Goldstone Financial Group, LLC Purchases in Q4 2024

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHE
Schwab Strategic Tr Us Emergin

ETFs
14.3K
+ 156.48%
$26.63 - $30.23 $381K - $433K
23.5K $625M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5.09K
+ 148.67%
$58.39 - $67.04 $297K - $341K
8.52K $540M
KMB
Kimberly Clark Corp

Consumer Defensive
2.53K
New
$130.37 - $146.09 $330K - $370K
2.53K $332M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
10.7K
New
$29.46 - $32.64 $315K - $348K
10.7K $330M
MO
Altria Group, Inc.

Consumer Defensive
6.22K
New
$49.06 - $57.74 $305K - $359K
6.22K $325M
IEFA
Ishares Tr

ETFs
4.32K
New
$70.06 - $77.43 $302K - $334K
4.32K $303M
NFLX
Netflix Inc

Communication Services
207
+ 33.93%
$687.65 - $936.56 $142K - $194K
817 $728M
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
23.5K
New
$11.46 - $17.04 $269K - $400K
23.5K $286M
OMFL
Invesco Exchange Traded Self I

ETFs
4.7K
+ 104.16%
$52.49 - $56.58 $247K - $266K
9.22K $500M
MS
Morgan Stanley

Financial Services
1.23K
+ 26.42%
$104.42 - $134.99 $129K - $166K
5.9K $741M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.13K
New
$69.42 - $93.29 $218K - $292K
3.13K $248M
GS
Goldman Sachs Group Inc

Financial Services
284
+ 26.15%
$486.1 - $608.57 $138K - $173K
1.37K $785M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
13.2K
New
$18.41 - $40.87 $243K - $539K
13.2K $244M
MA
Mastercard Inc

Financial Services
133
+ 2.57%
$491.3 - $536.15 $65.3K - $71.3K
5.31K $2.79B
VUG
Vanguard Growth ETF

ETFs
529
+ 68.43%
$378.79 - $428.11 $200K - $226K
1.3K $534M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
7.31K
+ 16.64%
$42.79 - $44.9 $313K - $328K
51.2K $2.2B
ABNB
Airbnb, Inc.

Consumer Cyclical
1.74K
New
$125.36 - $147.37 $219K - $257K
1.74K $229M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
535
New
$417.69 - $450.94 $223K - $241K
535 $228M
WFC
Wells Fargo & Company

Financial Services
3.22K
New
$54.98 - $77.35 $177K - $249K
3.22K $226M
RDVY
First Trust Rising Dividend Ac

ETFs
3.87K
+ 8.04%
$58.65 - $64.37 $227K - $249K
52K $3.08B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
6.35K
+ 10.55%
$42.33 - $43.3 $269K - $275K
66.6K $2.84B
ALL
Allstate Corp

Financial Services
1.11K
New
$181.25 - $208.2 $201K - $231K
1.11K $214M
BAC
Bank Of America Corp

Financial Services
3.27K
+ 21.11%
$39.22 - $47.77 $128K - $156K
18.8K $825M
IXUS
Ishares Tr

ETFs
5.56K
+ 22.72%
$65.95 - $72.56 $367K - $404K
30K $1.99B
GD
General Dynamics Corp

Industrials
789
New
$260.28 - $314.03 $205K - $248K
789 $208M
FAF
First American Financial Corp

Financial Services
3.26K
New
$61.55 - $70.63 $201K - $231K
3.26K $204M
META
Meta Platforms, Inc.

Communication Services
309
+ 17.8%
$554.08 - $632.68 $171K - $195K
2.05K $1.2B
VPU
Vanguard Utilities ETF

ETFs
3.01K
+ 10.8%
$160.52 - $179.11 $483K - $539K
30.9K $5.05B
C
Citigroup Inc

Financial Services
1.8K
+ 28.26%
$61.31 - $72.5 $110K - $130K
8.16K $574M
HDV
Ishares Core High Dividend ETF

ETFs
2.41K
+ 12.06%
$110.82 - $121.28 $267K - $292K
22.4K $2.51B
USFR
Wisdomtree Floating Rate Treas

ETFs
3.09K
+ 4.44%
$50.23 - $50.46 $155K - $156K
72.8K $3.66B
DGRO
Ishares Core Dividend Growth E

ETFs
3.48K
+ 8.15%
$60.73 - $64.94 $211K - $226K
46.1K $2.83B
VDE
Vanguard Energy ETF

ETFs
1.23K
+ 11.44%
$116.67 - $136.78 $144K - $169K
12K $1.46B
Natwest Group PLC
10.6K
+ 33.24%
N/A
42.6K $433M
HD
Home Depot, Inc.

Consumer Cyclical
383
+ 27.42%
$385.02 - $431.37 $147K - $165K
1.78K $692M
ETN
Eaton Corp PLC

Industrials
378
+ 36.77%
$326.96 - $377.52 $124K - $143K
1.41K $467M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.34K
+ 6.77%
$57.53 - $60.83 $250K - $264K
68.4K $3.93B
EMR
Emerson Electric CO

Industrials
564
+ 15.68%
$108.13 - $134.33 $61K - $75.8K
4.16K $516M
CAT
Caterpillar Inc

Industrials
460
+ 29.08%
$360.37 - $416.88 $166K - $192K
2.04K $741M
WMT
Walmart Inc.

Consumer Defensive
834
+ 18.36%
$79.1 - $95.7 $66K - $79.8K
5.38K $486M
CVX
Chevron Corp

Energy
870
+ 21.18%
$141.15 - $162.53 $123K - $141K
4.98K $721M
IWF
Ishares Russell 1000 Gr ETF

ETFs
130
+ 5.37%
$370.24 - $418.94 $48.1K - $54.5K
2.55K $1.02B
MSFT
Microsoft Corp

Technology
427
+ 5.8%
$406.35 - $454.46 $174K - $194K
7.79K $3.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.09%
$567.81 - $607.81 $3.97K - $4.25K
7.49K $4.39B
V
Visa Inc.

Financial Services
130
+ 10.61%
$273.87 - $320.91 $35.6K - $41.7K
1.36K $428M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
4.41K
+ 7.74%
$24.19 - $24.63 $107K - $109K
61.4K $1.49B
TT
Trane Technologies PLC

Industrials
277
+ 47.19%
$369.35 - $419.14 $102K - $116K
864 $319M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.92K
+ 5.2%
$47.58 - $48.56 $139K - $142K
59K $2.82B
CGGR
Capital Group Growth ETF Shs C

ETFs
1.89K
+ 30.0%
$34.49 - $39.24 $65K - $74K
8.17K $304M
Activity Summary
Buys All Purchases 162 New Holdings 25 Increased Positions 137 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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