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
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
580
+ 0.38%
$52.55 - $54.37 $30.5K - $31.5K
152K $8.21B
Natwest Group PLC
10.8K
+ 24.48%
N/A
55.1K $780M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.69K
+ 1.29%
$50.47 - $50.74 $136K - $137K
212K $10.7B
IBM
International Business Machines Corp

Technology
724
+ 27.85%
$234.77 - $292.47 $170K - $212K
3.32K $938M
MET
Metlife Inc

Financial Services
1.83K
+ 21.37%
$73.82 - $82.37 $135K - $151K
10.4K $858M
DTH
Wisdomtree Tr

ETFs
208
+ 0.34%
$46.13 - $49.9 $9.6K - $10.4K
60.7K $2.99B
AVUV
American Centy ETF Tr Avantis

ETFs
380
+ 1.42%
$90.37 - $102.12 $34.3K - $38.8K
27.2K $2.71B
VDE
Vanguard Energy ETF

ETFs
848
+ 7.56%
$118.37 - $129.65 $100K - $110K
12.1K $1.52B
ICE
Intercontinental Exchange, Inc.

Financial Services
1K
+ 53.95%
$167.28 - $188.45 $168K - $189K
2.87K $483M
SPGI
S&P Global Inc.

Financial Services
381
+ 35.12%
$484.94 - $564.15 $185K - $215K
1.47K $714M
LMT
Lockheed Martin Corp

Industrials
98
+ 5.03%
$410.74 - $499.21 $40.3K - $48.9K
2.05K $1.02B
MO
Altria Group, Inc.

Consumer Defensive
560
+ 5.5%
$57.75 - $67.68 $32.3K - $37.9K
10.7K $710M
MCD
Mcdonalds Corp

Consumer Cyclical
174
+ 4.29%
$291.67 - $316.99 $50.8K - $55.2K
4.23K $1.29B
PG
Procter & Gamble CO

Consumer Defensive
996
+ 11.82%
$150.47 - $161.22 $150K - $161K
9.42K $1.45B
NVS
Novartis Ag

Healthcare
386
+ 6.18%
$113.5 - $129.73 $43.8K - $50.1K
6.64K $851M
VLO
Valero Energy Corp

Energy
1
+ 0.03%
$131.77 - $175.63 $132 - $176
3.43K $585M
SO
Southern CO

Utilities
660
+ 9.24%
$90.83 - $96.0 $59.9K - $63.4K
7.81K $740M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
72
+ 4.97%
$224.68 - $282.71 $16.2K - $20.4K
1.52K $425M
PEP
Pepsico Inc

Consumer Defensive
285
+ 3.27%
$133.81 - $152.16 $38.1K - $43.4K
9.01K $1.27B
MDT
Medtronic PLC

Healthcare
485
+ 9.23%
$87.67 - $95.74 $42.5K - $46.4K
5.74K $546M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
649
+ 27.74%
$117.65 - $120.08 $76.4K - $77.9K
2.99K $357M
IDVO
Amplify ETF Tr Intl Enhanced D
229
+ 1.04%
N/A
22.2K $828M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2.03K
+ 3.14%
$13.32 - $14.12 $27K - $28.6K
66.5K $939M
VZ
Verizon Communications Inc

Communication Services
1.43K
+ 9.69%
$40.84 - $45.06 $58.4K - $64.4K
16.2K $711M
DIS
Walt Disney CO

Communication Services
1.13K
+ 17.27%
$112.25 - $124.0 $127K - $141K
7.7K $881M
IEFA
Ishares Tr

ETFs
597
+ 14.77%
$81.7 - $87.53 $48.8K - $52.3K
4.64K $405M
ETN
Eaton Corp PLC

Industrials
110
+ 5.71%
$342.99 - $392.76 $37.7K - $43.2K
2.04K $761M
RTX
Raytheon Technologies Corp

Industrials
16
+ 0.57%
$144.19 - $167.33 $2.31K - $2.68K
2.84K $475M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.25K
+ 27.12%
$43.36 - $44.8 $54.2K - $56K
5.86K $260M
CSCO
Cisco Systems, Inc.

Technology
987
+ 8.77%
$66.2 - $71.79 $65.3K - $70.9K
12.2K $837M
PDI
Pimco Dynamic Income Fund

Financial Services
1.22K
+ 2.63%
$18.85 - $20.07 $22.9K - $24.4K
47.6K $942M
Amaze Holdings Inc
22.8K
New
N/A
22.8K $54.1M
SENS
Senseonics Holdings, Inc.

Healthcare
120K
New
$0.43 - $0.58 $51.6K - $69.6K
120K $52.3M
Neos ETF Trust
136
+ 0.51%
N/A
27.1K $1.47B
MPW
Medical Properties Trust Inc

Real Estate
10.1K
New
$3.98 - $5.13 $40.3K - $51.9K
10.1K $51.3M
PRU
Prudential Financial Inc

Financial Services
745
+ 14.72%
$100.68 - $109.89 $75K - $81.9K
5.81K $602M
CVX
Chevron Corp

Energy
63
+ 1.23%
$145.57 - $161.83 $9.17K - $10.2K
5.19K $805M
ITW
Illinois Tool Works Inc

Industrials
139
+ 7.25%
$252.31 - $269.41 $35.1K - $37.4K
2.06K $536M
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.58%
$134.8 - $184.42 $1.21K - $1.66K
1.57K $253M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
33
+ 0.36%
$52.35 - $58.64 $1.73K - $1.94K
9.16K $526M
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.81%
$94.4 - $104.27 $4.72K - $5.21K
6.2K $639M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
343
+ 1.61%
$43.1 - $44.6 $14.8K - $15.3K
21.6K $957M
UBSI
United Bankshares Inc

Financial Services
1.11K
+ 10.26%
$35.03 - $38.73 $38.8K - $42.9K
11.9K $443M
KMB
Kimberly Clark Corp

Consumer Defensive
413
+ 13.42%
$121.72 - $136.77 $50.3K - $56.5K
3.49K $434M
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.38%
$408.73 - $490.3 $1.23K - $1.47K
789 $361M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
78
+ 2.19%
$63.92 - $70.83 $4.99K - $5.52K
3.65K $257M
FAF
First American Financial Corp

Financial Services
310
+ 6.28%
$54.73 - $68.13 $17K - $21.1K
5.25K $337M
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 1.7%
$215.01 - $273.02 $3.23K - $4.1K
897 $225M
EXC
Exelon Corp

Utilities
52
+ 0.6%
$42.73 - $45.54 $2.22K - $2.37K
8.7K $392M
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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