The Analysis of Goldstone Financial Group, LLC's Holdings

Currently, Goldstone Financial Group, LLC holds 215 types of securities in its portfolio with a total value $897.4M. In the most recent quarter, they have increased their positions in N/A (+6.6K shares, valued at $4.1M), JPIB (+39.9K shares, valued at $1.9M), AAPL (+6.2K shares, valued at $1.7M); decreased their positions in SPMO (-5.5K shares, valued at $658.9K), N/A (-2.2K shares, valued at $580.0K), IVV (-538 shares, valued at $368.5K); initiated new positions in XLG (+14.6K shares, valued at $864.4K), VLUE (+6.1K shares, valued at $840.5K), COF (+1.6K shares, valued at $379.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS161.3K shares4.24%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR64.8K shares3.35%2025-12-312026-02-13

BUFR FIRST TR EXCHNG TRADED FD VI1.1M shares2.24%2025-12-312026-02-13

VTV VANGUARD INDEX FDS180.7K shares4.78%2025-12-312026-02-13

JQUA J P MORGAN EXCHANGE TRADED F528.4K shares4.57%2025-12-312026-02-13

JPIB J P MORGAN EXCHANGE TRADED F540.7K shares7.97%2025-12-312026-02-13

IVV ISHARES TR32.1K shares-1.65%2025-12-312026-02-13

VTI VANGUARD INDEX FDS59.2K shares2.34%2025-12-312026-02-13

Sponsored

IUSG ISHARES TR113.5K shares4.89%2025-12-312026-02-13

VO VANGUARD INDEX FDS55.6K shares9.98%2025-12-312026-02-13

FNDA SCHWAB STRATEGIC TR502.5K shares3.57%2025-12-312026-02-13

SPYG SPDR SERIES TRUST146.3K shares-2.07%2025-12-312026-02-13

FSMD FIDELITY COVINGTON TRUST335.4K shares5.79%2025-12-312026-02-13

VIGI VANGUARD WHITEHALL FDS160.6K shares9.50%2025-12-312026-02-13

SPLB SPDR SERIES TRUST631.6K shares7.20%2025-12-312026-02-13

VEA VANGUARD TAX-MANAGED FDS227.8K shares4.28%2025-12-312026-02-13

Sponsored

MOAT VANECK ETF TRUST133.9K shares4.37%2025-12-312026-02-13

CLOA BLACKROCK ETF TRUST II264.1K shares5.20%2025-12-312026-02-13

FDL FIRST TR EXCHANGE-TRADED FD303.5K shares6.51%2025-12-312026-02-13

AAPL APPLE INC48.3K shares14.81%2025-12-312026-02-13

FBND FIDELITY MERRIMACK STR TR276.7K shares5.02%2025-12-312026-02-13

SPYV SPDR SERIES TRUST205.6K shares-0.48%2025-12-312026-02-13

FTEC FIDELITY COVINGTON TRUST51.9K shares2.98%2025-12-312026-02-13

SRLN SSGA ACTIVE ETF TR282.1K shares7.51%2025-12-312026-02-13

Sponsored

JPST J P MORGAN EXCHANGE TRADED F218.9K shares3.46%2025-12-312026-02-13

DON WISDOMTREE TR204.9K shares6.48%2025-12-312026-02-13

JBND J P MORGAN EXCHANGE TRADED F195.2K shares9.28%2025-12-312026-02-13

VYM VANGUARD WHITEHALL FDS67.6K shares6.42%2025-12-312026-02-13

VPU VANGUARD WORLD FD51.3K shares4.18%2025-12-312026-02-13

VEU VANGUARD INTL EQUITY INDEX F127.8K shares9.50%2025-12-312026-02-13

IWR ISHARES TR94.2K shares0.71%2025-12-312026-02-13

VCSH VANGUARD SCOTTSDALE FDS112.3K shares3.69%2025-12-312026-02-13

Sponsored

NVDA NVIDIA CORPORATION45.5K shares0.79%2025-12-312026-02-13

IGIB ISHARES TR157.2K shares3.59%2025-12-312026-02-13

UCON FIRST TR EXCHNG TRADED FD VI313.7K shares3.91%2025-12-312026-02-13

MDYG SPDR SERIES TRUST80.6K shares3.65%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR255.6K shares10.37%2025-12-312026-02-13

