Goldstein Advisors, LLC Incresed Positions 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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
101K
+ 17.99%
$121.46 - $130.92 $12.2M - $13.2M
659K $85.9B
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
RODM
Hartford Multifactor Developed

ETFs
12.5K
+ 2.89%
$33.53 - $35.95 $419K - $449K
445K $15.8B
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
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
LNT
Alliant Energy Corp

Utilities
2.59K
+ 14.43%
$60.76 - $67.41 $157K - $174K
20.5K $1.38B
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
ORCL
Oracle Corp

Technology
232
+ 7.46%
$218.96 - $328.33 $50.8K - $76.2K
3.34K $940M
IEMG
Ishares Inc

ETFs
1.6K
+ 7.81%
N/A
22.1K $1.45B
MSFT
Microsoft Corp

Technology
41
+ 0.42%
$491.09 - $535.64 $20.1K - $22K
9.77K $5.06B
GBIL
Goldman Sachs Access Treasury

ETFs
2.12K
+ 3.21%
$99.82 - $100.23 $212K - $213K
68.2K $6.84B
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
IVW
Ishares S&P 500 Growth ETF

ETFs
323
+ 6.26%
$108.97 - $121.65 $35.2K - $39.3K
5.49K $662M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
231
+ 0.56%
N/A
41.3K $1.05B
FLQH
Franklin Templeton Libertyq In

ETFs
1.63K
+ 9.72%
N/A
18.4K $688M
EXAS
Exact Sciences Corp

Healthcare
1.17K
+ 11.76%
$40.91 - $56.0 $47.9K - $65.6K
11.1K $609M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 6.6%
$459.11 - $506.91 $40.9K - $45.1K
1.44K $723M
RTX
Raytheon Technologies Corp

Industrials
87
+ 3.76%
$144.19 - $167.33 $12.5K - $14.6K
2.4K $401M
C
Citigroup Inc

Financial Services
135
+ 5.37%
$85.57 - $103.49 $11.6K - $14K
2.65K $269M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.23K
+ 6.3%
$21.69 - $23.34 $26.6K - $28.6K
20.7K $482M
JCI
Johnson Controls International PLC

Industrials
3
+ 0.03%
$103.24 - $111.73 $310 - $335
10.9K $1.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
104
+ 1.18%
$68.24 - $73.73 $7.1K - $7.67K
8.89K $653M
KLAC
Kla Corp

Technology
3
+ 1.29%
$843.9 - $1078.6 $2.53K - $3.24K
236 $255M
VONV
Vanguard Russell 1000 Value Et

ETFs
264
+ 5.06%
$84.55 - $89.54 $22.3K - $23.6K
5.48K $489M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
820
+ 7.66%
$23.82 - $25.84 $19.5K - $21.2K
11.5K $296M
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 1.88%
$215.01 - $273.02 $4.73K - $6.01K
1.19K $300M
XOM
Exxon Mobil Corp

Energy
147
+ 3.3%
$105.83 - $117.22 $15.6K - $17.2K
4.6K $519M
GE
General Electric CO

Industrials
6
+ 0.74%
$244.75 - $305.63 $1.47K - $1.83K
815 $245M
TDY
Teledyne Technologies Inc

Technology
7
+ 1.73%
$509.51 - $586.04 $3.57K - $4.1K
412 $241M
SPMD
Spdr Portfolio

ETFs
46
+ 0.49%
$54.43 - $58.29 $2.5K - $2.68K
9.45K $541M
EUSB
Ishares Tr Esg Advanced Total

Technology
436
+ 3.52%
$42.97 - $44.2 $18.7K - $19.3K
12.8K $563M
MCK
Mckesson Corp

Healthcare
14
+ 4.38%
$659.01 - $772.54 $9.23K - $10.8K
334 $258M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
42
+ 0.32%
$28.15 - $30.13 $1.18K - $1.27K
13K $387M
MRK
Merck & Co., Inc.

Healthcare
53
+ 1.47%
$77.6 - $87.37 $4.11K - $4.63K
3.67K $308M
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
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email