Goldstein Advisors, LLC
Net buyer this quarter
$1.09B
136
+$27M
10.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 THRO | $28.7M | 2.62% | 8.42% | -25.8% | Q2 2025 |
 SHLD | $20M | 1.83% | 0.31% | +37.8% | Q3 2025 |
 RODM | $19.1M | 1.74% | Not reported | +5.4% | Q4 2022 |
 PULS | $9.57M | 0.87% | 1.10% | +4.8% | Q2 2023 |
 NVDA | $8.53M | 0.78% | 0.00% | +30.8% | Q4 2022 |
 AAPL | $7.91M | 0.72% | 0.00% | +20.6% | Q4 2022 |
 QQQ | $6.57M | 0.60% | Not reported | +6.3% | Q4 2022 |
 GOOG | $4.96M | 0.45% | Not reported | +59.4% | Q4 2022 |
 AMZN | $4.86M | 0.44% | 0.00% | +66.0% | Q4 2022 |
 MSFT | $4.52M | 0.41% | 0.00% | +12.5% | Q4 2022 |
| SCZ | $4.46M | 0.41% | Not reported | -3.8% | Q4 2022 |
| GOOGL | $4.1M | 0.37% | 0.00% | +48.9% | Q4 2022 |
 FVD | $3.9M | 0.36% | Not reported | +0.8% | Q4 2022 |
 SPY | $3.85M | 0.35% | Not reported | +34.5% | Q4 2022 |
 BRK.A | $3.74M | 0.34% | Not reported | Not reported | Q4 2022 |
| IMCB | $3.71M | 0.34% | 0.05% | +1.7% | Q4 2022 |
| PUSH | $3.52M | 0.32% | Not reported | +10.3% | Q4 2025 |
 AVGO | $2.54M | 0.23% | 0.00% | +9.7% | Q4 2022 |
 NBIS | $2.11M | 0.19% | 0.00% | -17.9% | Q2 2025 |
 META | $2.02M | 0.18% | Not reported | +35.0% | Q2 2023 |
 TSM | $1.6M | 0.15% | 0.00% | +27.4% | Q2 2024 |
 MU | $1.59M | 0.15% | 0.00% | New | Q2 2026 |
 JCI | $1.59M | 0.15% | 0.00% | +0.2% | Q4 2022 |
 LNT | $1.53M | 0.14% | 0.01% | +0.4% | Q4 2022 |
 WDC | $1.53M | 0.14% | 0.00% | +17.3% | Q1 2024 |
 JPM | $1.48M | 0.14% | 0.00% | +7.0% | Q4 2022 |
 TSLA | $1.46M | 0.13% | 0.00% | +82.6% | Q4 2022 |
 COST | $1.37M | 0.13% | 0.00% | +155.4% | Q4 2022 |
 V | $1.26M | 0.12% | 0.00% | +104.1% | Q4 2022 |
 CAT | $1.07M | 0.10% | 0.00% | +219.8% | Q3 2025 |
 JNJ | $1M | 0.09% | 0.00% | +9.8% | Q4 2022 |
 ABBV | $994K | 0.09% | 0.00% | +6.8% | Q4 2022 |
 GEV | $960K | 0.09% | 0.00% | +57.7% | Q4 2025 |
 CRWD | $919K | 0.08% | 0.00% | +0.5% | Q4 2023 |
 HD | $877K | 0.08% | 0.00% | +139.5% | Q4 2022 |
 KLAC | $848K | 0.08% | 0.00% | +8.1% | Q2 2025 |
 MGEE | $837K | 0.08% | 0.03% | -1.0% | Q4 2022 |
 SPCX | $789K | 0.07% | Not reported | New | Q2 2026 |
 ALAB | $783K | 0.07% | 0.00% | -19.9% | Q3 2025 |
 AMD | $776K | 0.07% | 0.00% | Not reported | Q1 2024 |
| BRK.B | $742K | 0.07% | Not reported | +4.0% | Q4 2022 |
 APP | $694K | 0.06% | 0.00% | +31.3% | Q3 2024 |
 XOM | $674K | 0.06% | 0.00% | +6.7% | Q3 2023 |
 PNC | $651K | 0.06% | 0.00% | New | Q2 2026 |
 AXP | $647K | 0.06% | 0.00% | New | Q2 2026 |
| SPMD | $639K | 0.06% | Not reported | Not reported | Q4 2022 |
 SCHW | $638K | 0.06% | 0.00% | New | Q2 2026 |
 LLY | $630K | 0.06% | 0.00% | -0.2% | Q4 2022 |
 TJX | $624K | 0.06% | 0.00% | +144.9% | Q4 2022 |
