Goldstein Advisors, LLC Purchases in Q3 2025

Goldstein Advisors, LLC

  • $823 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
119K
+ 23.33%
$135.0 - $146.02 $16.1M - $17.4M
630K $91.8B
The Alger ETF Trust
595K
New
N/A
595K $22.3B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
101K
+ 17.99%
$121.46 - $130.92 $12.2M - $13.2M
659K $85.9B
AVDE
American Centy ETF Tr Avantis

ETFs
211K
New
$73.24 - $79.04 $15.5M - $16.7M
211K $16.7B
OEF
Ishares S&P 100 ETF

ETFs
46.5K
New
N/A
46.5K $15.5B
Global X Fds
157K
New
N/A
157K $11B
Blackrock ETF Trust
204K
+ 37.4%
N/A
751K $28.4B
Victory Portfolios Ii
26.6K
+ 1.68%
N/A
1.61M $60.4B
BOND
Pimco Active Bond Exchange Tra

ETFs
20.5K
+ 8.43%
$90.83 - $93.81 $1.86M - $1.92M
264K $24.6B
Victory Portfolios Ii
67.3K
+ 4.69%
N/A
1.5M $33.1B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.86K
+ 1.28%
$34.31 - $38.09 $98.2K - $109K
226K $8.59B
Nebius Group N.V.
1.97K
+ 27.25%
N/A
9.2K $1.03B
VO
Vanguard Mid Cap ETF

ETFs
2.06K
+ 259.65%
$279.83 - $293.74 $576K - $605K
2.85K $838M
Blackrock ETF Trust Ii
10.4K
+ 11.94%
N/A
97.4K $5.19B
GOOGL
Alphabet Inc.

Communication Services
52
+ 0.65%
$174.36 - $254.72 $9.07K - $13.2K
8K $1.94B
EMGF
Ishares Msci Emerging Markets

ETFs
8.93K
+ 154.43%
$51.93 - $56.75 $464K - $507K
14.7K $833M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5.61K
+ 20.28%
$54.35 - $59.32 $305K - $333K
33.3K $1.97B
AVGO
Broadcom Inc.

Technology
411
+ 8.17%
$264.74 - $369.57 $109K - $152K
5.44K $1.8B
WDC
Western Digital Corp

Technology
2.88K
New
$63.84 - $120.06 $184K - $346K
2.88K $346M
ETN
Eaton Corp PLC

Industrials
833
New
$342.99 - $392.76 $286K - $327K
833 $312M
LNT
Alliant Energy Corp

Utilities
2.59K
+ 14.43%
$60.76 - $67.41 $157K - $174K
20.5K $1.38B
Astera Labs Inc
1.52K
New
N/A
1.52K $298M
IVV
Ishares Core S&P 500 ETF

ETFs
199
+ 5.85%
$620.67 - $670.08 $124K - $133K
3.6K $2.41B
PULS
Pgim ETF Tr

ETFs
5.82K
+ 7.54%
$49.58 - $49.83 $289K - $290K
83.1K $4.14B
LDOS
Leidos Holdings, Inc.

Technology
1.54K
New
$159.2 - $188.96 $245K - $290K
1.54K $290M
RBLX
Roblox Corp

Communication Services
2.04K
New
$100.65 - $141.56 $205K - $289K
2.04K $283M
ORCL
Oracle Corp

Technology
232
+ 7.46%
$218.96 - $328.33 $50.8K - $76.2K
3.34K $940M
CEG
Constellation Energy Corp

Utilities
774
New
$298.82 - $354.89 $231K - $275K
774 $255M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
397
New
$567.77 - $614.76 $225K - $244K
397 $243M
WFC
Wells Fargo & Company

Financial Services
2.8K
New
$77.05 - $85.16 $216K - $239K
2.8K $235M
IEMG
Ishares Inc

ETFs
1.6K
+ 7.81%
N/A
22.1K $1.45B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.12K
New
$196.15 - $217.83 $220K - $244K
1.12K $226M
Pimco ETF Tr
8.4K
New
N/A
8.4K $225M
CAT
Caterpillar Inc

Industrials
468
New
$390.92 - $477.15 $183K - $223K
468 $223M
AZO
Autozone Inc

Consumer Cyclical
52
New
$3649.42 - $4354.54 $190K - $226K
52 $223M
GD
General Dynamics Corp

Industrials
652
New
$293.92 - $341.0 $192K - $222K
652 $222M
MSFT
Microsoft Corp

Technology
41
+ 0.42%
$491.09 - $535.64 $20.1K - $22K
9.77K $5.06B
PLD
Prologis, Inc.

Real Estate
1.91K
New
$104.08 - $115.35 $198K - $220K
1.91K $218M
GBIL
Goldman Sachs Access Treasury

ETFs
2.12K
+ 3.21%
$99.82 - $100.23 $212K - $213K
68.2K $6.84B
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.57K
New
$126.64 - $135.65 $199K - $213K
1.57K $213M
ITW
Illinois Tool Works Inc

Industrials
812
New
$252.31 - $269.41 $205K - $219K
812 $212M
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.04K
New
$56.32 - $68.81 $171K - $209K
3.04K $209M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.02K
New
$89.29 - $100.17 $180K - $202K
2.02K $202M
VTI
Vanguard Total Stock Market Et

ETFs
111
+ 1.84%
$303.93 - $329.86 $33.7K - $36.6K
6.14K $2.01B
META
Meta Platforms, Inc.

Communication Services
219
+ 9.62%
$695.21 - $791.73 $152K - $173K
2.5K $1.83B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
194
+ 0.49%
$79.58 - $83.45 $15.4K - $16.2K
39.5K $3.28B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
63
+ 2.64%
$224.68 - $282.71 $14.2K - $17.8K
2.45K $684M
JPM
Jpmorgan Chase & CO

Financial Services
55
+ 1.34%
$282.78 - $316.06 $15.6K - $17.4K
4.16K $1.31B
SE
Sea LTD

Consumer Cyclical
423
+ 22.48%
$146.23 - $196.5 $61.9K - $83.1K
2.31K $412M
Activity Summary
Buys All Purchases 88 New Holdings 22 Increased Positions 66 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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