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 $845.3M. In the most recent quarter, they have increased their positions in FSMD (+317.0K shares, valued at $14.0M), VOO (+9.2K shares, valued at $5.6M), FDL (+63.6K shares, valued at $2.8M); decreased their positions in VRIG (-341.0K shares, valued at $8.6M), VCSH (-31.6K shares, valued at $2.5M), USFR (-35.8K shares, valued at $1.8M); initiated new positions in FSMD (+317.0K shares, valued at $14.0M), FTHI (+104.0K shares, valued at $2.5M), RECS (+16.5K shares, valued at $665.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VOO VANGUARD INDEX FDS154.7K shares6.33%2025-09-302025-10-17history
QQQ INVESCO QQQ TR62.7K shares1.69%2025-09-302025-10-17history
BUFR FIRST TR EXCHNG TRADED FD VI1.0M shares3.14%2025-09-302025-10-17history
VTV VANGUARD INDEX FDS172.4K shares6.12%2025-09-302025-10-17history
JQUA J P MORGAN EXCHANGE TRADED F505.4K shares5.68%2025-09-302025-10-17history
JPIB J P MORGAN EXCHANGE TRADED F500.8K shares9.02%2025-09-302025-10-17history
IVV ISHARES TR32.6K shares5.64%2025-09-302025-10-17history
VTI VANGUARD INDEX FDS57.8K shares2.78%2025-09-302025-10-17history
Sponsored
IUSG ISHARES TR108.2K shares4.03%2025-09-302025-10-17history
SPYG SPDR SERIES TRUST149.4K shares-6.13%2025-09-302025-10-17history
FNDA SCHWAB STRATEGIC TR485.1K shares3.87%2025-09-302025-10-17history
VO VANGUARD INDEX FDS50.6K shares8.65%2025-09-302025-10-17history
FSMD FIDELITY COVINGTON TRUST317.0K sharesnew addition2025-09-302025-10-17history
SPLB SPDR SERIES TRUST589.2K shares15.94%2025-09-302025-10-17history
VIGI VANGUARD WHITEHALL FDS146.7K shares14.03%2025-09-302025-10-17history
VEA VANGUARD TAX-MANAGED FDS218.5K shares3.40%2025-09-302025-10-17history
Sponsored
CLOA BLACKROCK ETF TRUST II251.0K shares2.15%2025-09-302025-10-17history
MOAT VANECK ETF TRUST128.3K shares3.75%2025-09-302025-10-17history
FDL FIRST TR EXCHANGE-TRADED FD284.9K shares28.75%2025-09-302025-10-17history
FBND FIDELITY MERRIMACK STR TR263.5K shares9.75%2025-09-302025-10-17history
SPYV SPDR SERIES TRUST206.5K shares-4.20%2025-09-302025-10-17history
FTEC FIDELITY COVINGTON TRUST50.4K shares0.76%2025-09-302025-10-17history
SRLN SSGA ACTIVE ETF TR262.4K shares6.37%2025-09-302025-10-17history
JPST J P MORGAN EXCHANGE TRADED F211.6K shares1.29%2025-09-302025-10-17history
Sponsored
AAPL APPLE INC42.1K shares12.71%2025-09-302025-10-17history
DON WISDOMTREE TR192.4K shares10.38%2025-09-302025-10-17history
JBND J P MORGAN EXCHANGE TRADED F178.6K shares15.64%2025-09-302025-10-17history
VPU VANGUARD WORLD FD49.3K shares31.38%2025-09-302025-10-17history
IWR ISHARES TR93.5K shares2.81%2025-09-302025-10-17history
VYM VANGUARD WHITEHALL FDS63.5K shares6.68%2025-09-302025-10-17history
VCSH VANGUARD SCOTTSDALE FDS108.3K shares-22.57%2025-09-302025-10-17history
NVDA NVIDIA CORPORATION45.1K shares40.72%2025-09-302025-10-17history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F116.8K shares14.44%2025-09-302025-10-17history
IGIB ISHARES TR151.7K shares0.38%2025-09-302025-10-17history
UCON FIRST TR EXCHNG TRADED FD VI301.9K shares4.98%2025-09-302025-10-17history
