The Analysis of Goldstein Advisors, LLC's Holdings

Currently, Goldstein Advisors, LLC holds 225 types of securities in its portfolio with a total value $877.7M. In the most recent quarter, they have increased their positions in EMEQ (+825.8K shares, valued at $33.2M), VFLO (+475.3K shares, valued at $18.7M), SPMO (+93.3K shares, valued at $11.1M); decreased their positions in QUAL (-118.9K shares, valued at $23.6M), AVDE (-58.1K shares, valued at $4.8M), UBND (-89.7K shares, valued at $2.0M); initiated new positions in EMEQ (+825.8K shares, valued at $33.2M), SYSB (+6.3K shares, valued at $567.6K), GEV (+506 shares, valued at $330.7K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR636.7K shares0.99%2025-12-312026-02-10

GSLC GOLDMAN SACHS ETF TR675.3K shares2.42%2025-12-312026-02-10

VFLO VICTORY PORTFOLIOS II2.1M shares29.53%2025-12-312026-02-10

JGRO J P MORGAN EXCHANGE TRADED F644.8K shares0.13%2025-12-312026-02-10

QUAL ISHARES TR169.2K shares-41.26%2025-12-312026-02-10

EMEQ NOMURA ETF TR825.8K sharesnew addition2025-12-312026-02-10

THRO BLACKROCK ETF TRUST822.4K shares9.53%2025-12-312026-02-10

UBND VICTORY PORTFOLIOS II1.4M shares-5.97%2025-12-312026-02-10

Sponsored

DBMF LITMAN GREGORY FDS TR1.1M shares-1.93%2025-12-312026-02-10

BOND PIMCO ETF TR269.0K shares2.06%2025-12-312026-02-10

SPMO INVESCO EXCH TRADED FD TR II194.5K shares92.23%2025-12-312026-02-10

ALAI THE ALGER ETF TRUST608.6K shares2.38%2025-12-312026-02-10

TAXF AMERICAN CENTY ETF TR412.1K shares3.62%2025-12-312026-02-10

HMOP HARTFORD FDS EXCHANGE TRADED511.1K shares4.11%2025-12-312026-02-10

IXUS ISHARES TR202.7K shares-1.30%2025-12-312026-02-10

RODM LATTICE STRATEGIES TR441.8K shares-0.65%2025-12-312026-02-10

Sponsored

OEF ISHARES TR47.0K shares1.07%2025-12-312026-02-10

AVDE AMERICAN CENTY ETF TR153.3K shares-27.48%2025-12-312026-02-10

JPSE J P MORGAN EXCHANGE TRADED F228.5K shares-3.33%2025-12-312026-02-10

SHLD GLOBAL X FDS161.8K shares2.99%2025-12-312026-02-10

BNDX VANGUARD CHARLOTTE FDS194.3K shares3.35%2025-12-312026-02-10

XSOE WISDOMTREE TR228.0K shares0.74%2025-12-312026-02-10

PULS PGIM ETF TR128.6K shares54.70%2025-12-312026-02-10

IJH ISHARES TR96.6K shares-2.38%2025-12-312026-02-10

Sponsored

GBIL GOLDMAN SACHS ETF TR63.3K shares-7.22%2025-12-312026-02-10

AAPL APPLE INC21.9K shares1.86%2025-12-312026-02-10

NVDA NVIDIA CORPORATION30.7K shares-3.05%2025-12-312026-02-10

BINC BLACKROCK ETF TRUST II100.2K shares2.85%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR8.3K shares-0.82%2025-12-312026-02-10

MSFT MICROSOFT CORP9.9K shares1.37%2025-12-312026-02-10

SCZ ISHARES TR57.8K shares-4.79%2025-12-312026-02-10

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2025-12-312026-02-10

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD80.7K shares-2.53%2025-12-312026-02-10

TILT FLEXSHARES TR14.0K shares-0.05%2025-12-312026-02-10

DBEF DBX ETF TR70.5K shares-0.15%2025-12-312026-02-10

IMCB ISHARES TR38.3K shares-2.93%2025-12-312026-02-10

AMZN AMAZON COM INC11.3K shares11.08%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR3.8K shares0.00%2025-12-312026-02-10

