Goal Vest Advisory LLC Purchases in Q4 2025

Goal Vest Advisory LLC

  • $488 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
270
+ 62.79%
$164.01 - $264.33 $44.3K - $71.4K
700 $168K
NFLX
Netflix Inc

Communication Services
1.28K
+ 3205.0%
$110.29 - $1241.35 $141K - $1.59M
1.32K $145K
COST
Costco Wholesale Corp

Consumer Defensive
97
+ 24.62%
$910.94 - $954.99 $88.4K - $92.6K
491 $448K
EVRG
Evergy, Inc.

Utilities
1.01K
+ 19.11%
$75.56 - $78.73 $75.9K - $79.1K
6.26K $479K
V
Visa Inc.

Financial Services
739
+ 7.05%
$325.75 - $352.42 $241K - $260K
11.2K $3.65M
CME
Cme Group Inc.

Financial Services
263
+ 59.91%
$261.53 - $285.04 $68.8K - $75K
702 $195K
VTHR
Vanguard Russell 3000 ETF

ETFs
240
New
$288.43 - $303.12 $69.2K - $72.7K
240 $70K
MS
Morgan Stanley

Financial Services
349
+ 1125.81%
$151.86 - $169.92 $53K - $59.3K
380 $60K
RTX
Raytheon Technologies Corp

Industrials
262
+ 22.86%
$157.0 - $179.44 $41.1K - $47K
1.41K $247K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.67K
New
$33.05 - $33.87 $55.1K - $56.5K
1.67K $56K
TMO
Thermo Fisher Scientific Inc.

Healthcare
58
+ 23.67%
$524.58 - $588.02 $30.4K - $34.1K
303 $171K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
New
$4804.01 - $5424.55 $52.8K - $59.7K
11 $52K
UNP
Union Pacific Corp

Industrials
215
New
$216.37 - $237.41 $46.5K - $51K
215 $47K
VICR
Vicor Corp

Technology
520
New
$48.56 - $94.88 $25.3K - $49.3K
520 $46K
ISRG
Intuitive Surgical Inc

Healthcare
59
+ 47.58%
$429.59 - $576.2 $25.3K - $34K
183 $100K
KO
Coca Cola CO

Consumer Defensive
591
+ 76.55%
$66.1 - $71.61 $39.1K - $42.3K
1.36K $96K
VZ
Verizon Communications Inc

Communication Services
1.1K
+ 113.81%
$38.4 - $43.83 $42.4K - $48.4K
2.07K $85K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
300
New
$131.16 - $141.71 $39.3K - $42.5K
300 $42K
WFC
Wells Fargo & Company

Financial Services
508
New
$77.62 - $87.3 $39.4K - $44.3K
508 $42K
UNH
Unitedhealth Group Inc

Healthcare
141
+ 68.78%
$320.52 - $369.92 $45.2K - $52.2K
346 $110K
CRM
Salesforce, Inc.

Technology
169
+ 22.56%
$235.69 - $263.41 $39.8K - $44.5K
918 $217K
TFC
Truist Financial Corp

Financial Services
858
+ 418.54%
$41.09 - $45.64 $35.3K - $39.2K
1.06K $47K
CB
Chubb LTD

Financial Services
129
New
$268.2 - $296.22 $34.6K - $38.2K
129 $38K
KMI
Kinder Morgan, Inc.

Energy
1.41K
New
$25.84 - $28.46 $36.3K - $40K
1.41K $38K
SAP
Sap Se

Technology
143
New
$238.9 - $280.46 $34.2K - $40.1K
143 $34K
HAL
Halliburton CO

Energy
1.24K
New
$21.82 - $28.06 $27K - $34.7K
1.24K $33K
BIIB
Biogen Inc.

Healthcare
198
New
$142.26 - $167.55 $28.2K - $33.2K
198 $33K
CNC
Centene Corp

Healthcare
891
New
$33.15 - $38.7 $29.5K - $34.5K
891 $32K
LHX
L3 Harris Technologies, Inc.

Industrials
115
+ 130.68%
$283.87 - $306.76 $32.6K - $35.3K
203 $58K
CNQ
Canadian Natural Resources LTD

Energy
954
New
$29.91 - $33.57 $28.5K - $32K
954 $32K
CVS
Cvs Health Corp

Healthcare
408
New
$76.69 - $83.04 $31.3K - $33.9K
408 $31K
FIS
Fidelity National Information Services, Inc.

Technology
495
New
$61.5 - $68.57 $30.4K - $33.9K
495 $31K
CRWD
Crowd Strike Holdings, Inc.

Technology
48
+ 62.34%
$482.23 - $557.53 $23.1K - $26.8K
125 $67K
PFE
Pfizer Inc

Healthcare
1.24K
+ 116.65%
$24.23 - $27.37 $30K - $33.9K
2.3K $57K
FE
Firstenergy Corp

Utilities
646
+ 145.17%
$45.46 - $47.69 $29.4K - $30.8K
1.09K $50K
USB
Us Bancorp \De\

Financial Services
662
+ 133.74%
$45.28 - $48.26 $30K - $31.9K
1.16K $52K
ES
Eversource Energy

Utilities
366
+ 37.31%
$70.59 - $74.88 $25.8K - $27.4K
1.35K $98K
MDT
Medtronic PLC

Healthcare
304
New
$90.06 - $98.43 $27.4K - $29.9K
304 $29K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.5K
New
N/A
1.5K $28K
F
Ford Motor CO

Consumer Cyclical
2.04K
+ 170.33%
$11.41 - $13.84 $23.3K - $28.3K
3.24K $42K
MDU
Mdu Resources Group Inc

Industrials
1.32K
New
$17.58 - $21.33 $23.3K - $28.2K
1.32K $27K
ABT
Abbott Laboratories

Healthcare
303
+ 9.32%
$123.62 - $134.59 $37.5K - $40.8K
3.56K $462K
CTRA
Coterra Energy Inc.

Energy
1.05K
New
$22.58 - $26.79 $23.7K - $28.1K
1.05K $27K
MKC
Mccormick & CO Inc

Consumer Defensive
416
New
$63.83 - $68.91 $26.6K - $28.7K
416 $27K
SNA
Snap On Inc

Industrials
81
New
$327.33 - $349.13 $26.5K - $28.3K
81 $26K
KEY
Keycorp

Financial Services
1.48K
New
$16.78 - $18.63 $24.8K - $27.5K
1.48K $26K
WTRG
Essential Utilities, Inc.

Utilities
659
New
$38.08 - $41.93 $25.1K - $27.6K
659 $26K
MOS
Mosaic CO

Basic Materials
1.01K
New
$24.92 - $35.41 $25.3K - $35.9K
1.01K $26K
STZ
Constellation Brands, Inc.

Consumer Defensive
205
New
$127.65 - $142.97 $26.2K - $29.3K
205 $26K
Activity Summary
Buys All Purchases 260 New Holdings 157 Increased Positions 103 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Goal Vest Advisory LLC Portfolio

Follow Goal Vest Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email