Goldstein Advisors, LLC Purchases in Q1 2025

Goldstein Advisors, LLC

  • $684 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GILD
Gilead Sciences, Inc.

Healthcare
34
+ 1.44%
$89.14 - $117.41 $3.03K - $3.99K
2.39K $268M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
173
+ 3.41%
$69.81 - $78.9 $12.1K - $13.6K
5.25K $409M
MDLZ
Mondelez International, Inc.

Consumer Defensive
117
+ 2.53%
$56.12 - $68.15 $6.57K - $7.97K
4.74K $321M
FISV
Fiserv Inc

Technology
20
+ 1.16%
N/A
1.74K $385M
UNH
Unitedhealth Group Inc

Healthcare
14
+ 1.15%
$461.52 - $548.18 $6.46K - $7.67K
1.23K $643M
EOG
Eog Resources Inc

Energy
3
+ 0.06%
$120.54 - $138.05 $362 - $414
4.92K $631M
UITB
Usaa ETF Tr Core Intermediate

ETFs
234
+ 2.51%
$45.41 - $47.18 $10.6K - $11K
9.55K $448M
SBUX
Starbucks Corp

Consumer Cyclical
41
+ 1.75%
$91.75 - $115.81 $3.76K - $4.75K
2.39K $234M
CRWD
Crowd Strike Holdings, Inc.

Technology
2
+ 0.13%
$308.86 - $455.36 $618 - $911
1.5K $529M
EUSB
Ishares Tr Esg Advanced Total

Technology
135
+ 1.09%
$42.05 - $43.43 $5.68K - $5.86K
12.5K $543M
PWV
Invesco Exchange Traded Fd Tr

ETFs
46
+ 1.04%
$56.58 - $60.89 $2.6K - $2.8K
4.46K $265M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.18K
+ 10.2%
$25.58 - $29.24 $30.2K - $34.5K
12.8K $334M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
50
+ 2.83%
$128.74 - $138.67 $6.44K - $6.93K
1.82K $246M
POCT
Innovator U.S. Equity Power Bu

ETFs
458
+ 5.77%
$38.53 - $40.49 $17.6K - $18.5K
8.4K $326M
HD
Home Depot, Inc.

Consumer Cyclical
171
+ 7.39%
$347.25 - $424.87 $59.4K - $72.7K
2.49K $911M
GOOGL
Alphabet Inc.

Communication Services
2.47K
+ 23.02%
$154.33 - $206.19 $381K - $509K
13.2K $2.04B
TJX
Tjx Companies Inc

Consumer Cyclical
62
+ 3.0%
$112.81 - $126.16 $6.99K - $7.82K
2.13K $259M
ASML
Asml Holding Nv

Technology
27
+ 8.79%
$662.63 - $776.99 $17.9K - $21K
334 $221M
IDXX
Idexx Laboratories Inc

Healthcare
4
+ 0.49%
$406.29 - $469.04 $1.63K - $1.88K
826 $347M
ZTS
Zoetis Inc.

Healthcare
10
+ 0.42%
$156.48 - $175.67 $1.56K - $1.76K
2.38K $392M
MGEE
Mge Energy Inc

Utilities
96
+ 0.74%
$85.7 - $94.18 $8.23K - $9.04K
13K $1.21B
MRK
Merck & Co., Inc.

Healthcare
291
+ 8.64%
$83.01 - $101.02 $24.2K - $29.4K
3.66K $328M
PFE
Pfizer Inc

Healthcare
132
+ 1.26%
$25.01 - $27.13 $3.3K - $3.58K
10.6K $268M
LOW
Lowes Companies Inc

Consumer Cyclical
21
+ 1.87%
$222.66 - $268.42 $4.68K - $5.64K
1.14K $267M
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.36%
$497.6 - $606.74 $995 - $1.21K
556 $277M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
11
+ 0.31%
$59.79 - $67.15 $658 - $739
3.57K $216M
BAC
Bank Of America Corp

Financial Services
102
+ 1.36%
$39.61 - $47.74 $4.04K - $4.87K
7.62K $318M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
83
+ 0.72%
$97.76 - $107.35 $8.11K - $8.91K
11.6K $1.17B
DSI
Ishares Msci Kld 400 Social Et

ETFs
33
+ 1.09%
$101.98 - $115.66 $3.37K - $3.82K
3.06K $313M
ADSK
Autodesk, Inc.

Technology
6
+ 0.76%
N/A
796 $208M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
260
+ 1.71%
$48.06 - $53.73 $12.5K - $14K
15.5K $755M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
80
+ 0.67%
$49.54 - $55.15 $3.96K - $4.41K
12K $607M
APP
App Lovin Corp

Technology
252
+ 14.36%
$238.08 - $510.13 $60K - $129K
2.01K $532M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
95
+ 4.72%
$165.25 - $224.62 $15.7K - $21.3K
2.11K $350M
IWF
Ishares Russell 1000 Gr ETF

ETFs
161
+ 5.88%
$360.07 - $417.26 $58K - $67.2K
2.9K $1.05B
IVV
Ishares Core S&P 500 ETF

ETFs
51
+ 1.62%
$554.06 - $615.85 $28.3K - $31.4K
3.2K $1.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
446
+ 1.65%
$24.91 - $29.02 $11.1K - $12.9K
27.4K $686M
VUG
Vanguard Growth ETF

ETFs
154
+ 3.85%
$369.1 - $427.61 $56.8K - $65.9K
4.16K $1.54B
JPSE
J P Morgan Diversified Return

ETFs
13.7K
+ 6.0%
$42.78 - $48.51 $588K - $666K
243K $10.6B
GOOG
Alphabet Inc.

Communication Services
353
+ 5.41%
$156.06 - $207.71 $55.1K - $73.3K
6.88K $1.07B
TSLA
Tesla, Inc.

Consumer Cyclical
75
+ 5.64%
$222.15 - $428.22 $16.7K - $32.1K
1.41K $364M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
777
+ 0.72%
$91.76 - $103.26 $71.3K - $80.2K
108K $10B
MSFT
Microsoft Corp

Technology
218
+ 2.05%
$375.39 - $447.2 $81.8K - $97.5K
10.9K $4.08B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
13.3K
+ 2.43%
$108.02 - $120.45 $1.43M - $1.6M
559K $61.5B
QUAL
Ishares Msci Usa Quality Facto

ETFs
274
+ 0.09%
$168.16 - $186.21 $46.1K - $51K
295K $50.4B
JGRO
J P Morgan Exchange Traded Fd
6.29K
+ 0.89%
N/A
714K $52.7B
Activity Summary
Buys All Purchases 97 New Holdings 14 Increased Positions 83 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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