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
CRM
Salesforce, Inc.

Technology
169
+ 22.56%
$235.69 - $263.41 $39.8K - $44.5K
918 $217K
UNH
Unitedhealth Group Inc

Healthcare
141
+ 68.78%
$320.52 - $369.92 $45.2K - $52.2K
346 $110K
TFC
Truist Financial Corp

Financial Services
858
+ 418.54%
$41.09 - $45.64 $35.3K - $39.2K
1.06K $47K
LHX
L3 Harris Technologies, Inc.

Industrials
115
+ 130.68%
$283.87 - $306.76 $32.6K - $35.3K
203 $58K
FE
Firstenergy Corp

Utilities
646
+ 145.17%
$45.46 - $47.69 $29.4K - $30.8K
1.09K $50K
PFE
Pfizer Inc

Healthcare
1.24K
+ 116.65%
$24.23 - $27.37 $30K - $33.9K
2.3K $57K
CRWD
Crowd Strike Holdings, Inc.

Technology
48
+ 62.34%
$482.23 - $557.53 $23.1K - $26.8K
125 $67K
ES
Eversource Energy

Utilities
366
+ 37.31%
$70.59 - $74.88 $25.8K - $27.4K
1.35K $98K
USB
Us Bancorp \De\

Financial Services
662
+ 133.74%
$45.28 - $48.26 $30K - $31.9K
1.16K $52K
F
Ford Motor CO

Consumer Cyclical
2.04K
+ 170.33%
$11.41 - $13.84 $23.3K - $28.3K
3.24K $42K
SNOW
Snowflake Inc.

Technology
93
+ 221.43%
$230.55 - $277.14 $21.4K - $25.8K
135 $34K
NSC
Norfolk Southern Corp

Industrials
84
+ 933.33%
$279.53 - $300.15 $23.5K - $25.2K
93 $26K
ADP
Automatic Data Processing Inc

Industrials
121
+ 77.56%
$250.9 - $292.94 $30.4K - $35.4K
277 $69K
PWR
Quanta Services, Inc.

Industrials
37
+ 8.92%
$412.21 - $453.83 $15.3K - $16.8K
452 $194K
QCOM
Qualcomm Inc

Technology
125
+ 108.7%
$153.59 - $187.68 $19.2K - $23.5K
240 $40K
GILD
Gilead Sciences, Inc.

Healthcare
147
+ 63.91%
$110.56 - $125.2 $16.3K - $18.4K
377 $46K
SPGI
S&P Global Inc.

Financial Services
38
+ 16.96%
$472.05 - $502.96 $17.9K - $19.1K
262 $128K
RWL
Invesco Exchange Traded Fd Tr

ETFs
174
+ 355.1%
$108.48 - $113.54 $18.9K - $19.8K
223 $24K
EFA
Ishares Tr Msci Eafe ETF

ETFs
200
+ 106.38%
$92.24 - $96.56 $18.4K - $19.3K
388 $36K
MAA
Mid America Apartment Communities Inc.

Real Estate
150
+ 62.5%
$126.28 - $138.0 $18.9K - $20.7K
390 $51K
PRU
Prudential Financial Inc

Financial Services
158
+ 451.43%
$99.13 - $107.85 $15.7K - $17K
193 $20K
MCHP
Microchip Technology Inc

Technology
348
+ 174.0%
$53.48 - $67.52 $18.6K - $23.5K
548 $29K
DE
Deere & CO

Industrials
34
+ 56.67%
$439.11 - $480.78 $14.9K - $16.3K
94 $44K
APD
Air Products & Chemicals, Inc.

Basic Materials
80
+ 13.33%
$237.56 - $271.47 $19K - $21.7K
680 $176K
C
Citigroup Inc

Financial Services
143
+ 57.2%
$93.93 - $102.87 $13.4K - $14.7K
393 $38K
PYPL
Pay Pal Holdings, Inc.

Financial Services
216
+ 600.0%
$61.89 - $76.13 $13.4K - $16.4K
252 $15K
NRZ
New Residential Investment Corp.

Real Estate
1.66K
+ 11.62%
N/A
15.9K $115K
WEC
Wec Energy Group, Inc.

Utilities
104
+ 54.74%
$110.61 - $117.5 $11.5K - $12.2K
294 $32K
UBER
Uber Technologies, Inc

Technology
150
+ 30.0%
$91.62 - $100.1 $13.7K - $15K
650 $59K
SFL
Sfl Corp Ltd.

Industrials
1K
+ 28.57%
$6.84 - $8.35 $6.84K - $8.35K
4.5K $36K
ACN
Accenture PLC

Technology
47
+ 22.27%
$234.02 - $253.35 $11K - $11.9K
258 $62K
VEA
Vanguard Ftse Developed Market

ETFs
85
+ 3.14%
$59.18 - $62.09 $5.03K - $5.28K
2.79K $170K
HD
Home Depot, Inc.

Consumer Cyclical
107
+ 16.72%
$358.03 - $397.02 $38.3K - $42.5K
747 $267K
SBUX
Starbucks Corp

Consumer Cyclical
73
+ 68.22%
$78.46 - $87.26 $5.73K - $6.37K
180 $15K
FNF
Fidelity National Financial, Inc.

Financial Services
115
+ 39.66%
$54.56 - $60.34 $6.27K - $6.94K
405 $23K
SHW
Sherwin Williams CO

Basic Materials
26
+ 8.67%
$330.74 - $354.45 $8.6K - $9.22K
326 $108K
SOFI
So Fi Technologies, Inc.

Financial Services
80
+ 30.77%
$25.24 - $32.21 $2.02K - $2.58K
340 $9K
WSO
Watsco Inc

Industrials
14
+ 26.42%
$343.12 - $414.9 $4.8K - $5.81K
67 $22K
MA
Mastercard Inc

Financial Services
45
+ 6.31%
$536.85 - $580.45 $24.2K - $26.1K
758 $406K
Brookfield Corp Cl A LTD Vt Sh
4.74K
+ 49.98%
N/A
14.2K $0
Linde PLC Shs
123
+ 87.86%
N/A
263 $0
Blackrock Inc Com
12
+ 29.27%
N/A
53 $0
Calamos Autocallable Income ETF
104K
+ 473.62%
N/A
126K $0
MODL
Victory Portfolios Ii Victorys
6.83K
+ 571.15%
N/A
8.03K $0
Jpmorgan Limited Duration Bond ETF
6
+ 1.03%
N/A
589 $0
Arista Networks Inc Com Shs
204
+ 279.45%
N/A
277 $0
Ishares Bitcoin Trust ETF
205
+ 21.79%
N/A
1.15K $0
Ft Vest Laddered Moderate Buffer ETF
3.75K
+ 20.21%
N/A
22.3K $0
Goldman Sachs Municipal Income ETF
115K
+ 73.54%
N/A
272K $0
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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