Goldstein Advisors, LLC Purchases and Sells in Q2 2025

Goldstein Advisors, LLC

$744 Billion
Q2 2025

Top Buys

Incresed Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VICTORY PORTFOLIOS II	384K + 32.03%	N/A	1.58M $55.9B
SPDW	157K + 17.53%	$32.66 - $40.75 $5.12M - $6.39M	1.05M $42.6B
XLK	22.4K + 28.37%	$179.73 - $253.23 $4.02M - $5.66M	101K $25.6B
GSLC	70 + 0.01%	$97.68 - $121.38 $6.84K - $8.5K	559K $67.8B
QUAL	3.75K + 1.27%	$152.42 - $182.82 $572K - $686K	299K $54.6B
IXUS	2.47K + 1.17%	$62.37 - $77.63 $154K - $192K	213K $16.5B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	547K New	N/A	547K $19.4B
BNDX	217K New	$48.77 - $49.55 $10.6M - $10.7M	217K $10.7B
SPTL	28.2K New	$25.48 - $27.78 $717K - $782K	28.2K $748M
NEBIUS GROUP N.V.	7.23K New	N/A	7.23K $400M
VST	1.91K New	$98.07 - $195.04 $187K - $373K	1.91K $370M
VRT	2.51K New	N/A	2.51K $323M

Top Sells

Reduced Positions

102 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ITOT	-246K - 32.47%	$108.12 - $135.04 $26.6M - $33.2M	511K $69B
GBIL	-22K - 25.01%	$99.83 - $100.19 $2.2M - $2.21M	66.1K $6.62B
AAPL	-8.21K - 27.51%	$172.42 - $223.89 $1.42M - $1.84M	21.6K $4.44B
HMOP	-32.2K - 5.99%	$37.54 - $38.74 $1.21M - $1.25M	505K $19.3B
TAXF	-19.4K - 4.49%	$47.8 - $49.79 $925K - $964K	412K $20.2B
VTI	-3.36K - 35.79%	$243.75 - $303.93 $819K - $1.02M	6.03K $1.83B

Activity Summary All Purchases 72 New Holdings 22 Increased Positions 50 All Sells 102 Reductions 102 Sold out 0 Calls 0 Puts 0

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