NOBL PROSHARES TR66.6K shares3.24%2025-12-312026-02-13

VFLO VICTORY PORTFOLIOS II169.4K shares10.35%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.20.4K shares3.06%2025-12-312026-02-13

Sponsored

SPY SPDR S&P 500 ETF TR8.8K shares1.02%2025-12-312026-02-13

IWM ISHARES TR24.1K shares-2.26%2025-12-312026-02-13

IXUS ISHARES TR68.7K shares17.88%2025-12-312026-02-13

MSFT MICROSOFT CORP11.6K shares8.02%2025-12-312026-02-13

ALPHABET INC ALPHABET INC15.9K shares-0.14%2025-12-312026-02-13

RDVY FIRST TR EXCHANGE TRADED FD70.5K shares7.30%2025-12-312026-02-13

AMZN AMAZON COM INC20.5K shares5.95%2025-12-312026-02-13

SLYG SPDR SERIES TRUST47.5K shares0.95%2025-12-312026-02-13

Sponsored

DGRO ISHARES TR62.8K shares5.02%2025-12-312026-02-13

QHY WISDOMTREE TR87.6K shares-3.85%2025-12-312026-02-13

TSLA TESLA INC8.0K shares8.73%2025-12-312026-02-13

KNG FIRST TR EXCHANGE-TRADED FD69.3K shares0.80%2025-12-312026-02-13

USHY ISHARES TR85.3K shares20.99%2025-12-312026-02-13

VRIG INVESCO ACTIVELY MANAGED EXC123.0K shares0.73%2025-12-312026-02-13

VGT VANGUARD WORLD FD4.1K shares16.00%2025-12-312026-02-13

DTH WISDOMTREE TR58.6K shares-3.50%2025-12-312026-02-13

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F50.8K shares6.10%2025-12-312026-02-13

META META PLATFORMS INC4.2K shares13.25%2025-12-312026-02-13

IJR ISHARES TR23.1K shares10.39%2025-12-312026-02-13

FTHI FIRST TR EXCHANGE TRADED FD117.5K shares12.98%2025-12-312026-02-13

AVUV AMERICAN CENTY ETF TR26.9K shares-1.22%2025-12-312026-02-13

JEPQ J P MORGAN EXCHANGE TRADED F46.1K shares7.03%2025-12-312026-02-13

FNDE SCHWAB STRATEGIC TR73.4K shares15.31%2025-12-312026-02-13

SCHE SCHWAB STRATEGIC TR78.6K shares28.49%2025-12-312026-02-13

Sponsored

MA MASTERCARD INCORPORATED4.4K shares-12.74%2025-12-312026-02-13

CAT CATERPILLAR INC4.4K shares-2.38%2025-12-312026-02-13

HDV ISHARES TR20.3K shares-2.44%2025-12-312026-02-13

BAC BANK AMERICA CORP42.9K shares11.65%2025-12-312026-02-13

NUGO NUSHARES ETF TR53.4K shares29.82%2025-12-312026-02-13

OMFL INVESCO EXCH TRD SLF IDX FD33.9K shares34.34%2025-12-312026-02-13

ABBV ABBVIE INC9.1K shares1.66%2025-12-312026-02-13

BROADCOM INC BROADCOM INC5.9K shares3.35%2025-12-312026-02-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares3.61%2025-12-312026-02-13

