Goldstein Advisors, LLC Sells in Q2 2025

Goldstein Advisors, LLC

  • $744 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
-246K
- 32.47%
$108.12 - $135.04 $26.6M - $33.2M
511K $69B
GBIL
Goldman Sachs Access Treasury

ETFs
-22K
- 25.01%
$99.83 - $100.19 $2.2M - $2.21M
66.1K $6.62B
AAPL
Apple Inc.

Technology
-8.21K
- 27.51%
$172.42 - $223.89 $1.42M - $1.84M
21.6K $4.44B
HMOP
Hartford Fds Exchange Traded T

ETFs
-32.2K
- 5.99%
$37.54 - $38.74 $1.21M - $1.25M
505K $19.3B
TAXF
American Centy ETF Tr Diversif

ETFs
-19.4K
- 4.49%
$47.8 - $49.79 $925K - $964K
412K $20.2B
VTI
Vanguard Total Stock Market Et

ETFs
-3.36K
- 35.79%
$243.75 - $303.93 $819K - $1.02M
6.03K $1.83B
GOOGL
Alphabet Inc.

Communication Services
-5.25K
- 39.78%
$144.7 - $178.6 $759K - $937K
7.95K $1.4B
RTX
Raytheon Technologies Corp

Industrials
-4.89K
- 67.88%
$113.75 - $148.48 $556K - $725K
2.31K $338M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.53K
- 2.22%
$89.87 - $92.93 $497K - $513K
243K $22.4B
ABBV
Abb Vie Inc.

Healthcare
-2.12K
- 38.79%
$170.16 - $206.27 $361K - $438K
3.35K $622M
MA
Mastercard Inc

Financial Services
-799
- 51.95%
$479.92 - $590.74 $383K - $472K
739 $415M
UNH
Unitedhealth Group Inc

Healthcare
-490
- 39.87%
$274.35 - $599.47 $134K - $294K
739 $230M
SU
Suncor Energy Inc

Energy
-9.98K
- 64.97%
$31.54 - $41.04 $315K - $410K
5.38K $202M
HD
Home Depot, Inc.

Consumer Cyclical
-816
- 32.82%
$335.24 - $380.78 $274K - $311K
1.67K $612M
Victory Portfolios Ii
-16.8K
- 1.16%
N/A
1.44M $31.4B
MGEE
Mge Energy Inc

Utilities
-2.64K
- 20.23%
$86.85 - $93.48 $229K - $247K
10.4K $920M
ADBE
Adobe Inc.

Technology
-737
- 53.29%
$340.0 - $420.68 $251K - $310K
646 $250M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-4.91K
- 13.32%
$47.46 - $55.3 $233K - $271K
31.9K $1.76B
LMT
Lockheed Martin Corp

Industrials
-517
- 53.8%
$430.82 - $486.45 $223K - $251K
444 $206M
MUSI
American Centy ETF Tr Multisec

ETFs
-4.89K
- 37.88%
$42.31 - $44.09 $207K - $215K
8.01K $353M
ZTS
Zoetis Inc.

Healthcare
-1.09K
- 45.88%
$144.41 - $170.3 $158K - $186K
1.29K $201M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-42
- 51.85%
$4164.15 - $5789.24 $175K - $243K
39 $226M
V
Visa Inc.

Financial Services
-434
- 19.04%
$308.27 - $373.31 $134K - $162K
1.85K $655M
FISV
Fiserv Inc

Technology
-242
- 13.89%
N/A
1.5K $259M
FVD
First Tr Value Line Divid Inde

ETFs
-2.72K
- 3.0%
$40.62 - $45.12 $110K - $123K
87.8K $3.92B
C
Citigroup Inc

Financial Services
-2.04K
- 44.81%
$58.13 - $85.12 $119K - $174K
2.51K $214M
XOM
Exxon Mobil Corp

Energy
-499
- 10.07%
$99.93 - $119.04 $49.9K - $59.4K
4.46K $480M
LNT
Alliant Energy Corp

Utilities
-500
- 2.71%
$58.79 - $64.85 $29.4K - $32.4K
17.9K $1.08B
COST
Costco Wholesale Corp

Consumer Defensive
-133
- 16.48%
$908.13 - $1056.85 $121K - $141K
674 $667M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-53
- 3.78%
$483.48 - $539.8 $25.6K - $28.6K
1.35K $655M
APH
Amphenol Corp

Technology
-2.87K
- 46.59%
$59.09 - $98.75 $169K - $283K
3.28K $324M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-1.53K
- 15.98%
$45.95 - $47.33 $70.2K - $72.3K
8.03K $378M
LLY
Eli Lilly & CO

Healthcare
-29
- 4.36%
$713.71 - $898.95 $20.7K - $26.1K
636 $496M
JNJ
Johnson & Johnson

Healthcare
-35
- 0.96%
$146.36 - $159.82 $5.12K - $5.59K
3.62K $553M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-24K
- 1.99%
$24.61 - $25.89 $590K - $620K
1.18M $30.4B
MRK
Merck & Co., Inc.

Healthcare
-44
- 1.2%
$73.47 - $87.12 $3.23K - $3.83K
3.62K $286M
PFE
Pfizer Inc

Healthcare
-736
- 6.96%
$21.59 - $24.84 $15.9K - $18.3K
9.83K $238M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.4K
- 1.84%
$38.18 - $45.52 $53.5K - $63.7K
74.5K $3.26B
BAC
Bank Of America Corp

Financial Services
-1.46K
- 19.19%
$34.39 - $47.46 $50.3K - $69.4K
6.16K $291M
PGR
Progressive Corp

Financial Services
-27
- 2.33%
$255.27 - $288.74 $6.89K - $7.8K
1.13K $302M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-655
- 12.47%
$73.0 - $85.5 $47.8K - $56K
4.6K $386M
CI
Cigna Corp

Healthcare
-70
- 6.42%
$301.89 - $340.04 $21.1K - $23.8K
1.02K $337M
MCK
Mckesson Corp

Healthcare
-55
- 14.67%
$652.83 - $732.78 $35.9K - $40.3K
320 $234M
SBUX
Starbucks Corp

Consumer Cyclical
-16
- 0.67%
$79.69 - $99.41 $1.28K - $1.59K
2.37K $217M
GFL
Gfl Environmental Inc.

Industrials
-562
- 9.05%
$42.93 - $51.58 $24.1K - $29K
5.65K $285M
MSI
Motorola Solutions, Inc.

Technology
-5
- 0.89%
$394.72 - $440.39 $1.97K - $2.2K
554 $233M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-1.22K
- 10.1%
$44.64 - $55.3 $54.3K - $67.2K
10.8K $599M
IWY
Ishares Tr Russell 200 Growth

ETFs
-223
- 15.75%
$187.5 - $246.51 $41.8K - $55K
1.19K $294M
EUSB
Ishares Tr Esg Advanced Total

Technology
-156
- 1.24%
$42.54 - $43.56 $6.64K - $6.8K
12.4K $539M
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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