Goldstone Financial Group, LLC Purchases in Q3 2025

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FSMD
Fidelity Covington Tr Small Mi

ETFs
317K
New
$41.29 - $44.71 $13.1M - $14.2M
317K $14B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.2K
+ 6.33%
$567.77 - $614.76 $5.23M - $5.66M
155K $94.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.04K
+ 1.69%
$546.99 - $602.2 $568K - $626K
62.7K $37.6B
NVDA
Nvidia Corp

Technology
13K
+ 40.72%
$153.3 - $186.58 $2M - $2.43M
45.1K $8.41B
VTV
Vanguard Value ETF

ETFs
9.95K
+ 6.12%
$175.51 - $186.57 $1.75M - $1.86M
172K $32.2B
FDL
First Tr Morningstar Dividend

ETFs
63.6K
+ 28.75%
$41.96 - $44.59 $2.67M - $2.84M
285K $12.4B
AAPL
Apple Inc.

Technology
4.75K
+ 12.71%
$202.38 - $256.87 $961K - $1.22M
42.1K $10.7B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
27.2K
+ 5.68%
$59.61 - $63.09 $1.62M - $1.71M
505K $31.8B
VPU
Vanguard Utilities ETF

ETFs
11.8K
+ 31.38%
$175.25 - $189.41 $2.06M - $2.23M
49.3K $9.33B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
31.8K
+ 3.14%
$31.79 - $33.42 $1.01M - $1.06M
1.05M $34.9B
IVV
Ishares Core S&P 500 ETF

ETFs
1.74K
+ 5.64%
$620.67 - $670.08 $1.08M - $1.17M
32.6K $21.8B
JPIB
Jpmorgan International Bond Op

ETFs
41.4K
+ 9.02%
$48.32 - $49.13 $2M - $2.04M
501K $24.6B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
81K
+ 15.94%
$21.99 - $23.38 $1.78M - $1.89M
589K $13.6B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
4.19K
+ 4.03%
$148.97 - $165.88 $624K - $694K
108K $17.8B
VO
Vanguard Mid Cap ETF

ETFs
4.03K
+ 8.65%
$279.83 - $293.74 $1.13M - $1.18M
50.6K $14.9B
VTI
Vanguard Total Stock Market Et

ETFs
1.57K
+ 2.78%
$303.93 - $329.86 $476K - $517K
57.8K $19B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
18.1K
+ 14.03%
$86.07 - $90.74 $1.55M - $1.64M
147K $13.1B
J P Morgan Exchange Traded F
24.2K
+ 15.64%
N/A
179K $9.67B
GOOGL
Alphabet Inc.

Communication Services
2.38K
+ 17.56%
$174.36 - $254.72 $415K - $606K
15.9K $3.88B
VEU
Vanguard Ftse All World Ex Us

ETFs
14.7K
+ 14.44%
$66.38 - $71.68 $978K - $1.06M
117K $8.33B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
23.4K
+ 9.75%
$45.26 - $46.63 $1.06M - $1.09M
263K $12.2B
FNDA
Schwab Fundamental U S Small C

ETFs
18.1K
+ 3.87%
$28.75 - $31.93 $520K - $577K
485K $15.1B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
379
+ 0.76%
$195.29 - $223.85 $74K - $84.8K
50.4K $11.2B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
18.1K
+ 10.38%
$50.02 - $53.28 $905K - $964K
192K $10.1B
VEA
Vanguard Ftse Developed Market

ETFs
7.18K
+ 3.4%
$56.02 - $60.3 $402K - $433K
218K $13.1B
Victory Portfolios Ii
19.9K
+ 14.87%
N/A
154K $5.76B
TSLA
Tesla, Inc.

Consumer Cyclical
73
+ 1.0%
$293.94 - $444.72 $21.5K - $32.5K
7.34K $3.26B
DGRO
Ishares Core Dividend Growth E

ETFs
11K
+ 22.6%
$64.12 - $68.08 $707K - $751K
59.8K $4.07B
META
Meta Platforms, Inc.

Communication Services
1.15K
+ 44.36%
$695.21 - $791.73 $802K - $913K
3.75K $2.76B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.98K
+ 6.68%
$132.9 - $142.03 $529K - $565K
63.5K $8.96B
CAT
Caterpillar Inc

Industrials
1.06K
+ 30.82%
$390.92 - $477.15 $413K - $504K
4.49K $2.14B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.64K
+ 3.75%
N/A
128K $12.7B
IXUS
Ishares Tr

ETFs
5.88K
+ 11.22%
$76.35 - $82.58 $449K - $485K
58.3K $4.81B
SRLN
Ssga Active Trust

ETFs
15.7K
+ 6.37%
$41.28 - $41.65 $649K - $655K
262K $10.9B
RECS
Columbia ETF Tr I

ETFs
16.5K
New
$36.82 - $40.35 $607K - $666K
16.5K $666M
OMFL
Invesco Exchange Traded Self I

ETFs
10.4K
+ 70.22%
$57.41 - $60.45 $598K - $629K
25.2K $1.52B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
11.5K
New
$41.53 - $66.18 $478K - $762K
11.5K $653M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.4K
+ 33.58%
$30.13 - $33.37 $464K - $513K
61.2K $2.04B
IWC
Russell Micro Cap ETF

ETFs
4.29K
New
$127.86 - $151.39 $548K - $649K
4.29K $639M
MSFT
Microsoft Corp

Technology
827
+ 8.34%
$491.09 - $535.64 $406K - $443K
10.7K $5.56B
VGT
Vanguard Information Technolog

ETFs
524
+ 17.61%
$656.44 - $753.15 $344K - $395K
3.5K $2.61B
Dbx ETF Tr
15.9K
New
N/A
15.9K $579M
GOOG
Alphabet Inc.

Communication Services
1.35K
+ 34.49%
$175.16 - $255.24 $236K - $343K
5.25K $1.28B
NUGO
Nushares ETF Tr Growth Opportu

ETFs
11K
+ 36.66%
$35.46 - $39.78 $391K - $439K
41.2K $1.62B
SPY
Spdr S&P 500 ETF Trust

ETFs
250
+ 2.94%
$617.65 - $666.84 $154K - $167K
8.76K $5.83B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
19K
+ 8.94%
$26.38 - $27.95 $501K - $531K
232K $6.32B
IWR
Ishares Russell Mid Cap ETF

ETFs
2.56K
+ 2.81%
$92.26 - $97.51 $236K - $249K
93.5K $9.03B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.15K
+ 4.22%
$87.07 - $93.06 $274K - $293K
77.8K $7.12B
RDVY
First Trust Rising Dividend Ac

ETFs
4.17K
+ 6.78%
$62.38 - $67.29 $260K - $281K
65.7K $4.42B
Activity Summary
Buys All Purchases 162 New Holdings 21 Increased Positions 141 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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