Goldstein Advisors, LLC Purchases in Q3 2024

Goldstein Advisors, LLC

  • $658 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
46
+ 0.31%
$105.53 - $118.34 $4.85K - $5.44K
14.8K $1.73B
IEMG
Ishares Inc

ETFs
1.77K
+ 12.9%
$53.64 - $53.64 $94.8K - $94.8K
15.5K $888M
IEFA
Ishares Tr

ETFs
904
+ 6.0%
$70.09 - $78.74 $63.4K - $71.2K
16K $1.25B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
157
+ 1.41%
$144.27 - $157.55 $22.7K - $24.7K
11.3K $1.78B
UNH
Unitedhealth Group Inc

Healthcare
60
+ 4.64%
$488.01 - $604.18 $29.3K - $36.3K
1.35K $791M
QQQ
Invesco Qqq Trust, Series 1

ETFs
93
+ 1.02%
$434.77 - $502.96 $40.4K - $46.8K
9.18K $4.48B
IWR
Ishares Russell Mid Cap ETF

ETFs
403
+ 3.25%
$79.92 - $88.19 $32.2K - $35.5K
12.8K $1.13B
VGT
Vanguard Information Technolog

ETFs
190
+ 53.98%
$514.43 - $606.85 $97.7K - $115K
542 $318M
JPM
Jpmorgan Chase & CO

Financial Services
350
+ 8.37%
$194.9 - $224.8 $68.2K - $78.7K
4.53K $955M
CB
Chubb LTD

Financial Services
74
+ 3.08%
$252.51 - $292.2 $18.7K - $21.6K
2.48K $714M
EMQQ
Emqq Emerging Markets Internet

ETFs
75
+ 0.49%
$31.65 - $39.64 $2.37K - $2.97K
15.4K $605M
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.83%
$245.82 - $304.51 $3.69K - $4.57K
1.83K $558M
MA
Mastercard Inc

Financial Services
20
+ 1.34%
$429.6 - $500.99 $8.59K - $10K
1.52K $749M
AMZN
Amazon Com Inc

Consumer Cyclical
799
+ 8.97%
$161.02 - $200.0 $129K - $160K
9.7K $1.81B
EUSB
Ishares Tr Esg Advanced Total

Technology
1.52K
+ 15.77%
$42.09 - $44.64 $64.1K - $68K
11.2K $495M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
543
+ 12.27%
$69.31 - $77.34 $37.6K - $42K
4.97K $381M
JNJ
Johnson & Johnson

Healthcare
18
+ 0.4%
$145.48 - $167.38 $2.62K - $3.01K
4.5K $728M
VTV
Vanguard Value ETF

ETFs
191
+ 6.64%
$159.75 - $174.57 $30.5K - $33.3K
3.07K $535M
SPGI
S&P Global Inc.

Financial Services
54
+ 9.29%
$446.32 - $527.38 $24.1K - $28.5K
635 $328M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 4.4%
$405.19 - $478.57 $16.2K - $19.1K
949 $437M
IBM
International Business Machines Corp

Technology
47
+ 4.02%
$175.1 - $223.38 $8.23K - $10.5K
1.22K $269M
XOM
Exxon Mobil Corp

Energy
507
+ 18.74%
$109.72 - $119.0 $55.6K - $60.3K
3.21K $377M
PEP
Pepsico Inc

Consumer Defensive
297
+ 11.56%
$161.9 - $179.3 $48.1K - $53.3K
2.87K $487M
LOW
Lowes Companies Inc

Consumer Cyclical
32
+ 3.0%
$213.3 - $270.78 $6.83K - $8.66K
1.1K $298M
VV
Vanguard Large Cap ETF

ETFs
106
+ 4.2%
$236.92 - $263.4 $25.1K - $27.9K
2.63K $692M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
336
+ 24.24%
$147.95 - $191.05 $49.7K - $64.2K
1.72K $299M
GOOG
Alphabet Inc.

Communication Services
874
+ 15.52%
$149.54 - $192.66 $131K - $168K
6.51K $1.09B
WMT
Walmart Inc.

Consumer Defensive
120
+ 3.55%
$66.91 - $81.4 $8.03K - $9.77K
3.5K $283M
PULS
Pgim ETF Tr

ETFs
1.02K
+ 4.12%
$49.47 - $49.8 $50.5K - $50.8K
25.8K $1.28B
V
Visa Inc.

Financial Services
84
+ 3.65%
$253.74 - $291.56 $21.3K - $24.5K
2.38K $655M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
370
+ 5.22%
$41.9 - $48.26 $15.5K - $17.9K
7.46K $357M
TMO
Thermo Fisher Scientific Inc.

Healthcare
8
+ 1.28%
$531.86 - $624.21 $4.25K - $4.99K
632 $391M
CRWD
Crowd Strike Holdings, Inc.

Technology
479
+ 55.31%
$217.89 - $392.15 $104K - $188K
1.35K $377M
PWR
Quanta Services, Inc.

Industrials
20
+ 2.31%
$239.58 - $298.23 $4.79K - $5.96K
886 $264M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.05%
$341.08 - $391.94 $682 - $784
4.29K $1.65B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
430
+ 4.73%
$36.98 - $41.55 $15.9K - $17.9K
9.52K $391M
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 2.17%
$801.83 - $917.05 $12K - $13.8K
706 $626M
MDLZ
Mondelez International, Inc.

Consumer Defensive
59
+ 1.82%
$64.35 - $75.71 $3.8K - $4.47K
3.31K $243M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
5K
+ 19.67%
$2.06 - $2.96 $10.3K - $14.8K
30.4K $86.7M
PANW
Palo Alto Networks Inc

Technology
72
+ 5.62%
$294.18 - $368.01 $21.2K - $26.5K
1.35K $463M
MUSI
American Centy ETF Tr Multisec

ETFs
141
+ 1.07%
$42.68 - $44.88 $6.02K - $6.33K
13.3K $595M
SPY
Spdr S&P 500 ETF Trust

ETFs
13
+ 1.89%
$517.38 - $573.86 $6.73K - $7.46K
700 $402M
SCHX
Schwab Strategic Tr Us Large C

ETFs
20
+ 0.29%
$61.11 - $67.85 $1.22K - $1.36K
7.03K $477M
VLUE
Ishares Msci Usa Value Factor

ETFs
3
+ 0.07%
$99.14 - $109.18 $297 - $328
4.42K $481M
CI
Cigna Corp

Healthcare
30
+ 3.6%
$319.12 - $367.1 $9.57K - $11K
863 $299M
IVW
Ishares S&P 500 Growth ETF

ETFs
45
+ 0.81%
$84.77 - $97.13 $3.81K - $4.37K
5.6K $536M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
135
+ 3.82%
$56.29 - $62.74 $7.6K - $8.47K
3.67K $230M
MSFT
Microsoft Corp

Technology
429
+ 4.34%
$395.15 - $467.56 $170K - $201K
10.3K $4.43B
EFG
Msci Eafe Growth ETF

ETFs
50
+ 1.95%
$96.84 - $108.77 $4.84K - $5.44K
2.62K $282M
Activity Summary
Buys All Purchases 113 New Holdings 29 Increased Positions 84 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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