Goldstein Advisors, LLC Reduced Holdings in Q4 2024

Goldstein Advisors, LLC

  • $689 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-412
- 7.36%
$94.43 - $105.47 $38.9K - $43.5K
5.18K $526M
PWV
Invesco Exchange Traded Fd Tr

ETFs
-18
- 0.41%
$56.33 - $61.73 $1.01K - $1.11K
4.41K $251M
TJX
Tjx Companies Inc

Consumer Cyclical
-112
- 5.14%
$112.15 - $127.2 $12.6K - $14.2K
2.07K $249M
PM
Philip Morris International Inc.

Consumer Defensive
-29
- 1.11%
$118.38 - $133.06 $3.43K - $3.86K
2.59K $311M
VUG
Vanguard Growth ETF

ETFs
-291
- 6.78%
$378.79 - $428.11 $110K - $125K
4K $1.64B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-304
- 2.49%
$69.3 - $74.3 $21.1K - $22.6K
11.9K $851M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-70
- 2.26%
$107.41 - $115.71 $7.52K - $8.1K
3.02K $333M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-111
- 3.03%
$62.07 - $66.61 $6.89K - $7.39K
3.56K $228M
LII
Lennox International Inc

Industrials
-5
- 1.34%
$589.36 - $678.43 $2.95K - $3.39K
368 $224M
PNOV
Innovator U.S. Equity Power Bu
-40
- 0.55%
N/A
7.26K $275M
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.1%
$209.64 - $236.44 $210 - $236
962 $217M
APH
Amphenol Corp

Technology
-115
- 1.82%
$62.07 - $75.35 $7.14K - $8.67K
6.19K $430M
IVV
Ishares Core S&P 500 ETF

ETFs
-23
- 0.73%
$570.51 - $610.59 $13.1K - $14K
3.15K $1.85B
NTRA
Natera, Inc.

Healthcare
-213
- 9.74%
$117.67 - $174.0 $25.1K - $37.1K
1.97K $312M
MA
Mastercard Inc

Financial Services
-15
- 0.99%
$491.3 - $536.15 $7.37K - $8.04K
1.5K $790M
FISV
Fiserv Inc

Technology
-11
- 0.63%
N/A
1.72K $354M
ILCG
Ishares Morningstar Growth ETF
-131
- 1.34%
N/A
9.65K $865M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 4.71%
$4100.99 - $5300.34 $16.4K - $21.2K
81 $402M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-76
- 1.0%
$198.04 - $221.51 $15.1K - $16.8K
7.53K $1.59B
JPM
Jpmorgan Chase & CO

Financial Services
-87
- 1.92%
$205.18 - $250.29 $17.9K - $21.8K
4.44K $1.07B
GOOGL
Alphabet Inc.

Communication Services
-300
- 2.72%
$161.86 - $196.66 $48.6K - $59K
10.7K $2.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.01%
$481.22 - $538.17 $481 - $538
9.18K $4.69B
APP
App Lovin Corp

Technology
-734
- 29.49%
$130.67 - $401.5 $95.9K - $295K
1.76K $568M
AAPL
Apple Inc.

Technology
-471
- 1.49%
$221.69 - $259.02 $104K - $122K
31.1K $7.8B
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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