Goldstein Advisors, LLC Incresed Positions in Q3 2024

Goldstein Advisors, LLC

  • $658 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
280K
+ 11176.93%
$162.64 - $179.3 $45.5M - $50.1M
282K $50.6B
JGRO
J P Morgan Exchange Traded Fd
442K
+ 167.86%
N/A
705K $54.2B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
265K
+ 65.4%
$33.74 - $37.96 $8.95M - $10.1M
671K $25.2B
Victory Portfolios Ii
371K
+ 26.5%
N/A
1.77M $39.3B
RODM
Hartford Multifactor Developed

ETFs
27.2K
+ 7.55%
$27.35 - $30.82 $744K - $838K
387K $11.8B
IXUS
Ishares Tr

ETFs
13K
+ 7.26%
$64.9 - $73.35 $841K - $951K
191K $13.9B
BOND
Pimco Active Bond Exchange Tra

ETFs
10.4K
+ 4.84%
$90.01 - $95.32 $937K - $992K
225K $21.3B
JPSE
J P Morgan Diversified Return

ETFs
15.4K
+ 7.54%
$43.03 - $48.28 $664K - $745K
220K $10.6B
TAXF
American Centy ETF Tr Diversif

ETFs
20.1K
+ 5.55%
$50.16 - $51.43 $1.01M - $1.04M
383K $19.7B
HMOP
Hartford Fds Exchange Traded T

ETFs
27.6K
+ 6.19%
$38.61 - $39.46 $1.07M - $1.09M
473K $18.7B
AAPL
Apple Inc.

Technology
606
+ 1.96%
$207.23 - $234.82 $126K - $142K
31.6K $7.36B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.43K
+ 7.38%
$60.13 - $68.17 $267K - $302K
64.5K $4.37B
SPMD
Spdr Portfolio

ETFs
9.91K
+ 117.12%
$50.29 - $54.92 $498K - $544K
18.4K $1B
NVDA
Nvidia Corp

Technology
3.29K
+ 11.76%
$98.91 - $134.91 $325K - $444K
31.2K $3.79B
TILT
Flexshares Tr

ETFs
378
+ 2.72%
$192.68 - $212.84 $72.8K - $80.5K
14.3K $3.04B
IMCB
Ishares Morningstar Mid Cap Et

ETFs
14
+ 0.04%
$68.79 - $76.02 $963 - $1.06K
38.1K $2.9B
ISCB
International Speedway Corp

ETFs
295
+ 0.71%
$53.31 - $59.12 $15.7K - $17.4K
41.7K $2.45B
AVGO
Broadcom Inc.

Technology
3.42K
+ 1295.08%
$136.27 - $1745.86 $466K - $5.97M
3.68K $635M
META
Meta Platforms, Inc.

Communication Services
179
+ 11.37%
$453.41 - $572.44 $81.2K - $102K
1.75K $1B
ABBV
Abb Vie Inc.

Healthcare
186
+ 3.62%
$163.84 - $199.33 $30.5K - $37.1K
5.32K $1.05B
EXAS
Exact Sciences Corp

Healthcare
21
+ 0.33%
$42.43 - $70.83 $891 - $1.49K
6.46K $440M
DEUS
Xtrackers Russell Us Multifact

ETFs
685
+ 2.33%
$50.01 - $54.76 $34.3K - $37.5K
30.1K $1.65B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
46
+ 0.31%
$105.53 - $118.34 $4.85K - $5.44K
14.8K $1.73B
IEMG
Ishares Inc

ETFs
1.77K
+ 12.9%
$53.64 - $53.64 $94.8K - $94.8K
15.5K $888M
IEFA
Ishares Tr

ETFs
904
+ 6.0%
$70.09 - $78.74 $63.4K - $71.2K
16K $1.25B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
157
+ 1.41%
$144.27 - $157.55 $22.7K - $24.7K
11.3K $1.78B
UNH
Unitedhealth Group Inc

Healthcare
60
+ 4.64%
$488.01 - $604.18 $29.3K - $36.3K
1.35K $791M
QQQ
Invesco Qqq Trust, Series 1

ETFs
93
+ 1.02%
$434.77 - $502.96 $40.4K - $46.8K
9.18K $4.48B
IWR
Ishares Russell Mid Cap ETF

ETFs
403
+ 3.25%
$79.92 - $88.19 $32.2K - $35.5K
12.8K $1.13B
VGT
Vanguard Information Technolog

ETFs
190
+ 53.98%
$514.43 - $606.85 $97.7K - $115K
542 $318M
JPM
Jpmorgan Chase & CO

Financial Services
350
+ 8.37%
$194.9 - $224.8 $68.2K - $78.7K
4.53K $955M
CB
Chubb LTD

Financial Services
74
+ 3.08%
$252.51 - $292.2 $18.7K - $21.6K
2.48K $714M
VTI
Vanguard Total Stock Market Et

ETFs
228
+ 11.32%
$255.18 - $283.2 $58.2K - $64.6K
2.24K $635M
EMQQ
Emqq Emerging Markets Internet

ETFs
75
+ 0.49%
$31.65 - $39.64 $2.37K - $2.97K
15.4K $605M
MCD
Mcdonalds Corp

Consumer Cyclical
15
+ 0.83%
$245.82 - $304.51 $3.69K - $4.57K
1.83K $558M
MA
Mastercard Inc

Financial Services
20
+ 1.34%
$429.6 - $500.99 $8.59K - $10K
1.52K $749M
AMZN
Amazon Com Inc

Consumer Cyclical
799
+ 8.97%
$161.02 - $200.0 $129K - $160K
9.7K $1.81B
EUSB
Ishares Tr Esg Advanced Total

Technology
1.52K
+ 15.77%
$42.09 - $44.64 $64.1K - $68K
11.2K $495M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
543
+ 12.27%
$69.31 - $77.34 $37.6K - $42K
4.97K $381M
JNJ
Johnson & Johnson

Healthcare
18
+ 0.4%
$145.48 - $167.38 $2.62K - $3.01K
4.5K $728M
VTV
Vanguard Value ETF

ETFs
191
+ 6.64%
$159.75 - $174.57 $30.5K - $33.3K
3.07K $535M
SPGI
S&P Global Inc.

Financial Services
54
+ 9.29%
$446.32 - $527.38 $24.1K - $28.5K
635 $328M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
40
+ 4.4%
$405.19 - $478.57 $16.2K - $19.1K
949 $437M
IBM
International Business Machines Corp

Technology
47
+ 4.02%
$175.1 - $223.38 $8.23K - $10.5K
1.22K $269M
XOM
Exxon Mobil Corp

Energy
507
+ 18.74%
$109.72 - $119.0 $55.6K - $60.3K
3.21K $377M
PEP
Pepsico Inc

Consumer Defensive
297
+ 11.56%
$161.9 - $179.3 $48.1K - $53.3K
2.87K $487M
LOW
Lowes Companies Inc

Consumer Cyclical
32
+ 3.0%
$213.3 - $270.78 $6.83K - $8.66K
1.1K $298M
VV
Vanguard Large Cap ETF

ETFs
106
+ 4.2%
$236.92 - $263.4 $25.1K - $27.9K
2.63K $692M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
336
+ 24.24%
$147.95 - $191.05 $49.7K - $64.2K
1.72K $299M
Activity Summary
Buys All Purchases 113 New Holdings 29 Increased Positions 84 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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