| VLUE | $591K | 0.05% | Not reported | Not reported | Q4 2022 |
| Q1 2026 | |||||
| THRO | $32.5M | 3.61% | 11.36% | +9.1% | Q2 2025 |
| RODM | $17.7M | 1.96% | Not reported | +1.3% | Q4 2022 |
| SHLD | $17.2M | 1.92% | 0.22% | +50.5% | Q3 2025 |
| PULS | $9.12M | 1.01% | 1.05% | +43.4% | Q2 2023 |
| AAPL | $5.75M | 0.64% | 0.00% | +3.6% | Q4 2022 |
| NVDA | $5.68M | 0.63% | 0.00% | +6.2% | Q4 2022 |
| QQQ | $4.84M | 0.54% | Not reported | +0.9% | Q4 2022 |
| SCZ | $4.42M | 0.49% | Not reported | -2.5% | Q4 2022 |
| MSFT | $3.99M | 0.44% | 0.00% | +8.7% | Q4 2022 |
| FVD | $3.77M | 0.42% | Not reported | -0.6% | Q4 2022 |
| BRK.A | $3.59M | 0.40% | Not reported | Not reported | Q4 2022 |
| PUSH | $3.19M | 0.35% | Not reported | +1109.2% | Q4 2025 |
| IMCB | $3.15M | 0.35% | 0.05% | -1.5% | Q4 2022 |
| AMZN | $2.56M | 0.28% | 0.00% | +8.2% | Q4 2022 |
| GOOG | $2.53M | 0.28% | Not reported | +17.9% | Q4 2022 |
| SPY | $2.49M | 0.28% | Not reported | Not reported | Q4 2022 |
| GOOGL | $2.21M | 0.25% | 0.00% | -2.6% | Q4 2022 |
| AVGO | $1.9M | 0.21% | 0.00% | +9.6% | Q4 2022 |
| META | $1.52M | 0.17% | Not reported | +3.4% | Q2 2023 |
| LNT | $1.43M | 0.16% | 0.01% | +0.3% | Q4 2022 |
| JCI | $1.42M | 0.16% | 0.00% | 0.0% | Q4 2022 |
| JPM | $1.24M | 0.14% | 0.00% | +3.0% | Q4 2022 |
| NBIS | $966K | 0.11% | 0.00% | +26.8% | Q2 2025 |
| TSM | $887K | 0.10% | 0.00% | +2.0% | Q2 2024 |
| JNJ | $879K | 0.10% | 0.00% | +1.1% | Q4 2022 |
| ABBV | $805K | 0.09% | 0.00% | +4.0% | Q4 2022 |
| MGEE | $801K | 0.09% | 0.03% | -0.5% | Q4 2022 |
| XOM | $784K | 0.09% | 0.00% | +3.1% | Q3 2023 |
| TSLA | $707K | 0.08% | 0.00% | +13.2% | Q4 2022 |
| BRK.B | $683K | 0.08% | Not reported | +1.4% | Q4 2022 |
 MCD | $606K | 0.07% | 0.00% | +0.1% | Q4 2022 |
| COST | $572K | 0.06% | 0.00% | -5.3% | Q4 2022 |
| SPMD | $560K | 0.06% | Not reported | Not reported | Q4 2022 |
| WDC | $552K | 0.06% | 0.00% | -2.2% | Q1 2024 |
| V | $544K | 0.06% | 0.00% | +35.8% | Q4 2022 |
| LLY | $484K | 0.05% | 0.00% | +4.0% | Q4 2022 |
 WMT | $476K | 0.05% | 0.00% | +11.2% | Q4 2022 |
| CRWD | $468K | 0.05% | 0.00% | -3.0% | Q4 2023 |
 ORCL | $465K | 0.05% | 0.00% | -1.8% | Q3 2024 |
 NFLX | $461K | 0.05% | 0.00% | +3.5% | Q1 2024 |
 PM | $461K | 0.05% | 0.00% | +7.7% | Q4 2022 |
 PEP | $456K | 0.05% | 0.00% | +12.9% | Q4 2022 |
 PWR | $452K | 0.05% | 0.00% | +0.1% | Q1 2024 |
| GEV | $452K | 0.05% | 0.00% | +2.4% | Q4 2025 |
 MRK | $442K | 0.05% | 0.00% | -1.3% | Q4 2022 |
 RTX | $425K | 0.05% | 0.00% | +3.8% | Q4 2022 |
| VLUE | $421K | 0.05% | Not reported | Not reported | Q4 2022 |
 MCK | $417K | 0.05% | 0.00% | +10.6% | Q2 2024 |
| APP | $408K | 0.05% | 0.00% | -21.6% | Q3 2024 |
