Goldstone Financial Group, LLC Incresed Positions in Q1 2025

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
460
+ 58.3%
$241.94 - $272.58 $111K - $125K
1.25K $340M
ADP
Automatic Data Processing Inc

Industrials
386
+ 43.57%
$286.85 - $318.64 $111K - $123K
1.27K $389M
CPB
Campbell Soup CO

Consumer Defensive
3.71K
+ 38.61%
$37.29 - $42.04 $138K - $156K
13.3K $532M
NFLX
Netflix Inc

Communication Services
93
+ 11.38%
$828.4 - $1058.6 $77K - $98.4K
910 $849M
JCPB
J P Morgan Exchange Traded Fd

ETFs
965
+ 1.26%
$45.56 - $47.23 $44K - $45.6K
77.5K $3.65B
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 10.27%
$37.81 - $46.49 $46.1K - $56.7K
13.1K $594M
CRWD
Crowd Strike Holdings, Inc.

Technology
306
+ 42.74%
$308.86 - $455.36 $94.5K - $139K
1.02K $360M
SPGI
S&P Global Inc.

Financial Services
214
+ 38.15%
$478.26 - $543.77 $102K - $116K
775 $394M
VRIG
Invesco Actively Managed ETF F

ETFs
5.08K
+ 1.16%
$25.06 - $25.19 $127K - $128K
444K $11.1B
CAT
Caterpillar Inc

Industrials
531
+ 26.0%
$326.75 - $407.63 $174K - $216K
2.57K $848M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.11K
+ 1.07%
$24.5 - $24.95 $76.2K - $77.6K
294K $7.27B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.34K
+ 22.07%
$29.68 - $32.59 $129K - $141K
24K $717M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6.68K
+ 4.17%
$48.02 - $53.02 $321K - $354K
167K $8.27B
V
Visa Inc.

Financial Services
104
+ 7.68%
$306.92 - $362.71 $31.9K - $37.7K
1.46K $511M
AMAT
Applied Materials Inc

Technology
765
+ 42.29%
$145.06 - $195.51 $111K - $150K
2.57K $374M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.18K
+ 2.3%
$42.36 - $43.8 $49.9K - $51.6K
52.4K $2.27B
GOOGL
Alphabet Inc.

Communication Services
2.48K
+ 27.9%
$154.33 - $206.19 $383K - $511K
11.4K $1.76B
META
Meta Platforms, Inc.

Communication Services
163
+ 7.97%
$576.36 - $736.67 $93.9K - $120K
2.21K $1.27B
DIS
Walt Disney CO

Communication Services
1.23K
+ 33.18%
$96.87 - $114.0 $120K - $141K
4.95K $489M
RTX
Raytheon Technologies Corp

Industrials
229
+ 8.81%
$114.1 - $135.66 $26.1K - $31.1K
2.83K $375M
CGDV
Capital Group Divid Value ETF

ETFs
1.79K
+ 7.98%
$34.95 - $37.36 $62.5K - $66.8K
24.2K $863M
SQ
Block, Inc.

Technology
2.76K
+ 101.96%
$54.04 - $92.95 $149K - $256K
5.46K $297M
MU
Micron Technology Inc

Technology
619
+ 21.87%
$86.89 - $109.38 $53.8K - $67.7K
3.45K $300M
BP
Bp PLC

Energy
606
+ 6.92%
$29.93 - $35.31 $18.1K - $21.4K
9.37K $317M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.13K
+ 1.55%
$50.29 - $50.5 $56.6K - $56.9K
73.9K $3.72B
C
Citigroup Inc

Financial Services
732
+ 8.97%
$67.23 - $84.63 $49.2K - $61.9K
8.89K $631M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.01K
+ 1.18%
N/A
86.2K $3.89B
KMB
Kimberly Clark Corp

Consumer Defensive
23
+ 0.91%
$124.46 - $147.4 $2.86K - $3.39K
2.55K $363M
FAF
First American Financial Corp

Financial Services
293
+ 8.98%
$57.7 - $66.47 $16.9K - $19.5K
3.56K $233M
TT
Trane Technologies PLC

Industrials
170
+ 19.68%
$332.0 - $400.86 $56.4K - $68.1K
1.03K $348M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5
+ 0.04%
$9.19 - $12.93 $45.9 - $64.7
13.8K $154M
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 0.27%
$85.68 - $97.5 $1.46K - $1.66K
6.23K $584M
ALL
Allstate Corp

Financial Services
5
+ 0.45%
$180.99 - $210.18 $905 - $1.05K
1.12K $231M
UBSI
United Bankshares Inc

Financial Services
1.14K
+ 14.45%
$34.03 - $39.27 $38.7K - $44.7K
9.01K $312M
WMT
Walmart Inc.

Consumer Defensive
330
+ 6.14%
$84.5 - $105.05 $27.9K - $34.7K
5.71K $501M
ETN
Eaton Corp PLC

Industrials
350
+ 24.89%
$271.83 - $371.23 $95.1K - $130K
1.76K $477M
PRU
Prudential Financial Inc

Financial Services
295
+ 7.86%
$105.04 - $122.33 $31K - $36.1K
4.05K $452M
PEAK
Healthpeak Properties, Inc.

Real Estate
298
+ 2.69%
N/A
11.4K $230M
WFC
Wells Fargo & Company

Financial Services
1
+ 0.03%
$66.78 - $81.42 $66.8 - $81.4
3.22K $231M
MET
Metlife Inc

Financial Services
197
+ 2.9%
$77.7 - $87.0 $15.3K - $17.1K
7K $562M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.09K
+ 14.68%
$161.27 - $192.3 $981K - $1.17M
47.5K $7.67B
ITW
Illinois Tool Works Inc

Industrials
40
+ 2.64%
$244.9 - $274.48 $9.8K - $11K
1.56K $386M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
243
+ 7.1%
$54.9 - $62.36 $13.3K - $15.2K
3.66K $204M
PEP
Pepsico Inc

Consumer Defensive
55
+ 1.06%
$142.64 - $156.42 $7.85K - $8.6K
5.26K $789M
LMT
Lockheed Martin Corp

Industrials
151
+ 8.44%
$423.19 - $506.29 $63.9K - $76.4K
1.94K $867M
TXN
Texas Instruments Inc

Technology
62
+ 2.83%
N/A
2.25K $405M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
364
+ 3.86%
$43.48 - $52.89 $15.8K - $19.3K
9.79K $427M
EMR
Emerson Electric CO

Industrials
272
+ 6.54%
$108.64 - $131.17 $29.6K - $35.7K
4.43K $486M
GOOG
Alphabet Inc.

Communication Services
420
+ 15.05%
$156.06 - $207.71 $65.5K - $87.2K
3.21K $502M
Activity Summary
Buys All Purchases 137 New Holdings 21 Increased Positions 116 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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