EMB ISHARES TR19.7K shares18.87%2025-12-312026-02-13

MU MICRON TECHNOLOGY INC6.6K shares4.57%2025-12-312026-02-13

ISTB ISHARES TR38.4K shares0.84%2025-12-312026-02-13

ALPHABET INC ALPHABET INC5.7K shares8.39%2025-12-312026-02-13

ILTB ISHARES TR35.0K shares-3.89%2025-12-312026-02-13

CGDV CAPITAL GROUP DIVIDEND VALUE39.5K shares17.84%2025-12-312026-02-13

VDE VANGUARD WORLD FD13.4K shares10.68%2025-12-312026-02-13

Sponsored

CIBR FIRST TR EXCHANGE TRADED FD23.0K shares33.77%2025-12-312026-02-13

ARTY ISHARES TR32.5K shares26.63%2025-12-312026-02-13

HD HOME DEPOT INC4.4K shares13.23%2025-12-312026-02-13

QQQJ INVESCO EXCH TRADED FD TR II41.0K shares29.80%2025-12-312026-02-13

MS MORGAN STANLEY8.5K shares21.09%2025-12-312026-02-13

PG PROCTER AND GAMBLE CO10.4K shares10.55%2025-12-312026-02-13

NFLX NETFLIX INC15.4K shares1052.05%2025-12-312026-02-13

QQQH NEOS ETF TRUST26.0K shares-3.83%2025-12-312026-02-13

Sponsored

MCD MCDONALDS CORP4.6K shares9.19%2025-12-312026-02-13

GS GOLDMAN SACHS GROUP INC1.6K shares6.41%2025-12-312026-02-13

JCPB J P MORGAN EXCHANGE TRADED F29.1K shares-5.27%2025-12-312026-02-13

PEP PEPSICO INC9.0K shares-0.34%2025-12-312026-02-13

USMV ISHARES TR13.4K shares-0.63%2025-12-312026-02-13

T AT&T INC50.8K shares5.16%2025-12-312026-02-13

AMAT APPLIED MATLS INC4.9K shares-4.86%2025-12-312026-02-13

GSLC GOLDMAN SACHS ETF TR9.4K shares-4.26%2025-12-312026-02-13

Sponsored

ABT ABBOTT LABS9.9K shares0.47%2025-12-312026-02-13

COST COSTCO WHSL CORP NEW1.4K shares-7.26%2025-12-312026-02-13

CME CME GROUP INC4.3K shares0.09%2025-12-312026-02-13

BA BOEING CO5.4K shares2.76%2025-12-312026-02-13

ORCL ORACLE CORP5.9K shares6.14%2025-12-312026-02-13

CROWN CASTLE INC CROWN CASTLE INC12.9K shares10.84%2025-12-312026-02-13

CITIGROUP INC CITIGROUP INC9.8K shares4.55%2025-12-312026-02-13

CEG CONSTELLATION ENERGY CORP3.1K shares-4.96%2025-12-312026-02-13

Sponsored

CSCO CISCO SYS INC14.4K shares17.59%2025-12-312026-02-13

O REALTY INCOME CORP19.5K shares8.87%2025-12-312026-02-13

IBM INTERNATIONAL BUSINESS MACHS3.5K shares6.20%2025-12-312026-02-13

PCEF INVESCO EXCH TRADED FD TR II52.1K shares-1.44%2025-12-312026-02-13

SDIV GLOBAL X FDS42.6K shares-1.59%2025-12-312026-02-13

NATWEST GROUP PLC NATWEST GROUP PLC58.1K shares5.36%2025-12-312026-02-13

AGOX STARBOARD INVT TR34.9K shares-4.22%2025-12-312026-02-13

DIS DISNEY WALT CO8.6K shares12.24%2025-12-312026-02-13

Sponsored

LMT LOCKHEED MARTIN CORP2.0K shares-3.27%2025-12-312026-02-13

CALF PACER FDS TR21.4K shares-3.57%2025-12-312026-02-13

NVS NOVARTIS AG6.9K shares3.65%2025-12-312026-02-13

XOM EXXON MOBIL CORP7.9K shares4.82%2025-12-312026-02-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.8K shares6.87%2025-12-312026-02-13

