Goldstein Advisors, LLC Reduced Holdings in Q1 2025

Goldstein Advisors, LLC

  • $684 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-395K
- 91.47%
$53.6 - $58.97 $21.2M - $23.3M
36.8K $2.02B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-310K
- 25.75%
$33.84 - $37.77 $10.5M - $11.7M
895K $32.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-27.3K
- 3.49%
$120.29 - $134.6 $3.29M - $3.68M
757K $92.4B
XLK
Technology Sector Spdr

ETFs
-200
- 0.25%
$206.38 - $242.18 $41.3K - $48.4K
78.8K $16.3B
NVDA
Nvidia Corp

Technology
-9.29K
- 22.71%
$106.98 - $149.43 $994K - $1.39M
31.6K $3.43B
AAPL
Apple Inc.

Technology
-1.28K
- 4.11%
$209.68 - $247.1 $268K - $316K
29.9K $6.63B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-504
- 5.49%
$468.34 - $539.52 $236K - $272K
8.68K $4.07B
SPMD
Spdr Portfolio

ETFs
-8.44K
- 45.95%
$50.21 - $57.73 $424K - $487K
9.93K $508M
LMT
Lockheed Martin Corp

Industrials
-749
- 43.8%
$423.19 - $506.29 $317K - $379K
961 $429M
TILT
Flexshares Tr

ETFs
-480
- 3.3%
$202.06 - $225.8 $97K - $108K
14.1K $2.9B
ISCB
International Speedway Corp

ETFs
-496
- 1.17%
$53.73 - $61.7 $26.7K - $30.6K
41.8K $2.26B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-134
- 1.78%
$192.82 - $222.1 $25.8K - $29.8K
7.4K $1.43B
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.43K
- 32.37%
$104.89 - $113.56 $150K - $162K
2.99K $318M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-495
- 5.01%
$196.12 - $229.48 $97.1K - $114K
9.39K $1.9B
DIS
Walt Disney CO

Communication Services
-839
- 18.6%
$96.87 - $114.0 $81.3K - $95.6K
3.67K $362M
ORCL
Oracle Corp

Technology
-302
- 8.32%
$139.81 - $186.47 $42.2K - $56.3K
3.33K $465M
RYT
Invesco S&P 500 Equal Weight T

ETFs
-1.3K
- 4.72%
N/A
26.2K $895M
ADBE
Adobe Inc.

Technology
-70
- 4.82%
$377.84 - $464.11 $26.4K - $32.5K
1.38K $530M
SPY
Spdr S&P 500 ETF Trust

ETFs
-14
- 0.36%
$551.42 - $612.93 $7.72K - $8.58K
3.83K $2.14B
ILCG
Ishares Morningstar Growth ETF
-167
- 1.73%
N/A
9.48K $768M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-235
- 0.62%
$72.01 - $79.94 $16.9K - $18.8K
37.6K $2.78B
IBM
International Business Machines Corp

Technology
-587
- 30.38%
$217.4 - $264.74 $128K - $155K
1.35K $334M
PWR
Quanta Services, Inc.

Industrials
-67
- 7.48%
$236.71 - $358.03 $15.9K - $24K
829 $211M
NTRA
Natera, Inc.

Healthcare
-181
- 9.17%
$132.63 - $177.0 $24K - $32K
1.79K $254M
JPM
Jpmorgan Chase & CO

Financial Services
-331
- 7.45%
$225.19 - $279.95 $74.5K - $92.7K
4.11K $1.01B
IVW
Ishares S&P 500 Growth ETF

ETFs
-13
- 0.25%
$92.45 - $106.69 $1.2K - $1.39K
5.17K $480M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-424
- 10.91%
$58.81 - $68.2 $24.9K - $28.9K
3.46K $207M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-33
- 0.28%
$67.03 - $74.61 $2.21K - $2.46K
11.9K $808M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-131
- 6.1%
$126.86 - $146.45 $16.6K - $19.2K
2.02K $256M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-4.41K
- 5.49%
$41.61 - $44.72 $184K - $197K
75.9K $3.29B
DEUS
Xtrackers Russell Us Multifact

ETFs
-679
- 2.3%
$52.01 - $56.04 $35.3K - $38.1K
28.8K $1.54B
MS
Morgan Stanley

Financial Services
-153
- 7.77%
$111.68 - $141.08 $17.1K - $21.6K
1.82K $212M
EMQQ
Emqq Emerging Markets Internet

ETFs
-2.07K
- 16.76%
$33.17 - $40.71 $68.8K - $84.4K
10.3K $393M
PEP
Pepsico Inc

Consumer Defensive
-164
- 5.88%
$142.64 - $156.42 $23.4K - $25.7K
2.63K $394M
GFL
Gfl Environmental Inc.

Industrials
-1.21K
- 16.26%
$41.72 - $48.8 $50.3K - $58.9K
6.21K $300M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-509
- 8.58%
$54.25 - $57.64 $27.6K - $29.3K
5.42K $299M
APH
Amphenol Corp

Technology
-39
- 0.63%
$61.62 - $78.55 $2.4K - $3.06K
6.15K $403M
JCI
Johnson Controls International PLC

Industrials
-496
- 4.35%
$76.12 - $90.6 $37.8K - $44.9K
10.9K $875M
MSI
Motorola Solutions, Inc.

Technology
-26
- 4.44%
$411.73 - $482.1 $10.7K - $12.5K
559 $245M
USXF
Ishares Esg Advanced Msci Usa

Technology
-78
- 1.45%
$46.38 - $52.65 $3.62K - $4.11K
5.31K $248M
SPGI
S&P Global Inc.

Financial Services
-50
- 7.8%
$478.26 - $543.77 $23.9K - $27.2K
591 $300M
PNOV
Innovator U.S. Equity Power Bu
-277
- 3.82%
N/A
6.98K $260M
ABT
Abbott Laboratories

Healthcare
-448
- 18.73%
$111.1 - $140.22 $49.8K - $62.8K
1.94K $258M
JNJ
Johnson & Johnson

Healthcare
-621
- 14.53%
$142.06 - $167.7 $88.2K - $104K
3.65K $606M
RDVY
First Trust Rising Dividend Ac

ETFs
-145
- 2.57%
$57.22 - $63.39 $8.3K - $9.19K
5.49K $321M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-5
- 0.18%
$75.47 - $84.24 $377 - $421
2.71K $208M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-15
- 0.35%
$83.18 - $89.27 $1.25K - $1.34K
4.28K $358M
VHT
Vanguard Health Care ETF

ETFs
-178
- 4.12%
$254.06 - $273.83 $45.2K - $48.7K
4.15K $1.1B
MUSI
American Centy ETF Tr Multisec

ETFs
-80
- 0.62%
$42.96 - $44.13 $3.44K - $3.53K
12.9K $564M
Activity Summary
Buys All Purchases 97 New Holdings 14 Increased Positions 83 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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