Goldstein Advisors, LLC Purchases in Q4 2024

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
535K
+ 79.79%
$34.13 - $37.35 $18.3M - $20M
1.21M $41.1B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
107K
New
$89.97 - $98.59 $9.66M - $10.6M
107K $10.2B
ICSH
Blackrock Ultra Short Term Bon

ETFs
96.6K
New
$50.35 - $50.69 $4.86M - $4.9M
96.6K $4.87B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
18.9K
+ 3.58%
$111.85 - $120.71 $2.11M - $2.28M
545K $62.8B
JGRO
J P Morgan Exchange Traded Fd
2.88K
+ 0.41%
N/A
707K $57.3B
QUAL
Ishares Msci Usa Quality Facto

ETFs
12.7K
+ 4.49%
$176.42 - $186.91 $2.23M - $2.37M
295K $52.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.15K
+ 449.43%
$567.81 - $607.81 $1.79M - $1.91M
3.85K $2.25B
NVDA
Nvidia Corp

Technology
9.67K
+ 30.95%
$117.0 - $148.88 $1.13M - $1.44M
40.9K $5.49B
HMOP
Hartford Fds Exchange Traded T

ETFs
45.7K
+ 9.66%
$38.56 - $39.45 $1.76M - $1.8M
519K $20.1B
TAXF
American Centy ETF Tr Diversif

ETFs
36.9K
+ 9.64%
$49.94 - $51.44 $1.84M - $1.9M
420K $21.1B
BOND
Pimco Active Bond Exchange Tra

ETFs
22.8K
+ 10.13%
$90.42 - $94.5 $2.06M - $2.16M
248K $22.4B
GBIL
Goldman Sachs Access Treasury

ETFs
7.89K
+ 11.1%
$99.85 - $100.22 $788K - $791K
79K $7.89B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
18.5K
+ 4.49%
$56.06 - $61.35 $1.04M - $1.14M
432K $24.4B
AMZN
Amazon Com Inc

Consumer Cyclical
344
+ 3.54%
$180.88 - $232.93 $62.2K - $80.1K
10K $2.2B
ORCL
Oracle Corp

Technology
2.33K
+ 179.58%
$165.41 - $192.43 $386K - $449K
3.63K $605M
TSLA
Tesla, Inc.

Consumer Cyclical
429
+ 47.61%
$213.65 - $479.86 $91.7K - $206K
1.33K $537M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.21K
+ 52.03%
$49.03 - $53.35 $255K - $278K
15.2K $780M
VONV
Vanguard Russell 1000 Value Et

ETFs
3.25K
New
$80.87 - $87.69 $263K - $285K
3.25K $264M
AVGO
Broadcom Inc.

Technology
18
+ 0.49%
$159.67 - $250.0 $2.87K - $4.5K
3.7K $858M
SHOP
Shopify Inc.

Technology
2.07K
New
$78.14 - $119.49 $162K - $248K
2.07K $220M
GILD
Gilead Sciences, Inc.

Healthcare
2.36K
New
$83.95 - $97.9 $198K - $231K
2.36K $218M
MCK
Mckesson Corp

Healthcare
379
New
$482.27 - $628.5 $183K - $238K
379 $216M
ASML
Asml Holding Nv

Technology
307
New
$658.43 - $872.27 $202K - $268K
307 $213M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.86K
+ 76.77%
$83.09 - $89.28 $155K - $166K
4.29K $365M
Blackrock ETF Trust Ii
5.37K
+ 6.73%
N/A
85.1K $4.43B
IBM
International Business Machines Corp

Technology
715
+ 58.75%
$204.9 - $238.04 $147K - $170K
1.93K $425M
GOOG
Alphabet Inc.

Communication Services
18
+ 0.28%
$163.08 - $198.16 $2.94K - $3.57K
6.52K $1.24B
NFLX
Netflix Inc

Communication Services
85
+ 19.95%
$687.65 - $936.56 $58.5K - $79.6K
511 $455M
JPSE
J P Morgan Diversified Return

ETFs
8.84K
+ 4.02%
$46.77 - $51.7 $413K - $457K
229K $10.7B
CRWD
Crowd Strike Holdings, Inc.

Technology
152
+ 11.3%
$275.15 - $388.2 $41.8K - $59K
1.5K $512M
WMT
Walmart Inc.

Consumer Defensive
976
+ 27.86%
$79.1 - $95.7 $77.2K - $93.4K
4.48K $405M
IXUS
Ishares Tr

ETFs
20.5K
+ 10.72%
$65.95 - $72.56 $1.35M - $1.49M
212K $14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
265
+ 27.92%
$442.29 - $483.08 $117K - $128K
1.21K $550M
TILT
Flexshares Tr

ETFs
287
+ 2.01%
$210.31 - $227.39 $60.4K - $65.3K
14.6K $3.14B
V
Visa Inc.

Financial Services
21
+ 0.88%
$273.87 - $320.91 $5.75K - $6.74K
2.41K $760M
VTI
Vanguard Total Stock Market Et

ETFs
297
+ 13.25%
$280.04 - $302.45 $83.2K - $89.8K
2.54K $736M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
290
+ 16.84%
$172.07 - $207.36 $49.9K - $60.1K
2.01K $397M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.02K
+ 51.48%
$55.45 - $61.08 $112K - $123K
5.93K $329M
PULS
Pgim ETF Tr

ETFs
1.88K
+ 7.3%
$49.51 - $49.79 $93.2K - $93.8K
27.7K $1.37B
GFL
Gfl Environmental Inc.

Industrials
1.28K
+ 20.81%
$39.53 - $47.1 $50.5K - $60.2K
7.42K $330M
BAC
Bank Of America Corp

Financial Services
885
+ 13.35%
$39.22 - $47.77 $34.7K - $42.3K
7.52K $330M
POCT
Innovator U.S. Equity Power Bu

ETFs
1.52K
+ 23.68%
$38.63 - $40.03 $58.7K - $60.8K
7.94K $314M
MSFT
Microsoft Corp

Technology
335
+ 3.25%
$406.35 - $454.46 $136K - $152K
10.6K $4.48B
AVDV
American Centy ETF Tr Avantis

ETFs
1.22K
+ 21.19%
$63.85 - $70.4 $77.6K - $85.5K
6.95K $452M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
29
+ 0.29%
$201.32 - $217.44 $5.84K - $6.31K
9.89K $2.05B
VRT
Vertiv Holdings CO

Industrials
148
+ 7.3%
N/A
2.18K $247M
MS
Morgan Stanley

Financial Services
21
+ 1.08%
$104.42 - $134.99 $2.19K - $2.83K
1.97K $248M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
7.38K
+ 24.24%
$2.78 - $3.73 $20.5K - $27.5K
37.8K $128M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
582
+ 3.93%
$113.92 - $127.38 $66.3K - $74.1K
15.4K $1.77B
Activity Summary
Buys All Purchases 89 New Holdings 7 Increased Positions 82 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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