PDO PIMCO DYNAMIC INCOME OPRNTS66.7K shares0.37%2025-12-312026-02-13

CRWD CROWDSTRIKE HLDGS INC2.0K shares3.64%2025-12-312026-02-13

MET METLIFE INC11.2K shares7.95%2025-12-312026-02-13

Sponsored

AGGY WISDOMTREE TR19.9K shares-7.98%2025-12-312026-02-13

PDI PIMCO DYNAMIC INCOME FD49.2K shares3.36%2025-12-312026-02-13

XLG INVESCO EXCHANGE TRADED FD T14.6K sharesnew addition2025-12-312026-02-13

SPGI S&P GLOBAL INC1.6K shares10.44%2025-12-312026-02-13

BUFQ FIRST TR EXCHNG TRADED FD VI23.6K shares-0.40%2025-12-312026-02-13

VLUE ISHARES TR6.1K sharesnew addition2025-12-312026-02-13

UPS UNITED PARCEL SERVICE INC8.5K shares-21.97%2025-12-312026-02-13

IDVO AMPLIFY ETF TR21.7K shares-2.23%2025-12-312026-02-13

Sponsored

CVX CHEVRON CORP NEW5.3K shares2.43%2025-12-312026-02-13

EMR EMERSON ELEC CO6.0K shares7.56%2025-12-312026-02-13

CRTC DBX ETF TR21.8K shares37.26%2025-12-312026-02-13

WMT WALMART INC7.1K shares15.06%2025-12-312026-02-13

ADP AUTOMATIC DATA PROCESSING IN3.1K shares15.47%2025-12-312026-02-13

TT TRANE TECHNOLOGIES PLC2.0K shares6.95%2025-12-312026-02-13

IWF ISHARES TR1.7K shares-1.90%2025-12-312026-02-13

UBER UBER TECHNOLOGIES INC9.2K shares8.57%2025-12-312026-02-13

Sponsored

SO SOUTHERN CO8.4K shares8.10%2025-12-312026-02-13

CL COLGATE PALMOLIVE CO9.3K shares9.35%2025-12-312026-02-13

DYNF BLACKROCK ETF TRUST11.8K shares-0.08%2025-12-312026-02-13

VZ VERIZON COMMUNICATIONS INC17.4K shares7.85%2025-12-312026-02-13

PRU PRUDENTIAL FINL INC6.3K shares8.32%2025-12-312026-02-13

AVIG AMERICAN CENTY ETF TR16.8K shares-11.75%2025-12-312026-02-13

EATON CORP PLC EATON CORP PLC2.2K shares7.71%2025-12-312026-02-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.6K shares-45.52%2025-12-312026-02-13

Sponsored

IWC ISHARES TR4.3K shares-0.30%2025-12-312026-02-13

MO ALTRIA GROUP INC11.5K shares6.98%2025-12-312026-02-13

SPTS SPDR SERIES TRUST22.6K shares-2.77%2025-12-312026-02-13

MGV VANGUARD WORLD FD4.4K shares-4.22%2025-12-312026-02-13

V VISA INC1.8K shares-12.23%2025-12-312026-02-13

CASY CASEYS GEN STORES INC1.1K shares0.00%2025-12-312026-02-13

TCHP T ROWE PRICE ETF INC12.2K shares-3.64%2025-12-312026-02-13

TXN TEXAS INSTRS INC3.4K shares11.05%2025-12-312026-02-13

Sponsored

MEDTRONIC PLC MEDTRONIC PLC6.1K shares6.82%2025-12-312026-02-13

ITW ILLINOIS TOOL WKS INC2.3K shares14.11%2025-12-312026-02-13

DIGITAL BRANDS GROUP INC DIGITAL BRANDS GROUP INC44.8K shares5.66%2025-12-312026-02-13

VLO VALERO ENERGY CORP3.5K shares0.47%2025-12-312026-02-13

PII POLARIS INC8.6K shares2.94%2025-12-312026-02-13

RTX RTX CORPORATION2.9K shares0.88%2025-12-312026-02-13

SLV ISHARES SILVER TR8.1K shares-0.56%2025-12-312026-02-13

ICE INTERCONTINENTAL EXCHANGE IN3.2K shares10.82%2025-12-312026-02-13

Sponsored

UBSI UNITED BANKSHARES INC WEST V13.0K shares8.90%2025-12-312026-02-13

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares6.77%2025-12-312026-02-13

XLK SELECT SECTOR SPDR TR3.4K shares107.48%2025-12-312026-02-13

LMBS FIRST TR EXCHANGE-TRADED FD9.6K shares17.12%2025-12-312026-02-13

TQQQ PROSHARES TR9.1K shares186.56%2025-12-312026-02-13

GLD SPDR GOLD TR1.2K shares-0.08%2025-12-312026-02-13

VUG VANGUARD INDEX FDS959 shares0.00%2025-12-312026-02-13

MERCK & CO INC MERCK & CO INC4.4K shares6.47%2025-12-312026-02-13

Sponsored

HIMS HIMS & HERS HEALTH INC14.2K shares23.67%2025-12-312026-02-13

IEI ISHARES TR3.7K shares24.59%2025-12-312026-02-13

SRAD SPORTRADAR GROUP AG18.5K shares13.60%2025-12-312026-02-13

MMM 3M CO2.6K shares-1.85%2025-12-312026-02-13

KMB KIMBERLY-CLARK CORP4.2K shares19.94%2025-12-312026-02-13

SHY ISHARES TR4.9K shares26.85%2025-12-312026-02-13

LLY ELI LILLY & CO370 shares15.26%2025-12-312026-02-13

IEFA ISHARES TR4.3K shares-6.32%2025-12-312026-02-13

Sponsored

CORT CORCEPT THERAPEUTICS INC11.1K shares7.68%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS1.7K shares49.02%2025-12-312026-02-13

