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
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.07K
+ 1.24%
N/A
87.2K $4.04B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
3.64K
+ 6.41%
$45.3 - $50.64 $165K - $184K
60.4K $3.02B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
3.03K
+ 54.76%
$48.5 - $49.35 $147K - $150K
8.57K $422M
EMB
Ishares Tr

ETFs
1.19K
+ 9.53%
$86.54 - $92.62 $103K - $110K
13.7K $1.26B
MET
Metlife Inc

Financial Services
1.58K
+ 22.6%
$68.42 - $82.49 $108K - $130K
8.58K $692M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
2.29K
+ 3.27%
$40.82 - $43.14 $93.4K - $98.7K
72.2K $3.1B
ICE
Intercontinental Exchange, Inc.

Financial Services
607
+ 48.41%
$151.62 - $183.47 $92K - $111K
1.86K $341M
T
At&T Inc.

Communication Services
4.26K
+ 12.69%
$26.33 - $28.94 $112K - $123K
37.8K $1.07B
VUG
Vanguard Growth ETF

ETFs
95
+ 9.9%
$329.49 - $438.4 $31.3K - $41.6K
1.06K $467M
ITW
Illinois Tool Works Inc

Industrials
360
+ 23.14%
$218.41 - $252.43 $78.6K - $90.9K
1.92K $495M
OMFL
Invesco Exchange Traded Self I

ETFs
581
+ 4.08%
$48.43 - $57.78 $28.1K - $33.6K
14.8K $862M
UBSI
United Bankshares Inc

Financial Services
1.78K
+ 19.71%
$31.5 - $37.32 $55.9K - $66.3K
10.8K $414M
PRU
Prudential Financial Inc

Financial Services
1.01K
+ 24.99%
$95.12 - $112.71 $96.3K - $114K
5.06K $552M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
388
+ 1.62%
$27.46 - $33.2 $10.7K - $12.9K
24.4K $813M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
228
+ 1.04%
$32.0 - $39.87 $7.3K - $9.09K
22.2K $921M
MO
Altria Group, Inc.

Consumer Defensive
1.65K
+ 19.26%
$55.56 - $60.91 $91.4K - $100K
10.2K $608M
XLK
Technology Sector Spdr

ETFs
42
+ 2.67%
$179.73 - $253.23 $7.55K - $10.6K
1.62K $416M
Natwest Group PLC
1.68K
+ 3.95%
N/A
44.3K $595M
CL
Colgate Palmolive CO

Consumer Defensive
938
+ 15.06%
$87.57 - $96.0 $82.1K - $90K
7.17K $665M
FAF
First American Financial Corp

Financial Services
1.38K
+ 38.77%
$54.11 - $67.0 $74.6K - $92.4K
4.94K $312M
IEFA
Ishares Tr

ETFs
510
+ 14.44%
$67.83 - $84.09 $34.6K - $42.9K
4.04K $338M
UPS
United Parcel Service Inc

Industrials
1.19K
+ 12.37%
$91.92 - $110.2 $110K - $132K
10.8K $1.13B
SO
Southern CO

Utilities
738
+ 11.52%
$84.91 - $92.56 $62.7K - $68.3K
7.15K $654M
MGV
Vanguard Mega Cap Value

ETFs
295
+ 6.16%
$114.87 - $131.25 $33.9K - $38.7K
5.08K $678M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
380
+ 13.64%
$483.48 - $539.8 $184K - $205K
3.17K $1.54B
CME
Cme Group Inc.

Financial Services
2
+ 0.05%
$252.37 - $290.71 $505 - $581
4.26K $1.18B
VZ
Verizon Communications Inc

Communication Services
1.66K
+ 12.64%
$41.67 - $45.62 $69K - $75.5K
14.8K $642M
VLO
Valero Energy Corp

Energy
28
+ 0.82%
$104.69 - $141.77 $2.93K - $3.97K
3.43K $496M
VDE
Vanguard Energy ETF

ETFs
998
+ 9.77%
$105.87 - $130.56 $106K - $130K
11.2K $1.37B
KMB
Kimberly Clark Corp

Consumer Defensive
524
+ 20.52%
$126.84 - $145.22 $66.5K - $76.1K
3.08K $407M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
1.31K
+ 9.83%
$27.29 - $29.28 $35.6K - $38.2K
14.6K $426M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.59%
$101.93 - $128.63 $1.43K - $1.8K
2.41K $314M
CAH
Cardinal Health Inc

Healthcare
5
+ 0.34%
$125.0 - $168.0 $625 - $840
1.46K $241M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
318
+ 15.73%
$116.93 - $119.39 $37.2K - $38K
2.34K $276M
LMT
Lockheed Martin Corp

Industrials
9
+ 0.46%
$430.82 - $486.45 $3.88K - $4.38K
1.95K $902M
PG
Procter & Gamble CO

Consumer Defensive
612
+ 7.83%
$157.66 - $172.39 $96.5K - $106K
8.43K $1.36B
VIG
Vanguard Dividend Appreciation

ETFs
14
+ 1.21%
N/A
1.17K $243M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
7
+ 1.32%
$376.48 - $440.65 $2.64K - $3.08K
539 $241M
MMM
3 M CO

Industrials
1
+ 0.04%
$126.09 - $154.15 $126 - $154
2.69K $412M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
97
+ 0.7%
$10.59 - $11.48 $1.03K - $1.11K
13.9K $159M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
505
+ 1.56%
$47.05 - $50.22 $23.8K - $25.4K
32.9K $1.62B
MCD
Mcdonalds Corp

Consumer Cyclical
207
+ 5.37%
$285.55 - $321.23 $59.1K - $66.5K
4.06K $1.19B
PDI
Pimco Dynamic Income Fund

Financial Services
620
+ 1.36%
$17.02 - $19.87 $10.6K - $12.3K
46.3K $886M
EXC
Exelon Corp

Utilities
42
+ 0.49%
$42.2 - $47.37 $1.77K - $1.99K
8.65K $373M
HDV
Ishares Core High Dividend ETF

ETFs
76
+ 0.38%
$108.41 - $120.51 $8.24K - $9.16K
20.3K $2.42B
CORT
Corcept Therapeutics Inc

Healthcare
1.6K
+ 33.39%
$62.24 - $91.93 $99.5K - $147K
6.38K $461M
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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