ISCB ISHARES TR38.2K shares-3.15%2025-12-312026-02-10

ALPHABET INC ALPHABET INC7.9K shares-1.18%2025-12-312026-02-10

Sponsored

IVV ISHARES TR3.5K shares-2.89%2025-12-312026-02-10

ALPHABET INC ALPHABET INC7.5K shares5.33%2025-12-312026-02-10

XLK SELECT SECTOR SPDR TR16.0K shares129.23%2025-12-312026-02-10

VUG VANGUARD INDEX FDS4.3K shares-2.01%2025-12-312026-02-10

VTI VANGUARD INDEX FDS6.1K shares0.08%2025-12-312026-02-10

DYNF BLACKROCK ETF TRUST33.1K shares-0.47%2025-12-312026-02-10

MTUM ISHARES TR8.0K shares-0.05%2025-12-312026-02-10

BROADCOM INC BROADCOM INC5.6K shares2.92%2025-12-312026-02-10

Sponsored

QUS SPDR SERIES TRUST10.8K shares-0.53%2025-12-312026-02-10

QQQM INVESCO EXCH TRADED FD TR II7.4K shares-1.01%2025-12-312026-02-10

COWZ PACER FDS TR30.7K shares0.34%2025-12-312026-02-10

META META PLATFORMS INC2.6K shares2.81%2025-12-312026-02-10

IJR ISHARES TR13.9K shares-4.78%2025-12-312026-02-10

DEUS DBX ETF TR26.5K shares-1.16%2025-12-312026-02-10

SPDW SPDR INDEX SHS FDS34.5K shares-16.12%2025-12-312026-02-10

IEMG ISHARES INC22.6K shares2.42%2025-12-312026-02-10

Sponsored

JPM JPMORGAN CHASE & CO.4.1K shares-1.37%2025-12-312026-02-10

JCI JOHNSON CTLS INTL PLC10.9K shares0.02%2025-12-312026-02-10

LNT ALLIANT ENERGY CORP19.9K shares-2.89%2025-12-312026-02-10

IWF ISHARES TR2.7K shares-5.92%2025-12-312026-02-10

IEFA ISHARES TR14.1K shares-1.55%2025-12-312026-02-10

RSPT INVESCO EXCHANGE TRADED FD T25.3K shares-0.21%2025-12-312026-02-10

JPME J P MORGAN EXCHANGE TRADED F10.5K shares-4.34%2025-12-312026-02-10

USMV ISHARES TR11.7K shares-0.14%2025-12-312026-02-10

Sponsored

VHT VANGUARD WORLD FD3.8K shares-1.52%2025-12-312026-02-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II41.0K shares-0.73%2025-12-312026-02-10

ILCG ISHARES TR9.5K shares0.00%2025-12-312026-02-10

VO VANGUARD INDEX FDS3.3K shares16.55%2025-12-312026-02-10

EMGF ISHARES INC16.3K shares10.91%2025-12-312026-02-10

SPTM SPDR SERIES TRUST11.4K shares-0.57%2025-12-312026-02-10

EXAS EXACT SCIENCES CORP9.2K shares-17.32%2025-12-312026-02-10

SCHG SCHWAB STRATEGIC TR27.7K shares1.63%2025-12-312026-02-10

Sponsored

APP APPLOVIN CORP1.3K shares-15.28%2025-12-312026-02-10

IWR ISHARES TR9.1K shares-4.27%2025-12-312026-02-10

VWO VANGUARD INTL EQUITY INDEX F15.6K shares13.03%2025-12-312026-02-10

VV VANGUARD INDEX FDS2.6K shares0.00%2025-12-312026-02-10

MGEE MGE ENERGY INC10.4K shares0.07%2025-12-312026-02-10

ABBV ABBVIE INC3.6K shares9.92%2025-12-312026-02-10

TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares5.15%2025-12-312026-02-10

TSLA TESLA INC1.7K shares10.88%2025-12-312026-02-10

Sponsored

JNJ JOHNSON & JOHNSON3.6K shares0.17%2025-12-312026-02-10

IWM ISHARES TR2.9K shares11.34%2025-12-312026-02-10

SCHF SCHWAB STRATEGIC TR29.8K shares43.83%2025-12-312026-02-10

DIVI FRANKLIN TEMPLETON ETF TR18.4K shares-0.42%2025-12-312026-02-10

SCHX SCHWAB STRATEGIC TR26.5K shares1.54%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-2.29%2025-12-312026-02-10

