Goldstein Advisors, LLC Reduced Holdings in Q3 2025

Goldstein Advisors, LLC

  • $823 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.01M
- 96.09%
$39.8 - $42.86 $40.2M - $43.3M
41.1K $1.76B
XLK
Technology Sector Spdr

ETFs
-94.2K
- 93.11%
$250.97 - $282.66 $23.6M - $26.6M
6.97K $1.97B
BNDX
Vanguard Total International B

ETFs
-28.8K
- 13.28%
$49.0 - $49.51 $1.41M - $1.43M
188K $9.3B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-109K
- 9.22%
$25.43 - $27.31 $2.77M - $2.97M
1.07M $29.3B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-9.9K
- 14.02%
$72.04 - $77.35 $713K - $766K
60.7K $4.66B
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.99K
- 23.92%
$92.26 - $97.51 $276K - $292K
9.52K $919M
HMOP
Hartford Fds Exchange Traded T

ETFs
-14.3K
- 2.83%
$37.94 - $39.14 $541K - $559K
491K $19.1B
TAXF
American Centy ETF Tr Diversif

ETFs
-14.3K
- 3.47%
$48.42 - $50.27 $692K - $718K
398K $20B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.23K
- 13.29%
$236.25 - $257.69 $291K - $317K
8.03K $2.06B
HD
Home Depot, Inc.

Consumer Cyclical
-542
- 32.46%
$357.4 - $423.42 $194K - $229K
1.13K $457M
WMT
Walmart Inc.

Consumer Defensive
-1.51K
- 31.6%
$94.4 - $104.27 $143K - $158K
3.28K $338M
MELI
Mercadolibre Inc

Consumer Cyclical
-28
- 15.64%
$2292.04 - $2514.05 $64.2K - $70.4K
151 $353M
IWM
Ishares Russell 2000 ETF

ETFs
-812
- 23.67%
$214.92 - $244.84 $175K - $199K
2.62K $634M
COST
Costco Wholesale Corp

Consumer Defensive
-68
- 10.09%
$915.95 - $994.57 $62.3K - $67.6K
606 $561M
LLY
Eli Lilly & CO

Healthcare
-114
- 17.92%
$625.65 - $812.69 $71.3K - $92.6K
522 $398M
FVD
First Tr Value Line Divid Inde

ETFs
-4.99K
- 5.68%
$44.73 - $46.86 $223K - $234K
82.8K $3.83B
DIS
Walt Disney CO

Communication Services
-479
- 13.5%
$112.25 - $124.0 $53.8K - $59.4K
3.07K $352M
INTU
Intuit Inc

Technology
-65
- 16.84%
$646.03 - $807.39 $42K - $52.5K
321 $219M
VRT
Vertiv Holdings CO

Industrials
-935
- 37.21%
N/A
1.58K $238M
VST
Vistra Corp.

Utilities
-401
- 20.99%
$182.0 - $217.92 $73K - $87.4K
1.51K $296M
DEUS
Xtrackers Russell Us Multifact

ETFs
-1.9K
- 6.63%
$55.9 - $58.67 $106K - $112K
26.8K $1.56B
AMZN
Amazon Com Inc

Consumer Cyclical
-250
- 2.39%
$211.65 - $238.24 $52.9K - $59.6K
10.2K $2.24B
PM
Philip Morris International Inc.

Consumer Defensive
-2
- 0.08%
$157.77 - $183.27 $316 - $367
2.59K $421M
SPGI
S&P Global Inc.

Financial Services
-38
- 6.68%
$484.94 - $564.15 $18.4K - $21.4K
531 $258M
VHT
Vanguard Health Care ETF

ETFs
-341
- 8.18%
$239.12 - $259.95 $81.5K - $88.6K
3.83K $994M
HOOD
Robinhood Markets, Inc.

Technology
-1.24K
- 43.89%
$91.27 - $143.18 $113K - $177K
1.58K $227M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-167
- 26.42%
$404.94 - $499.99 $67.6K - $83.5K
465 $226M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 2.56%
$5364.25 - $5815.92 $5.36K - $5.82K
38 $205M
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.17%
$288.69 - $310.94 $577 - $622
1.2K $352M
IBM
International Business Machines Corp

Technology
-2
- 0.15%
$234.77 - $292.47 $470 - $585
1.34K $378M
IWY
Ishares Tr Russell 200 Growth

ETFs
-180
- 15.09%
$243.93 - $275.62 $43.9K - $49.6K
1.01K $277M
NTRA
Natera, Inc.

Healthcare
-5
- 0.31%
$133.66 - $181.11 $668 - $906
1.63K $263M
ABT
Abbott Laboratories

Healthcare
-66
- 3.2%
$120.51 - $136.62 $7.95K - $9.02K
2K $268M
MS
Morgan Stanley

Financial Services
-259
- 15.76%
$139.09 - $161.16 $36K - $41.7K
1.38K $220M
PEP
Pepsico Inc

Consumer Defensive
-218
- 7.77%
$133.81 - $152.16 $29.2K - $33.2K
2.59K $363M
GILD
Gilead Sciences, Inc.

Healthcare
-45
- 1.86%
$108.22 - $120.47 $4.87K - $5.42K
2.38K $264M
SHOP
Shopify Inc.

Technology
-634
- 23.3%
$112.11 - $157.12 $71.1K - $99.6K
2.09K $310M
ADI
Analog Devices Inc

Technology
-39
- 4.5%
$220.68 - $255.63 $8.61K - $9.97K
828 $203M
MA
Mastercard Inc

Financial Services
-12
- 1.62%
$550.18 - $598.96 $6.6K - $7.19K
727 $414M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-84
- 1.05%
$46.38 - $47.74 $3.9K - $4.01K
7.94K $377M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-39
- 0.85%
$81.76 - $86.36 $3.19K - $3.37K
4.56K $387M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.27K
- 3.97%
$55.15 - $58.11 $69.9K - $73.6K
30.6K $1.76B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.21K
- 8.05%
$49.43 - $54.52 $59.6K - $65.8K
13.8K $746M
RDVY
First Trust Rising Dividend Ac

ETFs
-259
- 5.01%
$62.38 - $67.29 $16.2K - $17.4K
4.92K $331M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-420
- 3.67%
$103.48 - $109.86 $43.5K - $46.1K
11K $1.2B
PNOV
Innovator U.S. Equity Power Bu
-16
- 0.23%
N/A
6.97K $286M
USXF
Ishares Esg Advanced Msci Usa

Technology
-102
- 1.92%
$53.69 - $57.31 $5.48K - $5.85K
5.2K $298M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-85
- 2.38%
$67.21 - $72.65 $5.71K - $6.18K
3.49K $253M
BAC
Bank Of America Corp

Financial Services
-246
- 4.0%
$44.92 - $52.42 $11.1K - $12.9K
5.91K $305M
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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