Goal Vest Advisory LLC Sells in Q4 2024

Goal Vest Advisory LLC

  • $352 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICE
Intercontinental Exchange, Inc.

Financial Services
-62
- 8.23%
$148.29 - $166.93 $9.19K - $10.3K
691 $102K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-52
- 13.13%
$481.22 - $538.17 $25K - $28K
344 $175K
VEA
Vanguard Ftse Developed Market

ETFs
-50
- 1.71%
$47.57 - $52.44 $2.38K - $2.62K
2.88K $137K
HD
Home Depot, Inc.

Consumer Cyclical
-31
- 9.54%
$385.02 - $431.37 $11.9K - $13.4K
294 $114K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-351
- 82.39%
$45.17 - $47.23 $15.9K - $16.6K
75 $3K
NXPI
Nxp Semiconductors N.V.

Technology
-59
- 55.14%
$207.27 - $255.58 $12.2K - $15.1K
48 $9K
LHX
L3 Harris Technologies, Inc.

Industrials
-55
- 38.46%
$208.94 - $264.22 $11.5K - $14.5K
88 $18K
T
At&T Inc.

Communication Services
-3.37K
- 4.18%
$21.22 - $23.88 $71.4K - $80.4K
77.1K $1.76M
IQV
Iqvia Holdings Inc.

Healthcare
-63
- 91.3%
$190.97 - $236.63 $12K - $14.9K
6 $1K
APD
Air Products & Chemicals, Inc.

Basic Materials
-48
- 39.67%
$285.5 - $335.62 $13.7K - $16.1K
73 $21K
SPGI
S&P Global Inc.

Financial Services
-24
- 15.69%
$480.36 - $529.17 $11.5K - $12.7K
129 $64K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-350
- 51.85%
$35.45 - $40.33 $12.4K - $14.1K
325 $11K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-105
- 62.5%
$119.61 - $136.3 $12.6K - $14.3K
63 $7K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-462
- 41.14%
$24.55 - $25.16 $11.3K - $11.6K
661 $16K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-63
- 62.38%
$176.42 - $186.91 $11.1K - $11.8K
38 $6K
PARA
Paramount Global

Communication Services
-1.04K
- 80.94%
$10.27 - $11.57 $10.6K - $12K
244 $2K
VCIT
Vanguard Intermediate Term Cor

ETFs
-125
- 82.78%
$80.13 - $83.77 $10K - $10.5K
26 $2K
BNDX
Vanguard Total International B

ETFs
-197
- 67.01%
$48.91 - $50.61 $9.64K - $9.97K
97 $4K
UPS
United Parcel Service Inc

Industrials
-64
- 38.32%
$122.65 - $138.35 $7.85K - $8.85K
103 $12K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
-68
- 3.85%
$30.42 - $36.45 $2.07K - $2.48K
1.7K $53K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-80
- 13.11%
$124.26 - $134.12 $9.94K - $10.7K
530 $68K
EW
Edwards Lifesciences Corp

Healthcare
-201
- 23.76%
$64.54 - $75.92 $13K - $15.3K
645 $47K
VV
Vanguard Large Cap ETF

ETFs
-40
- 5.52%
$260.27 - $280.65 $10.4K - $11.2K
685 $184K
OXY
Occidental Petroleum Corp

Energy
-100
- 65.36%
$45.36 - $55.91 $4.54K - $5.59K
53 $2K
PFE
Pfizer Inc

Healthcare
-93
- 10.56%
$24.8 - $30.19 $2.31K - $2.81K
788 $20K
TJX
Tjx Companies Inc

Consumer Cyclical
-176
- 3.34%
$112.15 - $127.2 $19.7K - $22.4K
5.1K $616K
OXYWS
Occidental Pete Corp Wt Exp 08
-12
Closed
N/A
0 $0
Alpha Architect 1 3 Month Box ETF
-49K
- 54.37%
N/A
41.2K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-5.91K
- 48.83%
N/A
6.19K $0
MODL
Victory Portfolios Ii Victorys
-260
- 62.5%
N/A
156 $0
Blackrock Inc Com
-20
- 29.41%
N/A
48 $0
Global X 1 3 Month T Bill ETF
-750
- 13.04%
N/A
5K $0
COST
Costco Wholesale Corp

Consumer Defensive
-5
- 2.18%
$873.59 - $994.69 $4.37K - $4.97K
224 $205K
FDN
First Tr Fd Dow Jones

ETFs
-40
- 10.87%
$210.5 - $257.24 $8.42K - $10.3K
328 $79K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-50
- 7.46%
$45.39 - $62.98 $2.27K - $3.15K
620 $35K
VOT
Vanguard Mid Cap Growth Index

ETFs
-4
- 0.66%
$241.48 - $274.89 $966 - $1.1K
606 $153K
PL
Planet Labs Pbc

Industrials
-2K
- 25.03%
$2.1 - $4.52 $4.2K - $9.04K
5.99K $24K
CMCO
Columbus Mckinnon Corp

Industrials
-250
- 1.29%
$31.42 - $40.59 $7.86K - $10.1K
19.1K $710K
SPYG
Spdr Portfolio

ETFs
-3.06K
- 4.68%
$81.74 - $91.38 $250K - $279K
62.3K $5.48M
IP
International Paper CO

Consumer Cyclical
-1.45K
- 5.04%
$46.64 - $59.57 $67.5K - $86.2K
27.3K $1.47M
NVDA
Nvidia Corp

Technology
-2.18K
- 7.75%
$117.0 - $148.88 $255K - $325K
26K $3.49M
VB
Vanguard Small Cap ETF

ETFs
-138
- 0.4%
$233.76 - $261.58 $32.3K - $36.1K
34K $8.17M
OKE
Oneok Inc

Energy
-831
- 4.71%
$92.28 - $117.05 $76.7K - $97.3K
16.8K $1.69M
WMB
Williams Companies, Inc.

Energy
-2.34K
- 7.13%
$46.37 - $59.74 $108K - $140K
30.4K $1.65M
AAPL
Apple Inc.

Technology
-147
- 1.28%
$221.69 - $259.02 $32.6K - $38.1K
11.4K $2.85M
WMT
Walmart Inc.

Consumer Defensive
-693
- 2.74%
$79.1 - $95.7 $54.8K - $66.3K
24.6K $2.22M
JPM
Jpmorgan Chase & CO

Financial Services
-285
- 2.01%
$205.18 - $250.29 $58.5K - $71.3K
13.9K $3.34M
V
Visa Inc.

Financial Services
-127
- 1.26%
$273.87 - $320.91 $34.8K - $40.8K
9.94K $3.14M
AMZN
Amazon Com Inc

Consumer Cyclical
-303
- 2.19%
$180.88 - $232.93 $54.8K - $70.6K
13.6K $2.97M
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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