Goldstone Financial Group, LLC Reduced Holdings in Q1 2025

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-21K
- 44.89%
$198.1 - $229.79 $4.15M - $4.82M
25.7K $5.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-32.6K
- 57.95%
$102.49 - $119.96 $3.35M - $3.92M
23.7K $2.48B
SPLB
Spdr Portfolio Long Term Corpo

ETFs
-95.6K
- 15.22%
$21.73 - $23.02 $2.08M - $2.2M
532K $12B
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.05K
- 6.16%
$82.81 - $92.93 $501K - $562K
92.1K $7.83B
AVUV
American Centy ETF Tr Avantis

ETFs
-5.82K
- 18.31%
$84.95 - $100.62 $494K - $585K
25.9K $2.26B
TCHP
T Rowe Price Exchange Traded F

Technology
-15.3K
- 52.51%
$37.86 - $44.2 $581K - $678K
13.9K $528M
AVGO
Broadcom Inc.

Technology
-1.03K
- 17.99%
$167.43 - $244.7 $173K - $253K
4.71K $788M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.11K
- 4.26%
$80.73 - $94.96 $171K - $201K
47.5K $3.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
-594
- 7.93%
$551.42 - $612.93 $328K - $364K
6.9K $3.86B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-4.93K
- 9.9%
$51.45 - $58.51 $254K - $288K
44.9K $2.32B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.03K
- 10.27%
$56.17 - $59.71 $395K - $419K
61.4K $3.51B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-830
- 32.55%
$360.07 - $417.26 $299K - $346K
1.72K $621M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.31K
- 18.05%
$108.02 - $120.45 $250K - $278K
10.5K $1.16B
AGOX
Starboard Invt Tr

ETFs
-6.9K
- 14.87%
$24.2 - $29.41 $167K - $203K
39.5K $967M
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
-19.9K
- 23.41%
$13.33 - $14.08 $265K - $280K
65K $902M
PCEF
Invesco Cef Income Composite E

ETFs
-11.8K
- 17.85%
$18.8 - $19.89 $222K - $235K
54.3K $1.02B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-6.65K
- 11.71%
$16.57 - $18.85 $110K - $125K
50.1K $834M
PDI
Pimco Dynamic Income Fund

Financial Services
-14K
- 23.47%
$18.51 - $20.05 $260K - $281K
45.7K $905M
CMBS
Ishares Cmbs ETF

ETFs
-4.19K
- 16.34%
$47.16 - $48.21 $197K - $202K
21.4K $1.03B
VUG
Vanguard Growth ETF

ETFs
-342
- 26.27%
$369.1 - $427.61 $126K - $146K
960 $356M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-4.03K
- 11.05%
$47.59 - $50.79 $192K - $205K
32.4K $1.62B
ACN
Accenture PLC

Technology
-70
- 2.25%
$300.91 - $398.25 $21.1K - $27.9K
3.05K $950M
VDE
Vanguard Energy ETF

ETFs
-1.78K
- 14.84%
$119.14 - $132.76 $212K - $236K
10.2K $1.33B
EMB
Ishares Tr

ETFs
-1.63K
- 11.56%
$88.64 - $92.03 $145K - $150K
12.5K $1.13B
CGGR
Capital Group Growth ETF Shs C

ETFs
-1.99K
- 24.3%
$33.98 - $39.84 $67.5K - $79.1K
6.18K $212M
MGV
Vanguard Mega Cap Value

ETFs
-726
- 13.17%
$123.61 - $133.01 $89.7K - $96.6K
4.79K $617M
Global X Fds
-3.96K
- 8.08%
N/A
45.1K $945M
GS
Goldman Sachs Group Inc

Financial Services
-53
- 3.87%
$524.81 - $672.19 $27.8K - $35.6K
1.32K $719M
HDV
Ishares Core High Dividend ETF

ETFs
-2.1K
- 9.37%
$110.86 - $121.12 $232K - $254K
20.3K $2.45B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-527
- 20.67%
$114.57 - $118.14 $60.4K - $62.3K
2.02K $239M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.03K
- 2.23%
$60.46 - $64.42 $62.3K - $66.4K
45.1K $2.78B
XLK
Technology Sector Spdr

ETFs
-1
- 0.06%
$206.38 - $242.18 $206 - $242
1.58K $325M
IEFA
Ishares Tr

ETFs
-786
- 18.21%
$69.57 - $78.65 $54.7K - $61.8K
3.53K $267M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-259
- 9.14%
$91.76 - $103.26 $23.8K - $26.7K
2.58K $238M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-25
- 1.03%
$110.9 - $132.93 $2.77K - $3.32K
2.39K $272M
HON
Honeywell International Inc

Industrials
-12
- 0.72%
$202.75 - $226.52 $2.43K - $2.72K
1.67K $353M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-909
- 6.4%
$28.55 - $29.09 $26K - $26.4K
13.3K $383M
CSCO
Cisco Systems, Inc.

Technology
-716
- 6.78%
$58.74 - $64.87 $42.1K - $46.4K
9.85K $608M
AVIG
American Centy ETF Tr Avantis

ETFs
-643
- 3.03%
$40.06 - $41.55 $25.8K - $26.7K
20.6K $852M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-3
- 0.56%
$408.78 - $448.82 $1.23K - $1.35K
532 $223M
IDVO
Amplify ETF Tr Intl Enhanced D
-1.33K
- 5.63%
N/A
22.4K $703M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-549
- 0.82%
$28.92 - $29.24 $15.9K - $16.1K
66K $1.93B
BMY
Bristol Myers Squibb CO

Healthcare
-338
- 7.01%
$53.9 - $63.11 $18.2K - $21.3K
4.49K $274M
LLY
Eli Lilly & CO

Healthcare
-23
- 5.48%
$725.72 - $929.72 $16.7K - $21.4K
397 $328M
CME
Cme Group Inc.

Financial Services
-584
- 12.07%
$225.82 - $266.54 $132K - $156K
4.26K $1.13B
TIP
Ishares Tr Tips Bd ETF

ETFs
-12
- 0.58%
$106.22 - $111.09 $1.27K - $1.33K
2.06K $228M
VLO
Valero Energy Corp

Energy
-34
- 0.99%
$121.76 - $142.99 $4.14K - $4.86K
3.41K $450M
MCD
Mcdonalds Corp

Consumer Cyclical
-171
- 4.25%
$279.74 - $321.29 $47.8K - $54.9K
3.85K $1.2B
NVS
Novartis Ag

Healthcare
-273
- 5.31%
$97.14 - $115.57 $26.5K - $31.6K
4.87K $543M
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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