Goldstein Advisors, LLC Reduced Holdings in Q2 2025

Goldstein Advisors, LLC

  • $744 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ADSK
Autodesk, Inc.

Technology
-130
- 16.33%
N/A
666 $206M
EXAS
Exact Sciences Corp

Healthcare
-2.3K
- 18.75%
$40.31 - $58.08 $92.6K - $133K
9.96K $529M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-134
- 2.93%
$45.11 - $52.34 $6.04K - $7.01K
4.43K $232M
SPGI
S&P Global Inc.

Financial Services
-22
- 3.72%
$438.31 - $527.29 $9.64K - $11.6K
569 $300M
TJX
Tjx Companies Inc

Consumer Cyclical
-27
- 1.27%
$119.13 - $135.03 $3.22K - $3.65K
2.1K $259M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-180
- 5.2%
$52.31 - $63.72 $9.42K - $11.5K
3.28K $209M
ADP
Automatic Data Processing Inc

Industrials
-2
- 0.17%
$276.76 - $326.81 $554 - $654
1.2K $371M
RDVY
First Trust Rising Dividend Ac

ETFs
-317
- 5.77%
$51.6 - $62.74 $16.4K - $19.9K
5.17K $325M
SPMD
Spdr Portfolio

ETFs
-524
- 5.28%
$44.89 - $54.38 $23.5K - $28.5K
9.41K $511M
EMQQ
Emqq Emerging Markets Internet

ETFs
-656
- 6.37%
$33.1 - $41.67 $21.7K - $27.3K
9.65K $402M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-160
- 1.38%
$89.28 - $103.8 $14.3K - $16.6K
11.4K $1.19B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.49K
- 12.48%
$167.32 - $223.3 $250K - $333K
10.5K $2.3B
NTRA
Natera, Inc.

Healthcare
-156
- 8.7%
$132.23 - $171.87 $20.6K - $26.8K
1.64K $277M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-10
- 0.09%
$19.1 - $23.83 $191 - $238
10.7K $255M
EFG
Msci Eafe Growth ETF

ETFs
-4
- 0.17%
$89.8 - $112.0 $359 - $448
2.32K $260M
VGT
Vanguard Information Technolog

ETFs
-42
- 9.01%
$470.37 - $663.28 $19.8K - $27.9K
424 $281M
USXF
Ishares Esg Advanced Msci Usa

Technology
-8
- 0.15%
$41.54 - $53.93 $332 - $431
5.3K $286M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-3
- 0.1%
$91.62 - $116.16 $275 - $348
3.05K $355M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-23
- 1.14%
$113.67 - $150.4 $2.61K - $3.46K
1.99K $300M
FLQH
Franklin Templeton Libertyq In

ETFs
-93
- 0.55%
N/A
16.8K $599M
SE
Sea LTD

Consumer Cyclical
-39
- 2.03%
$105.57 - $170.4 $4.12K - $6.65K
1.88K $301M
PM
Philip Morris International Inc.

Consumer Defensive
-37
- 1.41%
$149.23 - $184.95 $5.52K - $6.84K
2.6K $473M
IBM
International Business Machines Corp

Technology
-4
- 0.3%
$221.03 - $294.78 $884 - $1.18K
1.34K $395M
AVDV
American Centy ETF Tr Avantis

ETFs
-110
- 1.5%
$61.76 - $79.32 $6.79K - $8.73K
7.23K $573M
DEUS
Xtrackers Russell Us Multifact

ETFs
-76
- 0.26%
$48.13 - $56.21 $3.66K - $4.27K
28.7K $1.61B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-9
- 0.08%
$140.84 - $163.09 $1.27K - $1.47K
11.3K $1.84B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-77
- 0.65%
$60.34 - $74.89 $4.65K - $5.77K
11.8K $884M
DIS
Walt Disney CO

Communication Services
-122
- 3.32%
$81.72 - $124.01 $9.97K - $15.1K
3.55K $440M
IEFA
Ishares Tr

ETFs
-436
- 2.93%
$67.83 - $84.09 $29.6K - $36.7K
14.4K $1.21B
APP
App Lovin Corp

Technology
-259
- 12.9%
$219.37 - $417.89 $56.8K - $108K
1.75K $612M
IVW
Ishares S&P 500 Growth ETF

ETFs
-8
- 0.15%
$82.96 - $110.1 $664 - $881
5.16K $568M
CRWD
Crowd Strike Holdings, Inc.

Technology
-268
- 17.88%
$321.63 - $509.31 $86.2K - $136K
1.23K $627M
PWR
Quanta Services, Inc.

Industrials
-6
- 0.72%
$239.47 - $381.26 $1.44K - $2.29K
823 $311M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-189
- 0.69%
$22.27 - $29.21 $4.21K - $5.52K
27.2K $795M
MELI
Mercadolibre Inc

Consumer Cyclical
-5
- 2.72%
$1794.73 - $2613.63 $8.97K - $13.1K
179 $468M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-776
- 2.97%
N/A
25.4K $1.04B
NFLX
Netflix Inc

Communication Services
-66
- 11.46%
$855.86 - $1339.13 $56.5K - $88.4K
510 $683M
ILCG
Ishares Morningstar Growth ETF
-14
- 0.15%
N/A
9.47K $918M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-41
- 1.41%
$320.42 - $424.58 $13.1K - $17.4K
2.86K $1.21B
JPM
Jpmorgan Chase & CO

Financial Services
-12
- 0.29%
$210.28 - $289.91 $2.52K - $3.48K
4.1K $1.19B
ORCL
Oracle Corp

Technology
-215
- 6.46%
$122.82 - $218.63 $26.4K - $47K
3.11K $680M
TILT
Flexshares Tr

ETFs
-52
- 0.37%
$181.13 - $224.01 $9.42K - $11.6K
14K $3.14B
JCI
Johnson Controls International PLC

Industrials
-44
- 0.4%
$71.14 - $105.62 $3.13K - $4.65K
10.9K $1.15B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-129
- 1.37%
$180.84 - $240.32 $23.3K - $31K
9.27K $2.23B
AVGO
Broadcom Inc.

Technology
-1.13K
- 18.34%
$146.29 - $275.65 $165K - $311K
5.03K $1.39B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.39K
- 1.93%
$57.14 - $72.68 $79.4K - $101K
70.6K $5.13B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-211
- 2.43%
$416.06 - $551.64 $87.8K - $116K
8.47K $4.67B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-1.57K
- 0.7%
$27.26 - $34.48 $42.9K - $54.2K
224K $7.71B
MSFT
Microsoft Corp

Technology
-1.13K
- 10.37%
$354.56 - $497.45 $399K - $560K
9.73K $4.84B
Activity Summary
Buys All Purchases 72 New Holdings 22 Increased Positions 50 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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