Goldstein Advisors, LLC Purchases in Q1 2025

Goldstein Advisors, LLC

  • $684 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Victory Portfolios Ii
1.2M
New
N/A
1.2M $41.1B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
233K
+ 24.0%
$24.88 - $26.85 $5.8M - $6.26M
1.2M $30.4B
BRK-A
Berkshire Hathaway Inc

Financial Services
5
New
$663000.0 - $801950.0 $3.32M - $4.01M
5 $3.99B
Victory Portfolios Ii
124K
+ 9.37%
N/A
1.45M $31.7B
PULS
Pgim ETF Tr

ETFs
42.8K
+ 154.78%
$49.56 - $49.78 $2.12M - $2.13M
70.5K $3.51B
VTI
Vanguard Total Stock Market Et

ETFs
6.85K
+ 269.59%
$271.18 - $303.12 $1.86M - $2.07M
9.38K $2.58B
RODM
Hartford Multifactor Developed

ETFs
18.6K
+ 4.53%
$28.07 - $31.56 $522K - $587K
429K $13.3B
GBIL
Goldman Sachs Access Treasury

ETFs
9.14K
+ 11.57%
$99.85 - $100.19 $913K - $916K
88.1K $8.83B
PJAN
Innovator U.S. Equity Power Bu

ETFs
19.6K
New
$41.09 - $43.24 $805K - $847K
19.6K $813M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
21.6K
+ 10.63%
$29.72 - $31.94 $643K - $691K
225K $6.95B
SU
Suncor Energy Inc

Energy
15.4K
New
$34.27 - $40.63 $526K - $624K
15.4K $595M
HMOP
Hartford Fds Exchange Traded T

ETFs
18.1K
+ 3.49%
$38.25 - $39.12 $694K - $709K
537K $20.7B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.86K
+ 8.86%
$59.28 - $66.1 $347K - $387K
72K $4.57B
BOND
Pimco Active Bond Exchange Tra

ETFs
415
+ 0.17%
$89.27 - $92.9 $37K - $38.6K
249K $23B
C
Citigroup Inc

Financial Services
4.55K
New
$67.23 - $84.63 $306K - $385K
4.55K $323M
FANG
Diamondback Energy, Inc.

Energy
2K
New
$139.9 - $180.18 $280K - $361K
2K $320M
TAXF
American Centy ETF Tr Diversif

ETFs
11.5K
+ 2.75%
$49.19 - $50.86 $567K - $586K
431K $21.3B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.88K
+ 75.21%
$42.5 - $46.71 $250K - $275K
13.7K $620M
SE
Sea LTD

Consumer Cyclical
1.92K
New
$104.87 - $146.31 $201K - $281K
1.92K $251M
DUK
Duke Energy Corp

Utilities
1.93K
New
$105.87 - $121.97 $204K - $235K
1.93K $235M
INTU
Intuit Inc

Technology
382
New
$555.63 - $630.23 $212K - $241K
382 $234M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
10.7K
New
$21.23 - $23.75 $228K - $255K
10.7K $231M
PFG
Principal Financial Group Inc

Financial Services
2.64K
New
$76.34 - $89.04 $201K - $235K
2.64K $222M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
871
New
$208.48 - $244.03 $182K - $213K
871 $213M
Talen Energy Corp
1.06K
New
N/A
1.06K $211M
EXAS
Exact Sciences Corp

Healthcare
6.52K
+ 113.82%
$43.04 - $58.51 $281K - $382K
12.3K $530M
ABBV
Abb Vie Inc.

Healthcare
156
+ 2.93%
$169.2 - $216.66 $26.4K - $33.8K
5.48K $1.15B
CVX
Chevron Corp

Energy
1.21K
New
$146.71 - $167.97 $177K - $203K
1.21K $202M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
188
+ 15.49%
$442.66 - $534.52 $83.2K - $100K
1.4K $747M
XOM
Exxon Mobil Corp

Energy
1.3K
+ 35.39%
$105.44 - $118.93 $137K - $154K
4.95K $589M
AVGO
Broadcom Inc.

Technology
2.46K
+ 66.5%
$167.43 - $244.7 $412K - $602K
6.16K $1.03B
IEMG
Ishares Inc

ETFs
2.45K
+ 15.69%
N/A
18K $973M
META
Meta Platforms, Inc.

Communication Services
290
+ 16.43%
$576.36 - $736.67 $167K - $214K
2.06K $1.18B
MELI
Mercadolibre Inc

Consumer Cyclical
56
+ 43.75%
$1739.0 - $2260.0 $97.4K - $127K
184 $359M
COST
Costco Wholesale Corp

Consumer Defensive
116
+ 16.79%
$890.62 - $1076.86 $103K - $125K
807 $763M
RTX
Raytheon Technologies Corp

Industrials
57
+ 0.8%
$114.1 - $135.66 $6.5K - $7.73K
7.2K $953M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.58K
+ 30.02%
$58.01 - $64.46 $91.7K - $102K
6.84K $425M
PM
Philip Morris International Inc.

Consumer Defensive
44
+ 1.7%
$117.15 - $158.79 $5.15K - $6.99K
2.63K $418M
Blackrock ETF Trust Ii
1.24K
+ 1.46%
N/A
86.3K $4.52B
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.27K
+ 25.45%
$21.75 - $24.28 $115K - $128K
26K $574M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
2.2K
+ 5.82%
$3.2 - $5.95 $7.04K - $13.1K
40K $220M
NFLX
Netflix Inc

Communication Services
65
+ 12.72%
$828.4 - $1058.6 $53.8K - $68.8K
576 $537M
VONV
Vanguard Russell 1000 Value Et

ETFs
917
+ 28.19%
$80.21 - $86.14 $73.6K - $79K
4.17K $344M
AMZN
Amazon Com Inc

Consumer Cyclical
1.91K
+ 19.0%
$190.26 - $242.06 $363K - $462K
12K $2.27B
LLY
Eli Lilly & CO

Healthcare
38
+ 6.06%
$725.72 - $929.72 $27.6K - $35.3K
665 $549M
PGR
Progressive Corp

Financial Services
56
+ 5.09%
$235.61 - $291.22 $13.2K - $16.3K
1.16K $327M
CI
Cigna Corp

Healthcare
8
+ 0.74%
$274.49 - $329.0 $2.2K - $2.63K
1.09K $359M
AVDV
American Centy ETF Tr Avantis

ETFs
393
+ 5.66%
$63.74 - $71.96 $25K - $28.3K
7.34K $512M
MA
Mastercard Inc

Financial Services
37
+ 2.47%
$504.67 - $576.31 $18.7K - $21.3K
1.54K $843M
Activity Summary
Buys All Purchases 97 New Holdings 14 Increased Positions 83 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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