 CI | $391K | 0.04% | 0.00% | +15.0% | Q1 2023 |
| Q4 2025 | |||||
| THRO | $31.7M | 3.61% | 10.41% | +9.5% | Q2 2025 |
| RODM | $16.3M | 1.86% | Not reported | -0.7% | Q4 2022 |
| SHLD | $10.5M | 1.19% | 0.15% | +3.0% | Q3 2025 |
| PULS | $6.38M | 0.73% | 0.73% | +54.7% | Q2 2023 |
| AAPL | $5.95M | 0.68% | 0.00% | +1.9% | Q4 2022 |
| NVDA | $5.72M | 0.65% | 0.00% | -3.1% | Q4 2022 |
| QQQ | $5.11M | 0.58% | Not reported | -0.8% | Q4 2022 |
| MSFT | $4.79M | 0.55% | 0.00% | +1.4% | Q4 2022 |
| SCZ | $4.48M | 0.51% | Not reported | -4.8% | Q4 2022 |
| BRK.A | $3.77M | 0.43% | Not reported | Not reported | Q4 2022 |
| FVD | $3.72M | 0.42% | Not reported | -2.5% | Q4 2022 |
| IMCB | $3.17M | 0.36% | 0.05% | -2.9% | Q4 2022 |
| AMZN | $2.62M | 0.30% | 0.00% | +11.1% | Q4 2022 |
| SPY | $2.61M | 0.30% | Not reported | Not reported | Q4 2022 |
| GOOGL | $2.47M | 0.28% | 0.00% | -1.2% | Q4 2022 |
| GOOG | $2.34M | 0.27% | Not reported | +5.3% | Q4 2022 |
| AVGO | $1.94M | 0.22% | 0.00% | +2.9% | Q4 2022 |
| META | $1.69M | 0.19% | Not reported | +2.8% | Q2 2023 |
| JPM | $1.32M | 0.15% | 0.00% | -1.4% | Q4 2022 |
| JCI | $1.3M | 0.15% | 0.00% | 0.0% | Q4 2022 |
| LNT | $1.29M | 0.15% | 0.01% | -2.9% | Q4 2022 |
 EXK | $934K | 0.11% | 0.00% | -17.3% | Q4 2022 |
| APP | $882K | 0.10% | 0.00% | -15.3% | Q3 2024 |
| MGEE | $817K | 0.09% | 0.03% | +0.1% | Q4 2022 |
| ABBV | $813K | 0.09% | 0.00% | +9.9% | Q4 2022 |
| TSM | $782K | 0.09% | 0.00% | +5.2% | Q2 2024 |
| TSLA | $756K | 0.09% | 0.00% | +10.9% | Q4 2022 |
| JNJ | $736K | 0.08% | 0.00% | +0.2% | Q4 2022 |
| BRK.B | $706K | 0.08% | Not reported | -2.3% | Q4 2022 |
| ORCL | $627K | 0.07% | 0.00% | -3.7% | Q3 2024 |
| NBIS | $614K | 0.07% | 0.00% | -20.2% | Q2 2025 |
| MCD | $595K | 0.07% | 0.00% | +0.1% | Q4 2022 |
| CRWD | $579K | 0.07% | 0.00% | -0.7% | Q4 2023 |
 TLN | $550K | 0.06% | 0.00% | +0.8% | Q1 2025 |
| SPMD | $547K | 0.06% | Not reported | Not reported | Q4 2022 |
| LLY | $544K | 0.06% | 0.00% | -3.1% | Q4 2022 |
| XOM | $539K | 0.06% | 0.00% | -2.6% | Q3 2023 |
| COST | $523K | 0.06% | 0.00% | Not reported | Q4 2022 |
| V | $465K | 0.05% | 0.00% | -11.2% | Q4 2022 |
| NFLX | $435K | 0.05% | 0.00% | -12.0% | Q1 2024 |
| PM | $415K | 0.05% | 0.00% | -0.3% | Q4 2022 |
 MA | $409K | 0.05% | 0.00% | -1.4% | Q4 2022 |
| VLUE | $404K | 0.05% | Not reported | Not reported | Q4 2022 |
| MRK | $392K | 0.04% | 0.00% | +1.6% | Q4 2022 |
| RTX | $389K | 0.04% | 0.00% | -11.6% | Q4 2022 |
 IBM | $388K | 0.04% | 0.00% | -2.2% | Q1 2024 |
| WMT | $384K | 0.04% | 0.00% | +5.3% | Q4 2022 |
| PEP | $373K | 0.04% | 0.00% | +0.5% | Q4 2022 |
 SHOP | $372K | 0.04% | 0.00% | +10.7% | Q4 2024 |