MDYG SPDR SERIES TRUST77.8K shares4.22%2025-09-302025-10-17history
NOBL PROSHARES TR64.5K shares5.51%2025-09-302025-10-17history
SCHD SCHWAB STRATEGIC TR231.6K shares8.94%2025-09-302025-10-17history
JPM JPMORGAN CHASE & CO.19.7K shares0.63%2025-09-302025-10-17history
IWM ISHARES TR24.7K shares0.20%2025-09-302025-10-17history
Sponsored
SPY SPDR S&P 500 ETF TR8.8K shares2.94%2025-09-302025-10-17history
VFLO VICTORY PORTFOLIOS II153.5K shares14.87%2025-09-302025-10-17history
MSFT MICROSOFT CORP10.7K shares8.34%2025-09-302025-10-17history
IXUS ISHARES TR58.3K shares11.22%2025-09-302025-10-17history
SLYG SPDR SERIES TRUST47.1K shares3.25%2025-09-302025-10-17history
RDVY FIRST TR EXCHANGE TRADED FD65.7K shares6.78%2025-09-302025-10-17history
AMZN AMAZON COM INC19.3K shares10.11%2025-09-302025-10-17history
QHY WISDOMTREE TR91.1K shares4.45%2025-09-302025-10-17history
Sponsored
DGRO ISHARES TR59.8K shares22.60%2025-09-302025-10-17history
GOOGL ALPHABET INC15.9K shares17.56%2025-09-302025-10-17history
KNG FIRST TR EXCHANGE-TRADED FD68.7K shares13.69%2025-09-302025-10-17history
TSLA TESLA INC7.3K shares1.00%2025-09-302025-10-17history
VRIG INVESCO ACTIVELY MANAGED EXC122.1K shares-73.64%2025-09-302025-10-17history
DTH WISDOMTREE TR60.7K shares0.34%2025-09-302025-10-17history
MA MASTERCARD INCORPORATED5.1K shares-13.89%2025-09-302025-10-17history
META META PLATFORMS INC3.8K shares44.36%2025-09-302025-10-17history
Sponsored
JEPI J P MORGAN EXCHANGE TRADED F47.9K shares-25.91%2025-09-302025-10-17history
AVUV AMERICAN CENTY ETF TR27.2K shares1.42%2025-09-302025-10-17history
USHY ISHARES TR70.5K shares19.88%2025-09-302025-10-17history
VGT VANGUARD WORLD FD3.5K shares17.61%2025-09-302025-10-17history
HDV ISHARES TR20.9K shares2.54%2025-09-302025-10-17history
IJR ISHARES TR21.0K shares-19.53%2025-09-302025-10-17history
JEPQ J P MORGAN EXCHANGE TRADED F43.1K shares-7.06%2025-09-302025-10-17history
FTHI FIRST TR EXCHANGE TRADED FD104.0K sharesnew addition2025-09-302025-10-17history
Sponsored
FNDE SCHWAB STRATEGIC TR63.6K shares9.28%2025-09-302025-10-17history
CAT CATERPILLAR INC4.5K shares30.82%2025-09-302025-10-17history
ABBV ABBVIE INC8.9K shares0.49%2025-09-302025-10-17history
SCHE SCHWAB STRATEGIC TR61.2K shares33.58%2025-09-302025-10-17history
BAC BANK AMERICA CORP38.4K shares26.29%2025-09-302025-10-17history
BRK.B BERKSHIRE HATHAWAY INC DEL3.8K shares19.74%2025-09-302025-10-17history
AVGO BROADCOM INC5.7K shares8.06%2025-09-302025-10-17history
ISTB ISHARES TR38.1K shares-12.55%2025-09-302025-10-17history
Sponsored
ILTB ISHARES TR36.5K shares10.71%2025-09-302025-10-17history
NUGO NUSHARES ETF TR41.2K shares36.66%2025-09-302025-10-17history
NFLX NETFLIX INC1.3K shares29.94%2025-09-302025-10-17history
HD HOME DEPOT INC3.9K shares25.20%2025-09-302025-10-17history
EMB ISHARES TR16.5K shares20.90%2025-09-302025-10-17history
ORCL ORACLE CORP5.6K shares-1.33%2025-09-302025-10-17history
OMFL INVESCO EXCH TRD SLF IDX FD25.2K shares70.22%2025-09-302025-10-17history
VDE VANGUARD WORLD FD12.1K shares7.56%2025-09-302025-10-17history
Sponsored
