Goldstone Financial Group, LLC Reduced Holdings in Q4 2024

Goldstone Financial Group, LLC

  • $638 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-145K
- 95.09%
$74.5 - $78.37 $10.8M - $11.4M
7.49K $560M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-20.5K
- 88.95%
$115.08 - $119.55 $2.36M - $2.45M
2.55K $295M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-16.6K
- 7.27%
$51.33 - $53.74 $854K - $894K
212K $10.9B
SPTS
Spdr Portfolio Short Term Trea

ETFs
-37.9K
- 36.27%
$28.88 - $29.33 $1.09M - $1.11M
66.6K $1.93B
AVIG
American Centy ETF Tr Avantis

ETFs
-19.9K
- 48.4%
$40.48 - $42.48 $806K - $846K
21.2K $862M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-3.5K
- 8.75%
$48.5 - $53.31 $170K - $186K
36.5K $1.77B
CEG
Constellation Energy Corp

Utilities
-551
- 13.92%
$224.28 - $285.52 $124K - $157K
3.41K $762M
EXC
Exelon Corp

Utilities
-3.4K
- 27.91%
$36.22 - $40.97 $123K - $139K
8.79K $331M
CME
Cme Group Inc.

Financial Services
-894
- 15.59%
$221.17 - $246.02 $198K - $220K
4.84K $1.12B
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.82K
- 18.25%
$47.77 - $51.75 $87K - $94.2K
8.16K $394M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.09K
- 27.77%
$89.97 - $98.59 $98.1K - $107K
2.84K $269M
HON
Honeywell International Inc

Industrials
-501
- 23.0%
$202.84 - $236.0 $102K - $118K
1.68K $379M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-330
- 2.21%
$88.59 - $94.57 $29.2K - $31.2K
14.6K $1.29B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-83
- 3.15%
$442.29 - $483.08 $36.7K - $40.1K
2.55K $1.16B
HGTY
Hagerty, Inc.

Financial Services
-4.47K
- 19.25%
$9.57 - $11.95 $42.7K - $53.4K
18.7K $181M
OGIG
Alps ETF Tr Oshares Global Int

ETFs
-1.72K
- 15.42%
$41.58 - $49.65 $71.4K - $85.3K
9.43K $434M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-266
- 1.84%
$28.6 - $29.27 $7.61K - $7.79K
14.2K $407M
TIP
Ishares Tr Tips Bd ETF

ETFs
-62
- 2.91%
$106.33 - $110.69 $6.59K - $6.86K
2.07K $220M
TTD
Trade Desk, Inc.

Technology
-278
- 11.85%
$108.7 - $139.51 $30.2K - $38.8K
2.07K $243M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-366
- 2.78%
$111.85 - $120.71 $40.9K - $44.2K
12.8K $1.47B
MSI
Motorola Solutions, Inc.

Technology
-38
- 4.52%
$449.08 - $504.6 $17.1K - $19.2K
803 $371M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-356
- 9.43%
$55.58 - $62.6 $19.8K - $22.3K
3.42K $206M
ACN
Accenture PLC

Technology
-4
- 0.13%
$343.9 - $376.86 $1.38K - $1.51K
3.12K $1.1B
TCHP
T Rowe Price Exchange Traded F

Technology
-1.73K
- 5.6%
$39.17 - $43.9 $67.8K - $76K
29.2K $1.23B
SQ
Block, Inc.

Technology
-542
- 16.69%
$65.06 - $98.92 $35.3K - $53.6K
2.71K $230M
CRWD
Crowd Strike Holdings, Inc.

Technology
-48
- 6.28%
$275.15 - $388.2 $13.2K - $18.6K
716 $245M
DIS
Walt Disney CO

Communication Services
-78
- 2.05%
$92.39 - $117.6 $7.21K - $9.17K
3.72K $414M
JPM
Jpmorgan Chase & CO

Financial Services
-435
- 2.33%
$205.18 - $250.29 $89.3K - $109K
18.2K $4.36B
TSLA
Tesla, Inc.

Consumer Cyclical
-252
- 3.82%
$213.65 - $479.86 $53.8K - $121K
6.35K $2.56B
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
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