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  Name: Goldstein Advisors LLC
  City: Madison
  State: WI
  Zip: 53717
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $585,169,000
  Total Value Change : $66,474,000
  Securities Held Change : 9
   
All Securities Held : 155
  New Positions : 11
  Closed Positions : 3
  Increased Positions : 53
  Unchanged Positions : 22
  Decreased Positions : 69

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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UBND)1 Year Chart         UBND Victoryshares Core Plus Int... 3 New $0.00 $29,838,000 1,383,613 5.1% 29,838,000 1,383,613 1.537    N/A
   (WDC)1 Year Chart         WDC Western Digital Corp 129 New $75.25 $265,000 3,890 0.05% 265,000 3,890 0.001    Data Storage Devices
   (NFLX)1 Year Chart         NFLX Netflix Inc 133 New $648.52 $253,000 417 0.04% 253,000 417 0    Music & Video Stores
   (BAC)1 Year Chart         BAC Bank of America Corp 134 New $39.70 $251,000 6,630 0.04% 251,000 6,630 0.024    Domestic Money Center...
   (MDYG)1 Year Chart         MDYG streetTRACKS Series Trust -... 142 New $84.12 $231,000 2,641 0.04% 231,000 2,641 0.009    Closed - End Fund - E...
   (IBM)1 Year Chart         IBM International Business Mach... 144 New $168.20 $225,000 1,178 0.04% 225,000 1,178 0    Diversified Computer ...
   (PWR)1 Year Chart         PWR Quanta Services Inc 145 New $267.28 $220,000 847 0.04% 220,000 847 0.001    General Contractors
   (DG)1 Year Chart         DG Dollar General Corp 146 New $129.53 $218,000 1,398 0.04% 218,000 1,398 0    Discount, Variety Stores
   (CVX)1 Year Chart         CVX Chevron Corp 147 New $155.93 $217,000 1,377 0.04% 217,000 1,377 0    Integrated Oil & Gas
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 149 New $166.78 $213,000 1,178 0.04% 213,000 1,178 0    Semiconductor- Broad...
   (MDYV)1 Year Chart         MDYV streetTRACKS Series Trust -... 152 New $74.01 $206,000 2,706 0.04% 206,000 2,706 0.001    Closed - End Fund - E...

      11 Records Found
  1    
Page 1 of 1
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