Goal Vest Advisory LLC New Holdings in Q3 2025

Goal Vest Advisory LLC

  • $453 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
5.3K
New
$297.99 - $419.78 $1.58M - $2.22M
5.3K $1.79M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.61K
New
$44.82 - $46.28 $162K - $167K
3.61K $166K
FLS
Flowserve Corp

Industrials
2.44K
New
$51.98 - $57.7 $127K - $141K
2.44K $129K
AVLV
American Centy ETF Tr Avantis
843
New
$68.33 - $72.69 $57.6K - $61.3K
843 $60K
TDIV
First Trust Nasdaq Technology

ETFs
583
New
$89.27 - $100.33 $52K - $58.5K
583 $57K
APH
Amphenol Corp

Technology
450
New
$97.39 - $125.4 $43.8K - $56.4K
450 $55K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
1.19K
New
$40.04 - $45.11 $47.5K - $53.5K
1.19K $52K
UBER
Uber Technologies, Inc

Technology
500
New
$86.91 - $99.57 $43.5K - $49.8K
500 $48K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
235
New
$185.65 - $214.38 $43.6K - $50.4K
235 $47K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
625
New
$69.02 - $73.57 $43.1K - $46K
625 $45K
OXY
Occidental Petroleum Corp

Energy
798
New
$42.54 - $48.1 $33.9K - $38.4K
798 $37K
RMD
Resmed Inc

Healthcare
135
New
$252.01 - $293.73 $34K - $39.7K
135 $36K
INTC
Intel Corp

Technology
1K
New
$19.31 - $35.5 $19.3K - $35.5K
1K $33K
JCPB
J P Morgan Exchange Traded Fd

ETFs
696
New
$46.37 - $47.77 $32.3K - $33.2K
696 $33K
FDL
First Tr Morningstar Dividend

ETFs
680
New
$41.96 - $44.59 $28.5K - $30.3K
680 $29K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
211
New
$128.6 - $136.01 $27.1K - $28.7K
211 $28K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
224
New
$122.0 - $138.74 $27.3K - $31.1K
224 $28K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
669
New
$35.42 - $38.65 $23.7K - $25.9K
669 $25K
NVR
Nvr Inc

Consumer Cyclical
3
New
$7301.0 - $8543.0 $21.9K - $25.6K
3 $24K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
753
New
$24.73 - $25.29 $18.6K - $19K
753 $18K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
415
New
$29.97 - $32.38 $12.4K - $13.4K
415 $13K
BE
Bloom Energy Corp

Industrials
120
New
$22.13 - $86.27 $2.66K - $10.4K
120 $10K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
99
New
$100.37 - $100.74 $9.94K - $9.97K
99 $9K
EPD
Enterprise Products Partners L.P.

Energy
273
New
$30.74 - $32.14 $8.39K - $8.77K
273 $8K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
243
New
$30.39 - $35.78 $7.38K - $8.69K
243 $8K
ENFR
Alerian Energy Infrastructure

ETFs
230
New
$31.23 - $32.68 $7.18K - $7.52K
230 $7K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
928
New
$7.95 - $8.31 $7.38K - $7.71K
928 $7K
CRF
Cornerstone Total Return Fund Inc

Financial Services
940
New
$7.69 - $8.04 $7.23K - $7.56K
940 $7K
LBRT
Liberty Energy Inc.

Energy
620
New
$10.02 - $13.25 $6.21K - $8.22K
620 $7K
INTU
Intuit Inc

Technology
10
New
$646.03 - $807.39 $6.46K - $8.07K
10 $6K
SOFI
So Fi Technologies, Inc.

Financial Services
260
New
$17.64 - $29.81 $4.59K - $7.75K
260 $6K
TOST
Toast, Inc.

Technology
172
New
$36.51 - $49.3 $6.28K - $8.48K
172 $6K
BXSL
Blackstone Secured Lending Fund

Financial Services
205
New
$26.07 - $32.55 $5.34K - $6.67K
205 $5K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
260
New
$20.33 - $22.62 $5.29K - $5.88K
260 $5K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
213
New
$26.16 - $27.65 $5.57K - $5.89K
213 $5K
DIAX
Nuveen Dow 30sm Dynamic Overwrite Fund

Financial Services
339
New
$14.12 - $14.91 $4.79K - $5.05K
339 $5K
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
560
New
$8.88 - $9.09 $4.97K - $5.09K
560 $5K
GBDC
Golub Capital Bdc, Inc.

Financial Services
392
New
$13.69 - $15.48 $5.37K - $6.07K
392 $5K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
154
New
$26.51 - $27.85 $4.08K - $4.29K
154 $4K
BIT
Black Rock Multi Sector Income Trust

Financial Services
369
New
$13.31 - $14.89 $4.91K - $5.49K
369 $4K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
201
New
$23.75 - $25.0 $4.77K - $5.03K
201 $4K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
50
New
$82.22 - $96.68 $4.11K - $4.83K
50 $4K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
608
New
$6.12 - $7.9 $3.72K - $4.8K
608 $3K
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
311
New
$11.41 - $12.19 $3.55K - $3.79K
311 $3K
FMB
First Tr Exchange Traded Fd Ii

ETFs
75
New
$49.32 - $50.93 $3.7K - $3.82K
75 $3K
Dave Inc Class A Com New
2.2K
New
N/A
2.2K $0
NFTY
First Tr Alphadex Fd Ii India
76
New
N/A
76 $0
Calamos Autocallable Income ETF
22K
New
N/A
22K $0
AFLG
First Tr Exchange Traded Fd Vi
4.11K
New
N/A
4.11K $0
Activity Summary
Buys All Purchases 146 New Holdings 57 Increased Positions 89 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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