SNPE DBX ETF TR11.1K shares7.11%2025-12-312026-02-10

VXUS VANGUARD STAR FDS9.1K shares2.58%2025-12-312026-02-10

Sponsored

AVDV AMERICAN CENTY ETF TR7.2K shares0.00%2025-12-312026-02-10

VONV VANGUARD SCOTTSDALE FDS6.8K shares24.89%2025-12-312026-02-10

ORCL ORACLE CORP3.2K shares-3.74%2025-12-312026-02-10

NBIS NEBIUS GROUP N.V.7.3K shares-20.18%2025-12-312026-02-10

MCD MCDONALDS CORP1.9K shares0.05%2025-12-312026-02-10

CRWD CROWDSTRIKE HLDGS INC1.2K shares-0.72%2025-12-312026-02-10

SYSB ISHARES TR6.3K sharesnew addition2025-12-312026-02-10

EUSB ISHARES TR12.9K shares0.70%2025-12-312026-02-10

Sponsored

IVW ISHARES TR4.6K shares-16.99%2025-12-312026-02-10

TLN TALEN ENERGY CORP1.5K shares0.82%2025-12-312026-02-10

SPMD SPDR SERIES TRUST9.5K shares0.00%2025-12-312026-02-10

LLY ELI LILLY & CO506 shares-3.07%2025-12-312026-02-10

XOM EXXON MOBIL CORP4.5K shares-2.63%2025-12-312026-02-10

SCHV SCHWAB STRATEGIC TR17.8K shares2.81%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW606 shares0.00%2025-12-312026-02-10

POCT INNOVATOR ETFS TRUST11.4K shares35.68%2025-12-312026-02-10

Sponsored

VTV VANGUARD INDEX FDS2.6K shares0.00%2025-12-312026-02-10

V VISA INC1.3K shares-11.19%2025-12-312026-02-10

IJJ ISHARES TR3.4K shares0.00%2025-12-312026-02-10

SPTL SPDR SERIES TRUST16.9K shares-40.16%2025-12-312026-02-10

NFLX NETFLIX INC4.6K shares779.70%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC2.6K shares-0.27%2025-12-312026-02-10

DFUV DIMENSIONAL ETF TRUST8.8K shares0.00%2025-12-312026-02-10

MA MASTERCARD INCORPORATED717 shares-1.38%2025-12-312026-02-10

Sponsored

VLUE ISHARES TR3.0K shares0.00%2025-12-312026-02-10

SCHM SCHWAB STRATEGIC TR13.0K shares0.00%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC3.7K shares1.58%2025-12-312026-02-10

EFAV ISHARES TR4.5K shares-0.50%2025-12-312026-02-10

RTX RTX CORPORATION2.1K shares-11.55%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-2.24%2025-12-312026-02-10

