Goldstone Financial Group, LLC Portfolio Holdings
Q3 2025•214 long positions•$843.8M portfolio value
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Holding226 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $94.7M 11.23% | +$5.6M Bought | — 154.7K shares | 145.5K → 154.7K +$5.6M | +6.33% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $37.6M 4.46% | +$623.8K Bought | — 62.7K shares | 61.7K → 62.7K +$623.8K | +1.69% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $34.9M 4.14% | +$1.1M Bought | — 1.0M shares | 1.0M → 1.0M +$1.1M | +3.14% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $32.2M 3.81% | +$1.9M Bought | — 172.4K shares | 162.5K → 172.4K +$1.9M | +6.12% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $31.8M 3.77% | +$1.7M Bought | — 505.4K shares | 478.2K → 505.4K +$1.7M | +5.68% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $24.6M 2.91% | +$2.0M Bought | — 500.8K shares | 459.3K → 500.8K +$2.0M | +9.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.8M 2.59% | +$1.2M Bought | — 32.6K shares | 30.9K → 32.6K +$1.2M | +5.64% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $19.0M 2.25% | +$513.9K Bought | — 57.8K shares | 56.2K → 57.8K +$513.9K | +2.78% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $17.8M 2.11% | +$688.8K Bought | — 108.2K shares | 104.0K → 108.2K +$688.8K | +4.03% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.6M 1.85% | -$1.0M Sold | — 149.4K shares | 159.2K → 149.4K −$1.0M | -6.13% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $15.1M 1.79% | +$563.6K Bought | — 485.1K shares | 467.1K → 485.1K +$563.6K | +3.87% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $14.9M 1.76% | +$1.2M Bought | — 50.6K shares | 46.6K → 50.6K +$1.2M | +8.65% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $14.0M 1.65% | +$14.0M New | — 317.0K shares | 0 → 317.0K +$14.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $13.6M 1.61% | +$1.9M Bought | — 589.2K shares | 508.2K → 589.2K +$1.9M | +15.94% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $13.1M 1.56% | +$1.6M Bought | — 146.7K shares | 128.6K → 146.7K +$1.6M | +14.03% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $13.1M 1.55% | +$430.1K Bought | — 218.5K shares | 211.3K → 218.5K +$430.1K | +3.4% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $13.0M 1.55% | +$274.1K Bought | — 251.0K shares | 245.7K → 251.0K +$274.1K | +2.15% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $12.7M 1.51% | +$459.7K Bought | — 128.3K shares | 123.7K → 128.3K +$459.7K | +3.75% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $12.4M 1.47% | +$2.8M Bought | — 284.9K shares | 221.3K → 284.9K +$2.8M | +28.75% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $12.2M 1.44% | +$1.1M Bought | — 263.5K shares | 240.1K → 263.5K +$1.1M | +9.75% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.4M 1.35% | -$500.6K Sold | — 206.5K shares | 215.6K → 206.5K −$500.6K | -4.2% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $11.2M 1.33% | +$84.2K Bought | — 50.4K shares | 50.1K → 50.4K +$84.2K | +0.76% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.9M 1.29% | +$653.9K Bought | — 262.4K shares | 246.7K → 262.4K +$653.9K | +6.37% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.7M 1.27% | +$136.6K Bought | — 211.6K shares | 208.9K → 211.6K +$136.6K | +1.29% | — — | Q1 2023 Held for 2y 8m | |
Consumer Electronics Technology | $10.7M 1.27% | +$1.2M Bought | 0.0% 42.1K shares | 37.4K → 42.1K +$1.2M | +12.71% | $3.78T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $10.1M 1.19% | +$946.4K Bought | — 192.4K shares | 174.3K → 192.4K +$946.4K | +10.38% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.7M 1.15% | +$1.3M Bought | — 178.6K shares | 154.5K → 178.6K +$1.3M | +15.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.3M 1.11% | +$2.2M Bought | — 49.3K shares | 37.5K → 49.3K +$2.2M | +31.38% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.0M 1.07% | +$247.0K Bought | — 93.5K shares | 91.0K → 93.5K +$247.0K | +2.81% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $9.0M 1.06% | +$561.0K Bought | — 63.5K shares | 59.6K → 63.5K +$561.0K | +6.68% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.7M 1.03% | -$2.5M Sold | — 108.3K shares | 139.8K → 108.3K −$2.5M | -22.57% | — — | Q1 2023 Held for 2y 8m | |
Semiconductors Technology | $8.4M 0.997% | +$2.4M Bought | 0.0% 45.1K shares | 32.0K → 45.1K +$2.4M | +40.72% | $4.54T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $8.3M 0.988% | +$1.1M Bought | — 116.8K shares | 102.0K → 116.8K +$1.1M | +14.44% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $8.2M 0.973% | +$31.4K Bought | — 151.7K shares | 151.1K → 151.7K +$31.4K | +0.38% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.6M 0.901% | +$360.5K Bought | — 301.9K shares | 287.6K → 301.9K +$360.5K | +4.98% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $7.1M 0.844% | +$288.1K Bought | — 77.8K shares | 74.7K → 77.8K +$288.1K | +4.22% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.7M 0.788% | +$347.3K Bought | — 64.5K shares | 61.2K → 64.5K +$347.3K | +5.51% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.3M 0.749% | +$519.0K Bought | — 231.6K shares | 212.6K → 231.6K +$519.0K | +8.94% | — — | Q1 2023 Held for 2y 8m | |
Banks - Diversified Financial Services | $6.2M 0.738% | +$39.1K Bought | 0.001% 19.7K shares | 19.6K → 19.7K +$39.1K | +0.63% | $867.35B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $6.0M 0.707% | +$12.1K Bought | — 24.7K shares | 24.6K → 24.7K +$12.1K | +0.2% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.8M 0.691% | +$166.5K Bought | — 8.8K shares | 8.5K → 8.8K +$166.5K | +2.94% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.8M 0.682% | +$745.2K Bought | — 153.5K shares | 133.6K → 153.5K +$745.2K | +14.87% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $5.6M 0.659% | +$428.4K Bought | 0.0% 10.7K shares | 9.9K → 10.7K +$428.4K | +8.34% | $3.85T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.8M 0.571% | +$485.5K Bought | — 58.3K shares | 52.4K → 58.3K +$485.5K | +11.22% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.4M 0.526% | +$139.8K Bought | — 47.1K shares | 45.6K → 47.1K +$139.8K | +3.25% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.4M 0.523% | +$280.5K Bought | — 65.7K shares | 61.5K → 65.7K +$280.5K | +6.78% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $4.2M 0.503% | +$389.7K Bought | 0.0% 19.3K shares | 17.6K → 19.3K +$389.7K | +10.11% | $2.34T Mega Cap | Q1 2023 Held for 2y 8m | |
Unknown Unknown | $4.2M 0.503% | +$180.5K Bought | — 91.1K shares | 87.2K → 91.1K +$180.5K | +4.45% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.1M 0.483% | +$750.9K Bought | — 59.8K shares | 48.8K → 59.8K +$750.9K | +22.6% | — — | Q1 2023 Held for 2y 8m | |
Internet Content & Information Communication Services | $3.9M 0.459% | +$578.8K Bought | 0.0% 15.9K shares | 13.6K → 15.9K +$578.8K | +17.56% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m |
