Goldstone Financial Group, LLC Purchases in Q4 2024

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
9.13K
+ 12.06%
$13.12 - $14.37 $120K - $131K
84.8K $1.15B
CSCO
Cisco Systems, Inc.

Technology
288
+ 2.8%
$52.45 - $60.02 $15.1K - $17.3K
10.6K $625M
T
At&T Inc.

Communication Services
2.31K
+ 7.28%
$21.22 - $23.88 $49K - $55.2K
34.1K $776M
IRM
Iron Mountain Inc

Real Estate
1.3K
+ 28.67%
$101.62 - $128.14 $133K - $167K
5.85K $615M
GOOG
Alphabet Inc.

Communication Services
35
+ 1.27%
$163.08 - $198.16 $5.71K - $6.94K
2.79K $531M
MET
Metlife Inc

Financial Services
898
+ 15.22%
$78.15 - $88.25 $70.2K - $79.2K
6.8K $557M
IDVO
Amplify ETF Tr Intl Enhanced D
2.97K
+ 14.34%
N/A
23.7K $707M
LLY
Eli Lilly & CO

Healthcare
127
+ 43.34%
$727.2 - $932.06 $92.4K - $118K
420 $324M
PCEF
Invesco Cef Income Composite E

ETFs
5.09K
+ 8.34%
$19.05 - $19.86 $97K - $101K
66.1K $1.27B
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 9.36%
$873.59 - $994.69 $44.6K - $50.7K
596 $546M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.85K
+ 5.29%
$17.93 - $18.8 $51.1K - $53.6K
56.8K $1.03B
PG
Procter & Gamble CO

Consumer Defensive
570
+ 8.46%
$161.05 - $179.7 $91.8K - $102K
7.31K $1.22B
AMAT
Applied Materials Inc

Technology
637
+ 54.35%
$161.44 - $213.89 $103K - $136K
1.81K $294M
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.09K
+ 15.17%
$28.89 - $33.95 $205K - $241K
53.8K $1.56B
CMBS
Ishares Cmbs ETF

ETFs
1.97K
+ 8.34%
$47.09 - $48.64 $92.8K - $95.8K
25.6K $1.21B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
895
+ 4.77%
$30.04 - $32.01 $26.9K - $28.6K
19.7K $618M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.7K
+ 4.52%
$44.87 - $46.86 $525K - $549K
271K $12.2B
EMB
Ishares Tr

ETFs
1.1K
+ 8.42%
$88.94 - $93.46 $97.5K - $102K
14.1K $1.26B
BMY
Bristol Myers Squibb CO

Healthcare
279
+ 6.14%
$51.92 - $59.94 $14.5K - $16.7K
4.82K $273M
ADP
Automatic Data Processing Inc

Industrials
76
+ 9.38%
$280.08 - $307.97 $21.3K - $23.4K
886 $259M
ISRG
Intuitive Surgical Inc

Healthcare
34
+ 7.1%
$471.27 - $550.62 $16K - $18.7K
513 $268M
UBSI
United Bankshares Inc

Financial Services
713
+ 9.96%
$35.53 - $43.29 $25.3K - $30.9K
7.87K $296M
UNH
Unitedhealth Group Inc

Healthcare
203
+ 21.01%
$485.52 - $625.25 $98.6K - $127K
1.17K $591M
VZ
Verizon Communications Inc

Communication Services
1.88K
+ 18.76%
$39.6 - $45.21 $74.3K - $84.8K
11.9K $475M
RTX
Raytheon Technologies Corp

Industrials
329
+ 14.49%
$114.45 - $127.21 $37.7K - $41.9K
2.6K $301M
CASY
Caseys General Stores Inc

Consumer Cyclical
7
+ 0.64%
$366.65 - $427.88 $2.57K - $3K
1.1K $436M
ORCL
Oracle Corp

Technology
252
+ 4.83%
$165.41 - $192.43 $41.7K - $48.5K
5.47K $912M
PDI
Pimco Dynamic Income Fund

Financial Services
6.59K
+ 12.39%
$18.33 - $20.85 $121K - $137K
59.7K $1.1B
PRU
Prudential Financial Inc

Financial Services
229
+ 6.5%
$114.59 - $129.52 $26.2K - $29.7K
3.75K $445M
CPB
Campbell Soup CO

Consumer Defensive
1.75K
+ 22.23%
$41.42 - $48.71 $72.4K - $85.1K
9.61K $403M
SPGI
S&P Global Inc.

Financial Services
51
+ 10.0%
$480.36 - $529.17 $24.5K - $27K
561 $279M
IBM
International Business Machines Corp

Technology
82
+ 3.39%
$204.9 - $238.04 $16.8K - $19.5K
2.5K $551M
PEAK
Healthpeak Properties, Inc.

Real Estate
1.79K
+ 19.31%
N/A
11.1K $225M
TXN
Texas Instruments Inc

Technology
258
+ 13.35%
N/A
2.19K $411M
XLK
Technology Sector Spdr

ETFs
1
+ 0.06%
$220.26 - $241.44 $220 - $241
1.58K $366M
ITW
Illinois Tool Works Inc

Industrials
87
+ 6.09%
$253.56 - $278.5 $22.1K - $24.2K
1.52K $384M
MU
Micron Technology Inc

Technology
602
+ 27.02%
$84.16 - $113.41 $50.7K - $68.3K
2.83K $238M
CGDV
Capital Group Divid Value ETF

ETFs
913
+ 4.24%
$35.16 - $37.12 $32.1K - $33.9K
22.4K $791M
NVS
Novartis Ag

Healthcare
832
+ 19.29%
$96.78 - $117.18 $80.5K - $97.5K
5.15K $501M
ABT
Abbott Laboratories

Healthcare
99
+ 1.01%
$111.93 - $119.39 $11.1K - $11.8K
9.95K $1.13B
CLX
Clorox CO

Consumer Defensive
17
+ 1.28%
$156.51 - $169.74 $2.66K - $2.89K
1.35K $219M
Global X Fds
6.14K
+ 14.32%
N/A
49K $1.01B
CL
Colgate Palmolive CO

Consumer Defensive
781
+ 14.39%
$90.22 - $102.31 $70.5K - $79.9K
6.21K $565M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.57K
+ 4.53%
N/A
105K $9.78B
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
1.02K
+ 4.89%
$43.84 - $48.76 $44.6K - $49.6K
21.8K $961M
SO
Southern CO

Utilities
469
+ 7.85%
$81.5 - $94.15 $38.2K - $44.2K
6.45K $531M
AMD
Advanced Micro Devices Inc

Technology
414
+ 29.93%
$118.88 - $172.8 $49.2K - $71.5K
1.8K $217M
BP
Bp PLC

Energy
161
+ 1.87%
$28.16 - $33.14 $4.53K - $5.34K
8.76K $259M
UBER
Uber Technologies, Inc

Technology
536
+ 17.14%
$59.93 - $86.34 $32.1K - $46.3K
3.66K $221M
Activity Summary
Buys All Purchases 162 New Holdings 25 Increased Positions 137 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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