Goldstein Advisors, LLC Purchases in Q3 2024

Goldstein Advisors, LLC

  • $658 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
280K
+ 11176.93%
$162.64 - $179.3 $45.5M - $50.1M
282K $50.6B
JGRO
J P Morgan Exchange Traded Fd
442K
+ 167.86%
N/A
705K $54.2B
XLK
Technology Sector Spdr

ETFs
76.1K
New
$197.34 - $237.68 $15M - $18.1M
76.1K $17.2B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
265K
+ 65.4%
$33.74 - $37.96 $8.95M - $10.1M
671K $25.2B
Victory Portfolios Ii
371K
+ 26.5%
N/A
1.77M $39.3B
PAVE
Global X Fds Us Infrastructure

ETFs
161K
New
$36.39 - $41.16 $5.86M - $6.63M
161K $6.63B
Blackrock ETF Trust Ii
79.7K
New
N/A
79.7K $4.27B
RODM
Hartford Multifactor Developed

ETFs
27.2K
+ 7.55%
$27.35 - $30.82 $744K - $838K
387K $11.8B
IXUS
Ishares Tr

ETFs
13K
+ 7.26%
$64.9 - $73.35 $841K - $951K
191K $13.9B
BOND
Pimco Active Bond Exchange Tra

ETFs
10.4K
+ 4.84%
$90.01 - $95.32 $937K - $992K
225K $21.3B
TAXF
American Centy ETF Tr Diversif

ETFs
20.1K
+ 5.55%
$50.16 - $51.43 $1.01M - $1.04M
383K $19.7B
HMOP
Hartford Fds Exchange Traded T

ETFs
27.6K
+ 6.19%
$38.61 - $39.46 $1.07M - $1.09M
473K $18.7B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
17.9K
+ 10.17%
$29.23 - $33.51 $522K - $599K
193K $6.39B
AAPL
Apple Inc.

Technology
606
+ 1.96%
$207.23 - $234.82 $126K - $142K
31.6K $7.36B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.43K
+ 7.38%
$60.13 - $68.17 $267K - $302K
64.5K $4.37B
SPMD
Spdr Portfolio

ETFs
9.91K
+ 117.12%
$50.29 - $54.92 $498K - $544K
18.4K $1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
10K
New
$44.24 - $49.47 $443K - $495K
10K $495M
NVDA
Nvidia Corp

Technology
3.29K
+ 11.76%
$98.91 - $134.91 $325K - $444K
31.2K $3.79B
APP
App Lovin Corp

Technology
2.49K
New
$67.14 - $130.65 $167K - $325K
2.49K $325M
PGR
Progressive Corp

Financial Services
1.1K
New
$209.46 - $259.24 $231K - $286K
1.1K $280M
TILT
Flexshares Tr

ETFs
378
+ 2.72%
$192.68 - $212.84 $72.8K - $80.5K
14.3K $3.04B
ABT
Abbott Laboratories

Healthcare
2.25K
New
$100.07 - $118.13 $225K - $266K
2.25K $257M
POCT
Innovator U.S. Equity Power Bu

ETFs
6.42K
New
$37.79 - $38.95 $243K - $250K
6.42K $250M
GFL
Gfl Environmental Inc.

Industrials
6.14K
New
$37.64 - $43.49 $231K - $267K
6.14K $245M
ETN
Eaton Corp PLC

Industrials
730
New
$272.52 - $333.02 $199K - $243K
730 $242M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.92K
New
$56.04 - $62.99 $219K - $247K
3.92K $239M
TSLA
Tesla, Inc.

Consumer Cyclical
901
New
$191.76 - $263.26 $173K - $237K
901 $236M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
14
+ 0.04%
$68.79 - $76.02 $963 - $1.06K
38.1K $2.9B
LII
Lennox International Inc

Industrials
373
New
$523.72 - $620.83 $195K - $232K
373 $225M
MELI
Mercadolibre Inc

Consumer Cyclical
108
New
$1591.44 - $2140.1 $172K - $231K
108 $222M
ORCL
Oracle Corp

Technology
1.3K
New
$125.9 - $170.35 $163K - $221K
1.3K $221M
SBUX
Starbucks Corp

Consumer Cyclical
2.26K
New
$72.51 - $98.6 $164K - $223K
2.26K $220M
ISCB
International Speedway Corp

ETFs
295
+ 0.71%
$53.31 - $59.12 $15.7K - $17.4K
41.7K $2.45B
SHW
Sherwin Williams CO

Basic Materials
566
New
$294.65 - $384.0 $167K - $217K
566 $216M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.71K
New
$71.9 - $79.86 $195K - $216K
2.71K $215M
KO
Coca Cola CO

Consumer Defensive
2.99K
New
$62.69 - $73.01 $187K - $218K
2.99K $215M
NKE
Nike, Inc.

Consumer Cyclical
2.4K
New
$71.09 - $89.44 $170K - $214K
2.4K $212M
AVGO
Broadcom Inc.

Technology
3.42K
+ 1295.08%
$136.27 - $1745.86 $466K - $5.97M
3.68K $635M
META
Meta Platforms, Inc.

Communication Services
179
+ 11.37%
$453.41 - $572.44 $81.2K - $102K
1.75K $1B
Cooper Cos Inc
1.9K
New
N/A
1.9K $209M
BR
Broadridge Financial Solutions, Inc.

Technology
963
New
$196.56 - $218.55 $189K - $210K
963 $207M
ADSK
Autodesk, Inc.

Technology
744
New
$245.83 - $245.83 $183K - $183K
744 $205M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.43K
New
$77.24 - $83.67 $188K - $203K
2.43K $203M
MS
Morgan Stanley

Financial Services
1.95K
New
$92.07 - $106.96 $179K - $208K
1.95K $203M
VRT
Vertiv Holdings CO

Industrials
2.03K
New
$86.66 - $86.66 $176K - $176K
2.03K $202M
TGT
Target Corp

Consumer Defensive
1.28K
New
$133.47 - $159.25 $171K - $204K
1.28K $200M
ABBV
Abb Vie Inc.

Healthcare
186
+ 3.62%
$163.84 - $199.33 $30.5K - $37.1K
5.32K $1.05B
EXAS
Exact Sciences Corp

Healthcare
21
+ 0.33%
$42.43 - $70.83 $891 - $1.49K
6.46K $440M
DEUS
Xtrackers Russell Us Multifact

ETFs
685
+ 2.33%
$50.01 - $54.76 $34.3K - $37.5K
30.1K $1.65B
Activity Summary
Buys All Purchases 113 New Holdings 29 Increased Positions 84 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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