Goldstone Financial Group, LLC New Holdings in Q1 2025

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
Neos ETF Trust
27.6K
New
N/A
27.6K $1.35B
CCI
Crown Castle International Corp

Real Estate
6.23K
New
$84.33 - $106.39 $525K - $663K
6.23K $649M
CORT
Corcept Therapeutics Inc

Healthcare
4.79K
New
$49.85 - $114.22 $239K - $547K
4.79K $547M
PFE
Pfizer Inc

Healthcare
16.4K
New
$25.01 - $27.13 $410K - $445K
16.4K $416M
MMM
3 M CO

Industrials
2.69K
New
$129.7 - $155.12 $349K - $418K
2.69K $395M
MDT
Medtronic PLC

Healthcare
3.2K
New
$79.84 - $94.5 $255K - $302K
3.2K $287M
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
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
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
SBUX
Starbucks Corp

Consumer Cyclical
2.21K
New
$91.75 - $115.81 $203K - $256K
2.21K $217M
O
Realty Income Corp

Real Estate
3.74K
New
$51.67 - $58.49 $193K - $218K
3.74K $217M
ICE
Intercontinental Exchange, Inc.

Financial Services
1.25K
New
$142.8 - $176.36 $179K - $221K
1.25K $216M
LOW
Lowes Companies Inc

Consumer Cyclical
882
New
$222.66 - $268.42 $196K - $237K
882 $206M
KO
Coca Cola CO

Consumer Defensive
2.87K
New
$60.81 - $72.32 $175K - $208K
2.87K $206M
CAH
Cardinal Health Inc

Healthcare
1.45K
New
$118.02 - $137.77 $171K - $200K
1.45K $200M
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
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