Goldstone Financial Group, LLC Incresed Positions in Q3 2025

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
124
+ 0.63%
$282.78 - $316.06 $35.1K - $39.2K
19.7K $6.23B
MU
Micron Technology Inc

Technology
1.1K
+ 21.31%
$104.88 - $168.89 $116K - $186K
6.28K $1.05B
CORT
Corcept Therapeutics Inc

Healthcare
3.92K
+ 61.39%
$67.17 - $83.9 $263K - $329K
10.3K $856M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
8.79K
+ 38.63%
$32.02 - $36.34 $282K - $320K
31.6K $1.13B
ABBV
Abb Vie Inc.

Healthcare
43
+ 0.49%
$184.85 - $231.54 $7.95K - $9.96K
8.9K $2.06B
AMAT
Applied Materials Inc

Technology
1.61K
+ 45.71%
$156.25 - $204.95 $252K - $331K
5.14K $1.05B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
625
+ 19.74%
$459.11 - $506.91 $287K - $317K
3.79K $1.91B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
8.28K
+ 13.69%
$48.72 - $50.73 $403K - $420K
68.7K $3.39B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.8K
+ 38.78%
$70.85 - $76.96 $340K - $369K
17.2K $1.31B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.37K
+ 5.51%
$101.12 - $106.18 $341K - $358K
64.5K $6.65B
GD
General Dynamics Corp

Industrials
766
+ 41.95%
$293.92 - $341.0 $225K - $261K
2.59K $884M
IRBO
Ishares Robotics & Artificial

ETFs
5.54K
+ 27.47%
N/A
25.7K $1.18B
CGDV
Capital Group Divid Value ETF

ETFs
7K
+ 26.41%
$39.59 - $42.21 $277K - $295K
33.5K $1.41B
COST
Costco Wholesale Corp

Consumer Defensive
432
+ 40.37%
$915.95 - $994.57 $396K - $430K
1.5K $1.39B
AMZN
Amazon Com Inc

Consumer Cyclical
1.78K
+ 10.11%
$211.65 - $238.24 $376K - $423K
19.3K $4.25B
Blackrock ETF Trust Ii
5.27K
+ 2.15%
N/A
251K $13B
EMB
Ishares Tr

ETFs
2.86K
+ 20.9%
$91.52 - $95.59 $262K - $273K
16.5K $1.57B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.48K
+ 3.25%
$87.69 - $96.0 $130K - $142K
47.1K $4.44B
T
At&T Inc.

Communication Services
10.5K
+ 27.71%
$26.94 - $29.62 $282K - $310K
48.3K $1.36B
BA
Boeing CO

Industrials
1.35K
+ 34.82%
$209.79 - $237.38 $283K - $320K
5.22K $1.13B
O
Realty Income Corp

Real Estate
3.99K
+ 28.73%
$56.13 - $60.79 $224K - $243K
17.9K $1.09B
CRWD
Crowd Strike Holdings, Inc.

Technology
631
+ 49.8%
$412.46 - $514.1 $260K - $324K
1.9K $931M
NFLX
Netflix Inc

Communication Services
309
+ 29.94%
$1147.87 - $1297.18 $355K - $401K
1.34K $1.61B
UBER
Uber Technologies, Inc

Technology
2.32K
+ 37.5%
$86.91 - $99.57 $202K - $231K
8.51K $833M
ACN
Accenture PLC

Technology
1.71K
+ 55.99%
$232.56 - $304.78 $397K - $520K
4.75K $1.17B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
3.53K
+ 10.71%
$48.06 - $50.98 $170K - $180K
36.5K $1.84B
ADP
Automatic Data Processing Inc

Industrials
833
+ 45.2%
$288.69 - $310.94 $240K - $259K
2.68K $786M
CCI
Crown Castle International Corp

Real Estate
2.76K
+ 30.93%
$92.96 - $113.91 $256K - $314K
11.7K $1.13B
TT
Trane Technologies PLC

Industrials
540
+ 40.15%
$398.96 - $472.54 $215K - $255K
1.89K $796M
GLD
Spdr Gold Trust

ETFs
472
+ 64.84%
$300.96 - $355.47 $142K - $168K
1.2K $427M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
3.88K
+ 4.45%
N/A
91.1K $4.24B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
580
+ 0.38%
$52.55 - $54.37 $30.5K - $31.5K
152K $8.21B
Natwest Group PLC
10.8K
+ 24.48%
N/A
55.1K $780M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.69K
+ 1.29%
$50.47 - $50.74 $136K - $137K
212K $10.7B
IBM
International Business Machines Corp

Technology
724
+ 27.85%
$234.77 - $292.47 $170K - $212K
3.32K $938M
MET
Metlife Inc

Financial Services
1.83K
+ 21.37%
$73.82 - $82.37 $135K - $151K
10.4K $858M
DTH
Wisdomtree Tr

ETFs
208
+ 0.34%
$46.13 - $49.9 $9.6K - $10.4K
60.7K $2.99B
AVUV
American Centy ETF Tr Avantis

ETFs
380
+ 1.42%
$90.37 - $102.12 $34.3K - $38.8K
27.2K $2.71B
VDE
Vanguard Energy ETF

ETFs
848
+ 7.56%
$118.37 - $129.65 $100K - $110K
12.1K $1.52B
ICE
Intercontinental Exchange, Inc.

Financial Services
1K
+ 53.95%
$167.28 - $188.45 $168K - $189K
2.87K $483M
SPGI
S&P Global Inc.

Financial Services
381
+ 35.12%
$484.94 - $564.15 $185K - $215K
1.47K $714M
HDV
Ishares Core High Dividend ETF

ETFs
517
+ 2.54%
$118.16 - $123.66 $61.1K - $63.9K
20.9K $2.55B
LMT
Lockheed Martin Corp

Industrials
98
+ 5.03%
$410.74 - $499.21 $40.3K - $48.9K
2.05K $1.02B
MO
Altria Group, Inc.

Consumer Defensive
560
+ 5.5%
$57.75 - $67.68 $32.3K - $37.9K
10.7K $710M
MCD
Mcdonalds Corp

Consumer Cyclical
174
+ 4.29%
$291.67 - $316.99 $50.8K - $55.2K
4.23K $1.29B
PG
Procter & Gamble CO

Consumer Defensive
996
+ 11.82%
$150.47 - $161.22 $150K - $161K
9.42K $1.45B
NVS
Novartis Ag

Healthcare
386
+ 6.18%
$113.5 - $129.73 $43.8K - $50.1K
6.64K $851M
VLO
Valero Energy Corp

Energy
1
+ 0.03%
$131.77 - $175.63 $132 - $176
3.43K $585M
SO
Southern CO

Utilities
660
+ 9.24%
$90.83 - $96.0 $59.9K - $63.4K
7.81K $740M
Activity Summary
Buys All Purchases 162 New Holdings 21 Increased Positions 141 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Goldstone Financial Group, LLC Portfolio

Follow Goldstone Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email