Goldstone Financial Group, LLC Reduced Holdings in Q3 2025

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VRIG
Invesco Actively Managed ETF F

ETFs
-341K
- 73.64%
$25.04 - $25.16 $8.54M - $8.58M
122K $3.06B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-31.6K
- 22.57%
$78.96 - $80.04 $2.49M - $2.53M
108K $8.65B
USFR
Wisdomtree Floating Rate Treas

ETFs
-35.8K
- 86.34%
$50.23 - $50.48 $1.8M - $1.81M
5.66K $284M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-16.8K
- 25.91%
$55.61 - $57.37 $932K - $961K
47.9K $2.74B
MA
Mastercard Inc

Financial Services
-815
- 13.89%
$550.18 - $598.96 $448K - $488K
5.05K $2.87B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5.09K
- 19.53%
$108.46 - $120.63 $552K - $614K
21K $2.49B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-5.46K
- 12.55%
$48.31 - $48.93 $264K - $267K
38.1K $1.86B
ALL
Allstate Corp

Financial Services
-1.31K
- 53.69%
$192.0 - $214.65 $251K - $281K
1.13K $242M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-8.07K
- 25.8%
$29.12 - $29.34 $235K - $237K
23.2K $681M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-9.05K
- 4.2%
$52.12 - $55.33 $472K - $501K
207K $11.4B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-528
- 3.77%
$92.18 - $95.14 $48.7K - $50.2K
13.5K $1.28B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-3.27K
- 7.06%
$53.81 - $57.52 $176K - $188K
43.1K $2.48B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-823
- 9.27%
$110.74 - $122.12 $91.1K - $101K
8.06K $976M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-351
- 4.1%
$49.05 - $49.99 $17.2K - $17.5K
8.22K $409M
ABT
Abbott Laboratories

Healthcare
-50
- 0.51%
$120.51 - $136.62 $6.03K - $6.83K
9.83K $1.32B
JCPB
J P Morgan Exchange Traded Fd

ETFs
-755
- 2.4%
$46.37 - $47.77 $35K - $36.1K
30.7K $1.46B
AVIG
American Centy ETF Tr Avantis

ETFs
-537
- 2.75%
$41.02 - $42.32 $22K - $22.7K
19K $800M
TCHP
T Rowe Price Exchange Traded F

Technology
-1.08K
- 7.87%
$44.9 - $49.35 $48.5K - $53.3K
12.7K $619M
VUG
Vanguard Growth ETF

ETFs
-96
- 9.1%
$433.97 - $484.08 $41.7K - $46.5K
959 $460M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-359
- 2.46%
$28.95 - $29.73 $10.4K - $10.7K
14.2K $423M
TIP
Ishares Tr Tips Bd ETF

ETFs
-56
- 2.73%
$109.11 - $111.88 $6.11K - $6.27K
2K $222M
SHEL
Shell PLC

Energy
-4
- 0.13%
$69.82 - $73.93 $279 - $296
3.14K $224M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-79
- 3.28%
$128.6 - $136.01 $10.2K - $10.7K
2.33K $315M
PCEF
Invesco Cef Income Composite E

ETFs
-533
- 1.0%
$19.5 - $20.24 $10.4K - $10.8K
52.9K $1.06B
XOM
Exxon Mobil Corp

Energy
-13
- 0.17%
$105.83 - $117.22 $1.38K - $1.52K
7.51K $847M
MRK
Merck & Co., Inc.

Healthcare
-24
- 0.57%
$77.6 - $87.37 $1.86K - $2.1K
4.17K $350M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-732
- 3.0%
$33.07 - $34.84 $24.2K - $25.5K
23.7K $824M
Global X Fds
-1.16K
- 2.6%
N/A
43.3K $1.04B
CEG
Constellation Energy Corp

Utilities
-102
- 2.99%
$298.82 - $354.89 $30.5K - $36.2K
3.3K $1.09B
TQQQ
Proshares Ultrapro Qqq

ETFs
-343
- 9.72%
$80.89 - $104.72 $27.7K - $35.9K
3.18K $329M
AGOX
Starboard Invt Tr

ETFs
-445
- 1.21%
$28.93 - $30.85 $12.9K - $13.7K
36.4K $1.12B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-275
- 2.73%
$121.46 - $130.92 $33.4K - $36K
9.81K $1.28B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-103
- 0.87%
$54.35 - $59.32 $5.6K - $6.11K
11.8K $697M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-65
- 0.29%
$39.37 - $44.24 $2.56K - $2.88K
22.2K $971M
PII
Polaris Inc.

Consumer Cyclical
-914
- 9.88%
$44.87 - $59.95 $41K - $54.8K
8.34K $485M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-28
- 1.63%
$420.11 - $472.68 $11.8K - $13.2K
1.69K $789M
C
Citigroup Inc

Financial Services
-620
- 6.23%
$85.57 - $103.49 $53.1K - $64.2K
9.34K $948M
GS
Goldman Sachs Group Inc

Financial Services
-48
- 3.14%
$696.56 - $806.32 $33.4K - $38.7K
1.48K $1.18B
MS
Morgan Stanley

Financial Services
-20
- 0.29%
$139.09 - $161.16 $2.78K - $3.22K
6.99K $1.11B
ORCL
Oracle Corp

Technology
-75
- 1.33%
$218.96 - $328.33 $16.4K - $24.6K
5.57K $1.57B
SPYG
Spdr Portfolio

ETFs
-9.75K
- 6.13%
$94.33 - $105.31 $920K - $1.03M
149K $15.6B
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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