Goldstein Advisors, LLC Reduced Holdings in Q4 2024

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Victory Portfolios Ii
-440K
- 24.89%
N/A
1.33M $28.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-55.4K
- 6.59%
$124.26 - $134.12 $6.88M - $7.42M
784K $101B
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-66.9K
- 6.45%
$26.01 - $28.19 $1.74M - $1.89M
971K $25.4B
FLQH
Franklin Templeton Libertyq In

ETFs
-10K
- 36.03%
N/A
17.8K $534M
PAVE
Global X Fds Us Infrastructure

ETFs
-5.94K
- 3.69%
$40.41 - $45.95 $240K - $273K
155K $6.27B
EMQQ
Emqq Emerging Markets Internet

ETFs
-3.06K
- 19.82%
$34.48 - $41.58 $106K - $127K
12.4K $427M
FVD
First Tr Value Line Divid Inde

ETFs
-195
- 0.21%
$43.4 - $46.7 $8.46K - $9.11K
90.6K $3.95B
UNH
Unitedhealth Group Inc

Healthcare
-138
- 10.2%
$485.52 - $625.25 $67K - $86.3K
1.22K $614M
ADBE
Adobe Inc.

Technology
-127
- 8.04%
$437.39 - $552.96 $55.5K - $70.2K
1.45K $646M
LMT
Lockheed Martin Corp

Industrials
-3
- 0.18%
$479.66 - $614.62 $1.44K - $1.84K
1.71K $831M
IEFA
Ishares Tr

ETFs
-166
- 1.04%
$70.06 - $77.43 $11.6K - $12.9K
15.8K $1.11B
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.87K
- 2.27%
$40.97 - $42.66 $76.5K - $79.6K
80.3K $3.33B
EXAS
Exact Sciences Corp

Healthcare
-726
- 11.24%
$49.33 - $71.97 $35.8K - $52.3K
5.73K $322M
JNJ
Johnson & Johnson

Healthcare
-220
- 4.89%
$143.34 - $165.86 $31.5K - $36.5K
4.28K $618M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-78
- 12.34%
$501.29 - $612.85 $39.1K - $47.8K
554 $288M
VTV
Vanguard Value ETF

ETFs
-455
- 14.84%
$168.32 - $181.87 $76.6K - $82.8K
2.61K $442M
LLY
Eli Lilly & CO

Healthcare
-19
- 2.94%
$727.2 - $932.06 $13.8K - $17.7K
627 $484M
IDXX
Idexx Laboratories Inc

Healthcare
-2
- 0.24%
$406.92 - $495.42 $814 - $991
822 $340M
HD
Home Depot, Inc.

Consumer Cyclical
-91
- 3.78%
$385.02 - $431.37 $35K - $39.3K
2.32K $901M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-425
- 3.56%
$102.08 - $110.92 $43.4K - $47.1K
11.5K $1.18B
DEUS
Xtrackers Russell Us Multifact

ETFs
-637
- 2.12%
$53.65 - $58.19 $34.2K - $37.1K
29.5K $1.58B
PEP
Pepsico Inc

Consumer Defensive
-76
- 2.65%
$151.29 - $176.1 $11.5K - $13.4K
2.79K $424M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-309
- 2.72%
$88.59 - $94.57 $27.4K - $29.2K
11.1K $982M
EFG
Msci Eafe Growth ETF

ETFs
-284
- 10.86%
$96.83 - $106.88 $27.5K - $30.4K
2.33K $226M
RTX
Raytheon Technologies Corp

Industrials
-55
- 0.76%
$114.45 - $127.21 $6.29K - $7K
7.14K $826M
PFE
Pfizer Inc

Healthcare
-629
- 5.68%
$24.8 - $30.19 $15.6K - $19K
10.4K $277M
LNT
Alliant Energy Corp

Utilities
-221
- 1.19%
$56.24 - $63.63 $12.4K - $14.1K
18.4K $1.09B
HON
Honeywell International Inc

Industrials
-290
- 23.07%
$202.84 - $236.0 $58.8K - $68.4K
967 $218M
WDC
Western Digital Corp

Technology
-102
- 2.56%
$59.62 - $73.43 $6.08K - $7.49K
3.89K $232M
UITB
Usaa ETF Tr Core Intermediate

ETFs
-345
- 3.57%
$45.83 - $48.07 $15.8K - $16.6K
9.32K $428M
MUSI
American Centy ETF Tr Multisec

ETFs
-338
- 2.54%
$43.08 - $44.5 $14.6K - $15K
13K $560M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-20
- 0.18%
$154.42 - $163.91 $3.09K - $3.28K
11.3K $1.75B
MSI
Motorola Solutions, Inc.

Technology
-80
- 12.03%
$449.08 - $504.6 $35.9K - $40.4K
585 $270M
VGT
Vanguard Information Technolog

ETFs
-76
- 14.02%
$571.78 - $647.97 $43.5K - $49.2K
466 $290M
IWR
Ishares Russell Mid Cap ETF

ETFs
-285
- 2.23%
$87.25 - $95.52 $24.9K - $27.2K
12.5K $1.11B
IWM
Ishares Russell 2000 ETF

ETFs
-96
- 3.15%
$216.13 - $242.4 $20.7K - $23.3K
2.96K $653M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-324
- 0.85%
$75.22 - $82.17 $24.4K - $26.6K
37.8K $2.88B
MGEE
Mge Energy Inc

Utilities
-569
- 4.21%
$88.55 - $108.16 $50.4K - $61.5K
13K $1.22B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-240
- 8.06%
$370.24 - $418.94 $88.9K - $101K
2.74K $1.1B
ETN
Eaton Corp PLC

Industrials
-54
- 7.4%
$326.96 - $377.52 $17.7K - $20.4K
676 $224M
PGR
Progressive Corp

Financial Services
-3
- 0.27%
$239.6 - $268.88 $719 - $807
1.1K $264M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-131
- 3.86%
$69.58 - $74.87 $9.11K - $9.81K
3.26K $228M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-195
- 0.71%
N/A
27.5K $1.03B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-121
- 2.58%
$51.09 - $55.27 $6.18K - $6.69K
4.57K $234M
RDVY
First Trust Rising Dividend Ac

ETFs
-223
- 3.81%
$58.65 - $64.37 $13.1K - $14.4K
5.64K $333M
DIS
Walt Disney CO

Communication Services
-837
- 15.65%
$92.39 - $117.6 $77.3K - $98.4K
4.51K $502M
USXF
Ishares Esg Advanced Msci Usa

Technology
-295
- 5.19%
$48.45 - $52.57 $14.3K - $15.5K
5.39K $268M
EOG
Eog Resources Inc

Energy
-70
- 1.4%
$118.22 - $136.54 $8.28K - $9.56K
4.92K $603M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-172
- 4.24%
$63.58 - $71.15 $10.9K - $12.2K
3.89K $253M
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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