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
BAC
Bank Of America Corp

Financial Services
8K
+ 26.29%
$44.92 - $52.42 $360K - $420K
38.4K $1.98B
IWM
Ishares Russell 2000 ETF

ETFs
50
+ 0.2%
$214.92 - $244.84 $10.7K - $12.2K
24.7K $5.96B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
11.7K
+ 19.88%
$37.14 - $37.85 $434K - $443K
70.5K $2.66B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
14.3K
+ 4.98%
$24.73 - $25.29 $354K - $362K
302K $7.61B
SRAD
Sportradar Group Ag

Technology
16.3K
New
$26.9 - $31.79 $439K - $519K
16.3K $439M
AVGO
Broadcom Inc.

Technology
425
+ 8.06%
$264.74 - $369.57 $113K - $157K
5.7K $1.88B
HD
Home Depot, Inc.

Consumer Cyclical
788
+ 25.2%
$357.4 - $423.42 $282K - $334K
3.92K $1.59B
TTD
Trade Desk, Inc.

Technology
8.62K
New
$43.93 - $89.76 $379K - $774K
8.62K $422M
JPM
Jpmorgan Chase & CO

Financial Services
124
+ 0.63%
$282.78 - $316.06 $35.1K - $39.2K
19.7K $6.23B
MU
Micron Technology Inc

Technology
1.1K
+ 21.31%
$104.88 - $168.89 $116K - $186K
6.28K $1.05B
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
8.79K
+ 38.63%
$32.02 - $36.34 $282K - $320K
31.6K $1.13B
ABBV
Abb Vie Inc.

Healthcare
43
+ 0.49%
$184.85 - $231.54 $7.95K - $9.96K
8.9K $2.06B
AMAT
Applied Materials Inc

Technology
1.61K
+ 45.71%
$156.25 - $204.95 $252K - $331K
5.14K $1.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
625
+ 19.74%
$459.11 - $506.91 $287K - $317K
3.79K $1.91B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.28K
+ 13.69%
$48.72 - $50.73 $403K - $420K
68.7K $3.39B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.8K
+ 38.78%
$70.85 - $76.96 $340K - $369K
17.2K $1.31B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.37K
+ 5.51%
$101.12 - $106.18 $341K - $358K
64.5K $6.65B
Digital Brands Group Inc
42.4K
New
N/A
42.4K $348M
SLV
I Shares Silver Trust

ETFs
8.2K
New
$32.73 - $42.5 $268K - $348K
8.2K $347M
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.41K
+ 9.28%
$33.13 - $36.31 $179K - $196K
63.6K $2.3B
GD
General Dynamics Corp

Industrials
766
+ 41.95%
$293.92 - $341.0 $225K - $261K
2.59K $884M
IRBO
Ishares Robotics & Artificial

ETFs
5.54K
+ 27.47%
N/A
25.7K $1.18B
CGDV
Capital Group Divid Value ETF

ETFs
7K
+ 26.41%
$39.59 - $42.21 $277K - $295K
33.5K $1.41B
COST
Costco Wholesale Corp

Consumer Defensive
432
+ 40.37%
$915.95 - $994.57 $396K - $430K
1.5K $1.39B
AMZN
Amazon Com Inc

Consumer Cyclical
1.78K
+ 10.11%
$211.65 - $238.24 $376K - $423K
19.3K $4.25B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
3.84K
New
$82.38 - $83.0 $316K - $318K
3.84K $318M
Blackrock ETF Trust Ii
5.27K
+ 2.15%
N/A
251K $13B
XLU
Utilities Sector Spdr

ETFs
3.62K
New
$81.14 - $87.32 $293K - $316K
3.62K $315M
EMB
Ishares Tr

ETFs
2.86K
+ 20.9%
$91.52 - $95.59 $262K - $273K
16.5K $1.57B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.48K
+ 3.25%
$87.69 - $96.0 $130K - $142K
47.1K $4.44B
T
At&T Inc.

Communication Services
10.5K
+ 27.71%
$26.94 - $29.62 $282K - $310K
48.3K $1.36B
VB
Vanguard Small Cap ETF

ETFs
1.15K
New
$237.58 - $259.17 $272K - $297K
1.15K $291M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
5.48K
New
$52.39 - $53.11 $287K - $291K
5.48K $291M
BA
Boeing CO

Industrials
1.35K
+ 34.82%
$209.79 - $237.38 $283K - $320K
5.22K $1.13B
O
Realty Income Corp

Real Estate
3.99K
+ 28.73%
$56.13 - $60.79 $224K - $243K
17.9K $1.09B
CRWD
Crowd Strike Holdings, Inc.

Technology
631
+ 49.8%
$412.46 - $514.1 $260K - $324K
1.9K $931M
NFLX
Netflix Inc

Communication Services
309
+ 29.94%
$1147.87 - $1297.18 $355K - $401K
1.34K $1.61B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.73K
New
$28.15 - $30.13 $246K - $263K
8.73K $259M
UBER
Uber Technologies, Inc

Technology
2.32K
+ 37.5%
$86.91 - $99.57 $202K - $231K
8.51K $833M
ACN
Accenture PLC

Technology
1.71K
+ 55.99%
$232.56 - $304.78 $397K - $520K
4.75K $1.17B
IEMG
Ishares Inc

ETFs
3.45K
New
N/A
3.45K $228M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
3.53K
+ 10.71%
$48.06 - $50.98 $170K - $180K
36.5K $1.84B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.45K
New
$62.09 - $66.51 $214K - $229K
3.45K $225M
ADP
Automatic Data Processing Inc

Industrials
833
+ 45.2%
$288.69 - $310.94 $240K - $259K
2.68K $786M
CCI
Crown Castle International Corp

Real Estate
2.76K
+ 30.93%
$92.96 - $113.91 $256K - $314K
11.7K $1.13B
TT
Trane Technologies PLC

Industrials
540
+ 40.15%
$398.96 - $472.54 $215K - $255K
1.89K $796M
GE
General Electric CO

Industrials
677
New
$244.75 - $305.63 $166K - $207K
677 $204M
GLD
Spdr Gold Trust

ETFs
472
+ 64.84%
$300.96 - $355.47 $142K - $168K
1.2K $427M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
3.88K
+ 4.45%
N/A
91.1K $4.24B
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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