Goal Vest Advisory LLC Closed Holding Positions

Goal Vest Advisory LLC

  • $331 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
MGM
Mgm Resorts International

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
5
$27.17 - $43.35 $136 - $217
PPL
Ppl Corp

Utilities
Q2 2022 Filed on Jul 06, 2022
13
$25.36 - $30.58 $330 - $398
HOLX
Hologic Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
3
$67.12 - $79.99 $201 - $240
FAST
Fastenal CO

Industrials
Q2 2022 Filed on Jul 06, 2022
6
$48.48 - $60.15 $291 - $361
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$102.23 - $133.85 $204 - $268
URI
United Rentals, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
31
$235.84 - $354.0 $7.31K - $11K
APO
Apollo Global Management, Inc.

Financial Services
Q2 2022 Filed on Jul 06, 2022
19
$46.78 - $63.36 $889 - $1.2K
ARNC
Arconic Corp

Industrials
Q2 2022 Filed on Jul 06, 2022
39
$24.18 - $30.95 $943 - $1.21K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
8
$50.37 - $56.78 $403 - $454
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
2
$58.26 - $77.33 $117 - $155
SLG
Sl Green Realty Corp

Real Estate
Q2 2022 Filed on Jul 06, 2022
2
$46.15 - $81.2 $92.3 - $162
ENPH
Enphase Energy, Inc.

Technology
Q2 2022 Filed on Jul 06, 2022
3
$137.55 - $216.38 $413 - $649
RING
Ishares Inc Msci Global Gold M

ETFs
Q2 2022 Filed on Jul 06, 2022
1,583
$21.78 - $33.06 $34.5K - $52.3K
IRM
Iron Mountain Inc

Real Estate
Q2 2022 Filed on Jul 06, 2022
6
$46.11 - $57.72 $277 - $346
RL
Ralph Lauren Corp

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
1
$87.14 - $115.38 $87.1 - $115
CRSP
Crispr Therapeutics Ag

Healthcare
Q2 2022 Filed on Jul 06, 2022
1,132
$43.23 - $73.83 $48.9K - $83.6K
MLM
Martin Marietta Materials Inc

Basic Materials
Q2 2022 Filed on Jul 06, 2022
1
$297.3 - $385.06 $297 - $385
CF
Cf Industries Holdings, Inc.

Basic Materials
Q2 2022 Filed on Jul 06, 2022
1
$80.6 - $110.03 $80.6 - $110
PXD
Pioneer Natural Resources CO

Energy
Q2 2022 Filed on Jul 06, 2022
5
$221.77 - $285.28 $1.11K - $1.43K
MOS
Mosaic CO

Basic Materials
Q2 2022 Filed on Jul 06, 2022
10
$45.24 - $78.15 $452 - $782
DINO
Hf Sinclair Corp

Energy
Q2 2022 Filed on Jul 06, 2022
15
$36.53 - $57.55 $548 - $863
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q2 2022 Filed on Jul 06, 2022
34,563
$51.43 - $62.92 $1.78M - $2.17M
AES
Aes Corp

Utilities
Q2 2022 Filed on Jul 06, 2022
17
$18.91 - $26.22 $321 - $446
APTV
Aptiv PLC

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
3
$86.16 - $119.07 $258 - $357
BALL
Ball Corp

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
3
$63.31 - $89.84 $190 - $270
K
Kellogg CO

Consumer Defensive
Q2 2022 Filed on Jul 06, 2022
9
$65.31 - $74.53 $588 - $671
DTM
Dt Midstream, Inc.

Energy
Q2 2022 Filed on Jul 06, 2022
1
$46.71 - $59.04 $46.7 - $59
NOV
Nov Inc.

Energy
Q2 2022 Filed on Jul 06, 2022
20
$15.6 - $21.62 $312 - $432
RMD
Resmed Inc

Healthcare
Q2 2022 Filed on Jul 06, 2022
2
$191.41 - $252.08 $383 - $504
CMS
Cms Energy Corp

Utilities
Q2 2022 Filed on Jul 06, 2022
1
$61.16 - $73.56 $61.2 - $73.6
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
Q2 2022 Filed on Jul 06, 2022
635
$55.42 - $64.55 $35.2K - $41K
BXP
Boston Properties Inc

Real Estate
Q2 2022 Filed on Jul 06, 2022
4
$88.55 - $130.24 $354 - $521
VNO
Vornado Realty Trust

Real Estate
Q2 2022 Filed on Jul 06, 2022
10
$27.86 - $45.32 $279 - $453
REG
Regency Centers Corp

Real Estate
Q2 2022 Filed on Jul 06, 2022
4
$56.6 - $72.96 $226 - $292
HOG
Harley Davidson, Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
10
$30.32 - $41.24 $303 - $412
HST
Host Hotels & Resorts, Inc.

Real Estate
Q2 2022 Filed on Jul 06, 2022
3
$15.4 - $21.24 $46.2 - $63.7
FOXA
Fox Corp

Communication Services
Q2 2022 Filed on Jul 06, 2022
2
$31.52 - $39.56 $63 - $79.1
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
2
$110.52 - $163.14 $221 - $326
LOUP
Innovator Etfs Tr Loup Frontie

ETFs
Q2 2022 Filed on Jul 06, 2022
2,110
$29.29 - $46.69 $61.8K - $98.5K
IIPR
Innovative Industrial Properties Inc

Real Estate
Q2 2022 Filed on Jul 06, 2022
5
$108.34 - $205.24 $542 - $1.03K
WY
Weyerhaeuser CO

Real Estate
Q2 2022 Filed on Jul 06, 2022
8
$32.77 - $42.22 $262 - $338
CNC
Centene Corp

Healthcare
Q2 2022 Filed on Jul 06, 2022
6
$75.7 - $89.01 $454 - $534
MBI
Mbia Inc

Financial Services
Q2 2022 Filed on Jul 06, 2022
5,000
$11.55 - $15.95 $57.8K - $79.8K
PGR
Progressive Corp

Financial Services
Q2 2022 Filed on Jul 06, 2022
4
$106.95 - $121.19 $428 - $485
LEN
Lennar Corp

Consumer Cyclical
Q2 2022 Filed on Jul 06, 2022
3
$64.49 - $83.43 $193 - $250
PEAK
Healthpeak Properties, Inc.

Real Estate
Q2 2022 Filed on Jul 06, 2022
7
$23.44 - $35.4 $164 - $248
Warner Bros Discovery Inc Com Ser A
Q2 2022 Filed on Jul 06, 2022
8
N/A
CNP
Centerpoint Energy Inc

Utilities
Q2 2022 Filed on Jul 06, 2022
20
$27.4 - $32.75 $548 - $655
SWK
Stanley Black & Decker, Inc.

Industrials
Q2 2022 Filed on Jul 06, 2022
2
$101.7 - $144.56 $203 - $289
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