Goldstone Financial Group, LLC Incresed Positions in Q2 2025

Goldstone Financial Group, LLC

  • $757 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
IRBO
Ishares Robotics & Artificial

ETFs
3.07K
+ 17.98%
N/A
20.2K $833M
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
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
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
ETN
Eaton Corp PLC

Industrials
169
+ 9.62%
$246.52 - $356.99 $41.7K - $60.3K
1.93K $697M
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
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
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
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
WMT
Walmart Inc.

Consumer Defensive
443
+ 7.76%
$81.79 - $99.98 $36.2K - $44.3K
6.15K $605M
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
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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