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
FAF
First American Financial Corp

Financial Services
293
+ 8.98%
$57.7 - $66.47 $16.9K - $19.5K
3.56K $233M
TT
Trane Technologies PLC

Industrials
170
+ 19.68%
$332.0 - $400.86 $56.4K - $68.1K
1.03K $348M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
5
+ 0.04%
$9.19 - $12.93 $45.9 - $64.7
13.8K $154M
CL
Colgate Palmolive CO

Consumer Defensive
17
+ 0.27%
$85.68 - $97.5 $1.46K - $1.66K
6.23K $584M
ALL
Allstate Corp

Financial Services
5
+ 0.45%
$180.99 - $210.18 $905 - $1.05K
1.12K $231M
UBSI
United Bankshares Inc

Financial Services
1.14K
+ 14.45%
$34.03 - $39.27 $38.7K - $44.7K
9.01K $312M
WMT
Walmart Inc.

Consumer Defensive
330
+ 6.14%
$84.5 - $105.05 $27.9K - $34.7K
5.71K $501M
ETN
Eaton Corp PLC

Industrials
350
+ 24.89%
$271.83 - $371.23 $95.1K - $130K
1.76K $477M
PRU
Prudential Financial Inc

Financial Services
295
+ 7.86%
$105.04 - $122.33 $31K - $36.1K
4.05K $452M
PEAK
Healthpeak Properties, Inc.

Real Estate
298
+ 2.69%
N/A
11.4K $230M
MET
Metlife Inc

Financial Services
197
+ 2.9%
$77.7 - $87.0 $15.3K - $17.1K
7K $562M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.09K
+ 14.68%
$161.27 - $192.3 $981K - $1.17M
47.5K $7.67B
ITW
Illinois Tool Works Inc

Industrials
40
+ 2.64%
$244.9 - $274.48 $9.8K - $11K
1.56K $386M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
243
+ 7.1%
$54.9 - $62.36 $13.3K - $15.2K
3.66K $204M
PEP
Pepsico Inc

Consumer Defensive
55
+ 1.06%
$142.64 - $156.42 $7.85K - $8.6K
5.26K $789M
LMT
Lockheed Martin Corp

Industrials
151
+ 8.44%
$423.19 - $506.29 $63.9K - $76.4K
1.94K $867M
TXN
Texas Instruments Inc

Technology
62
+ 2.83%
N/A
2.25K $405M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
364
+ 3.86%
$43.48 - $52.89 $15.8K - $19.3K
9.79K $427M
EMR
Emerson Electric CO

Industrials
272
+ 6.54%
$108.64 - $131.17 $29.6K - $35.7K
4.43K $486M
GOOG
Alphabet Inc.

Communication Services
420
+ 15.05%
$156.06 - $207.71 $65.5K - $87.2K
3.21K $502M
MRK
Merck & Co., Inc.

Healthcare
83
+ 2.01%
$83.01 - $101.02 $6.89K - $8.38K
4.21K $378M
MS
Morgan Stanley

Financial Services
168
+ 2.85%
$111.68 - $141.08 $18.8K - $23.7K
6.06K $708M
CEG
Constellation Energy Corp

Utilities
29
+ 0.85%
$201.63 - $347.44 $5.85K - $10.1K
3.44K $693M
AMZN
Amazon Com Inc

Consumer Cyclical
1.72K
+ 11.85%
$190.26 - $242.06 $327K - $416K
16.2K $3.09B
VTI
Vanguard Total Stock Market Et

ETFs
2.71K
+ 4.77%
$271.18 - $303.12 $735K - $821K
59.5K $16.3B
ORCL
Oracle Corp

Technology
151
+ 2.76%
$139.81 - $186.47 $21.1K - $28.2K
5.62K $786M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
177
+ 0.81%
$36.64 - $45.76 $6.49K - $8.1K
22K $826M
UPS
United Parcel Service Inc

Industrials
1
+ 0.01%
$109.66 - $136.26 $110 - $136
9.65K $1.06B
NVDA
Nvidia Corp

Technology
4.51K
+ 17.89%
$106.98 - $149.43 $483K - $674K
29.7K $3.22B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
7.35K
+ 7.7%
$126.86 - $146.45 $932K - $1.08M
103K $13.1B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2.72K
+ 3.84%
$77.91 - $92.26 $212K - $251K
73.6K $5.85B
FNDA
Schwab Fundamental U S Small C

ETFs
22.9K
+ 5.45%
$26.87 - $30.99 $615K - $709K
442K $12.1B
IVV
Ishares Core S&P 500 ETF

ETFs
480
+ 1.6%
$554.06 - $615.85 $266K - $296K
30.6K $17.2B
TSLA
Tesla, Inc.

Consumer Cyclical
741
+ 11.68%
$222.15 - $428.22 $165K - $317K
7.09K $1.84B
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.28K
+ 5.76%
$468.34 - $539.52 $1.54M - $1.77M
60.2K $28.2B
SPYG
Spdr Portfolio

ETFs
623
+ 0.39%
$80.05 - $92.39 $49.9K - $57.6K
160K $12.9B
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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