Goldstone Financial Group, LLC Purchases in Q1 2025

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
39.9K
+ 35.89%
$167.73 - $179.21 $6.7M - $7.16M
151K $26.1B
FDL
First Tr Morningstar Dividend

ETFs
165K
New
$39.69 - $43.83 $6.55M - $7.23M
165K $7.17B
VEU
Vanguard Ftse All World Ex Us

ETFs
49K
New
$56.51 - $62.98 $2.77M - $3.09M
49K $2.97B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
32.3K
+ 40.39%
$78.97 - $85.82 $2.55M - $2.77M
112K $9.31B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
50.6K
+ 31.71%
$50.39 - $50.66 $2.55M - $2.57M
210K $10.6B
J P Morgan Exchange Traded F
24.6K
+ 9.95%
N/A
272K $14.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
9.37K
+ 7.17%
$507.05 - $563.67 $4.75M - $5.28M
140K $71.9B
Neos ETF Trust
27.6K
New
N/A
27.6K $1.35B
ABBV
Abb Vie Inc.

Healthcare
4.35K
+ 49.48%
$169.2 - $216.66 $736K - $942K
13.1K $2.75B
VPU
Vanguard Utilities ETF

ETFs
5.55K
+ 17.95%
$161.24 - $173.33 $894K - $961K
36.4K $6.22B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
23.7K
+ 5.48%
$55.41 - $60.74 $1.32M - $1.44M
457K $25.8B
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
19.4K
+ 51.74%
$49.22 - $51.73 $953K - $1M
56.8K $2.87B
VO
Vanguard Mid Cap ETF

ETFs
4.08K
+ 10.61%
$251.87 - $277.95 $1.03M - $1.13M
42.5K $11B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
13.7K
+ 5.05%
$44.41 - $45.98 $607K - $629K
285K $13B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
7.8K
+ 5.05%
$77.7 - $78.94 $606K - $615K
162K $12.8B
VEA
Vanguard Ftse Developed Market

ETFs
3.13K
+ 1.62%
$47.4 - $52.99 $148K - $166K
196K $9.99B
ABT
Abbott Laboratories

Healthcare
3.95K
+ 39.75%
$111.1 - $140.22 $439K - $554K
13.9K $1.84B
CVX
Chevron Corp

Energy
3.47K
+ 69.66%
$146.71 - $167.97 $509K - $582K
8.44K $1.41B
AAPL
Apple Inc.

Technology
5.98K
+ 25.13%
$209.68 - $247.1 $1.25M - $1.48M
29.8K $6.61B
CCI
Crown Castle International Corp

Real Estate
6.23K
New
$84.33 - $106.39 $525K - $663K
6.23K $649M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
8.91K
+ 5.37%
N/A
175K $8.07B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
12.1K
+ 11.45%
N/A
118K $10.3B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.8K
+ 7.2%
$126.11 - $135.06 $479K - $513K
56.6K $7.3B
CORT
Corcept Therapeutics Inc

Healthcare
4.79K
New
$49.85 - $114.22 $239K - $547K
4.79K $547M
Victory Portfolios Ii
14K
+ 13.38%
N/A
119K $4.08B
XOM
Exxon Mobil Corp

Energy
3.72K
+ 89.15%
$105.44 - $118.93 $393K - $443K
7.9K $940M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15.4K
+ 65.65%
$25.81 - $28.52 $398K - $439K
38.9K $1.07B
PFE
Pfizer Inc

Healthcare
16.4K
New
$25.01 - $27.13 $410K - $445K
16.4K $416M
SRLN
Ssga Active Trust

ETFs
13.5K
+ 5.75%
$41.02 - $41.99 $554K - $567K
248K $10.2B
JPIB
Jpmorgan International Bond Op

ETFs
8.41K
+ 97.89%
$46.97 - $48.35 $395K - $407K
17K $814M
MMM
3 M CO

Industrials
2.69K
New
$129.7 - $155.12 $349K - $418K
2.69K $395M
RDVY
First Trust Rising Dividend Ac

ETFs
6.68K
+ 12.84%
$57.22 - $63.39 $382K - $423K
58.7K $3.44B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
6.95K
+ 3.49%
$49.78 - $53.19 $346K - $370K
206K $10.5B
IXUS
Ishares Tr

ETFs
3.29K
+ 10.94%
$65.06 - $72.31 $214K - $238K
33.3K $2.33B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
235
+ 9.21%
$442.66 - $534.52 $104K - $126K
2.79K $1.48B
COST
Costco Wholesale Corp

Consumer Defensive
315
+ 52.85%
$890.62 - $1076.86 $281K - $339K
911 $862M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
8.11K
+ 11.94%
$36.63 - $37.45 $297K - $304K
76K $2.8B
MDT
Medtronic PLC

Healthcare
3.2K
New
$79.84 - $94.5 $255K - $302K
3.2K $287M
NUGO
Nushares ETF Tr Growth Opportu

ETFs
12K
+ 60.85%
$30.44 - $36.15 $364K - $432K
31.6K $965M
BA
Boeing CO

Industrials
1.63K
New
$148.15 - $186.25 $241K - $304K
1.63K $278M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.54K
New
$48.31 - $49.23 $267K - $273K
5.54K $272M
JPM
Jpmorgan Chase & CO

Financial Services
680
+ 3.73%
$225.19 - $279.95 $153K - $190K
18.9K $4.63B
OMFL
Invesco Exchange Traded Self I

ETFs
5.02K
+ 54.5%
$52.19 - $57.45 $262K - $289K
14.2K $759M
HES
Hess Corp

Energy
1.62K
New
$135.42 - $160.52 $220K - $260K
1.62K $259M
SHEL
Shell PLC

Energy
3.3K
New
$62.84 - $73.29 $208K - $242K
3.3K $242M
AMGN
Amgen Inc

Healthcare
769
New
$258.59 - $327.36 $199K - $252K
769 $239M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
860
+ 1.52%
$97.38 - $104.52 $83.7K - $89.9K
57.4K $5.86B
COCO
Vita Coco Company, Inc.

Consumer Defensive
7.55K
New
$29.85 - $40.3 $225K - $304K
7.55K $231M
VIG
Vanguard Dividend Appreciation

ETFs
1.16K
New
N/A
1.16K $224M
Activity Summary
Buys All Purchases 137 New Holdings 21 Increased Positions 116 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Goldstone Financial Group, LLC Portfolio

Follow Goldstone Financial Group, 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 Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email