WMT WALMART INC3.4K shares5.25%2025-12-312026-02-10

DSI ISHARES TR3.0K shares-0.64%2025-12-312026-02-10

Sponsored

UITB VICTORY PORTFOLIOS II8.0K shares0.13%2025-12-312026-02-10

EMQQ EXCHANGE TRADED CONCEPTS TRU9.3K shares-0.81%2025-12-312026-02-10

PEP PEPSICO INC2.6K shares0.50%2025-12-312026-02-10

SHOP SHOPIFY INC2.3K shares10.69%2025-12-312026-02-10

PNOV INNOVATOR ETFS TRUST8.9K shares27.56%2025-12-312026-02-10

HD HOME DEPOT INC1.1K shares-5.94%2025-12-312026-02-10

WDC WESTERN DIGITAL CORP2.1K shares-27.51%2025-12-312026-02-10

MCK MCKESSON CORP436 shares30.54%2025-12-312026-02-10

Sponsored

DFIV DIMENSIONAL ETF TRUST7.1K shares0.00%2025-12-312026-02-10

APH AMPHENOL CORP NEW2.6K shares-18.09%2025-12-312026-02-10

MUSI AMERICAN CENTY ETF TR8.0K shares-0.75%2025-12-312026-02-10

THE CIGNA GROUP THE CIGNA GROUP1.3K shares14.25%2025-12-312026-02-10

DIS DISNEY WALT CO3.1K shares-0.33%2025-12-312026-02-10

PWR QUANTA SVCS INC823 shares0.00%2025-12-312026-02-10

RDVY FIRST TR EXCHANGE TRADED FD4.9K shares-0.75%2025-12-312026-02-10

GEV GE VERNOVA INC506 sharesnew addition2025-12-312026-02-10

Sponsored

BAC BANK AMERICA CORP5.9K shares-0.36%2025-12-312026-02-10

IUSG ISHARES TR1.9K shares-3.51%2025-12-312026-02-10

VGT VANGUARD WORLD FD423 shares0.00%2025-12-312026-02-10

TJX TJX COS INC NEW2.1K shares0.24%2025-12-312026-02-10

DFAT DIMENSIONAL ETF TRUST5.3K shares0.00%2025-12-312026-02-10

NTRA NATERA INC1.4K shares-16.97%2025-12-312026-02-10

ADP AUTOMATIC DATA PROCESSING IN1.2K shares0.25%2025-12-312026-02-10

CITIGROUP INC CITIGROUP INC2.6K shares-0.49%2025-12-312026-02-10

Sponsored

ASML ASML HOLDING N V287 shares-3.69%2025-12-312026-02-10

MELI MERCADOLIBRE INC150 shares-0.66%2025-12-312026-02-10

USXF ISHARES TR5.2K shares-0.33%2025-12-312026-02-10

PWV INVESCO EXCHANGE TRADED FD T4.5K shares0.00%2025-12-312026-02-10

KLAC KLA CORP244 shares3.39%2025-12-312026-02-10

GILD GILEAD SCIENCES INC2.4K shares0.00%2025-12-312026-02-10

LOW LOWES COS INC1.2K shares1.01%2025-12-312026-02-10

SCHB SCHWAB STRATEGIC TR11.0K shares-4.88%2025-12-312026-02-10

Sponsored

PGR PROGRESSIVE CORP1.3K shares2.78%2025-12-312026-02-10

WFC WELLS FARGO CO NEW3.0K shares8.57%2025-12-312026-02-10

MDYG SPDR SERIES TRUST3.1K shares0.00%2025-12-312026-02-10

IWY ISHARES TR1.0K shares0.00%2025-12-312026-02-10

SPGI S&P GLOBAL INC534 shares0.56%2025-12-312026-02-10

CB CHUBB LIMITED893 shares2.88%2025-12-312026-02-10

XLU SELECT SECTOR SPDR TR6.5K shares100.00%2025-12-312026-02-10

LDOS LEIDOS HOLDINGS INC1.5K shares0.00%2025-12-312026-02-10

Sponsored

MDYV SPDR SERIES TRUST3.3K shares0.00%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC467 shares0.43%2025-12-312026-02-10

EFG ISHARES TR2.4K shares-3.93%2025-12-312026-02-10

ALAB ASTERA LABS INC1.6K shares5.78%2025-12-312026-02-10

SUSA ISHARES TR1.9K shares21.66%2025-12-312026-02-10

PUSH PGIM ETF TR5.2K sharesnew addition2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC828 shares-0.60%2025-12-312026-02-10

ROKU ROKU INC2.4K shares-10.69%2025-12-312026-02-10

Sponsored

SE SEA LTD2.1K shares-10.37%2025-12-312026-02-10

MDLZ MONDELEZ INTL INC4.9K shares-0.49%2025-12-312026-02-10

QXO QXO INC13.5K sharesnew addition2025-12-312026-02-10

SDY SPDR SERIES TRUST1.9K shares2.48%2025-12-312026-02-10

ABT ABBOTT LABS2.1K shares3.15%2025-12-312026-02-10

LCTU BLACKROCK ETF TRUST3.5K shares-0.26%2025-12-312026-02-10

MS MORGAN STANLEY1.4K shares3.61%2025-12-312026-02-10

PYLD PIMCO ETF TR9.5K shares13.49%2025-12-312026-02-10

Sponsored

SPYV SPDR SERIES TRUST4.4K shares0.32%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE817 shares0.25%2025-12-312026-02-10

