Goldstone Financial Group, LLC Purchases in Q1 2025

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
704
+ 39.55%
$347.25 - $424.87 $244K - $299K
2.48K $911M
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
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
8.15K
+ 76.36%
$28.64 - $32.91 $233K - $268K
18.8K $546M
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
MA
Mastercard Inc

Financial Services
147
+ 2.77%
$504.67 - $576.31 $74.2K - $84.7K
5.45K $2.99B
MO
Altria Group, Inc.

Consumer Defensive
2.32K
+ 37.39%
$50.81 - $60.02 $118K - $139K
8.54K $513M
VGT
Vanguard Information Technolog

ETFs
671
+ 27.6%
$542.38 - $646.34 $364K - $434K
3.1K $1.68B
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.48K
+ 31.89%
$29.82 - $30.1 $163K - $165K
22.7K $682M
IRBO
Ishares Robotics & Artificial

ETFs
7.15K
+ 71.91%
N/A
17.1K $537M
MSFT
Microsoft Corp

Technology
1.41K
+ 18.05%
$375.39 - $447.2 $528K - $629K
9.19K $3.45B
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.34K
+ 10.32%
$24.07 - $24.5 $153K - $155K
67.7K $1.64B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
2.42K
+ 28.44%
$62.72 - $71.92 $152K - $174K
10.9K $689M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.34K
+ 3.97%
$47.59 - $48.35 $112K - $113K
61.3K $2.96B
ISRG
Intuitive Surgical Inc

Healthcare
324
+ 63.16%
$476.63 - $610.45 $154K - $198K
837 $415M
UBER
Uber Technologies, Inc

Technology
1.31K
+ 35.7%
$63.17 - $81.49 $82.6K - $107K
4.97K $362M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
3.39K
+ 5.09%
$42.38 - $43.28 $143K - $147K
69.9K $2.97B
GD
General Dynamics Corp

Industrials
460
+ 58.3%
$241.94 - $272.58 $111K - $125K
1.25K $340M
CPB
Campbell Soup CO

Consumer Defensive
3.71K
+ 38.61%
$37.29 - $42.04 $138K - $156K
13.3K $532M
ADP
Automatic Data Processing Inc

Industrials
386
+ 43.57%
$286.85 - $318.64 $111K - $123K
1.27K $389M
NFLX
Netflix Inc

Communication Services
93
+ 11.38%
$828.4 - $1058.6 $77K - $98.4K
910 $849M
JCPB
J P Morgan Exchange Traded Fd

ETFs
965
+ 1.26%
$45.56 - $47.23 $44K - $45.6K
77.5K $3.65B
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 10.27%
$37.81 - $46.49 $46.1K - $56.7K
13.1K $594M
CRWD
Crowd Strike Holdings, Inc.

Technology
306
+ 42.74%
$308.86 - $455.36 $94.5K - $139K
1.02K $360M
SPGI
S&P Global Inc.

Financial Services
214
+ 38.15%
$478.26 - $543.77 $102K - $116K
775 $394M
VRIG
Invesco Actively Managed ETF F

ETFs
5.08K
+ 1.16%
$25.06 - $25.19 $127K - $128K
444K $11.1B
CAT
Caterpillar Inc

Industrials
531
+ 26.0%
$326.75 - $407.63 $174K - $216K
2.57K $848M
PG
Procter & Gamble CO

Consumer Defensive
508
+ 6.95%
$158.56 - $176.26 $80.5K - $89.5K
7.81K $1.33B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
3.11K
+ 1.07%
$24.5 - $24.95 $76.2K - $77.6K
294K $7.27B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.34K
+ 22.07%
$29.68 - $32.59 $129K - $141K
24K $717M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
6.68K
+ 4.17%
$48.02 - $53.02 $321K - $354K
167K $8.27B
V
Visa Inc.

Financial Services
104
+ 7.68%
$306.92 - $362.71 $31.9K - $37.7K
1.46K $511M
AMAT
Applied Materials Inc

Technology
765
+ 42.29%
$145.06 - $195.51 $111K - $150K
2.57K $374M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
1.18K
+ 2.3%
$42.36 - $43.8 $49.9K - $51.6K
52.4K $2.27B
GOOGL
Alphabet Inc.

Communication Services
2.48K
+ 27.9%
$154.33 - $206.19 $383K - $511K
11.4K $1.76B
META
Meta Platforms, Inc.

Communication Services
163
+ 7.97%
$576.36 - $736.67 $93.9K - $120K
2.21K $1.27B
DIS
Walt Disney CO

Communication Services
1.23K
+ 33.18%
$96.87 - $114.0 $120K - $141K
4.95K $489M
RTX
Raytheon Technologies Corp

Industrials
229
+ 8.81%
$114.1 - $135.66 $26.1K - $31.1K
2.83K $375M
CGDV
Capital Group Divid Value ETF

ETFs
1.79K
+ 7.98%
$34.95 - $37.36 $62.5K - $66.8K
24.2K $863M
SQ
Block, Inc.

Technology
2.76K
+ 101.96%
$54.04 - $92.95 $149K - $256K
5.46K $297M
MU
Micron Technology Inc

Technology
619
+ 21.87%
$86.89 - $109.38 $53.8K - $67.7K
3.45K $300M
BP
Bp PLC

Energy
606
+ 6.92%
$29.93 - $35.31 $18.1K - $21.4K
9.37K $317M
USFR
Wisdomtree Floating Rate Treas

ETFs
1.13K
+ 1.55%
$50.29 - $50.5 $56.6K - $56.9K
73.9K $3.72B
C
Citigroup Inc

Financial Services
732
+ 8.97%
$67.23 - $84.63 $49.2K - $61.9K
8.89K $631M
WFHY
Wisdomtree U.S. High Yield Cor

ETFs
1.01K
+ 1.18%
N/A
86.2K $3.89B
KMB
Kimberly Clark Corp

Consumer Defensive
23
+ 0.91%
$124.46 - $147.4 $2.86K - $3.39K
2.55K $363M
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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