Goldstein Advisors, LLC New Holdings in Q3 2024

Goldstein Advisors, LLC

  • $658 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
76.1K
New
$197.34 - $237.68 $15M - $18.1M
76.1K $17.2B
PAVE
Global X Fds Us Infrastructure

ETFs
161K
New
$36.39 - $41.16 $5.86M - $6.63M
161K $6.63B
Blackrock ETF Trust Ii
79.7K
New
N/A
79.7K $4.27B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10K
New
$44.24 - $49.47 $443K - $495K
10K $495M
APP
App Lovin Corp

Technology
2.49K
New
$67.14 - $130.65 $167K - $325K
2.49K $325M
PGR
Progressive Corp

Financial Services
1.1K
New
$209.46 - $259.24 $231K - $286K
1.1K $280M
ABT
Abbott Laboratories

Healthcare
2.25K
New
$100.07 - $118.13 $225K - $266K
2.25K $257M
POCT
Innovator U.S. Equity Power Bu

ETFs
6.42K
New
$37.79 - $38.95 $243K - $250K
6.42K $250M
GFL
Gfl Environmental Inc.

Industrials
6.14K
New
$37.64 - $43.49 $231K - $267K
6.14K $245M
ETN
Eaton Corp PLC

Industrials
730
New
$272.52 - $333.02 $199K - $243K
730 $242M
TSLA
Tesla, Inc.

Consumer Cyclical
901
New
$191.76 - $263.26 $173K - $237K
901 $236M
LII
Lennox International Inc

Industrials
373
New
$523.72 - $620.83 $195K - $232K
373 $225M
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1591.44 - $2140.1 $172K - $231K
108 $222M
ORCL
Oracle Corp

Technology
1.3K
New
$125.9 - $170.35 $163K - $221K
1.3K $221M
SBUX
Starbucks Corp

Consumer Cyclical
2.26K
New
$72.51 - $98.6 $164K - $223K
2.26K $220M
SHW
Sherwin Williams CO

Basic Materials
566
New
$294.65 - $384.0 $167K - $217K
566 $216M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.71K
New
$71.9 - $79.86 $195K - $216K
2.71K $215M
KO
Coca Cola CO

Consumer Defensive
2.99K
New
$62.69 - $73.01 $187K - $218K
2.99K $215M
NKE
Nike, Inc.

Consumer Cyclical
2.4K
New
$71.09 - $89.44 $170K - $214K
2.4K $212M
Cooper Cos Inc
1.9K
New
N/A
1.9K $209M
BR
Broadridge Financial Solutions, Inc.

Technology
963
New
$196.56 - $218.55 $189K - $210K
963 $207M
ADSK
Autodesk, Inc.

Technology
744
New
$245.83 - $245.83 $183K - $183K
744 $205M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.43K
New
$77.24 - $83.67 $188K - $203K
2.43K $203M
MS
Morgan Stanley

Financial Services
1.95K
New
$92.07 - $106.96 $179K - $208K
1.95K $203M
VRT
Vertiv Holdings CO

Industrials
2.03K
New
$86.66 - $86.66 $176K - $176K
2.03K $202M
TGT
Target Corp

Consumer Defensive
1.28K
New
$133.47 - $159.25 $171K - $204K
1.28K $200M
Jazz Investments I LTD
15K
New
N/A
15K $14.9M
American Wtr Cap Corp
13K
New
N/A
13K $13.3M
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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