PJUL INNOVATOR ETFS TRUST5.4K sharesnew addition2025-12-312026-02-10

PLD PROLOGIS INC.1.9K shares0.21%2025-12-312026-02-10

DGRO ISHARES TR3.5K sharesnew addition2025-12-312026-02-10

CAT CATERPILLAR INC425 shares-9.19%2025-12-312026-02-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares3.10%2025-12-312026-02-10

CEG CONSTELLATION ENERGY CORP678 shares-12.40%2025-12-312026-02-10

Sponsored

SU SUNCOR ENERGY INC NEW5.4K shares-0.02%2025-12-312026-02-10

MMC MARSH & MCLENNAN COS INC1.3K shares12.95%2025-12-312026-02-10

SPOT SPOTIFY TECHNOLOGY S A403 shares16.81%2025-12-312026-02-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.3K shares0.00%2025-12-312026-02-10

MTW MANITOWOC CO INC19.3K shares0.00%2025-12-312026-02-10

DFAS DIMENSIONAL ETF TRUST3.3K shares0.00%2025-12-312026-02-10

LPLA LPL FINL HLDGS INC634 shares4.79%2025-12-312026-02-10

EFX EQUIFAX INC1.0K sharesnew addition2025-12-312026-02-10

Sponsored

ICVT ISHARES TR2.2K shares10.84%2025-12-312026-02-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP655 shares0.46%2025-12-312026-02-10

BKNG BOOKING HOLDINGS INC41 shares7.89%2025-12-312026-02-10

ZAPR INNOVATOR ETFS TRUST8.5K shares0.00%2025-12-312026-02-10

SIVR ABRDN SILVER ETF TRUST3.2K sharesnew addition2025-12-312026-02-10

IBKR INTERACTIVE BROKERS GROUP IN3.4K shares10.80%2025-12-312026-02-10

TDY TELEDYNE TECHNOLOGIES INC423 shares2.67%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP444 shares0.00%2025-12-312026-02-10

Sponsored

INTU INTUIT321 shares0.00%2025-12-312026-02-10

MSI MOTOROLA SOLUTIONS INC552 shares-0.18%2025-12-312026-02-10

BA BOEING CO973 sharesnew addition2025-12-312026-02-10

MUNI PIMCO ETF TR4.0K shares0.00%2025-12-312026-02-10

EMXC ISHARES INC2.9K sharesnew addition2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS328 shares-17.38%2025-12-312026-02-10

PJAN INNOVATOR ETFS TRUST4.4K sharesnew addition2025-12-312026-02-10

PDEC INNOVATOR ETFS TRUST4.7K sharesnew addition2025-12-312026-02-10

Sponsored

LUMENTUM HLDGS INC LUMENTUM HLDGS INC10.0K sharesnew addition2025-12-312026-02-10

VENTAS RLTY LTD PARTNERSHIP VENTAS RLTY LTD PARTNERSHIP15.0K sharesnew addition2025-12-312026-02-10

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN18.0K sharesnew addition2025-12-312026-02-10

JAZZ INVESTMENTS I LTD JAZZ INVESTMENTS I LTD15.0K sharesnew addition2025-12-312026-02-10

TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO17.0K sharesnew addition2025-12-312026-02-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.0K sharesnew addition2025-12-312026-02-10

PPL CAP FDG INC PPL CAP FDG INC15.0K sharesnew addition2025-12-312026-02-10

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC14.0K sharesnew addition2025-12-312026-02-10

Sponsored

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP16.0K sharesnew addition2025-12-312026-02-10

AMERICAN WTR CAP CORP AMERICAN WTR CAP CORP14.0K sharesnew addition2025-12-312026-02-10

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP14.0K sharesnew addition2025-12-312026-02-10

STARWOOD PPTY TR INC STARWOOD PPTY TR INC13.0K sharesnew addition2025-12-312026-02-10

FIRSTENERGY CORP FIRSTENERGY CORP13.0K sharesnew addition2025-12-312026-02-10

LANTHEUS HLDGS INC LANTHEUS HLDGS INC11.0K sharesnew addition2025-12-312026-02-10

ALLIANT ENERGY CORP ALLIANT ENERGY CORP12.0K sharesnew addition2025-12-312026-02-10

SOUTHERN CO SOUTHERN CO10.0K sharesnew addition2025-12-312026-02-10

Sponsored

GLOBAL PMTS INC GLOBAL PMTS INC11.0K sharesnew addition2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available