QQQH NEOS ETF TRUST27.1K shares0.51%2025-09-302025-10-17history
JCPB J P MORGAN EXCHANGE TRADED F30.7K shares-2.40%2025-09-302025-10-17history
PG PROCTER AND GAMBLE CO9.4K shares11.82%2025-09-302025-10-17history
CGDV CAPITAL GROUP DIVIDEND VALUE33.5K shares26.41%2025-09-302025-10-17history
COST COSTCO WHSL CORP NEW1.5K shares40.37%2025-09-302025-10-17history
T AT&T INC48.3K shares27.71%2025-09-302025-10-17history
ABT ABBOTT LABS9.8K shares-0.51%2025-09-302025-10-17history
CIBR FIRST TR EXCHANGE TRADED FD17.2K shares38.78%2025-09-302025-10-17history
Sponsored
MCD MCDONALDS CORP4.2K shares4.29%2025-09-302025-10-17history
USMV ISHARES TR13.5K shares-3.77%2025-09-302025-10-17history
GSLC GOLDMAN SACHS ETF TR9.8K shares-2.73%2025-09-302025-10-17history
GOOG ALPHABET INC5.2K shares34.49%2025-09-302025-10-17history
PEP PEPSICO INC9.0K shares3.27%2025-09-302025-10-17history
GS GOLDMAN SACHS GROUP INC1.5K shares-3.14%2025-09-302025-10-17history
ARTY ISHARES TR25.7K shares27.47%2025-09-302025-10-17history
ACN ACCENTURE PLC IRELAND4.8K shares55.99%2025-09-302025-10-17history
Sponsored
CME CME GROUP INC4.3K shares0.12%2025-09-302025-10-17history
QQQJ INVESCO EXCH TRADED FD TR II31.6K shares38.63%2025-09-302025-10-17history
CCI CROWN CASTLE INC11.7K shares30.93%2025-09-302025-10-17history
BA BOEING CO5.2K shares34.82%2025-09-302025-10-17history
AGOX STARBOARD INVT TR36.4K shares-1.21%2025-09-302025-10-17history
MS MORGAN STANLEY7.0K shares-0.29%2025-09-302025-10-17history
CEG CONSTELLATION ENERGY CORP3.3K shares-2.99%2025-09-302025-10-17history
O REALTY INCOME CORP17.9K shares28.73%2025-09-302025-10-17history
Sponsored
PCEF INVESCO EXCH TRADED FD TR II52.9K shares-1.00%2025-09-302025-10-17history
AMAT APPLIED MATLS INC5.1K shares45.71%2025-09-302025-10-17history
MU MICRON TECHNOLOGY INC6.3K shares21.31%2025-09-302025-10-17history
SDIV GLOBAL X FDS43.3K shares-2.60%2025-09-302025-10-17history
LMT LOCKHEED MARTIN CORP2.0K shares5.03%2025-09-302025-10-17history
SPMO INVESCO EXCH TRADED FD TR II8.1K shares-9.27%2025-09-302025-10-17history
CALF PACER FDS TR22.2K shares-0.29%2025-09-302025-10-17history
AGGY WISDOMTREE TR21.6K shares1.61%2025-09-302025-10-17history
Sponsored
C CITIGROUP INC9.3K shares-6.23%2025-09-302025-10-17history
PDI PIMCO DYNAMIC INCOME FD47.6K shares2.63%2025-09-302025-10-17history
PDO PIMCO DYNAMIC INCOME OPRNTS66.5K shares3.14%2025-09-302025-10-17history
IBM INTERNATIONAL BUSINESS MACHS3.3K shares27.85%2025-09-302025-10-17history
CRWD CROWDSTRIKE HLDGS INC1.9K shares49.80%2025-09-302025-10-17history
UPS UNITED PARCEL SERVICE INC10.8K shares0.02%2025-09-302025-10-17history
GD GENERAL DYNAMICS CORP2.6K shares41.95%2025-09-302025-10-17history
DIS DISNEY WALT CO7.7K shares17.27%2025-09-302025-10-17history
Sponsored
MET METLIFE INC10.4K shares21.37%2025-09-302025-10-17history
CORT CORCEPT THERAPEUTICS INC10.3K shares61.39%2025-09-302025-10-17history
NVS NOVARTIS AG6.6K shares6.18%2025-09-302025-10-17history
XOM EXXON MOBIL CORP7.5K shares-0.17%2025-09-302025-10-17history
CSCO CISCO SYS INC12.2K shares8.77%2025-09-302025-10-17history
