Goal Vest Advisory LLC Purchases and Sells in Q3 2025

Goal Vest Advisory LLC

$453 Million
Q3 2025

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	22.6K + 9.44%	$567.77 - $614.76 $12.8M - $13.9M	262K $160M
VUG	2.05K + 2.64%	$433.97 - $484.08 $891K - $993K	79.8K $38.3M
XNTK	9.98K + 36.76%	$231.32 - $272.35 $2.31M - $2.72M	37.1K $10.1M
AAAU	70.1K + 103.71%	$32.29 - $38.12 $2.26M - $2.67M	138K $5.25M
PLTR	1 + 0.0%	$130.68 - $186.97 $131 - $187	46.3K $8.44M
PANW	10.1K + 1248.89%	$167.06 - $208.19 $1.69M - $2.1M	10.9K $2.22M

New Holdings

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COIN	5.3K New	$297.99 - $419.78 $1.58M - $2.22M	5.3K $1.79M
IGEB	3.61K New	$44.82 - $46.28 $162K - $167K	3.61K $166K
FLS	2.44K New	$51.98 - $57.7 $127K - $141K	2.44K $129K
AVLV	843 New	$68.33 - $72.69 $57.6K - $61.3K	843 $60K
TDIV	583 New	$89.27 - $100.33 $52K - $58.5K	583 $57K
APH	450 New	$97.39 - $125.4 $43.8K - $56.4K	450 $55K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DVY	-39.7K - 87.13%	$133.88 - $142.57 $5.31M - $5.65M	5.86K $832K
ISRG	-3.04K - 96.08%	$433.66 - $544.47 $1.32M - $1.66M	124 $55K
SHW	-3.07K - 91.08%	$330.88 - $375.23 $1.01M - $1.15M	300 $103K
AVGO	-3.74K - 46.02%	$264.74 - $369.57 $989K - $1.38M	4.38K $1.45M
PYPL	-2.3K - 98.46%	$65.64 - $78.22 $151K - $180K	36 $2K
NVO	-1.75K - 94.54%	$45.38 - $71.7 $79.4K - $125K	101 $5K

Activity Summary All Purchases 146 New Holdings 57 Increased Positions 89 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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