Goal Vest Advisory LLC Purchases in Q3 2025

Goal Vest Advisory LLC

  • $453 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
22.6K
+ 9.44%
$567.77 - $614.76 $12.8M - $13.9M
262K $160M
VUG
Vanguard Growth ETF

ETFs
2.05K
+ 2.64%
$433.97 - $484.08 $891K - $993K
79.8K $38.3M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
9.98K
+ 36.76%
$231.32 - $272.35 $2.31M - $2.72M
37.1K $10.1M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
70.1K
+ 103.71%
$32.29 - $38.12 $2.26M - $2.67M
138K $5.25M
PLTR
Palantir Technologies Inc.

Technology
1
+ 0.0%
$130.68 - $186.97 $131 - $187
46.3K $8.44M
PANW
Palo Alto Networks Inc

Technology
10.1K
+ 1248.89%
$167.06 - $208.19 $1.69M - $2.1M
10.9K $2.22M
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 0.3%
$293.94 - $444.72 $13.2K - $20K
15.2K $6.74M
COIN
Coinbase Global, Inc.

Technology
5.3K
New
$297.99 - $419.78 $1.58M - $2.22M
5.3K $1.79M
IEFA
Ishares Tr

ETFs
15.3K
+ 14.36%
$81.7 - $87.53 $1.25M - $1.34M
122K $10.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
43.1K
+ 8.21%
$33.26 - $34.01 $1.43M - $1.47M
568K $19.3M
DLR
Digital Realty Trust, Inc.

Real Estate
8.39K
+ 4195.0%
$161.21 - $180.02 $1.35M - $1.51M
8.59K $1.49M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.03K
+ 150.15%
$617.65 - $666.84 $1.25M - $1.35M
3.38K $2.25M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
12.5K
+ 15.4%
$75.26 - $80.19 $939K - $1M
93.5K $7.46M
NVDA
Nvidia Corp

Technology
315
+ 0.83%
$153.3 - $186.58 $48.3K - $58.8K
38.1K $7.11M
ABBV
Abb Vie Inc.

Healthcare
495
+ 3.31%
$184.85 - $231.54 $91.5K - $115K
15.4K $3.57M
EL
Estee Lauder Companies Inc

Consumer Defensive
7.91K
+ 465.29%
$83.65 - $95.26 $662K - $754K
9.61K $846K
DECK
Deckers Outdoor Corp

Consumer Cyclical
7K
+ 437.5%
$95.32 - $123.91 $667K - $867K
8.6K $871K
JPM
Jpmorgan Chase & CO

Financial Services
297
+ 1.91%
$282.78 - $316.06 $84K - $93.9K
15.8K $4.99M
VLO
Valero Energy Corp

Energy
938
+ 10.24%
$131.77 - $175.63 $124K - $165K
10.1K $1.72M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.58K
+ 22.39%
$126.64 - $135.65 $327K - $351K
14.1K $1.92M
GNRC
Generac Holdings Inc.

Industrials
135
+ 0.81%
$146.61 - $202.85 $19.8K - $27.4K
16.9K $2.82M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
589
+ 9.39%
$459.11 - $506.91 $270K - $299K
6.86K $3.45M
GS
Goldman Sachs Group Inc

Financial Services
195
+ 7.24%
$696.56 - $806.32 $136K - $157K
2.89K $2.3M
SCCO
Southern Copper Corp

Basic Materials
174
+ 0.96%
$90.54 - $121.36 $15.8K - $21.1K
18.4K $2.23M
MSFT
Microsoft Corp

Technology
221
+ 1.81%
$491.09 - $535.64 $109K - $118K
12.4K $6.42M
BX
Blackstone Inc.

Financial Services
49
+ 0.31%
$152.77 - $188.68 $7.49K - $9.25K
16K $2.74M
PEP
Pepsico Inc

Consumer Defensive
1.87K
+ 19.47%
$133.81 - $152.16 $251K - $285K
11.5K $1.61M
DHT
Dht Holdings, Inc.

Energy
16K
+ 13.88%
$10.72 - $12.95 $172K - $208K
132K $1.57M
CMI
Cummins Inc

Industrials
110
+ 3.87%
$327.85 - $426.39 $36.1K - $46.9K
2.95K $1.25M
JOBY
Joby Aviation, Inc.

Industrials
12.3K
+ 60.0%
$9.81 - $20.39 $121K - $251K
32.8K $529K
MRK
Merck & Co., Inc.

Healthcare
2.83K
+ 18.71%
$77.6 - $87.37 $220K - $248K
18K $1.51M
OHI
Omega Healthcare Investors Inc

Real Estate
2.09K
+ 5.23%
$36.29 - $43.34 $75.7K - $90.4K
42K $1.77M
LMT
Lockheed Martin Corp

Industrials
302
+ 8.7%
$410.74 - $499.21 $124K - $151K
3.77K $1.88M
RGLD
Royal Gold Inc

Basic Materials
1.2K
+ 79.73%
$151.42 - $200.58 $182K - $241K
2.71K $542K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.06K
+ 1.52%
$59.61 - $63.09 $63.4K - $67.1K
71K $4.46M
WMT
Walmart Inc.

Consumer Defensive
1.2K
+ 5.29%
$94.4 - $104.27 $113K - $125K
23.8K $2.46M
PFG
Principal Financial Group Inc

Financial Services
1.94K
+ 8.7%
$75.53 - $82.95 $147K - $161K
24.2K $2.01M
GOOG
Alphabet Inc.

Communication Services
555
+ 35.65%
$175.16 - $255.24 $97.2K - $142K
2.11K $514K
QQQ
Invesco Qqq Trust, Series 1

ETFs
294
+ 27.43%
$546.99 - $602.2 $161K - $177K
1.37K $820K
CVX
Chevron Corp

Energy
779
+ 9.33%
$145.57 - $161.83 $113K - $126K
9.13K $1.42M
FLR
Fluor Corp

Industrials
6.7K
+ 100.0%
$39.99 - $56.77 $268K - $380K
13.4K $563K
SON
Sonoco Products CO

Consumer Cyclical
4.6K
+ 17.44%
$42.77 - $48.68 $197K - $224K
31K $1.34M
MCD
Mcdonalds Corp

Consumer Cyclical
365
+ 5.72%
$291.67 - $316.99 $106K - $116K
6.74K $2.05M
AMZN
Amazon Com Inc

Consumer Cyclical
791
+ 5.33%
$211.65 - $238.24 $167K - $188K
15.6K $3.43M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.61K
New
$44.82 - $46.28 $162K - $167K
3.61K $166K
VFH
Vanguard Financial ETF

ETFs
691
+ 5.7%
$125.23 - $132.78 $86.5K - $91.8K
12.8K $1.68M
WMB
Williams Companies, Inc.

Energy
1.88K
+ 5.77%
$56.52 - $64.01 $106K - $121K
34.5K $2.19M
FLS
Flowserve Corp

Industrials
2.44K
New
$51.98 - $57.7 $127K - $141K
2.44K $129K
SO
Southern CO

Utilities
852
+ 5.46%
$90.83 - $96.0 $77.4K - $81.8K
16.5K $1.56M
Activity Summary
Buys All Purchases 146 New Holdings 57 Increased Positions 89 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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