Goal Vest Advisory LLC Sells in Q1 2025

Goal Vest Advisory LLC

  • $352 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTWO
Vanguard Russell 2000 ETF

ETFs
-38.7K
Closed
$80.08 - $92.93 $3.1M - $3.59M
0 $0
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-54.7K
- 43.27%
$55.41 - $60.74 $3.03M - $3.32M
71.7K $4.02M
VUG
Vanguard Growth ETF

ETFs
-165
- 0.21%
$369.1 - $427.61 $60.9K - $70.6K
77.8K $28.8M
VTI
Vanguard Total Stock Market Et

ETFs
-3.41K
- 7.32%
$271.18 - $303.12 $923K - $1.03M
43.1K $11.8M
EEM
Ishares Msci Emerging Markets

ETFs
-38.6K
- 99.93%
$40.81 - $45.34 $1.57M - $1.75M
26 $1K
VB
Vanguard Small Cap ETF

ETFs
-3.36K
- 9.88%
$217.89 - $252.64 $732K - $848K
30.6K $6.79M
SPYG
Spdr Portfolio

ETFs
-3.19K
- 5.12%
$80.05 - $92.39 $256K - $295K
59.1K $4.74M
CMCO
Columbus Mckinnon Corp

Industrials
-400
- 2.1%
$15.95 - $37.61 $6.38K - $15K
18.7K $318K
WMT
Walmart Inc.

Consumer Defensive
-2.34K
- 9.51%
$84.5 - $105.05 $198K - $246K
22.3K $1.95M
AMSC
American Superconductor Corp

Industrials
-1.1K
- 5.5%
$17.54 - $34.82 $19.3K - $38.3K
18.9K $364K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-11
- 0.05%
$64.88 - $72.1 $714 - $793
20.4K $1.34M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12
- 0.74%
$360.07 - $417.26 $4.32K - $5.01K
1.61K $581K
ASML
Asml Holding Nv

Technology
-77
- 20.92%
$662.63 - $776.99 $51K - $59.8K
291 $192K
NVO
Novo Nordisk A S

Healthcare
-250
- 11.98%
$69.3 - $90.95 $17.3K - $22.7K
1.84K $127K
VBK
Vanguard Small Cap Growth ETF

ETFs
-158
- 40.51%
$247.97 - $296.33 $39.2K - $46.8K
232 $58K
SPY
Spdr S&P 500 ETF Trust

ETFs
-18
- 1.32%
$551.42 - $612.93 $9.93K - $11K
1.35K $755K
CRM
Salesforce, Inc.

Technology
-2
- 0.3%
$268.36 - $359.95 $537 - $720
667 $178K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.2K
- 7.84%
$21.75 - $24.28 $26.1K - $29.1K
14.1K $309K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-394
- 38.78%
$77.33 - $90.16 $30.5K - $35.5K
622 $48K
XLE
Energy Sector Spdr

ETFs
-462
- 50.22%
$85.7 - $93.96 $39.6K - $43.4K
458 $42K
VOT
Vanguard Mid Cap Growth Index

ETFs
-88
- 14.52%
$237.72 - $276.98 $20.9K - $24.4K
518 $126K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-334
- 63.98%
$74.85 - $84.89 $25K - $28.4K
188 $15K
NSC
Norfolk Southern Corp

Industrials
-98
- 72.59%
$227.69 - $259.76 $22.3K - $25.5K
37 $8K
COP
Conocophillips

Energy
-236
- 74.21%
$88.6 - $105.85 $20.9K - $25K
82 $8K
NOC
Northrop Grumman Corp

Industrials
-53
- 48.62%
$433.45 - $513.82 $23K - $27.2K
56 $28K
GLD
Spdr Gold Trust

ETFs
-187
- 26.3%
$243.19 - $288.14 $45.5K - $53.9K
524 $150K
FITB
Fifth Third Bancorp

Financial Services
-454
- 67.76%
$37.48 - $44.96 $17K - $20.4K
216 $8K
ACN
Accenture PLC

Technology
-42
- 32.06%
$300.91 - $398.25 $12.6K - $16.7K
89 $27K
VV
Vanguard Large Cap ETF

ETFs
-33
- 4.82%
$253.32 - $282.66 $8.36K - $9.33K
652 $166K
FNDA
Schwab Fundamental U S Small C

ETFs
-335
- 19.85%
$26.87 - $30.99 $9K - $10.4K
1.35K $36K
FBT
First Trust Nyse Arca Biotechn

ETFs
-44
- 0.93%
$164.86 - $182.19 $7.25K - $8.02K
4.66K $768K
HCA
Hca Healthcare, Inc.

Healthcare
-75
- 26.79%
$296.7 - $345.55 $22.3K - $25.9K
205 $70K
VFH
Vanguard Financial ETF

ETFs
-101
- 0.83%
$114.07 - $127.34 $11.5K - $12.9K
12.1K $1.42M
CB
Chubb LTD

Financial Services
-44
- 97.78%
$257.71 - $301.99 $11.3K - $13.3K
1 $0
GWW
W.W. Grainger, Inc.

Industrials
-10
- 50.0%
$953.54 - $1132.42 $9.54K - $11.3K
10 $9K
MET
Metlife Inc

Financial Services
-147
- 98.0%
$77.7 - $87.0 $11.4K - $12.8K
3 $0
JNJ
Johnson & Johnson

Healthcare
-261
- 17.54%
$142.06 - $167.7 $37.1K - $43.8K
1.23K $203K
VOE
Vanguard Mid Cap Value Index F

ETFs
-63
- 11.23%
$156.61 - $168.02 $9.87K - $10.6K
498 $79K
ROP
Roper Technologies Inc

Industrials
-24
- 53.33%
$502.71 - $593.81 $12.1K - $14.3K
21 $12K
FDS
Factset Research Systems Inc

Financial Services
-17
- 38.64%
$427.5 - $476.51 $7.27K - $8.1K
27 $12K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-429
- 2.86%
$27.01 - $28.54 $11.6K - $12.2K
14.6K $402K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-211
- 64.92%
$32.49 - $37.99 $6.86K - $8.02K
114 $3K
XLB
Select Sector Spdr Fd Material

ETFs
-81
- 25.96%
$83.19 - $90.99 $6.74K - $7.37K
231 $19K
CVS
Cvs Health Corp

Healthcare
-171
- 96.61%
$44.22 - $68.64 $7.56K - $11.7K
6 $0
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-58
- 0.98%
$49.78 - $53.19 $2.89K - $3.09K
5.86K $296K
IWN
Ishares Russell2000 Val ETF

ETFs
-29
- 40.28%
$149.27 - $169.4 $4.33K - $4.91K
43 $6K
AJG
Arthur J. Gallagher & Co.

Financial Services
-42
- 26.25%
$275.89 - $345.24 $11.6K - $14.5K
118 $40K
AXP
American Express CO

Financial Services
-2
- 1.23%
$255.39 - $325.87 $511 - $652
160 $43K
IVW
Ishares S&P 500 Growth ETF

ETFs
-16
- 5.19%
$92.45 - $106.69 $1.48K - $1.71K
292 $27K
Activity Summary
Buys All Purchases 322 New Holdings 180 Increased Positions 142 Sells All Sells 79 Reductions 78 Sold out 1 Options Calls 0 Puts 0
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