Goldstein Advisors, LLC Incresed Positions in Q3 2024

Goldstein Advisors, LLC

  • $658 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
IDXX
Idexx Laboratories Inc

Healthcare
4
+ 0.49%
$455.08 - $517.19 $1.82K - $2.07K
824 $416M
NFLX
Netflix Inc

Communication Services
2
+ 0.47%
$598.55 - $722.26 $1.2K - $1.44K
426 $302M
GOOGL
Alphabet Inc.

Communication Services
1.04K
+ 10.45%
$148.65 - $191.18 $155K - $199K
11K $1.83B
LLY
Eli Lilly & CO

Healthcare
16
+ 2.54%
$772.14 - $960.02 $12.4K - $15.4K
646 $572M
New Mtn Fin Corp
1K
+ 7.14%
N/A
15K $15.1M
APH
Amphenol Corp

Technology
141
+ 2.29%
$58.39 - $70.41 $8.23K - $9.93K
6.3K $411M
HON
Honeywell International Inc

Industrials
5
+ 0.4%
$196.73 - $220.21 $984 - $1.1K
1.26K $260M
EOG
Eog Resources Inc

Energy
12
+ 0.24%
$117.9 - $132.65 $1.41K - $1.59K
4.99K $613M
WDC
Western Digital Corp

Technology
102
+ 2.62%
$56.25 - $80.24 $5.74K - $8.18K
3.99K $273M
ADBE
Adobe Inc.

Technology
33
+ 2.13%
$508.13 - $586.55 $16.8K - $19.4K
1.58K $818M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
31.8K
+ 3.16%
$26.82 - $30.58 $853K - $972K
1.04M $29.2B
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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