Goldstein Advisors, LLC Purchases in Q3 2025

Goldstein Advisors, LLC

  • $823 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
323
+ 6.26%
$108.97 - $121.65 $35.2K - $39.3K
5.49K $662M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
231
+ 0.56%
N/A
41.3K $1.05B
FLQH
Franklin Templeton Libertyq In

ETFs
1.63K
+ 9.72%
N/A
18.4K $688M
EXAS
Exact Sciences Corp

Healthcare
1.17K
+ 11.76%
$40.91 - $56.0 $47.9K - $65.6K
11.1K $609M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 6.6%
$459.11 - $506.91 $40.9K - $45.1K
1.44K $723M
RTX
Raytheon Technologies Corp

Industrials
87
+ 3.76%
$144.19 - $167.33 $12.5K - $14.6K
2.4K $401M
C
Citigroup Inc

Financial Services
135
+ 5.37%
$85.57 - $103.49 $11.6K - $14K
2.65K $269M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.23K
+ 6.3%
$21.69 - $23.34 $26.6K - $28.6K
20.7K $482M
JCI
Johnson Controls International PLC

Industrials
3
+ 0.03%
$103.24 - $111.73 $310 - $335
10.9K $1.2B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
104
+ 1.18%
$68.24 - $73.73 $7.1K - $7.67K
8.89K $653M
VONV
Vanguard Russell 1000 Value Et

ETFs
264
+ 5.06%
$84.55 - $89.54 $22.3K - $23.6K
5.48K $489M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
820
+ 7.66%
$23.82 - $25.84 $19.5K - $21.2K
11.5K $296M
LOW
Lowes Companies Inc

Consumer Cyclical
22
+ 1.88%
$215.01 - $273.02 $4.73K - $6.01K
1.19K $300M
XOM
Exxon Mobil Corp

Energy
147
+ 3.3%
$105.83 - $117.22 $15.6K - $17.2K
4.6K $519M
GE
General Electric CO

Industrials
6
+ 0.74%
$244.75 - $305.63 $1.47K - $1.83K
815 $245M
TDY
Teledyne Technologies Inc

Technology
7
+ 1.73%
$509.51 - $586.04 $3.57K - $4.1K
412 $241M
SPMD
Spdr Portfolio

ETFs
46
+ 0.49%
$54.43 - $58.29 $2.5K - $2.68K
9.45K $541M
EUSB
Ishares Tr Esg Advanced Total

Technology
436
+ 3.52%
$42.97 - $44.2 $18.7K - $19.3K
12.8K $563M
MCK
Mckesson Corp

Healthcare
14
+ 4.38%
$659.01 - $772.54 $9.23K - $10.8K
334 $258M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
42
+ 0.32%
$28.15 - $30.13 $1.18K - $1.27K
13K $387M
MRK
Merck & Co., Inc.

Healthcare
53
+ 1.47%
$77.6 - $87.37 $4.11K - $4.63K
3.67K $308M
EFG
Msci Eafe Growth ETF

ETFs
145
+ 6.24%
$106.99 - $114.46 $15.5K - $16.6K
2.47K $281M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
38
+ 0.33%
$92.18 - $95.14 $3.5K - $3.62K
11.7K $1.12B
DUK
Duke Energy Corp

Utilities
56
+ 2.88%
$116.31 - $125.93 $6.51K - $7.05K
2K $248M
SPOT
Spotify Technology S.A.

Communication Services
49
+ 16.55%
$620.01 - $738.53 $30.4K - $36.2K
345 $241M
SPTL
Spdr Portfolio Long Term Treas

ETFs
19
+ 0.07%
$25.67 - $27.21 $488 - $517
28.2K $759M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
22
+ 0.55%
$50.9 - $52.37 $1.12K - $1.15K
4.02K $210M
Innovator Etfs Trust
19
+ 0.22%
N/A
8.47K $215M
MUSI
American Centy ETF Tr Multisec

ETFs
15
+ 0.19%
$43.63 - $44.75 $654 - $671
8.03K $357M
PGR
Progressive Corp

Financial Services
95
+ 8.41%
$238.61 - $264.3 $22.7K - $25.1K
1.23K $303M
CB
Chubb LTD

Financial Services
18
+ 2.12%
$265.99 - $289.59 $4.79K - $5.21K
868 $245M
CI
Cigna Corp

Healthcare
95
+ 9.3%
$262.23 - $334.39 $24.9K - $31.8K
1.12K $322M
MDLZ
Mondelez International, Inc.

Consumer Defensive
119
+ 2.49%
$60.9 - $70.75 $7.25K - $8.42K
4.89K $305M
CRWD
Crowd Strike Holdings, Inc.

Technology
13
+ 1.06%
$412.46 - $514.1 $5.36K - $6.68K
1.24K $610M
LPLA
Lpl Financial Holdings Inc.

Financial Services
12
+ 2.02%
$332.69 - $399.0 $3.99K - $4.79K
605 $201M
MGEE
Mge Energy Inc

Utilities
6
+ 0.06%
$83.0 - $90.05 $498 - $540
10.4K $877M
NFLX
Netflix Inc

Communication Services
17
+ 3.33%
$1147.87 - $1297.18 $19.5K - $22.1K
527 $632M
Activity Summary
Buys All Purchases 88 New Holdings 22 Increased Positions 66 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Goldstein Advisors, LLC Portfolio

Follow Goldstein Advisors, 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 Goldstein Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstein Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email