Goldstone Financial Group, LLC Incresed Positions in Q4 2024

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
MGV
Vanguard Mega Cap Value

ETFs
12
+ 0.22%
$124.06 - $133.48 $1.49K - $1.6K
5.51K $689M
MCD
Mcdonalds Corp

Consumer Cyclical
105
+ 2.68%
$288.47 - $316.54 $30.3K - $33.2K
4.02K $1.17B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
134K
+ 207.57%
$26.93 - $84.95 $3.61M - $11.4M
199K $5.43B
MRK
Merck & Co., Inc.

Healthcare
217
+ 5.55%
$96.31 - $114.76 $20.9K - $24.9K
4.13K $411M
VLO
Valero Energy Corp

Energy
36
+ 1.06%
$118.59 - $144.02 $4.27K - $5.18K
3.44K $422M
PEP
Pepsico Inc

Consumer Defensive
115
+ 2.26%
$151.29 - $176.1 $17.4K - $20.3K
5.21K $792M
UPS
United Parcel Service Inc

Industrials
25
+ 0.26%
$122.65 - $138.35 $3.07K - $3.46K
9.65K $1.22B
LMT
Lockheed Martin Corp

Industrials
50
+ 2.87%
$479.66 - $614.62 $24K - $30.7K
1.79K $870M
ABBV
Abb Vie Inc.

Healthcare
37
+ 0.42%
$164.99 - $203.87 $6.1K - $7.54K
8.79K $1.56B
VEA
Vanguard Ftse Developed Market

ETFs
14.6K
+ 8.15%
$47.57 - $52.44 $693K - $764K
193K $9.24B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
1.5K
+ 2.73%
$99.2 - $108.47 $149K - $163K
56.5K $5.63B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
689
+ 0.87%
$79.93 - $88.06 $55.1K - $60.7K
80K $6.4B
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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