Goal Vest Advisory LLC Purchases in Q4 2024

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
31
+ 24.8%
$132.86 - $160.16 $4.12K - $4.96K
156 $22K
ACN
Accenture PLC

Technology
10
+ 8.26%
$343.9 - $376.86 $3.44K - $3.77K
131 $46K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
37
New
$111.85 - $120.71 $4.14K - $4.47K
37 $4K
JNK
Spdr Bloomberg High Yield Bond

ETFs
51
New
$94.77 - $97.36 $4.83K - $4.97K
51 $4K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
84
New
$53.94 - $58.15 $4.53K - $4.88K
84 $4K
MRVL
Marvell Technology, Inc.

Technology
38
New
$70.31 - $124.78 $2.67K - $4.74K
38 $4K
FAST
Fastenal CO

Industrials
69
New
$69.99 - $84.35 $4.83K - $5.82K
69 $4K
IYG
Ishares Tr

ETFs
56
New
$70.24 - $82.34 $3.93K - $4.61K
56 $4K
HAL
Halliburton CO

Energy
160
New
$25.77 - $31.99 $4.12K - $5.12K
160 $4K
VXF
Vanguard Extended Market ETF

ETFs
23
New
$179.17 - $207.15 $4.12K - $4.76K
23 $4K
BSX
Boston Scientific Corp

Healthcare
36
New
$83.62 - $91.5 $3.01K - $3.29K
36 $3K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
16
New
$209.89 - $233.24 $3.36K - $3.73K
16 $3K
WM
Waste Management Inc

Industrials
17
New
$201.79 - $228.46 $3.43K - $3.88K
17 $3K
APH
Amphenol Corp

Technology
54
New
$62.07 - $75.35 $3.35K - $4.07K
54 $3K
LOW
Lowes Companies Inc

Consumer Cyclical
29
+ 15.93%
$244.52 - $284.07 $7.09K - $8.24K
211 $52K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16
New
$201.32 - $217.44 $3.22K - $3.48K
16 $3K
XLV
Select Sector Spdr Fund Health

ETFs
27
New
$136.28 - $154.74 $3.68K - $4.18K
27 $3K
COP
Conocophillips

Energy
48
+ 17.78%
$95.12 - $114.72 $4.57K - $5.51K
318 $31K
BND
Vanguard Bd Index Fd Inc Total

ETFs
32
New
$71.75 - $75.11 $2.3K - $2.4K
32 $2K
CMCSA
Comcast Corp

Communication Services
79
New
$37.39 - $45.14 $2.95K - $3.57K
79 $2K
VFC
V F Corp

Consumer Cyclical
111
New
$16.7 - $22.59 $1.85K - $2.51K
111 $2K
ROK
Rockwell Automation, Inc

Industrials
7
New
$264.65 - $302.92 $1.85K - $2.12K
7 $2K
XLC
Select Sector Spdr Tr Communic

ETFs
29
New
$89.66 - $102.16 $2.6K - $2.96K
29 $2K
XOM
Exxon Mobil Corp

Energy
44
+ 13.37%
$105.51 - $125.37 $4.64K - $5.52K
373 $40K
XLI
Industrial Sector Spdr

ETFs
22
New
$131.76 - $143.99 $2.9K - $3.17K
22 $2K
CBRE
Cbre Group, Inc.

Real Estate
16
New
$119.22 - $140.71 $1.91K - $2.25K
16 $2K
MDT
Medtronic PLC

Healthcare
30
New
$79.61 - $92.24 $2.39K - $2.77K
30 $2K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
9
New
$114.08 - $125.68 $1.03K - $1.13K
9 $1K
HEI
Heico Corp

Industrials
7
New
$237.06 - $279.02 $1.66K - $1.95K
7 $1K
AME
Ametek Inc

Industrials
7
New
$165.89 - $197.38 $1.16K - $1.38K
7 $1K
NDSN
Nordson Corp

Industrials
7
New
$208.83 - $264.36 $1.46K - $1.85K
7 $1K
MDLZ
Mondelez International, Inc.

Consumer Defensive
25
New
$59.25 - $72.99 $1.48K - $1.82K
25 $1K
AVY
Avery Dennison Corp

Industrials
10
New
$186.26 - $220.48 $1.86K - $2.2K
10 $1K
VO
Vanguard Mid Cap ETF

ETFs
7
New
$261.5 - $284.63 $1.83K - $1.99K
7 $1K
SJNK
Spdr Bloomberg Short Term High

ETFs
41
New
$25.09 - $25.69 $1.03K - $1.05K
41 $1K
EWC
Ishares Msci Canada ETF

ETFs
34
New
$39.64 - $43.28 $1.35K - $1.47K
34 $1K
LQD
Ishares Iboxx $ Investment Gra

ETFs
7
New
$106.56 - $113.11 $746 - $792
7 $0
SBUX
Starbucks Corp

Consumer Cyclical
10
+ 9.35%
$87.44 - $102.5 $874 - $1.03K
117 $10K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
32
New
$27.8 - $29.05 $890 - $930
32 $0
SPTL
Spdr Portfolio Long Term Treas

ETFs
30
New
$26.05 - $29.17 $782 - $875
30 $0
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
35
New
$21.43 - $22.55 $750 - $789
35 $0
HON
Honeywell International Inc

Industrials
4
New
$202.84 - $236.0 $811 - $944
4 $0
Lam Research Corp Com New
9.77K
+ 900.0%
N/A
10.9K $0
Canopy Growth Corp Com New
16
New
N/A
16 $0
XLE
Energy Sector Spdr

ETFs
25
+ 2.79%
$83.32 - $97.27 $2.08K - $2.43K
920 $78K
XLP
Consumer Staples Sector Spdr

ETFs
11
New
N/A
11 $0
Kenvue Inc Com
24.8K
+ 35.45%
N/A
94.9K $0
Jpmorgan Limited Duration Bond ETF
7
+ 1.25%
N/A
565 $0
Unusual Whales Subversive Democratic Trading ETF
355
New
N/A
355 $0
Activity Summary
Buys All Purchases 134 New Holdings 72 Increased Positions 62 Sells All Sells 102 Reductions 101 Sold out 1 Options Calls 0 Puts 0
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