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
MA
Mastercard Inc

Financial Services
5.17K
New
$429.6 - $500.99 $2.22M - $2.59M
5.17K $2.55B
AVUV
American Centy ETF Tr Avantis

ETFs
25.7K
New
$88.24 - $99.7 $2.27M - $2.56M
25.7K $2.47B
HDV
Ishares Core High Dividend ETF

ETFs
20K
New
$107.62 - $118.76 $2.15M - $2.37M
20K $2.35B
NUSI
ETF Ser Sol Nationwide Nasdaq

ETFs
91.9K
New
$23.36 - $25.92 $2.15M - $2.38M
91.9K $2.35B
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
40K
New
$48.89 - $54.14 $1.95M - $2.16M
40K $2.13B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
43.9K
New
$42.76 - $45.16 $1.88M - $1.98M
43.9K $1.96B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
34.5K
New
$49.7 - $56.11 $1.72M - $1.94M
34.5K $1.9B
IXUS
Ishares Tr

ETFs
24.5K
New
$64.9 - $73.35 $1.59M - $1.8M
24.5K $1.78B
AVIG
American Centy ETF Tr Avantis

ETFs
41.2K
New
$40.41 - $42.73 $1.66M - $1.76M
41.2K $1.75B
ABBV
Abb Vie Inc.

Healthcare
8.75K
New
$163.84 - $199.33 $1.43M - $1.74M
8.75K $1.73B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
41.6K
New
$36.06 - $37.66 $1.5M - $1.57M
41.6K $1.57B
FNDE
Schwab Fundamental Emerging Mk

ETFs
46.7K
New
$28.02 - $32.68 $1.31M - $1.53M
46.7K $1.51B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
13.2K
New
$101.72 - $112.94 $1.34M - $1.49M
13.2K $1.49B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
25.8K
New
$50.02 - $54.5 $1.29M - $1.41M
25.8K $1.41B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
53.4K
New
$24.86 - $26.33 $1.33M - $1.41M
53.4K $1.4B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
57K
New
$23.61 - $24.64 $1.35M - $1.4M
57K $1.39B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
14.9K
New
$83.76 - $91.82 $1.25M - $1.37M
14.9K $1.36B
AGOX
Starboard Invt Tr

ETFs
46.9K
New
$26.6 - $29.57 $1.25M - $1.39M
46.9K $1.35B
GOOGL
Alphabet Inc.

Communication Services
7.97K
New
$148.65 - $191.18 $1.18M - $1.52M
7.97K $1.32B
VDE
Vanguard Energy ETF

ETFs
10.8K
New
$117.44 - $131.06 $1.26M - $1.41M
10.8K $1.32B
UPS
United Parcel Service Inc

Industrials
9.63K
New
$123.32 - $147.38 $1.19M - $1.42M
9.63K $1.31B
CME
Cme Group Inc.

Financial Services
5.73K
New
$193.43 - $220.62 $1.11M - $1.26M
5.73K $1.27B
TCHP
T Rowe Price Exchange Traded F

Technology
30.9K
New
$35.14 - $40.43 $1.09M - $1.25M
30.9K $1.23B
EMB
Ishares Tr

ETFs
13K
New
$87.75 - $93.74 $1.14M - $1.22M
13K $1.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.63K
New
$405.19 - $478.57 $1.07M - $1.26M
2.63K $1.21B
PCEF
Invesco Cef Income Composite E

ETFs
61K
New
$18.24 - $19.71 $1.11M - $1.2M
61K $1.2B
MCD
Mcdonalds Corp

Consumer Cyclical
3.92K
New
$245.82 - $304.51 $963K - $1.19M
3.92K $1.19B
PG
Procter & Gamble CO

Consumer Defensive
6.74K
New
$160.76 - $177.82 $1.08M - $1.2M
6.74K $1.17B
CMBS
Ishares Cmbs ETF

ETFs
23.6K
New
$46.61 - $48.93 $1.1M - $1.16M
23.6K $1.16B
ABT
Abbott Laboratories

Healthcare
9.85K
New
$100.07 - $118.13 $985K - $1.16M
9.85K $1.12B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
10.9K
New
$96.25 - $101.98 $1.05M - $1.11M
10.9K $1.1B
ACN
Accenture PLC

Technology
3.12K
New
$295.44 - $355.81 $921K - $1.11M
3.12K $1.1B
VGT
Vanguard Information Technolog

ETFs
1.84K
New
$514.43 - $606.85 $946K - $1.12M
1.84K $1.08B
PDI
Pimco Dynamic Income Fund

Financial Services
53.2K
New
$18.7 - $20.25 $994K - $1.08M
53.2K $1.08B
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
75.7K
New
$13.15 - $14.12 $995K - $1.07M
75.7K $1.07B
CEG
Constellation Energy Corp

Utilities
3.96K
New
$167.08 - $262.86 $661K - $1.04M
3.96K $1.03B
LMT
Lockheed Martin Corp

Industrials
1.74K
New
$460.3 - $584.56 $801K - $1.02M
1.74K $1.02B
Global X Fds
42.9K
New
N/A
42.9K $1.01B
META
Meta Platforms, Inc.

Communication Services
1.74K
New
$453.41 - $572.44 $787K - $994K
1.74K $994M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
53.9K
New
$16.42 - $18.12 $886K - $977K
53.9K $973M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
20.8K
New
$42.22 - $48.62 $879K - $1.01M
20.8K $969M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.42K
New
$332.02 - $382.76 $803K - $926K
2.42K $909M
ORCL
Oracle Corp

Technology
5.22K
New
$125.9 - $170.35 $657K - $889K
5.22K $889M
PEP
Pepsico Inc

Consumer Defensive
5.09K
New
$161.9 - $179.3 $825K - $913K
5.09K $866M
AVGO
Broadcom Inc.

Technology
4.75K
New
$136.27 - $1745.86 $647K - $8.29M
4.75K $819M
CGDV
Capital Group Divid Value ETF

ETFs
21.5K
New
$32.96 - $36.48 $709K - $785K
21.5K $784M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
32.3K
New
$21.35 - $22.73 $689K - $733K
32.3K $727M
MGV
Vanguard Mega Cap Value

ETFs
5.5K
New
$118.0 - $128.28 $649K - $706K
5.5K $706M
T
At&T Inc.

Communication Services
31.7K
New
$18.21 - $22.28 $578K - $707K
31.7K $698M
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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