Goal Vest Advisory LLC Incresed Positions in Q4 2025

Goal Vest Advisory LLC

  • $488 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
14.5K
+ 5.55%
$600.51 - $631.95 $8.72M - $9.18M
276K $171M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
318K
+ 988.38%
$20.77 - $20.97 $6.61M - $6.67M
350K $7.34M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
65.4K
+ 47.46%
$38.05 - $43.23 $2.49M - $2.83M
203K $8.19M
IEFA
Ishares Tr

ETFs
30.2K
+ 24.85%
$86.09 - $89.88 $2.6M - $2.72M
152K $13.5M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
9.57K
+ 25.78%
$268.5 - $294.46 $2.57M - $2.82M
46.7K $12.8M
VUG
Vanguard Growth ETF

ETFs
4.56K
+ 5.71%
$470.44 - $504.26 $2.15M - $2.3M
84.4K $40.8M
SPIB
Spdr Portfolio Intermediate Te

ETFs
44.9K
+ 7.91%
$33.69 - $34.08 $1.51M - $1.53M
613K $20.7M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
16.1K
+ 17.22%
$79.18 - $82.25 $1.27M - $1.32M
110K $8.88M
LLY
Eli Lilly & CO

Healthcare
978
+ 68.54%
$799.57 - $1025.28 $782K - $1M
2.41K $2.46M
DTE
Dte Energy CO

Utilities
8.66K
+ 5968.97%
$133.44 - $143.32 $1.15M - $1.24M
8.8K $1.21M
JNJ
Johnson & Johnson

Healthcare
5.19K
+ 425.39%
$185.98 - $199.58 $966K - $1.04M
6.42K $1.28M
GE
General Electric CO

Industrials
3.41K
+ 14208.33%
$291.49 - $314.28 $994K - $1.07M
3.43K $1.03M
BAC
Bank Of America Corp

Financial Services
19.6K
+ 780.02%
$48.65 - $54.11 $952K - $1.06M
22.1K $1.14M
META
Meta Platforms, Inc.

Communication Services
1.63K
+ 311.24%
$609.01 - $751.67 $995K - $1.23M
2.16K $1.32M
GOOGL
Alphabet Inc.

Communication Services
682
+ 3.37%
$236.57 - $291.31 $161K - $199K
20.9K $5.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.42K
+ 104.03%
$589.5 - $635.77 $838K - $903K
2.79K $1.68M
AAPL
Apple Inc.

Technology
2.62K
+ 24.09%
$245.27 - $275.25 $642K - $721K
13.5K $3.61M
FDS
Factset Research Systems Inc

Financial Services
2.99K
+ 33233.33%
$253.62 - $294.11 $759K - $880K
3K $821K
DVY
Ishares Tr

ETFs
5.66K
+ 96.72%
$138.1 - $143.11 $782K - $811K
11.5K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
2.02K
+ 12.91%
$213.04 - $254.0 $430K - $512K
17.6K $4.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.08K
+ 15.7%
$475.68 - $513.11 $512K - $553K
7.94K $4.04M
DIS
Walt Disney CO

Communication Services
4.12K
+ 811.83%
$105.69 - $116.65 $435K - $480K
4.62K $488K
NOW
Service Now, Inc.

Technology
357
+ 615.52%
$835.79 - $946.29 $298K - $338K
415 $346K
PANW
Palo Alto Networks Inc

Technology
1.29K
+ 11.86%
$204.77 - $221.38 $265K - $286K
12.2K $2.5M
GS
Goldman Sachs Group Inc

Financial Services
414
+ 14.33%
$744.6 - $838.97 $308K - $347K
3.3K $2.56M
GOOG
Alphabet Inc.

Communication Services
510
+ 24.15%
$237.49 - $291.74 $121K - $149K
2.62K $748K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
1.51K
+ 10.66%
$132.94 - $139.8 $200K - $211K
15.6K $2.15M
IVV
Ishares Core S&P 500 ETF

ETFs
323
+ 80.15%
$656.2 - $690.71 $212K - $223K
726 $490K
COIN
Coinbase Global, Inc.

Technology
1.76K
+ 33.11%
$283.14 - $387.27 $497K - $680K
7.06K $2M
XOM
Exxon Mobil Corp

Energy
1.65K
+ 186.65%
$110.64 - $119.78 $183K - $198K
2.53K $298K
WMT
Walmart Inc.

Consumer Defensive
1.96K
+ 8.2%
$101.18 - $109.03 $198K - $213K
25.8K $2.66M
AVGO
Broadcom Inc.

Technology
408
+ 9.31%
$324.63 - $385.98 $132K - $157K
4.79K $1.64M
SCCO
Southern Copper Corp

Basic Materials
139
+ 0.76%
$122.64 - $141.68 $17K - $19.7K
18.5K $2.42M
MSFT
Microsoft Corp

Technology
584
+ 4.71%
$496.82 - $542.07 $290K - $317K
13K $6.59M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.73K
+ 3464.0%
$93.79 - $100.35 $162K - $174K
1.78K $167K
XLY
Select Sector Spdr Consumer Di

ETFs
499
+ 100.0%
$228.75 - $242.18 $114K - $121K
998 $230K
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
RTX
Raytheon Technologies Corp

Industrials
262
+ 22.86%
$157.0 - $179.44 $41.1K - $47K
1.41K $247K
MS
Morgan Stanley

Financial Services
349
+ 1125.81%
$151.86 - $169.92 $53K - $59.3K
380 $60K
CAT
Caterpillar Inc

Industrials
79
+ 59.4%
$480.82 - $585.49 $38K - $46.3K
212 $117K
TMO
Thermo Fisher Scientific Inc.

Healthcare
58
+ 23.67%
$524.58 - $588.02 $30.4K - $34.1K
303 $171K
KO
Coca Cola CO

Consumer Defensive
591
+ 76.55%
$66.1 - $71.61 $39.1K - $42.3K
1.36K $96K
ISRG
Intuitive Surgical Inc

Healthcare
59
+ 47.58%
$429.59 - $576.2 $25.3K - $34K
183 $100K
VZ
Verizon Communications Inc

Communication Services
1.1K
+ 113.81%
$38.4 - $43.83 $42.4K - $48.4K
2.07K $85K
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
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