Goldstone Financial Group, LLC Incresed Positions in Q2 2025

Goldstone Financial Group, LLC

  • $757 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JPIB
Jpmorgan International Bond Op

ETFs
442K
+ 2602.42%
$47.18 - $48.62 $20.9M - $21.5M
459K $22.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.54K
+ 3.96%
$456.74 - $568.03 $2.53M - $3.15M
145K $83.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.44K
+ 2.39%
$416.06 - $551.64 $600K - $795K
61.7K $34.3B
VEU
Vanguard Ftse All World Ex Us

ETFs
53K
+ 108.2%
$54.19 - $67.22 $2.87M - $3.56M
102K $6.89B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
21.5K
+ 4.71%
$50.39 - $60.05 $1.08M - $1.29M
478K $29.1B
VTV
Vanguard Value ETF

ETFs
11.3K
+ 7.48%
$153.67 - $176.74 $1.74M - $2M
162K $29.2B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.17K
+ 1.14%
$113.67 - $150.4 $133K - $176K
104K $15.8B
FDL
First Tr Morningstar Dividend

ETFs
56.3K
+ 34.12%
$38.19 - $43.19 $2.15M - $2.43M
221K $9.56B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
2.52K
+ 5.31%
$139.8 - $197.22 $353K - $498K
50.1K $10B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
16.3K
+ 14.54%
$75.29 - $91.16 $1.23M - $1.49M
129K $11.6B
IVV
Ishares Core S&P 500 ETF

ETFs
291
+ 0.95%
$498.8 - $620.9 $145K - $181K
30.9K $19.4B
VEA
Vanguard Ftse Developed Market

ETFs
14.8K
+ 7.55%
$45.65 - $57.01 $677K - $846K
211K $12.1B
NVDA
Nvidia Corp

Technology
2.32K
+ 7.81%
$94.31 - $157.99 $219K - $367K
32K $5.11B
FNDA
Schwab Fundamental U S Small C

ETFs
24.6K
+ 5.57%
$23.85 - $28.69 $588K - $707K
467K $13.9B
IXUS
Ishares Tr

ETFs
19.1K
+ 57.25%
$62.37 - $77.63 $1.19M - $1.48M
52.4K $4.08B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
6.1K
+ 5.19%
N/A
124K $12B
MSFT
Microsoft Corp

Technology
722
+ 7.85%
$354.56 - $497.45 $256K - $359K
9.92K $4.95B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.61K
+ 23.36%
$496.48 - $617.85 $800K - $995K
8.51K $5.32B
AAPL
Apple Inc.

Technology
7.59K
+ 25.5%
$172.42 - $223.89 $1.31M - $1.7M
37.4K $7.98B
JPM
Jpmorgan Chase & CO

Financial Services
735
+ 3.89%
$210.28 - $289.91 $155K - $213K
19.6K $5.81B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.69K
+ 4.7%
$45.11 - $52.34 $437K - $507K
216K $11.5B
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 8.18%
$167.32 - $223.3 $222K - $297K
17.6K $3.92B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.98K
+ 5.26%
$114.78 - $133.31 $342K - $397K
59.6K $8.09B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.03K
+ 1.39%
$70.44 - $86.87 $72.2K - $89K
74.7K $6.62B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.31K
+ 244.8%
$82.32 - $112.47 $519K - $709K
8.88K $999M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
7.33K
+ 4.39%
$43.28 - $50.37 $317K - $369K
174K $9B
Victory Portfolios Ii
14.7K
+ 12.36%
N/A
134K $4.78B
GOOGL
Alphabet Inc.

Communication Services
2.19K
+ 19.29%
$144.7 - $178.6 $317K - $392K
13.6K $2.43B
AVGO
Broadcom Inc.

Technology
567
+ 12.05%
$146.29 - $275.65 $82.9K - $156K
5.27K $1.45B
META
Meta Platforms, Inc.

Communication Services
391
+ 17.71%
$484.66 - $738.09 $190K - $289K
2.6K $1.87B
O
Realty Income Corp

Real Estate
10.2K
+ 271.97%
$52.27 - $58.52 $531K - $594K
13.9K $801M
BA
Boeing CO

Industrials
2.24K
+ 137.3%
$136.59 - $217.51 $306K - $487K
3.87K $835M
ORCL
Oracle Corp

Technology
23
+ 0.41%
$122.82 - $218.63 $2.82K - $5.03K
5.65K $1.34B
CAT
Caterpillar Inc

Industrials
857
+ 33.31%
$273.94 - $388.21 $235K - $333K
3.43K $1.36B
NFLX
Netflix Inc

Communication Services
122
+ 13.41%
$855.86 - $1339.13 $104K - $163K
1.03K $1.34B
RDVY
First Trust Rising Dividend Ac

ETFs
2.8K
+ 4.78%
$51.6 - $62.74 $145K - $176K
61.5K $3.92B
VRIG
Invesco Actively Managed ETF F

ETFs
19.2K
+ 4.32%
$24.89 - $25.14 $477K - $482K
463K $11.6B
BAC
Bank Of America Corp

Financial Services
6.35K
+ 26.35%
$34.39 - $47.46 $218K - $301K
30.4K $1.49B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.38K
+ 10.03%
$90.56 - $109.49 $215K - $260K
26.1K $2.95B
TSLA
Tesla, Inc.

Consumer Cyclical
183
+ 2.58%
$221.86 - $362.89 $40.6K - $66.4K
7.27K $2.29B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.79K
+ 6.6%
$90.85 - $102.31 $344K - $387K
61.2K $6.29B
VPU
Vanguard Utilities ETF

ETFs
1.07K
+ 2.94%
$158.36 - $178.82 $170K - $192K
37.5K $6.64B
DGRO
Ishares Core Dividend Growth E

ETFs
3.73K
+ 8.28%
$55.22 - $63.94 $206K - $239K
48.8K $3.18B
PEP
Pepsico Inc

Consumer Defensive
3.46K
+ 65.74%
$128.02 - $151.37 $443K - $524K
8.72K $1.18B
GS
Goldman Sachs Group Inc

Financial Services
214
+ 16.25%
$462.22 - $707.75 $98.9K - $151K
1.53K $1.11B
MA
Mastercard Inc

Financial Services
417
+ 7.65%
$479.92 - $590.74 $200K - $246K
5.87K $3.34B
FNDE
Schwab Fundamental Emerging Mk

ETFs
5.9K
+ 11.26%
$26.66 - $33.09 $157K - $195K
58.2K $1.95B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
16.6K
+ 8.46%
$24.32 - $27.87 $403K - $462K
213K $5.81B
MU
Micron Technology Inc

Technology
1.73K
+ 50.19%
$64.72 - $127.91 $112K - $221K
5.18K $633M
Activity Summary
Buys All Purchases 147 New Holdings 14 Increased Positions 133 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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