Goldstone Financial Group, LLC Purchases in Q2 2025

Goldstone Financial Group, LLC

  • $757 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MA
Mastercard Inc

Financial Services
417
+ 7.65%
$479.92 - $590.74 $200K - $246K
5.87K $3.34B
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.9K
+ 11.26%
$26.66 - $33.09 $157K - $195K
58.2K $1.95B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.45K
New
$141.37 - $228.57 $205K - $331K
1.45K $340M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.6K
+ 8.46%
$24.32 - $27.87 $403K - $462K
213K $5.81B
MU
Micron Technology Inc

Technology
1.73K
+ 50.19%
$64.72 - $127.91 $112K - $221K
5.18K $633M
DIS
Walt Disney CO

Communication Services
1.61K
+ 32.55%
$81.72 - $124.01 $132K - $200K
6.57K $814M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.95K
+ 17.88%
$24.38 - $30.18 $169K - $210K
45.8K $1.4B
MS
Morgan Stanley

Financial Services
949
+ 15.65%
$99.83 - $140.86 $94.7K - $134K
7.01K $1.01B
AMAT
Applied Materials Inc

Technology
955
+ 37.1%
$126.95 - $183.52 $121K - $175K
3.53K $674M
TQQQ
Proshares Ultrapro Qqq

ETFs
3.53K
New
$38.9 - $83.0 $137K - $293K
3.53K $299M
CRWD
Crowd Strike Holdings, Inc.

Technology
245
+ 23.97%
$321.63 - $509.31 $78.8K - $125K
1.27K $651M
AVUV
American Centy ETF Tr Avantis

ETFs
861
+ 3.32%
$75.17 - $91.21 $64.7K - $78.5K
26.8K $2.55B
CCI
Crown Castle International Corp

Real Estate
2.68K
+ 42.99%
$94.83 - $107.06 $254K - $287K
8.91K $917M
IWB
Ishares Tr Russell 1000 ETF

ETFs
750
New
$272.36 - $339.57 $204K - $255K
750 $258M
C
Citigroup Inc

Financial Services
1.06K
+ 11.95%
$58.13 - $85.12 $61.8K - $90.5K
9.96K $883M
HD
Home Depot, Inc.

Consumer Cyclical
643
+ 25.89%
$335.24 - $380.78 $216K - $245K
3.13K $1.16B
ALL
Allstate Corp

Financial Services
1.32K
+ 118.28%
$180.53 - $212.64 $238K - $281K
2.44K $482M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.44K
+ 13.16%
$57.46 - $75.58 $82.7K - $109K
12.4K $940M
EMR
Emerson Electric CO

Industrials
819
+ 18.47%
$94.15 - $133.33 $77.1K - $109K
5.25K $734M
TT
Trane Technologies PLC

Industrials
311
+ 30.08%
$315.21 - $437.41 $98K - $136K
1.35K $588M
ISRG
Intuitive Surgical Inc

Healthcare
340
+ 40.62%
$451.58 - $565.94 $154K - $192K
1.18K $641M
PFE
Pfizer Inc

Healthcare
8.83K
+ 53.82%
$21.59 - $24.84 $191K - $219K
25.2K $641M
GLD
Spdr Gold Trust

ETFs
728
New
$273.71 - $316.29 $199K - $230K
728 $224M
ETN
Eaton Corp PLC

Industrials
169
+ 9.62%
$246.52 - $356.99 $41.7K - $60.3K
1.93K $697M
PULS
Pgim ETF Tr

ETFs
4.41K
New
$49.39 - $49.76 $218K - $219K
4.41K $219M
NVS
Novartis Ag

Healthcare
1.38K
+ 28.28%
$101.96 - $121.01 $141K - $167K
6.25K $762M
UBER
Uber Technologies, Inc

Technology
1.21K
+ 24.42%
$64.62 - $93.3 $78.4K - $113K
6.19K $579M
CLOI
Vaneck ETF Tr

ETFs
4.06K
New
$51.16 - $53.02 $208K - $215K
4.06K $215M
AMD
Advanced Micro Devices Inc

Technology
1.56K
New
$78.21 - $143.81 $122K - $224K
1.56K $215M
AXP
American Express CO

Financial Services
639
New
$231.39 - $318.98 $148K - $204K
639 $210M
BMY
Bristol Myers Squibb CO

Healthcare
5.78K
+ 128.87%
$44.12 - $59.6 $255K - $345K
10.3K $482M
GOOG
Alphabet Inc.

Communication Services
690
+ 21.5%
$146.58 - $180.01 $101K - $124K
3.9K $704M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.61K
New
$42.72 - $44.24 $197K - $204K
4.61K $202M
GWW
W.W. Grainger, Inc.

Industrials
192
New
$919.93 - $1101.66 $177K - $212K
192 $202M
CGDV
Capital Group Divid Value ETF

ETFs
2.28K
+ 9.43%
$31.93 - $39.49 $72.9K - $90.2K
26.5K $1.06B
GD
General Dynamics Corp

Industrials
577
+ 46.2%
$247.68 - $291.66 $143K - $168K
1.83K $538M
COCO
Vita Coco Company, Inc.

Consumer Defensive
3.86K
+ 51.16%
$27.0 - $37.18 $104K - $144K
11.4K $429M
COST
Costco Wholesale Corp

Consumer Defensive
159
+ 17.45%
$908.13 - $1056.85 $144K - $168K
1.07K $1.06B
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
3.93K
+ 20.88%
$25.48 - $31.98 $100K - $126K
22.8K $739M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
7.08K
+ 10.45%
$23.32 - $24.45 $165K - $173K
74.8K $1.83B
V
Visa Inc.

Financial Services
487
+ 33.38%
$308.27 - $373.31 $150K - $182K
1.95K $698M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.46K
+ 3.25%
$45.88 - $54.4 $67K - $79.4K
46.3K $2.51B
ADP
Automatic Data Processing Inc

Industrials
571
+ 44.89%
$276.76 - $326.81 $158K - $187K
1.84K $570M
SPGI
S&P Global Inc.

Financial Services
310
+ 40.0%
$438.31 - $527.29 $136K - $163K
1.09K $575M
TXN
Texas Instruments Inc

Technology
445
+ 19.75%
N/A
2.7K $583M
MDT
Medtronic PLC

Healthcare
2.06K
+ 64.38%
$80.68 - $88.86 $166K - $183K
5.25K $464M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.29K
+ 5.36%
$51.14 - $57.0 $168K - $187K
64.7K $3.68B
CSCO
Cisco Systems, Inc.

Technology
1.41K
+ 14.27%
$53.19 - $69.38 $74.7K - $97.5K
11.3K $780M
IBM
International Business Machines Corp

Technology
194
+ 8.06%
$221.03 - $294.78 $42.9K - $57.2K
2.6K $759M
Activity Summary
Buys All Purchases 147 New Holdings 14 Increased Positions 133 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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