Goal Vest Advisory LLC Closed Holding Positions

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
4
$99.0 - $110.55 $396 - $442
FLS
Flowserve Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
13
$27.79 - $37.08 $361 - $482
IT
Gartner Inc

Technology
Q2 2022 Filed on Jul 06, 2022
1
$224.07 - $310.01 $224 - $310
QRVO
Qorvo, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
2
$93.12 - $123.49 $186 - $247
RHI
Robert Half International Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
1
$74.89 - $116.11 $74.9 - $116
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
17
$151.48 - $184.7 $2.58K - $3.14K
L
Loews Corp

Financial Services
Q2 2022 Filed on Jul 06, 2022
2
$56.9 - $67.36 $114 - $135
A
Agilent Technologies, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
3
$112.71 - $135.93 $338 - $408
BWA
Borgwarner Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
4
$32.95 - $40.32 $132 - $161
ABMD
Abiomed Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$224.73 - $338.64 $225 - $339
ALB
Albemarle Corp

Basic Materials
Q2 2022 Filed on Jul 06, 2022
1
$187.76 - $270.92 $188 - $271
PKI
Perkinelmer Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$134.91 - $172.49 $270 - $345
EXR
Extra Space Storage Inc.

Real Estate
Q2 2022 Filed on Jul 06, 2022
3
$158.74 - $219.95 $476 - $660
BKR
Baker Hughes CO

Energy
Q2 2022 Filed on Jul 06, 2022
14
$28.47 - $37.82 $399 - $529
PAYC
Paycom Software, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
1
$259.97 - $358.64 $260 - $359
TDG
Trans Digm Group Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
1
$513.69 - $669.39 $514 - $669
ZION
Zions Bancorporation, National Association

Financial Services
Q2 2022 Filed on Jul 06, 2022
26
$50.84 - $65.53 $1.32K - $1.7K
LNC
Lincoln National Corp

Financial Services
Q2 2022 Filed on Jul 06, 2022
6
$45.95 - $68.67 $276 - $412
TRU
Trans Union

Industrials
Q2 2022 Filed on Jul 06, 2022
95
$76.3 - $100.62 $7.25K - $9.56K
XITK
Spdr Ser Tr Factset Innovative

ETFs
Q2 2022 Filed on Jul 06, 2022
620
$103.54 - $160.36 $64.2K - $99.4K
FFIV
F5, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
2
$149.14 - $213.92 $298 - $428
IEX
Idex Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
3
$173.06 - $198.72 $519 - $596
JBHT
Hunt J B Transport Services Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
1
$154.88 - $181.51 $155 - $182
STT
State Street Corp

Financial Services
Q2 2022 Filed on Jul 06, 2022
4
$61.65 - $85.84 $247 - $343
DRE
Duke Realty Corp

Real Estate
Q2 2022 Filed on Jul 06, 2022
4
$47.71 - $61.53 $191 - $246
MPW
Medical Properties Trust Inc

Real Estate
Q2 2022 Filed on Jul 06, 2022
5
$14.34 - $21.54 $71.7 - $108
PCAR
Paccar Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
10
$79.81 - $89.38 $798 - $894
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Jul 06, 2022
10
$23.08 - $25.81 $231 - $258
TTWO
Take Two Interactive Software Inc

Communication Services
Q2 2022 Filed on Jul 06, 2022
3
$103.59 - $154.43 $311 - $463
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$463.67 - $597.16 $464 - $597
WRK
West Rock CO

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
6
$38.87 - $54.19 $233 - $325
XRAY
Dentsply Sirona Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$34.74 - $49.25 $69.5 - $98.5
RYH
Invesco S&P 500 Equal Weight H

ETFs
Q2 2022 Filed on Jul 06, 2022
2
$254.1 - $315.41 $508 - $631
UHS
Universal Health Services Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
1
$100.71 - $155.55 $101 - $156
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
1
$52.02 - $81.84 $52 - $81.8
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
1
$342.08 - $431.38 $342 - $431
AKAM
Akamai Technologies Inc

Technology
Q2 2022 Filed on Jul 06, 2022
6
$87.46 - $121.92 $525 - $732
RSG
Republic Services, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
3
$120.73 - $138.11 $362 - $414
DHI
Horton D R Inc

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
2
$60.56 - $76.66 $121 - $153
ROK
Rockwell Automation, Inc

Industrials
Q2 2022 Filed on Jul 06, 2022
2
$191.09 - $284.48 $382 - $569
VRSN
Verisign Inc

Technology
Q2 2022 Filed on Jul 06, 2022
1
$156.51 - $226.55 $157 - $227
CHD
Church & Dwight CO Inc

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
6
$81.5 - $104.16 $489 - $625
ICLR
Icon PLC

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$197.3 - $261.32 $395 - $523
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
31
$10.38 - $22.19 $322 - $688
HIMX
Himax Technologies, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
15
$7.48 - $11.02 $112 - $165
IVZ
Invesco Ltd.

Financial Services
Q2 2022 Filed on Jul 06, 2022
25
$15.93 - $23.31 $398 - $583
EIX
Edison International

Utilities
Q2 2022 Filed on Jul 06, 2022
13
$58.92 - $72.75 $766 - $946
SNEX
Stone X Group Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
5
$67.78 - $80.23 $339 - $401
PNR
Pentair PLC

Industrials
Q2 2022 Filed on Jul 06, 2022
2
$43.9 - $54.88 $87.8 - $110
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