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
WBD
Warner Bros. Discovery, Inc.

Communication Services
21
New
$7.33 - $12.37 $154 - $260
21 $0
NKE
Nike, Inc.

Consumer Cyclical
0
New
$73.36 - $89.13 $0 - $0
0 $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
11
New
$88.59 - $94.57 $974 - $1.04K
11 $0
SYY
Sysco Corp

Consumer Defensive
12
New
$73.63 - $81.77 $884 - $981
12 $0
Ft Vest Laddered Moderate Buffer ETF
16.8K
New
N/A
16.8K $0
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
29
New
$28.56 - $30.02 $828 - $871
29 $0
QS
Quantum Scape Corp

Consumer Cyclical
78
New
$4.73 - $6.5 $369 - $507
78 $0
Hut 8 Corp Com
16.1K
New
N/A
16.1K $0
BFB
Brown Forman Corp Cl B
22
New
N/A
22 $0
Brookfield Renewable Corp Cl A Ex Sub Vtg
2.2K
New
N/A
2.2K $0
PLD
Prologis, Inc.

Real Estate
32
+ 18.29%
$101.4 - $126.96 $3.24K - $4.06K
207 $21K
FNDA
Schwab Fundamental U S Small C

ETFs
823
+ 95.14%
$29.26 - $59.11 $24.1K - $48.6K
1.69K $50K
NOC
Northrop Grumman Corp

Industrials
10
+ 10.1%
$466.52 - $543.88 $4.67K - $5.44K
109 $51K
DHR
Danaher Corp

Healthcare
12
+ 13.33%
$226.16 - $274.52 $2.71K - $3.29K
102 $23K
MPC
Marathon Petroleum Corp

Energy
180
+ 15.36%
$131.65 - $174.84 $23.7K - $31.5K
1.35K $188K
XLB
Select Sector Spdr Fd Material

ETFs
12
+ 4.0%
$83.8 - $97.58 $1.01K - $1.17K
312 $26K
ADI
Analog Devices Inc

Technology
15
+ 4.03%
$206.35 - $236.48 $3.1K - $3.55K
387 $82K
VOE
Vanguard Mid Cap Value Index F

ETFs
3
+ 0.54%
$160.89 - $176.18 $483 - $529
561 $90K
KO
Coca Cola CO

Consumer Defensive
3
+ 0.82%
$61.74 - $71.71 $185 - $215
368 $22K
SCHV
Schwab Strategic Tr Us Large C

ETFs
4.58K
+ 200.0%
$25.79 - $80.4 $118K - $368K
6.87K $179K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
10K
+ 200.0%
$26.93 - $84.95 $270K - $851K
15K $410K
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 3.53%
$501.29 - $612.85 $3.01K - $3.68K
176 $91K
JNJ
Johnson & Johnson

Healthcare
65
+ 4.57%
$143.34 - $165.86 $9.32K - $10.8K
1.49K $215K
PG
Procter & Gamble CO

Consumer Defensive
114
+ 1.35%
$161.05 - $179.7 $18.4K - $20.5K
8.58K $1.44M
PANW
Palo Alto Networks Inc

Technology
99
+ 34.98%
$181.96 - $405.9 $18K - $40.2K
382 $69K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27
+ 0.47%
$442.29 - $483.08 $11.9K - $13K
5.81K $2.63M
STWD
Starwood Property Trust, Inc.

Real Estate
1.9K
+ 4.11%
$18.95 - $20.37 $35.9K - $38.6K
48K $909K
MCD
Mcdonalds Corp

Consumer Cyclical
70
+ 1.34%
$288.47 - $316.54 $20.2K - $22.2K
5.29K $1.53M
IEFA
Ishares Tr

ETFs
2.26K
+ 7.05%
$70.06 - $77.43 $158K - $175K
34.2K $2.41M
LLY
Eli Lilly & CO

Healthcare
42
+ 3.59%
$727.2 - $932.06 $30.5K - $39.1K
1.21K $936K
PFG
Principal Financial Group Inc

Financial Services
254
+ 1.41%
$74.91 - $91.26 $19K - $23.2K
18.3K $1.41M
TSCO
Tractor Supply CO

Consumer Cyclical
31.4K
+ 400.0%
$52.59 - $303.74 $1.65M - $9.53M
39.2K $2.08M
SCCO
Southern Copper Corp

Basic Materials
88
+ 0.53%
$91.13 - $117.95 $8.02K - $10.4K
16.6K $1.52M
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
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