Goldstein Advisors, LLC Incresed Positions in Q4 2024

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
1.32K
+ 97.71%
$181.96 - $405.9 $241K - $537K
2.68K $487M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
387
+ 0.46%
$61.68 - $67.87 $23.9K - $26.3K
83.7K $5.21B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
24
+ 1.13%
$129.96 - $144.97 $3.12K - $3.48K
2.15K $299M
PWR
Quanta Services, Inc.

Industrials
10
+ 1.13%
$296.05 - $346.6 $2.96K - $3.47K
896 $283M
XOM
Exxon Mobil Corp

Energy
446
+ 13.88%
$105.51 - $125.37 $47.1K - $55.9K
3.66K $394M
ABT
Abbott Laboratories

Healthcare
142
+ 6.31%
$111.93 - $119.39 $15.9K - $17K
2.39K $271M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
7.86K
+ 210.7%
$27.54 - $83.04 $216K - $652K
11.6K $321M
ACN
Accenture PLC

Technology
21
+ 2.32%
$343.9 - $376.86 $7.22K - $7.91K
928 $326M
On Semiconductor Corp
5K
+ 45.45%
N/A
16K $15.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
13.7K
+ 194.95%
$22.4 - $68.28 $307K - $935K
20.7K $480M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
101
+ 2.59%
$51.58 - $52.91 $5.21K - $5.34K
4K $207M
CI
Cigna Corp

Healthcare
220
+ 25.49%
$265.59 - $358.58 $58.4K - $78.9K
1.08K $299M
MELI
Mercadolibre Inc

Consumer Cyclical
20
+ 18.52%
$1666.0 - $2117.3 $33.3K - $42.3K
128 $218M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
388
+ 7.96%
$58.88 - $64.8 $22.8K - $25.1K
5.26K $310M
SBUX
Starbucks Corp

Consumer Cyclical
85
+ 3.76%
$87.44 - $102.5 $7.43K - $8.71K
2.34K $214M
SPGI
S&P Global Inc.

Financial Services
6
+ 0.94%
$480.36 - $529.17 $2.88K - $3.18K
641 $319M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
360
+ 4.83%
$44.04 - $49.49 $15.9K - $17.8K
7.82K $344M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.28%
$131.66 - $144.0 $658 - $720
1.77K $233M
LOW
Lowes Companies Inc

Consumer Cyclical
23
+ 2.09%
$244.52 - $284.07 $5.62K - $6.53K
1.12K $277M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
111
+ 2.23%
$70.1 - $76.53 $7.78K - $8.49K
5.08K $359M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.71%
$288.47 - $316.54 $3.75K - $4.12K
1.85K $535M
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
1.49K
+ 3.75%
N/A
41.1K $842M
CB
Chubb LTD

Financial Services
2
+ 0.08%
$271.57 - $301.89 $543 - $604
2.48K $684M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.91K
+ 104.1%
$18.41 - $40.87 $182K - $405K
19.4K $359M
MRK
Merck & Co., Inc.

Healthcare
86
+ 2.62%
$96.31 - $114.76 $8.28K - $9.87K
3.37K $335M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.3K
+ 177.84%
$25.79 - $80.4 $266K - $829K
16.1K $420M
IEMG
Ishares Inc

ETFs
126
+ 0.81%
N/A
15.6K $814M
VHT
Vanguard Health Care ETF

ETFs
56
+ 1.31%
$250.81 - $283.3 $14K - $15.9K
4.33K $1.1B
RODM
Hartford Multifactor Developed

ETFs
23.2K
+ 5.99%
$28.36 - $30.42 $658K - $706K
411K $11.7B
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
10K
+ 5.18%
$30.48 - $34.2 $306K - $343K
203K $6.2B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
1.64K
+ 2.53%
$60.13 - $67.31 $98.3K - $110K
66.1K $4.02B
Activity Summary
Buys All Purchases 89 New Holdings 7 Increased Positions 82 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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