Goldstone Financial Group, LLC
Goldstone Financial Group, LLC is a registered investment adviser headquartered in Oakbrook Terrace, Illinois. Founded in November 2008 by Anthony Pellegrino, the firm serves primarily individuals and high net worth clients, offering portfolio management and wealth planning services. Operating as an LLC, Goldstone has a team of 11 employees, all of whom are investment professionals, and is dedicated to delivering fiduciary advice and customized financial strategies. The firm is registered with the SEC and has additional offices in Illinois, Tennessee, and Wisconsin.
Investment Strategy
Goldstone Financial Group provides ongoing portfolio management tailored to each client's individual goals, objectives, time horizon, and risk tolerance. The firm creates a bespoke Investment Policy Statement for every client and manages portfolios with a focus on diversification and long-term growth, adhering to a fiduciary standard. Goldstone emphasizes a client-centric approach that prioritizes transparency, risk management, and aligning investments with client interests, periodically reviewing and adjusting portfolios to ensure they remain aligned with evolving financial objectives.
Top Holdings
Equity Positions (211)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.21% | $94.7M | 154,702 | $423.51 | $612.38 | +$11.0M |
Q QQQ | INVESCO QQQ TR | 4.45% | $37.6M | 62,692 | $362.94 | $600.37 | +$3.3M |
B BUFR | FIRST TR EXCHNG TRADED FD VI | 4.13% | $34.9M | 1,045,412 | $27.47 | $33.42 | +$2.5M |
V VTV | VANGUARD INDEX FDS | 3.80% | $32.2M | 172,439 | $157.76 | $186.49 | +$3.0M |
J JQUA | J P MORGAN EXCHANGE TRADED F | 3.76% | $31.8M | 505,366 | $48.79 | $62.91 | +$2.7M |