Goldstone Financial Group, LLC Incresed Positions in Q4 2024

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
3.27K
+ 21.11%
$39.22 - $47.77 $128K - $156K
18.8K $825M
IXUS
Ishares Tr

ETFs
5.56K
+ 22.72%
$65.95 - $72.56 $367K - $404K
30K $1.99B
META
Meta Platforms, Inc.

Communication Services
309
+ 17.8%
$554.08 - $632.68 $171K - $195K
2.05K $1.2B
VPU
Vanguard Utilities ETF

ETFs
3.01K
+ 10.8%
$160.52 - $179.11 $483K - $539K
30.9K $5.05B
C
Citigroup Inc

Financial Services
1.8K
+ 28.26%
$61.31 - $72.5 $110K - $130K
8.16K $574M
HDV
Ishares Core High Dividend ETF

ETFs
2.41K
+ 12.06%
$110.82 - $121.28 $267K - $292K
22.4K $2.51B
USFR
Wisdomtree Floating Rate Treas

ETFs
3.09K
+ 4.44%
$50.23 - $50.46 $155K - $156K
72.8K $3.66B
DGRO
Ishares Core Dividend Growth E

ETFs
3.48K
+ 8.15%
$60.73 - $64.94 $211K - $226K
46.1K $2.83B
VDE
Vanguard Energy ETF

ETFs
1.23K
+ 11.44%
$116.67 - $136.78 $144K - $169K
12K $1.46B
Natwest Group PLC
10.6K
+ 33.24%
N/A
42.6K $433M
ETN
Eaton Corp PLC

Industrials
378
+ 36.77%
$326.96 - $377.52 $124K - $143K
1.41K $467M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.34K
+ 6.77%
$57.53 - $60.83 $250K - $264K
68.4K $3.93B
EMR
Emerson Electric CO

Industrials
564
+ 15.68%
$108.13 - $134.33 $61K - $75.8K
4.16K $516M
CAT
Caterpillar Inc

Industrials
460
+ 29.08%
$360.37 - $416.88 $166K - $192K
2.04K $741M
WMT
Walmart Inc.

Consumer Defensive
834
+ 18.36%
$79.1 - $95.7 $66K - $79.8K
5.38K $486M
CVX
Chevron Corp

Energy
870
+ 21.18%
$141.15 - $162.53 $123K - $141K
4.98K $721M
IWF
Ishares Russell 1000 Gr ETF

ETFs
130
+ 5.37%
$370.24 - $418.94 $48.1K - $54.5K
2.55K $1.02B
MSFT
Microsoft Corp

Technology
427
+ 5.8%
$406.35 - $454.46 $174K - $194K
7.79K $3.28B
SPY
Spdr S&P 500 ETF Trust

ETFs
7
+ 0.09%
$567.81 - $607.81 $3.97K - $4.25K
7.49K $4.39B
V
Visa Inc.

Financial Services
130
+ 10.61%
$273.87 - $320.91 $35.6K - $41.7K
1.36K $428M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
4.41K
+ 7.74%
$24.19 - $24.63 $107K - $109K
61.4K $1.49B
TT
Trane Technologies PLC

Industrials
277
+ 47.19%
$369.35 - $419.14 $102K - $116K
864 $319M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.92K
+ 5.2%
$47.58 - $48.56 $139K - $142K
59K $2.82B
CGGR
Capital Group Growth ETF Shs C

ETFs
1.89K
+ 30.0%
$34.49 - $39.24 $65K - $74K
8.17K $304M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
9.13K
+ 12.06%
$13.12 - $14.37 $120K - $131K
84.8K $1.15B
CSCO
Cisco Systems, Inc.

Technology
288
+ 2.8%
$52.45 - $60.02 $15.1K - $17.3K
10.6K $625M
T
At&T Inc.

Communication Services
2.31K
+ 7.28%
$21.22 - $23.88 $49K - $55.2K
34.1K $776M
IRM
Iron Mountain Inc

Real Estate
1.3K
+ 28.67%
$101.62 - $128.14 $133K - $167K
5.85K $615M
GOOG
Alphabet Inc.

Communication Services
35
+ 1.27%
$163.08 - $198.16 $5.71K - $6.94K
2.79K $531M
MET
Metlife Inc

Financial Services
898
+ 15.22%
$78.15 - $88.25 $70.2K - $79.2K
6.8K $557M
IDVO
Amplify ETF Tr Intl Enhanced D
2.97K
+ 14.34%
N/A
23.7K $707M
LLY
Eli Lilly & CO

Healthcare
127
+ 43.34%
$727.2 - $932.06 $92.4K - $118K
420 $324M
PCEF
Invesco Cef Income Composite E

ETFs
5.09K
+ 8.34%
$19.05 - $19.86 $97K - $101K
66.1K $1.27B
COST
Costco Wholesale Corp

Consumer Defensive
51
+ 9.36%
$873.59 - $994.69 $44.6K - $50.7K
596 $546M
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.31K
+ 15.57%
$29.77 - $30.19 $68.9K - $69.9K
17.2K $513M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.85K
+ 5.29%
$17.93 - $18.8 $51.1K - $53.6K
56.8K $1.03B
PG
Procter & Gamble CO

Consumer Defensive
570
+ 8.46%
$161.05 - $179.7 $91.8K - $102K
7.31K $1.22B
AMAT
Applied Materials Inc

Technology
637
+ 54.35%
$161.44 - $213.89 $103K - $136K
1.81K $294M
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.09K
+ 15.17%
$28.89 - $33.95 $205K - $241K
53.8K $1.56B
CMBS
Ishares Cmbs ETF

ETFs
1.97K
+ 8.34%
$47.09 - $48.64 $92.8K - $95.8K
25.6K $1.21B
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
895
+ 4.77%
$30.04 - $32.01 $26.9K - $28.6K
19.7K $618M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
11.7K
+ 4.52%
$44.87 - $46.86 $525K - $549K
271K $12.2B
EMB
Ishares Tr

ETFs
1.1K
+ 8.42%
$88.94 - $93.46 $97.5K - $102K
14.1K $1.26B
BMY
Bristol Myers Squibb CO

Healthcare
279
+ 6.14%
$51.92 - $59.94 $14.5K - $16.7K
4.82K $273M
ADP
Automatic Data Processing Inc

Industrials
76
+ 9.38%
$280.08 - $307.97 $21.3K - $23.4K
886 $259M
ISRG
Intuitive Surgical Inc

Healthcare
34
+ 7.1%
$471.27 - $550.62 $16K - $18.7K
513 $268M
UBSI
United Bankshares Inc

Financial Services
713
+ 9.96%
$35.53 - $43.29 $25.3K - $30.9K
7.87K $296M
UNH
Unitedhealth Group Inc

Healthcare
203
+ 21.01%
$485.52 - $625.25 $98.6K - $127K
1.17K $591M
VZ
Verizon Communications Inc

Communication Services
1.88K
+ 18.76%
$39.6 - $45.21 $74.3K - $84.8K
11.9K $475M
Activity Summary
Buys All Purchases 162 New Holdings 25 Increased Positions 137 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Goldstone Financial Group, LLC Portfolio

Follow Goldstone Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goldstone Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goldstone Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email