Goldstone Financial Group, LLC Incresed Positions in Q4 2024

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.66K
+ 4.53%
$521.84 - $558.82 $2.95M - $3.16M
131K $70.4B
IVV
Ishares Core S&P 500 ETF

ETFs
6.44K
+ 27.2%
$570.51 - $610.59 $3.67M - $3.93M
30.1K $17.7B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
85.9K
+ 9.64%
$29.73 - $30.81 $2.55M - $2.65M
977K $29.8B
SPYG
Spdr Portfolio

ETFs
21.9K
+ 15.95%
$81.74 - $91.38 $1.79M - $2.01M
160K $14B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.16K
+ 3.94%
$481.22 - $538.17 $1.04M - $1.16M
56.9K $29.1B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
75.9K
+ 35.38%
$24.55 - $25.16 $1.86M - $1.91M
291K $7.16B
VO
Vanguard Mid Cap ETF

ETFs
6.64K
+ 20.89%
$261.5 - $284.63 $1.74M - $1.89M
38.4K $10.1B
IWM
Ishares Russell 2000 ETF

ETFs
7.91K
+ 20.41%
$216.13 - $242.4 $1.71M - $1.92M
46.7K $10.3B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
21.9K
+ 5.34%
$55.86 - $60.21 $1.23M - $1.32M
433K $24.8B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
34.9K
+ 21.28%
$51.09 - $55.27 $1.78M - $1.93M
199K $10.2B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
16.5K
+ 30.36%
$86.65 - $94.9 $1.43M - $1.57M
70.9K $6.16B
FNDA
Schwab Fundamental U S Small C

ETFs
233K
+ 125.36%
$29.26 - $59.11 $6.83M - $13.8M
420K $12.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
11.7K
+ 26.28%
$113.92 - $127.38 $1.34M - $1.49M
56.3K $6.49B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.9K
+ 4.26%
$129.96 - $144.97 $507K - $566K
95.5K $13.3B
VTV
Vanguard Value ETF

ETFs
10K
+ 9.89%
$168.32 - $181.87 $1.69M - $1.82M
111K $18.8B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
23.6K
+ 17.32%
$50.37 - $50.6 $1.19M - $1.19M
160K $8.04B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
13.6K
+ 37.81%
$89.9 - $100.66 $1.22M - $1.37M
49.6K $4.48B
VTI
Vanguard Total Stock Market Et

ETFs
2.37K
+ 4.35%
$280.04 - $302.45 $662K - $715K
56.8K $16.5B
VRIG
Invesco Actively Managed ETF F

ETFs
39.6K
+ 9.91%
$25.06 - $25.2 $992K - $997K
439K $11B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
27.7K
+ 20.03%
N/A
166K $7.5B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
26.3K
+ 63.27%
$36.54 - $37.53 $961K - $988K
67.9K $2.5B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
15.3K
+ 44.31%
$53.94 - $58.15 $825K - $889K
49.8K $2.81B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
19.3K
+ 29.32%
N/A
85.2K $3.84B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
81K
+ 14.81%
$22.21 - $24.22 $1.8M - $1.96M
628K $14B
AAPL
Apple Inc.

Technology
1.41K
+ 6.3%
$221.69 - $259.02 $312K - $365K
23.8K $5.96B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.4K
+ 7.99%
$77.86 - $79.27 $889K - $906K
154K $12B
AVUV
American Centy ETF Tr Avantis

ETFs
6.06K
+ 23.59%
$94.37 - $106.41 $572K - $645K
31.8K $3.07B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
11.5K
+ 7.75%
$50.53 - $55.55 $583K - $641K
160K $8.17B
AMZN
Amazon Com Inc

Consumer Cyclical
447
+ 3.18%
$180.88 - $232.93 $80.9K - $104K
14.5K $3.18B
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
26K
+ 80.57%
$21.43 - $22.55 $557K - $586K
58.3K $1.26B
AVGO
Broadcom Inc.

Technology
987
+ 20.77%
$159.67 - $250.0 $158K - $247K
5.74K $1.33B
NUGO
Nushares ETF Tr Growth Opportu

ETFs
13.4K
+ 215.26%
$32.02 - $36.26 $429K - $486K
19.6K $680M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
11.6K
+ 44.89%
$50.06 - $55.0 $581K - $638K
37.4K $1.88B
NVDA
Nvidia Corp

Technology
1.05K
+ 4.33%
$117.0 - $148.88 $122K - $156K
25.2K $3.39B
VGT
Vanguard Information Technolog

ETFs
592
+ 32.19%
$571.78 - $647.97 $338K - $384K
2.43K $1.51B
SRLN
Ssga Active Trust

ETFs
10.4K
+ 4.65%
$41.48 - $42.08 $433K - $439K
235K $9.8B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.59K
+ 7.29%
$126.68 - $134.74 $454K - $483K
52.8K $6.73B
GOOGL
Alphabet Inc.

Communication Services
923
+ 11.59%
$161.86 - $196.66 $149K - $182K
8.89K $1.68B
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
NFLX
Netflix Inc

Communication Services
207
+ 33.93%
$687.65 - $936.56 $142K - $194K
817 $728M
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
GS
Goldman Sachs Group Inc

Financial Services
284
+ 26.15%
$486.1 - $608.57 $138K - $173K
1.37K $785M
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
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
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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