Goldstein Advisors, LLC Incresed Positions in Q2 2025

Goldstein Advisors, LLC

  • $744 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Victory Portfolios Ii
384K
+ 32.03%
N/A
1.58M $55.9B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
157K
+ 17.53%
$32.66 - $40.75 $5.12M - $6.39M
1.05M $42.6B
XLK
Technology Sector Spdr

ETFs
22.4K
+ 28.37%
$179.73 - $253.23 $4.02M - $5.66M
101K $25.6B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
70
+ 0.01%
$97.68 - $121.38 $6.84K - $8.5K
559K $67.8B
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.75K
+ 1.27%
$152.42 - $182.82 $572K - $686K
299K $54.6B
IXUS
Ishares Tr

ETFs
2.47K
+ 1.17%
$62.37 - $77.63 $154K - $192K
213K $16.5B
NVDA
Nvidia Corp

Technology
95
+ 0.3%
$94.31 - $157.99 $8.96K - $15K
31.7K $5.01B
RODM
Hartford Multifactor Developed

ETFs
2.96K
+ 0.69%
$28.23 - $34.22 $83.4K - $101K
432K $14.7B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.2K
+ 78.78%
$43.53 - $54.46 $531K - $664K
27.7K $1.51B
META
Meta Platforms, Inc.

Communication Services
221
+ 10.75%
$484.66 - $738.09 $107K - $163K
2.28K $1.68B
VUG
Vanguard Growth ETF

ETFs
370
+ 8.9%
$329.49 - $438.4 $122K - $162K
4.53K $1.98B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
957
+ 0.96%
$51.16 - $62.02 $49K - $59.4K
101K $6.26B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
1.73K
+ 4.6%
$65.41 - $79.66 $113K - $138K
39.3K $3.13B
PULS
Pgim ETF Tr

ETFs
6.77K
+ 9.6%
$49.39 - $49.76 $334K - $337K
77.3K $3.85B
IVV
Ishares Core S&P 500 ETF

ETFs
202
+ 6.31%
$498.8 - $620.9 $101K - $125K
3.4K $2.11B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
140
+ 1.89%
$171.4 - $227.1 $24K - $31.8K
7.54K $1.71B
Talen Energy Corp
642
+ 60.74%
N/A
1.7K $494M
IEMG
Ishares Inc

ETFs
2.42K
+ 13.4%
N/A
20.5K $1.23B
TSLA
Tesla, Inc.

Consumer Cyclical
375
+ 26.69%
$221.86 - $362.89 $83.2K - $136K
1.78K $565M
GOOG
Alphabet Inc.

Communication Services
254
+ 3.69%
$146.58 - $180.01 $37.2K - $45.7K
7.13K $1.26B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
278
+ 13.19%
$141.37 - $228.57 $39.3K - $63.5K
2.39K $540M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.94K
+ 28.32%
$55.54 - $69.09 $108K - $134K
8.78K $607M
ISCB
International Speedway Corp

ETFs
82
+ 0.2%
$47.12 - $58.28 $3.86K - $4.78K
41.8K $2.44B
IWM
Ishares Russell 2000 ETF

ETFs
476
+ 16.11%
$174.82 - $215.79 $83.2K - $103K
3.43K $740M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.28K
+ 9.32%
$39.89 - $49.46 $50.9K - $63.2K
15K $741M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
390
+ 2.66%
$90.56 - $109.49 $35.3K - $42.7K
15.1K $1.65B
VONV
Vanguard Russell 1000 Value Et

ETFs
1.04K
+ 25.01%
$73.19 - $85.21 $76.3K - $88.9K
5.21K $444M
MTW
Manitowoc CO Inc

Industrials
3K
+ 18.4%
$7.24 - $12.25 $21.7K - $36.8K
19.3K $232M
Blackrock ETF Trust Ii
697
+ 0.81%
N/A
87K $4.6B
INTU
Intuit Inc

Technology
4
+ 1.05%
$544.07 - $787.63 $2.18K - $3.15K
386 $304M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
50
+ 0.12%
N/A
41.1K $960M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
663
+ 6.01%
$85.42 - $94.39 $56.6K - $62.6K
11.7K $1.1B
SCHX
Schwab Strategic Tr Us Large C

ETFs
90
+ 0.35%
$19.6 - $24.44 $1.76K - $2.2K
26.1K $637M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
560
+ 2.96%
$17.76 - $22.1 $9.95K - $12.4K
19.5K $430M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
419
+ 15.87%
$70.44 - $86.87 $29.5K - $36.4K
3.06K $266M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.19K
+ 7.36%
$23.55 - $27.67 $27.9K - $32.8K
17.3K $479M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
544
+ 20.1%
$66.87 - $79.47 $36.4K - $43.2K
3.25K $258M
WMT
Walmart Inc.

Consumer Defensive
5
+ 0.1%
$81.79 - $99.98 $409 - $500
4.79K $468M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
237
+ 1.86%
$22.92 - $28.05 $5.43K - $6.65K
13K $365M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
5
+ 0.14%
$53.69 - $67.27 $268 - $336
3.57K $240M
ABT
Abbott Laboratories

Healthcare
120
+ 6.17%
$123.95 - $138.08 $14.9K - $16.6K
2.06K $281M
GILD
Gilead Sciences, Inc.

Healthcare
36
+ 1.51%
$96.91 - $113.0 $3.49K - $4.07K
2.43K $269M
MDLZ
Mondelez International, Inc.

Consumer Defensive
32
+ 0.68%
$63.54 - $68.5 $2.03K - $2.19K
4.77K $322M
MCD
Mcdonalds Corp

Consumer Cyclical
112
+ 6.08%
$285.55 - $321.23 $32K - $36K
1.95K $571M
DUK
Duke Energy Corp

Utilities
17
+ 0.88%
$112.46 - $124.05 $1.91K - $2.11K
1.94K $229M
LOW
Lowes Companies Inc

Consumer Cyclical
28
+ 2.45%
$210.83 - $235.28 $5.9K - $6.59K
1.17K $260M
TMO
Thermo Fisher Scientific Inc.

Healthcare
76
+ 13.67%
$390.26 - $489.06 $29.7K - $37.2K
632 $256M
PEP
Pepsico Inc

Consumer Defensive
178
+ 6.78%
$128.02 - $151.37 $22.8K - $26.9K
2.81K $370M
VHT
Vanguard Health Care ETF

ETFs
22
+ 0.53%
$236.71 - $261.92 $5.21K - $5.76K
4.17K $1.04B
Activity Summary
Buys All Purchases 72 New Holdings 22 Increased Positions 50 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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