8,4690.0%
ABRDN SILVER ETF TRUST—$217.3K3,2120.0%
Interactive Brokers Group Inc—$216.4K3,3650.0%
TELEDYNE TECHNOLOGIES INC—$216.0K4230.0%
LOCKHEED MARTIN CORP—$214.7K4440.0%
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