EXC EXELON CORP8.7K shares0.51%2025-12-312026-02-13

COF CAPITAL ONE FINL CORP1.6K sharesnew addition2025-12-312026-02-13

ANGL VANECK ETF TRUST12.8K shares-9.86%2025-12-312026-02-13

TTD THE TRADE DESK INC9.6K shares11.30%2025-12-312026-02-13

FAF FIRST AMERN FINL CORP5.7K shares8.52%2025-12-312026-02-13

AMD ADVANCED MICRO DEVICES INC1.5K shares-1.28%2025-12-312026-02-13

Sponsored

HON HONEYWELL INTL INC1.7K shares0.54%2025-12-312026-02-13

XMMO INVESCO EXCHANGE TRADED FD T2.3K shares0.00%2025-12-312026-02-13

XLU SELECT SECTOR SPDR TR7.2K shares100.00%2025-12-312026-02-13

DIA SPDR DOW JONES INDL AVERAGE637 shares18.18%2025-12-312026-02-13

SPMO INVESCO EXCH TRADED FD TR II2.5K shares-68.52%2025-12-312026-02-13

MSI MOTOROLA SOLUTIONS INC789 shares0.00%2025-12-312026-02-13

CAH CARDINAL HEALTH INC1.5K shares0.27%2025-12-312026-02-13

AXP AMERICAN EXPRESS CO813 sharesnew addition2025-12-312026-02-13

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI6.7K shares14.67%2025-12-312026-02-13

AMGN AMGEN INC889 shares13.97%2025-12-312026-02-13

IGSB ISHARES TR5.5K shares0.00%2025-12-312026-02-13

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.4K sharesnew addition2025-12-312026-02-13

GE AEROSPACE GE AEROSPACE926 shares36.78%2025-12-312026-02-13

IWB ISHARES TR750 shares0.00%2025-12-312026-02-13

CGGR CAPITAL GROUP GROWTH ETF6.3K shares1.46%2025-12-312026-02-13

ADSK AUTODESK INC885 shares0.00%2025-12-312026-02-13

Sponsored

ALPS ETF TR ALPS ETF TR5.0K shares-45.66%2025-12-312026-02-13

ICLO INVESCO ACTIVELY MANAGED EXC10.2K sharesnew addition2025-12-312026-02-13

USFR WISDOMTREE TR5.2K shares-8.66%2025-12-312026-02-13

JAAA JANUS DETROIT STR TR5.0K sharesnew addition2025-12-312026-02-13

TMFC RBB FD INC3.4K shares-5.98%2025-12-312026-02-13

JNJ JOHNSON & JOHNSON1.2K sharesnew addition2025-12-312026-02-13

ALL ALLSTATE CORP1.1K shares0.44%2025-12-312026-02-13

SHEL SHELL PLC3.2K shares2.10%2025-12-312026-02-13

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.2K sharesnew addition2025-12-312026-02-13

TIP ISHARES TR2.0K shares0.05%2025-12-312026-02-13

LOW LOWES COS INC898 shares0.11%2025-12-312026-02-13

SUB ISHARES TR2.0K shares0.00%2025-12-312026-02-13

ASML ASML HOLDING N V199 sharesnew addition2025-12-312026-02-13

ACHIEVE LIFE SCIENCES INC ACHIEVE LIFE SCIENCES INC24.2K sharesnew addition2025-12-312026-02-13

MPW MEDICAL PPTYS TRUST INC11.3K shares11.36%2025-12-312026-02-13

Call Option Holdings

INVESCO QQQ TR Call CallINVESCO QQQ TR600 sharesnew addition2025-12-312026-02-13

TSLA Call CallTESLA INC300 sharesnew addition2025-12-312026-02-13

SPY Call CallSPDR S&P 500 ETF TR300 sharesnew addition2025-12-312026-02-13

Put Option Holdings

No put option holdings data available