| HD | $365K | 0.04% | 0.00% | -5.9% | Q4 2022 |
| Q3 2025 | |||||
| THRO | $28.4M | 3.45% | 9.51% | +37.4% | Q2 2025 |
| RODM | $15.8M | 1.92% | Not reported | +2.9% | Q4 2022 |
| SHLD | $11M | 1.34% | 0.14% | New | Q3 2025 |
| NVDA | $5.91M | 0.72% | 0.00% | -0.2% | Q4 2022 |
| AAPL | $5.47M | 0.67% | 0.00% | -0.7% | Q4 2022 |
| MSFT | $5.06M | 0.62% | 0.00% | +0.4% | Q4 2022 |
| QQQ | $5.03M | 0.61% | Not reported | -1.0% | Q4 2022 |
| SCZ | $4.66M | 0.57% | Not reported | -14.0% | Q4 2022 |
| PULS | $4.14M | 0.50% | 0.47% | +7.5% | Q2 2023 |
| FVD | $3.83M | 0.47% | Not reported | -5.7% | Q4 2022 |
| BRK.A | $3.77M | 0.46% | Not reported | Not reported | Q4 2022 |
| IMCB | $3.28M | 0.40% | 0.05% | +0.5% | Q4 2022 |
| SPY | $2.55M | 0.31% | Not reported | Not reported | Q4 2022 |
| AMZN | $2.24M | 0.27% | 0.00% | -2.4% | Q4 2022 |
| GOOGL | $1.94M | 0.24% | 0.00% | +0.7% | Q4 2022 |
| META | $1.83M | 0.22% | Not reported | +9.6% | Q2 2023 |
| AVGO | $1.8M | 0.22% | 0.00% | +8.2% | Q4 2022 |
| GOOG | $1.73M | 0.21% | Not reported | -0.5% | Q4 2022 |
| LNT | $1.38M | 0.17% | 0.01% | +14.4% | Q4 2022 |
| JPM | $1.31M | 0.16% | 0.00% | +1.3% | Q4 2022 |
| JCI | $1.2M | 0.15% | 0.00% | 0.0% | Q4 2022 |
| APP | $1.11M | 0.13% | 0.00% | -11.6% | Q3 2024 |
| NBIS | $1.03M | 0.13% | 0.00% | +27.3% | Q2 2025 |
| ORCL | $940K | 0.11% | 0.00% | +7.5% | Q3 2024 |
| MGEE | $877K | 0.11% | 0.03% | +0.1% | Q4 2022 |
| ABBV | $749K | 0.09% | 0.00% | -3.4% | Q4 2022 |
| BRK.B | $723K | 0.09% | Not reported | +6.6% | Q4 2022 |
| TSM | $684K | 0.08% | 0.00% | +2.6% | Q2 2024 |
| TSLA | $674K | 0.08% | 0.00% | -14.8% | Q4 2022 |
| JNJ | $658K | 0.08% | 0.00% | -1.9% | Q4 2022 |
| NFLX | $632K | 0.08% | 0.00% | +3.3% | Q1 2024 |
| TLN | $619K | 0.08% | 0.00% | -14.4% | Q1 2025 |
| CRWD | $610K | 0.07% | 0.00% | +1.1% | Q4 2023 |
| EXK | $609K | 0.07% | 0.00% | +11.8% | Q4 2022 |
| MCD | $592K | 0.07% | 0.00% | -0.3% | Q4 2022 |
| COST | $561K | 0.07% | 0.00% | -10.1% | Q4 2022 |
| SPMD | $541K | 0.07% | Not reported | +0.5% | Q4 2022 |
| XOM | $519K | 0.06% | 0.00% | +3.3% | Q3 2023 |
| V | $509K | 0.06% | 0.00% | -19.1% | Q4 2022 |
| HD | $457K | 0.06% | 0.00% | -32.5% | Q4 2022 |
| PM | $421K | 0.05% | 0.00% | -0.1% | Q4 2022 |
| MA | $414K | 0.05% | 0.00% | -1.6% | Q4 2022 |
 SE | $412K | 0.05% | 0.00% | +22.5% | Q1 2025 |
| RTX | $401K | 0.05% | 0.00% | +3.8% | Q4 2022 |
| LLY | $398K | 0.05% | 0.00% | -17.9% | Q4 2022 |
 APH | $396K | 0.05% | 0.00% | -2.5% | Q4 2022 |
| IBM | $378K | 0.05% | 0.00% | -0.2% | Q1 2024 |
| VLUE | $370K | 0.04% | Not reported | -0.9% | Q4 2022 |
| PEP | $363K | 0.04% | 0.00% | -7.8% | Q4 2022 |
 MELI | $353K | 0.04% | 0.00% | -15.6% | Q1 2023 |