UBER UBER TECHNOLOGIES INC8.5K shares37.50%2025-09-302025-10-17history
IDVO AMPLIFY ETF TR22.2K shares1.04%2025-09-302025-10-17history
BUFQ FIRST TR EXCHNG TRADED FD VI23.7K shares-3.00%2025-09-302025-10-17history
Sponsored
CVX CHEVRON CORP NEW5.2K shares1.23%2025-09-302025-10-17history
AVIG AMERICAN CENTY ETF TR19.0K shares-2.75%2025-09-302025-10-17history
TT TRANE TECHNOLOGIES PLC1.9K shares40.15%2025-09-302025-10-17history
IWF ISHARES TR1.7K shares-1.63%2025-09-302025-10-17history
ADP AUTOMATIC DATA PROCESSING IN2.7K shares45.20%2025-09-302025-10-17history
NWG NATWEST GROUP PLC55.1K shares24.48%2025-09-302025-10-17history
ETN EATON CORP PLC2.0K shares5.71%2025-09-302025-10-17history
SO SOUTHERN CO7.8K shares9.24%2025-09-302025-10-17history
Sponsored
EMR EMERSON ELEC CO5.6K shares6.97%2025-09-302025-10-17history
SPGI S&P GLOBAL INC1.5K shares35.12%2025-09-302025-10-17history
VZ VERIZON COMMUNICATIONS INC16.2K shares9.69%2025-09-302025-10-17history
MO ALTRIA GROUP INC10.7K shares5.50%2025-09-302025-10-17history
DYNF BLACKROCK ETF TRUST11.8K shares-0.87%2025-09-302025-10-17history
V VISA INC2.0K shares3.80%2025-09-302025-10-17history
SPTS SPDR SERIES TRUST23.2K shares-25.80%2025-09-302025-10-17history
CL COLGATE PALMOLIVE CO8.5K shares18.41%2025-09-302025-10-17history
Sponsored
RECS COLUMBIA ETF TR I16.5K sharesnew addition2025-09-302025-10-17history
HIMS HIMS & HERS HEALTH INC11.5K sharesnew addition2025-09-302025-10-17history
IWC ISHARES TR4.3K sharesnew addition2025-09-302025-10-17history
WMT WALMART INC6.2K shares0.81%2025-09-302025-10-17history
MGV VANGUARD WORLD FD4.6K shares-9.05%2025-09-302025-10-17history
CASY CASEYS GEN STORES INC1.1K shares0.00%2025-09-302025-10-17history
TCHP T ROWE PRICE ETF INC12.7K shares-7.87%2025-09-302025-10-17history
PRU PRUDENTIAL FINL INC5.8K shares14.72%2025-09-302025-10-17history
Sponsored
VLO VALERO ENERGY CORP3.4K shares0.03%2025-09-302025-10-17history
CRTC DBX ETF TR15.9K sharesnew addition2025-09-302025-10-17history
TXN TEXAS INSTRS INC3.1K shares14.01%2025-09-302025-10-17history
MDT MEDTRONIC PLC5.7K shares9.23%2025-09-302025-10-17history
ITW ILLINOIS TOOL WKS INC2.1K shares7.25%2025-09-302025-10-17history
OGIG ALPS ETF TR9.2K shares0.36%2025-09-302025-10-17history
QLD PROSHARES TR3.6K shares0.00%2025-09-302025-10-17history
PII POLARIS INC8.3K shares-9.88%2025-09-302025-10-17history
Sponsored
ICE INTERCONTINENTAL EXCHANGE IN2.9K shares53.95%2025-09-302025-10-17history
RTX RTX CORPORATION2.8K shares0.57%2025-09-302025-10-17history
VUG VANGUARD INDEX FDS959 shares-9.10%2025-09-302025-10-17history
XLK SELECT SECTOR SPDR TR1.6K shares0.00%2025-09-302025-10-17history
UBSI UNITED BANKSHARES INC WEST V11.9K shares10.26%2025-09-302025-10-17history
SRAD SPORTRADAR GROUP AG16.3K sharesnew addition2025-09-302025-10-17history
KMB KIMBERLY-CLARK CORP3.5K shares13.42%2025-09-302025-10-17history
GLD SPDR GOLD TR1.2K shares64.84%2025-09-302025-10-17history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD1.5K shares4.97%2025-09-302025-10-17history
ANGL VANECK ETF TRUST14.2K shares-2.46%2025-09-302025-10-17history
