Goldstein Advisors, LLC Purchases and Sells in Q1 2025

Goldstein Advisors, LLC

$684 Billion
Q1 2025

Top Buys

Incresed Positions

83 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DBMF	233K + 24.0%	$24.88 - $26.85 $5.8M - $6.26M	1.2M $30.4B
VICTORY PORTFOLIOS II	124K + 9.37%	N/A	1.45M $31.7B
PULS	42.8K + 154.78%	$49.56 - $49.78 $2.12M - $2.13M	70.5K $3.51B
VTI	6.85K + 269.59%	$271.18 - $303.12 $1.86M - $2.07M	9.38K $2.58B
RODM	18.6K + 4.53%	$28.07 - $31.56 $522K - $587K	429K $13.3B
GBIL	9.14K + 11.57%	$99.85 - $100.19 $913K - $916K	88.1K $8.83B

New Holdings

14 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VICTORY PORTFOLIOS II	1.2M New	N/A	1.2M $41.1B
BRK-A	5 New	$663000.0 - $801950.0 $3.32M - $4.01M	5 $3.99B
PJAN	19.6K New	$41.09 - $43.24 $805K - $847K	19.6K $813M
SU	15.4K New	$34.27 - $40.63 $526K - $624K	15.4K $595M
C	4.55K New	$67.23 - $84.63 $306K - $385K	4.55K $323M
FANG	2K New	$139.9 - $180.18 $280K - $361K	2K $320M

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-395K - 91.47%	$53.6 - $58.97 $21.2M - $23.3M	36.8K $2.02B
SPDW	-310K - 25.75%	$33.84 - $37.77 $10.5M - $11.7M	895K $32.6B
ITOT	-27.3K - 3.49%	$120.29 - $134.6 $3.29M - $3.68M	757K $92.4B
XLK	-200 - 0.25%	$206.38 - $242.18 $41.3K - $48.4K	78.8K $16.3B
NVDA	-9.29K - 22.71%	$106.98 - $149.43 $994K - $1.39M	31.6K $3.43B
AAPL	-1.28K - 4.11%	$209.68 - $247.1 $268K - $316K	29.9K $6.63B

Activity Summary All Purchases 97 New Holdings 14 Increased Positions 83 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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