Goal Vest Advisory LLC New Holdings in Q4 2024

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
6.75K
New
$181.07 - $225.92 $1.22M - $1.52M
6.75K $1.45M
VFH
Vanguard Financial ETF

ETFs
12.2K
New
$108.87 - $126.2 $1.32M - $1.53M
12.2K $1.44M
L
Loews Corp

Financial Services
15.6K
New
$76.49 - $87.05 $1.2M - $1.36M
15.6K $1.32M
PGR
Progressive Corp

Financial Services
5.11K
New
$239.6 - $268.88 $1.23M - $1.38M
5.11K $1.23M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
40.5K
New
$20.98 - $21.19 $850K - $858K
40.5K $853K
WULF
Terawulf Inc.

Financial Services
115K
New
$3.82 - $8.82 $439K - $1.01M
115K $650K
JOBY
Joby Aviation, Inc.

Industrials
18K
New
$4.8 - $9.16 $86.4K - $165K
18K $146K
XLY
Select Sector Spdr Consumer Di

ETFs
533
New
$194.8 - $239.43 $104K - $128K
533 $119K
VHT
Vanguard Health Care ETF

ETFs
126
New
$250.81 - $283.3 $31.6K - $35.7K
126 $31K
KIE
Spdr S&P Insurance ETF

ETFs
524
New
$55.65 - $62.03 $29.2K - $32.5K
524 $29K
MGV
Vanguard Mega Cap Value

ETFs
132
New
$124.06 - $133.48 $16.4K - $17.6K
132 $16K
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
134
New
$112.69 - $123.97 $15.1K - $16.6K
134 $15K
HYG
Ishares Tr

ETFs
137
New
$78.09 - $80.04 $10.7K - $11K
137 $10K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
419
New
$22.02 - $46.16 $9.23K - $19.3K
419 $9K
SCHW
Schwab Charles Corp

Financial Services
130
New
$63.31 - $82.85 $8.23K - $10.8K
130 $9K
LARK
Landmark Bancorp Inc

Financial Services
346
New
$19.99 - $24.94 $6.92K - $8.63K
346 $8K
SOFI
So Fi Technologies, Inc.

Financial Services
481
New
$7.63 - $16.88 $3.67K - $8.12K
481 $7K
CVS
Cvs Health Corp

Healthcare
177
New
$43.78 - $67.46 $7.75K - $11.9K
177 $7K
XLK
Technology Sector Spdr

ETFs
31
New
$220.26 - $241.44 $6.83K - $7.48K
31 $7K
VBR
Vanguard Small Cap Value ETF

ETFs
34
New
$197.36 - $217.3 $6.71K - $7.39K
34 $6K
FIS
Fidelity National Information Services, Inc.

Technology
77
New
$80.14 - $90.95 $6.17K - $7K
77 $6K
FAST
Fastenal CO

Industrials
69
New
$69.99 - $84.35 $4.83K - $5.82K
69 $4K
MRVL
Marvell Technology, Inc.

Technology
38
New
$70.31 - $124.78 $2.67K - $4.74K
38 $4K
IYG
Ishares Tr

ETFs
56
New
$70.24 - $82.34 $3.93K - $4.61K
56 $4K
JNK
Spdr Bloomberg High Yield Bond

ETFs
51
New
$94.77 - $97.36 $4.83K - $4.97K
51 $4K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
37
New
$111.85 - $120.71 $4.14K - $4.47K
37 $4K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
84
New
$53.94 - $58.15 $4.53K - $4.88K
84 $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
APH
Amphenol Corp

Technology
54
New
$62.07 - $75.35 $3.35K - $4.07K
54 $3K
XLV
Select Sector Spdr Fund Health

ETFs
27
New
$136.28 - $154.74 $3.68K - $4.18K
27 $3K
BSX
Boston Scientific Corp

Healthcare
36
New
$83.62 - $91.5 $3.01K - $3.29K
36 $3K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
71
New
$50.14 - $52.56 $3.56K - $3.73K
71 $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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
16
New
$201.32 - $217.44 $3.22K - $3.48K
16 $3K
ROK
Rockwell Automation, Inc

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

ETFs
29
New
$89.66 - $102.16 $2.6K - $2.96K
29 $2K
VFC
V F Corp

Consumer Cyclical
111
New
$16.7 - $22.59 $1.85K - $2.51K
111 $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
MDLZ
Mondelez International, Inc.

Consumer Defensive
25
New
$59.25 - $72.99 $1.48K - $1.82K
25 $1K
EWC
Ishares Msci Canada ETF

ETFs
34
New
$39.64 - $43.28 $1.35K - $1.47K
34 $1K
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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