TTD THE TRADE DESK INC8.6K sharesnew addition2025-09-302025-10-17history
MMM 3M CO2.7K shares0.15%2025-09-302025-10-17history
LMBS FIRST TR EXCHANGE-TRADED FD8.2K shares-4.10%2025-09-302025-10-17history
IEFA ISHARES TR4.6K shares14.77%2025-09-302025-10-17history
EXC EXELON CORP8.7K shares0.60%2025-09-302025-10-17history
MSI MOTOROLA SOLUTIONS INC789 shares0.38%2025-09-302025-10-17history
Sponsored
IEI ISHARES TR3.0K shares27.74%2025-09-302025-10-17history
HON HONEYWELL INTL INC1.7K shares2.33%2025-09-302025-10-17history
MRK MERCK & CO INC4.2K shares-0.57%2025-09-302025-10-17history
DIGITAL BRANDS GROUP INC DIGITAL BRANDS GROUP INC42.4K sharesnew addition2025-09-302025-10-17history
SLV ISHARES SILVER TR8.2K sharesnew addition2025-09-302025-10-17history
FAF FIRST AMERN FINL CORP5.2K shares6.28%2025-09-302025-10-17history
TQQQ PROSHARES TR3.2K shares-9.72%2025-09-302025-10-17history
SHY ISHARES TR3.8K sharesnew addition2025-09-302025-10-17history
Sponsored
XLU SELECT SECTOR SPDR TR3.6K sharesnew addition2025-09-302025-10-17history
XMMO INVESCO EXCHANGE TRADED FD T2.3K shares-3.28%2025-09-302025-10-17history
VB VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-10-17history
IGSB ISHARES TR5.5K sharesnew addition2025-09-302025-10-17history
USFR WISDOMTREE TR5.7K shares-86.34%2025-09-302025-10-17history
ADSK AUTODESK INC885 shares0.00%2025-09-302025-10-17history
IWB ISHARES TR750 shares0.00%2025-09-302025-10-17history
CGGR CAPITAL GROUP GROWTH ETF6.2K shares0.00%2025-09-302025-10-17history
Sponsored
FIXD FIRST TR EXCHNG TRADED FD VI5.9K shares27.12%2025-09-302025-10-17history
SCHM SCHWAB STRATEGIC TR8.7K sharesnew addition2025-09-302025-10-17history
TMFC RBB FD INC3.6K shares2.19%2025-09-302025-10-17history
AMD ADVANCED MICRO DEVICES INC1.6K shares0.58%2025-09-302025-10-17history
VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2025-09-302025-10-17history
DIA SPDR DOW JONES INDL AVERAGE539 shares0.00%2025-09-302025-10-17history
WFC WELLS FARGO CO NEW3.0K shares2.45%2025-09-302025-10-17history
LLY ELI LILLY & CO321 shares1.26%2025-09-302025-10-17history
Sponsored
ALL ALLSTATE CORP1.1K shares-53.69%2025-09-302025-10-17history
CAH CARDINAL HEALTH INC1.5K shares0.34%2025-09-302025-10-17history
IEMG ISHARES INC3.5K sharesnew addition2025-09-302025-10-17history
HGTY HAGERTY INC18.7K shares0.00%2025-09-302025-10-17history
LOW LOWES COS INC897 shares1.70%2025-09-302025-10-17history
IJH ISHARES TR3.4K sharesnew addition2025-09-302025-10-17history
SHEL SHELL PLC3.1K shares-0.13%2025-09-302025-10-17history
TIP ISHARES TR2.0K shares-2.73%2025-09-302025-10-17history
Sponsored
AMGN AMGEN INC780 shares2.09%2025-09-302025-10-17history
SUB ISHARES TR2.0K shares0.00%2025-09-302025-10-17history
FI FISERV INC1.6K shares0.00%2025-09-302025-10-17history
GE GE AEROSPACE677 sharesnew addition2025-09-302025-10-17history
AMZE AMAZE HOLDINGS INC22.8K sharesnew addition2025-09-302025-10-17history
SENS SENSEONICS HLDGS INC120.0K sharesnew addition2025-09-302025-10-17history
MPW MEDICAL PPTYS TRUST INC10.1K sharesnew addition2025-09-302025-10-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available