Goldstone Financial Group, LLC Incresed Positions in Q3 2025

Goldstone Financial Group, LLC

  • $845 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
72
+ 4.97%
$224.68 - $282.71 $16.2K - $20.4K
1.52K $425M
PEP
Pepsico Inc

Consumer Defensive
285
+ 3.27%
$133.81 - $152.16 $38.1K - $43.4K
9.01K $1.27B
MDT
Medtronic PLC

Healthcare
485
+ 9.23%
$87.67 - $95.74 $42.5K - $46.4K
5.74K $546M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
649
+ 27.74%
$117.65 - $120.08 $76.4K - $77.9K
2.99K $357M
IDVO
Amplify ETF Tr Intl Enhanced D
229
+ 1.04%
N/A
22.2K $828M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
2.03K
+ 3.14%
$13.32 - $14.12 $27K - $28.6K
66.5K $939M
VZ
Verizon Communications Inc

Communication Services
1.43K
+ 9.69%
$40.84 - $45.06 $58.4K - $64.4K
16.2K $711M
DIS
Walt Disney CO

Communication Services
1.13K
+ 17.27%
$112.25 - $124.0 $127K - $141K
7.7K $881M
IEFA
Ishares Tr

ETFs
597
+ 14.77%
$81.7 - $87.53 $48.8K - $52.3K
4.64K $405M
ETN
Eaton Corp PLC

Industrials
110
+ 5.71%
$342.99 - $392.76 $37.7K - $43.2K
2.04K $761M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.25K
+ 27.12%
$43.36 - $44.8 $54.2K - $56K
5.86K $260M
CSCO
Cisco Systems, Inc.

Technology
987
+ 8.77%
$66.2 - $71.79 $65.3K - $70.9K
12.2K $837M
PDI
Pimco Dynamic Income Fund

Financial Services
1.22K
+ 2.63%
$18.85 - $20.07 $22.9K - $24.4K
47.6K $942M
Neos ETF Trust
136
+ 0.51%
N/A
27.1K $1.47B
PRU
Prudential Financial Inc

Financial Services
745
+ 14.72%
$100.68 - $109.89 $75K - $81.9K
5.81K $602M
CVX
Chevron Corp

Energy
63
+ 1.23%
$145.57 - $161.83 $9.17K - $10.2K
5.19K $805M
ITW
Illinois Tool Works Inc

Industrials
139
+ 7.25%
$252.31 - $269.41 $35.1K - $37.4K
2.06K $536M
AMD
Advanced Micro Devices Inc

Technology
9
+ 0.58%
$134.8 - $184.42 $1.21K - $1.66K
1.57K $253M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
33
+ 0.36%
$52.35 - $58.64 $1.73K - $1.94K
9.16K $526M
WMT
Walmart Inc.

Consumer Defensive
50
+ 0.81%
$94.4 - $104.27 $4.72K - $5.21K
6.2K $639M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
343
+ 1.61%
$43.1 - $44.6 $14.8K - $15.3K
21.6K $957M
UBSI
United Bankshares Inc

Financial Services
1.11K
+ 10.26%
$35.03 - $38.73 $38.8K - $42.9K
11.9K $443M
KMB
Kimberly Clark Corp

Consumer Defensive
413
+ 13.42%
$121.72 - $136.77 $50.3K - $56.5K
3.49K $434M
MSI
Motorola Solutions, Inc.

Technology
3
+ 0.38%
$408.73 - $490.3 $1.23K - $1.47K
789 $361M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
78
+ 2.19%
$63.92 - $70.83 $4.99K - $5.52K
3.65K $257M
FAF
First American Financial Corp

Financial Services
310
+ 6.28%
$54.73 - $68.13 $17K - $21.1K
5.25K $337M
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 1.7%
$215.01 - $273.02 $3.23K - $4.1K
897 $225M
EXC
Exelon Corp

Utilities
52
+ 0.6%
$42.73 - $45.54 $2.22K - $2.37K
8.7K $392M
CL
Colgate Palmolive CO

Consumer Defensive
1.32K
+ 18.41%
$79.36 - $93.33 $105K - $123K
8.48K $678M
MMM
3 M CO

Industrials
4
+ 0.15%
$144.41 - $160.2 $578 - $641
2.7K $418M
WFC
Wells Fargo & Company

Financial Services
71
+ 2.45%
$77.05 - $85.16 $5.47K - $6.05K
2.97K $249M
EMR
Emerson Electric CO

Industrials
366
+ 6.97%
$128.6 - $149.63 $47.1K - $54.8K
5.62K $737M
LLY
Eli Lilly & CO

Healthcare
4
+ 1.26%
$625.65 - $812.69 $2.5K - $3.25K
321 $245M
AMGN
Amgen Inc

Healthcare
16
+ 2.09%
$271.18 - $309.22 $4.34K - $4.95K
780 $220M
V
Visa Inc.

Financial Services
74
+ 3.8%
$332.09 - $358.86 $24.6K - $26.6K
2.02K $690M
CAH
Cardinal Health Inc

Healthcare
5
+ 0.34%
$146.04 - $167.63 $730 - $838
1.46K $230M
TXN
Texas Instruments Inc

Technology
378
+ 14.01%
N/A
3.08K $565M
CME
Cme Group Inc.

Financial Services
5
+ 0.12%
$258.83 - $287.1 $1.29K - $1.44K
4.26K $1.15B
HON
Honeywell International Inc

Industrials
38
+ 2.33%
$207.7 - $240.4 $7.89K - $9.14K
1.67K $351M
UPS
United Parcel Service Inc

Industrials
2
+ 0.02%
$82.58 - $105.54 $165 - $211
10.9K $906M
Activity Summary
Buys All Purchases 162 New Holdings 21 Increased Positions 141 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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