Goldstone Financial Group, LLC New Holdings in Q3 2024

Goldstone Financial Group, LLC

  • $575 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
125K
New
$475.2 - $527.7 $59.4M - $65.9M
125K $65.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
54.8K
New
$434.77 - $502.96 $23.8M - $27.5M
54.8K $26.7B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
891K
New
$28.1 - $29.89 $25M - $26.6M
891K $26.6B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
411K
New
$51.29 - $56.57 $21.1M - $23.3M
411K $23.3B
VTV
Vanguard Value ETF

ETFs
101K
New
$159.75 - $174.57 $16.2M - $17.7M
101K $17.7B
VTI
Vanguard Total Stock Market Et

ETFs
54.4K
New
$255.18 - $283.2 $13.9M - $15.4M
54.4K $15.4B
IVV
Ishares Core S&P 500 ETF

ETFs
23.7K
New
$520.18 - $576.82 $12.3M - $13.6M
23.7K $13.6B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
547K
New
$22.25 - $24.44 $12.2M - $13.4M
547K $13.2B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
229K
New
$50.85 - $53.88 $11.6M - $12.3M
229K $12.3B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
259K
New
$44.65 - $47.21 $11.6M - $12.2M
259K $12.1B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
153K
New
$74.26 - $78.84 $11.3M - $12M
153K $12B
SPYG
Spdr Portfolio

ETFs
138K
New
$73.38 - $84.1 $10.1M - $11.6M
138K $11.4B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
143K
New
$76.94 - $79.54 $11M - $11.4M
143K $11.4B
FNDA
Schwab Fundamental U S Small C

ETFs
186K
New
$54.26 - $60.01 $10.1M - $11.2M
186K $11.1B
VRIG
Invesco Actively Managed ETF F

ETFs
399K
New
$25.05 - $25.21 $10M - $10.1M
399K $10B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
101K
New
$85.84 - $85.84 $8.66M - $8.66M
101K $9.78B
VEA
Vanguard Ftse Developed Market

ETFs
179K
New
$47.6 - $53.31 $8.51M - $9.53M
179K $9.44B
SRLN
Ssga Active Trust

ETFs
224K
New
$40.93 - $41.85 $9.18M - $9.39M
224K $9.37B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
164K
New
$48.51 - $52.86 $7.96M - $8.67M
164K $8.67B
IWM
Ishares Russell 2000 ETF

ETFs
38.8K
New
$200.87 - $224.6 $7.79M - $8.71M
38.8K $8.56B
VO
Vanguard Mid Cap ETF

ETFs
31.8K
New
$237.84 - $263.83 $7.56M - $8.38M
31.8K $8.38B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
149K
New
$46.17 - $51.13 $6.87M - $7.61M
149K $7.61B
IWR
Ishares Russell Mid Cap ETF

ETFs
81.5K
New
$79.92 - $88.19 $6.51M - $7.19M
81.5K $7.18B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
79.3K
New
$80.13 - $88.89 $6.35M - $7.05M
79.3K $7B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
136K
New
$50.25 - $50.74 $6.84M - $6.91M
136K $6.91B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
138K
New
N/A
138K $6.55B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
49.2K
New
$117.9 - $128.2 $5.8M - $6.31M
49.2K $6.31B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
55K
New
$95.1 - $106.76 $5.23M - $5.87M
55K $5.87B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
64.6K
New
$77.02 - $85.06 $4.98M - $5.49M
64.6K $5.46B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
215K
New
$24.39 - $25.28 $5.23M - $5.42M
215K $5.39B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
44.6K
New
$105.53 - $118.34 $4.71M - $5.28M
44.6K $5.22B
AAPL
Apple Inc.

Technology
22.4K
New
$207.23 - $234.82 $4.64M - $5.25M
22.4K $5.21B
VPU
Vanguard Utilities ETF

ETFs
27.9K
New
$146.64 - $174.54 $4.09M - $4.87M
27.9K $4.85B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
54.4K
New
$81.1 - $89.18 $4.41M - $4.85M
54.4K $4.77B
SPY
Spdr S&P 500 ETF Trust

ETFs
7.48K
New
$517.38 - $573.86 $3.87M - $4.29M
7.48K $4.29B
JPM
Jpmorgan Chase & CO

Financial Services
18.6K
New
$194.9 - $224.8 $3.63M - $4.19M
18.6K $3.93B
JEPI
J P Morgan Exchange Traded Fd

ETFs
64.1K
New
$54.98 - $59.51 $3.52M - $3.81M
64.1K $3.81B
USFR
Wisdomtree Floating Rate Treas

ETFs
69.7K
New
$50.2 - $50.48 $3.5M - $3.52M
69.7K $3.5B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
36K
New
$85.03 - $94.56 $3.06M - $3.4M
36K $3.35B
MSFT
Microsoft Corp

Technology
7.36K
New
$395.15 - $467.56 $2.91M - $3.44M
7.36K $3.17B
SPTS
Spdr Portfolio Short Term Trea

ETFs
104K
New
$28.75 - $29.46 $3M - $3.08M
104K $3.07B
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
65.9K
New
$44.55 - $48.12 $2.93M - $3.17M
65.9K $3.04B
NVDA
Nvidia Corp

Technology
24.2K
New
$98.91 - $134.91 $2.39M - $3.26M
24.2K $2.93B
RDVY
First Trust Rising Dividend Ac

ETFs
48.1K
New
$53.68 - $59.24 $2.58M - $2.85M
48.1K $2.85B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
23.1K
New
$114.73 - $120.23 $2.65M - $2.77M
23.1K $2.76B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
56K
New
$47.18 - $48.74 $2.64M - $2.73M
56K $2.73B
DGRO
Ishares Core Dividend Growth E

ETFs
42.6K
New
$57.47 - $62.76 $2.45M - $2.68M
42.6K $2.67B
AMZN
Amazon Com Inc

Consumer Cyclical
14.1K
New
$161.02 - $200.0 $2.27M - $2.81M
14.1K $2.62B
SHYG
Ishares 0 5 Year High Yield CO

ETFs
60.2K
New
$41.95 - $43.42 $2.53M - $2.61M
60.2K $2.61B
Activity Summary
Buys All Purchases 193 New Holdings 193 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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