Goal Vest Advisory LLC Incresed Positions in Q4 2024

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPIB
Spdr Portfolio Intermediate Te

ETFs
188K
+ 74.06%
$32.65 - $33.68 $6.15M - $6.34M
442K $14.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5.65K
+ 2.46%
$521.84 - $558.82 $2.95M - $3.16M
236K $127M
TSLA
Tesla, Inc.

Consumer Cyclical
2.35K
+ 30.07%
$213.65 - $479.86 $503K - $1.13M
10.2K $4.11M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
26.1K
+ 18391.55%
$73.49 - $86.09 $1.92M - $2.25M
26.3K $2.02M
GS
Goldman Sachs Group Inc

Financial Services
2.14K
+ 1070.0%
$486.1 - $608.57 $1.04M - $1.3M
2.34K $1.34M
CSCO
Cisco Systems, Inc.

Technology
14.4K
+ 47.53%
$52.45 - $60.02 $753K - $862K
44.6K $2.64M
DVY
Ishares Tr

ETFs
8.12K
+ 29.72%
$129.55 - $143.41 $1.05M - $1.17M
35.5K $4.66M
GOOGL
Alphabet Inc.

Communication Services
1.96K
+ 12.05%
$161.86 - $196.66 $318K - $386K
18.2K $3.45M
BX
Blackstone Inc.

Financial Services
17
+ 0.11%
$148.45 - $199.05 $2.52K - $3.38K
15.3K $2.65M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
526
+ 2.0%
$194.9 - $214.12 $103K - $113K
26.8K $5.41M
AMGN
Amgen Inc

Healthcare
600
+ 99.67%
$258.78 - $328.31 $155K - $197K
1.2K $313K
IVV
Ishares Core S&P 500 ETF

ETFs
167
+ 27.93%
$570.51 - $610.59 $95.3K - $102K
765 $450K
VTWO
Vanguard Russell 2000 ETF

ETFs
966
+ 2.56%
$87.42 - $98.06 $84.4K - $94.7K
38.7K $3.45M
SYK
Stryker Corp

Healthcare
201
+ 16.04%
$345.14 - $392.15 $69.4K - $78.8K
1.45K $523K
ARCC
Ares Capital Corp

Financial Services
380
+ 0.64%
$20.74 - $22.27 $7.88K - $8.46K
59.8K $1.31M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
285
+ 1.41%
$66.77 - $71.52 $19K - $20.4K
20.5K $1.41M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
271
+ 1.11%
$46.48 - $51.32 $12.6K - $13.9K
24.7K $1.19M
DIS
Walt Disney CO

Communication Services
150
+ 29.59%
$92.39 - $117.6 $13.9K - $17.6K
657 $73K
SCHG
Schwab Strategic Tr Us Large C

ETFs
8.17K
+ 300.0%
$25.93 - $105.3 $212K - $861K
10.9K $303K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
425
+ 16.61%
$41.09 - $45.94 $17.5K - $19.5K
2.98K $125K
BAC
Bank Of America Corp

Financial Services
136
+ 5.77%
$39.22 - $47.77 $5.33K - $6.5K
2.49K $109K
BA
Boeing CO

Industrials
16
+ 3.69%
$138.14 - $180.72 $2.21K - $2.89K
450 $79K
PAYX
Paychex Inc

Industrials
40
+ 2.97%
$135.86 - $148.73 $5.43K - $5.95K
1.39K $194K
SCHX
Schwab Strategic Tr Us Large C

ETFs
10.2K
+ 200.0%
$22.4 - $68.28 $228K - $696K
15.3K $354K
VBK
Vanguard Small Cap Growth ETF

ETFs
11
+ 2.9%
$264.18 - $304.19 $2.91K - $3.35K
390 $109K
CVX
Chevron Corp

Energy
168
+ 2.34%
$141.15 - $162.53 $23.7K - $27.3K
7.34K $1.06M
NSC
Norfolk Southern Corp

Industrials
38
+ 39.18%
$230.6 - $277.0 $8.76K - $10.5K
135 $31K
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
COP
Conocophillips

Energy
48
+ 17.78%
$95.12 - $114.72 $4.57K - $5.51K
318 $31K
LOW
Lowes Companies Inc

Consumer Cyclical
29
+ 15.93%
$244.52 - $284.07 $7.09K - $8.24K
211 $52K
XOM
Exxon Mobil Corp

Energy
44
+ 13.37%
$105.51 - $125.37 $4.64K - $5.52K
373 $40K
SBUX
Starbucks Corp

Consumer Cyclical
10
+ 9.35%
$87.44 - $102.5 $874 - $1.03K
117 $10K
XLE
Energy Sector Spdr

ETFs
25
+ 2.79%
$83.32 - $97.27 $2.08K - $2.43K
920 $78K
Lam Research Corp Com New
9.77K
+ 900.0%
N/A
10.9K $0
Jpmorgan Limited Duration Bond ETF
7
+ 1.25%
N/A
565 $0
Kenvue Inc Com
24.8K
+ 35.45%
N/A
94.9K $0
AMAT
Applied Materials Inc

Technology
14
+ 18.67%
$161.44 - $213.89 $2.26K - $2.99K
89 $14K
FNDA
Schwab Fundamental U S Small C

ETFs
823
+ 95.14%
$29.26 - $59.11 $24.1K - $48.6K
1.69K $50K
PLD
Prologis, Inc.

Real Estate
32
+ 18.29%
$101.4 - $126.96 $3.24K - $4.06K
207 $21K
NOC
Northrop Grumman Corp

Industrials
10
+ 10.1%
$466.52 - $543.88 $4.67K - $5.44K
109 $51K
MPC
Marathon Petroleum Corp

Energy
180
+ 15.36%
$131.65 - $174.84 $23.7K - $31.5K
1.35K $188K
DHR
Danaher Corp

Healthcare
12
+ 13.33%
$226.16 - $274.52 $2.71K - $3.29K
102 $23K
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
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